Financial Reporting August 26, 2026
AI Forecasting Jumps Among CFOs, But ROI Remains Elusive
Protiviti notes that among the 77% of finance organizations now employing AI, financial forecasting has emerged as the leading AI use case.
January 14, 2019
Cherry Bekaert LLP Acquires Austin Accounting Firm
Cherry Bekaert has expertise in the core industry sectors of technology, life and health sciences, advanced manufacturing, distribution, real estate and private equity, all of which are key economic drivers in the Austin community. Austin’s thriving ...
January 14, 2019
Hitachi Solutions Acquires Capax Global, LLC
The companies share many synergies — including a deep commitment to achieving customer excellence, a close cultural alignment, and a strong strategic partnership with Microsoft.
January 12, 2019
Umbaugh and Springsted Join Baker Tilly
Umbaugh is the largest CPA firm in the U.S. that focuses solely on financial management, capital planning, bond issuance and post issuance advising and consulting for municipalities, utilities, schools, libraries, counties and townships.
January 9, 2019
RSM Joins Sheltered Harbor’s Alliance Partner Community
The audit, tax and consulting services firm RSM US LLP has joined the Sheltered Harbor alliance partner community in both an assurance and advisory capacity. A not-for-profit subsidiary of Financial Services Information Sharing and Analysis Center (FS-ISAC), Sheltered Harbor is the industry standard for protecting and recovering customer account data in the event that a...…
January 8, 2019
Kathleen Zwickert Joins Avalara Board of Directors
Zwickert was formerly Chief People Officer at NetSuite (now Oracle NetSuite), a provider of cloud-based applications, where she transformed the company’s Human Resources function through technological innovations. Prior to NetSuite, Zwickert was EVP ...
January 3, 2019
BKD Partner Appointed to Financial Accounting Standards Advisory Council
According to FASB, the board establishes financial accounting and reporting standards for public and private companies and not-for-profit organizations. Public financial reporting by U.S. corporations must conform to the principles established ...
January 1, 2019
Accounting Predictions for 2019
December has come again, and it’s time to predict the big stories for 2019. Here are the seven trends I think will have transformational impact on practitioners and their firms in the coming year:
December 21, 2018
CCH Axcess Adds Integration with Xero Partner for Business Tax Prep, Trial Balance
The integration is generating excitement from professionals. Donna Bordeaux of Calculated Moves, PC shares, “We are excited about the new integration, in North America, between Wolters Kluwer and Xero. We will no longer have to spend time diagnosing ...
December 18, 2018
Friedman Launches Practice Focused on Qualified Opportunity Zones
Leading the new practice group will be Partner Steven Bokiess, CPA. He brings more than 20 years of experience advising prominent real estate organizations involved in a wide range of properties, as well as extensive expertise in the financial arena.
December 17, 2018
blumshapiro Elects Brooke Simpson as Partner
With over 15 years of tax planning experience, Simpson has provided sound strategic planning for both U.S. and multi-national corporations. She has worked as an International Tax Director at PricewaterhouseCoopers LLP in Boston since 2004, and since ...
December 17, 2018
What Small Businesses Want From Accountants and Advisors
Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question:
December 17, 2018
December 2018 Firm Management Channel
Why Most Firms Don’t Make It to the Second Generation By Marc Rosenberg, CPA The short answer is that CPA firms stink at succession planning. Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow. Evidence of this is the following: A 60 year-old sole practitioner wants to...…