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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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 ...

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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

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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, ...

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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

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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.

 Growing Cyber Risk Poses Challenges for Corporate Directors

March 19, 2018 

Growing Cyber Risk Poses Challenges for Corporate Directors

The report, the first in a joint series of Global Governance Insights on Emerging Risks, was unveiled at the WCD Americas Institute in Miami on March 7, which convened directors from around the world and explored topics ranging from “Next Gen Crises ...