Advisory

AuditBoard is Now Optro

Technology March 9, 2026 

AuditBoard is Now Optro

"From internal audit and cybersecurity to third-party risk and AI governance, our name now conveys the scale of enterprise risk we help solve for today," Optro CEO Raul Villar Jr. said.

Jason Bramwell

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.

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April 18, 2018 

6 Spring Cleaning Tips for the Post-Tax Season

Tax season is over - hallelujah. From my experience working with numerous accounting firms on their digital strategies, I know for a fact that a number of accountants (but mostly partners and practice owners) get close to burnout during this season ...

payroll_web_image_10350889

April 17, 2018 

Want to Grow Your Firm? Think Payroll First

The topic of change comes up every year at the end of December. Everyone has New Year’s resolutions and thoughts of how they are going to improve themselves in 2019 with regards to health, diet and fitness, as well as to how they are going to improve ...

David Bergstein

riskmanagement1

March 28, 2018 

Audit Independence and Consulting: Where is the Line?

For public accounting firms, there is a clear independence line between auditing the financial statements of a business and also handling the accounting. However, as the variety of consulting services offered by CPA firms and the associated fees grow, ...

gig economy 1  56f9495678a4b

March 27, 2018 

Are You Preparing Your Firm for the Gig Economy?

The gig economy is already here. And hopefully your senior leadership and talent leadership are working together to develop the strategies and plan on how to take advantage of it. Because you will feel the impact sooner rather than later, and whether ...

Dustin Hostetler

blue co logo 1  5ab2854a64c1b

March 21, 2018 

Blue & Co. Named One of Ohio’s Best Employers

This statewide survey and awards program is designed to identify, recognize, and honor the best places of employment in Ohio, benefiting the state's economy, its workforce and businesses.