Advisory

The CPA’s Guide to Spend Control Advisory

Risk Management April 1, 2026 

The CPA’s Guide to Spend Control Advisory

Your mid-market clients are approving invoices over email, buying without purchase orders, and closing books manually every month. These aren’t just inefficiencies — they’re audit risks, and most CPAs only discover them after the damage is done.

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May 14, 2018 

Outstanding CPAs honored by Indiana CPA Society

The Indiana CPA Society honored the state's top CPAs at its annual CPA Celebration on May 11. Each individual was nominated by their peers or Society staff and selected by an awards committee comprised of members of the Board of Directors.

 Xero Grows 43% in North American Market

May 10, 2018 

Xero Grows 43% in North American Market

Xero has continued to grow in FY18, adding 351,000 subscribers, increasing revenue by 38%, improving operating cash flows by $45.6 million, increasing EBITDA by $54.6 million and growing LTV by $990 million to surpass $3.2 billion in total LTV.

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May 8, 2018 

4 Common Retirement Mistakes And How To Avoid Them

Constructing a smart retirement income plan isn’t easy. Throughout the working years there are many factors to consider, such as salary, expenses – monthly and unforeseen – debt and college for the kids, just to name a few.

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May 2, 2018 

State-by-State Rules on Payroll Debit Cards, aka Paycards

Starting April 1, 2019, the federal government has specific regulations that will take effect, although none prohibit the use of paycards. Most of the new regulations pertain to how the issuer must respond to paycard holders and set specific disclosure...

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May 1, 2018 

5 Blockchain Tips for Accounting Firms

There has been a lot of talk about how blockchain technology will disrupt the role of accounting as we know it today. In truth, disruption has already been happening through automated accounting software and other applications that help accounting ...

big4firms

April 24, 2018 

4 Reasons Your Firm Can Serve Clients Better Than a Big 4 Firm

Every business has a unique set of needs when it comes to selecting service providers. For example, depending on the size of the company or the specific matter at hand, there are a variety of options to think about when choosing a firm to handle your ...

FinancialPlanning1

April 24, 2018 

5 Financial Planning Tips for Young Investors

In a financial literacy survey of more than 5,500 young adults, the National Endowment for Financial Education and George Washington University found that only 8 percent of those ages 23 to 35 showed a high level of financial knowledge.