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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June 10, 2014 

How to Prepare Your Firm for Partner Succession

Thousands of firms are working through the succession and retirement of senior partners and deciding along the way whether or not they can pull it off internally and stay independent. The single most important factor for success is what we see when we look over our shoulder – is the bench of people there to…

Gary Adamson

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June 6, 2014 

Is Your Firm Playing Above the Line?

There is a lot of interest, discussion and action taking place around client accounting and advisory services these days. Firms are recognizing the opportunities offered by advances in technology and cloud accounting systems. However, it’s not the technology platform driving this movement, rather firms’ desire to transition from a trusted technical advisor to a trusted…

Jim Boomer

 Survey: Men More Confident than Women on Retirement

June 4, 2014 

Survey: Men More Confident than Women on Retirement

American men, particularly those aged 51 or older and with an income over $75,000, are more confident about retirement according to a recent survey conducted by financial services group OneAmerica. Contributing to their confidence is a realistic knowledge of how much retirement income they will need.

Isaac M. O'Bannon

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June 3, 2014 

Seattle Passes $15 Minimum Wage

The Seattle City Council Monday unanimously approved a $15 minimum wage, creating a path over the next seven years to provide the city's lowest-paid workers the nation's highest minimum wage.

 KPMG Acquires Rothstein Kass

May 30, 2014 

KPMG Acquires Rothstein Kass

Big 4 accounting and consulting firm KPMG LLP has acquired the hedge fund group Rothstein Kass, the companies have announced. Most partners and employees of Rothstein Kass will join KPMG.

 States Seek Ways to Regulate Bitcoin

May 28, 2014 

States Seek Ways to Regulate Bitcoin

State regulators in Massachusetts and others around the country are taking a close look at virtual currencies as bitcoin continues to grow in popularity.

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May 26, 2014 

NMGI Celebrates 30th Anniversary, Receives Award

Network Management Group, Inc. provides consulting, technology solutions, systems and related services to public and private sector clients throughout the United States. The MSP Mentor 200 award is annually identified by Nine Lives Media's North America edition.