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.

 Decosimo Announces New Principal

April 8, 2014 

Decosimo Announces New Principal

David Cranford, CPA, a 25-year veteran in health care finances, has become a principal in the Decosimo accounting firm specializing in health care.

 Financial Planner Shares 3 Smart Tips for Retirement

April 4, 2014 

Financial Planner Shares 3 Smart Tips for Retirement

With home ownership, job opportunity and retirement security in decline, an Allstate/National Journal Heartland Monitor poll shows that most Americans agree with what the experts have said. Seven in 10 think that tomorrow’s adults – today’s kids – will have less financial security than adults today.

 Cloud Audit & Compliance System Achieves Milestones

April 2, 2014 

Cloud Audit & Compliance System Achieves Milestones

Since cloud-based audit, compliance, and risk management provider ACL first introduced its ACL GRC system in May 2013, the company has achieved several major milestones, including the expansion of its global footprint, rapid increase of new customer engagements, and recognition by industry leaders.

Isaac M. O'Bannon

checklist_10331480

April 1, 2014 

An Accountant’s Checklist for Client Meetings

Building relationships with your accounting clients requires trust, rapport and an atmosphere for open dialogue. Many accounting firms use a checklist to prepare for client meetings and to facilitate information exchange. Here are some questions that many accountants who are clients of Sageworks have found helpful when interacting with their business clients.

Mary Ellen Biery

paychex_10362381

March 26, 2014 

Payroll Services Firm Recognized for Ethics

Paychex has been recognized by The Ethisphere Institute, an independent center of research promoting best practices in corporate ethics and governance, as a 2014 World’s Most Ethical Company.

 Franchisees Saw Strong Growth in 2013, Expectations High for 2014

March 26, 2014 

Franchisees Saw Strong Growth in 2013, Expectations High for 2014

If you have clients who are franchisees, did they experience the same strong growth as seen across the franchise sector in 2013? According to a new report, last year was a banner year, with industry outpacing the overall U.S. economy in business formation and job growth, creating an estimated 11,000 new establishments and 10 percent…

Isaac M. O'Bannon

 Report Shows Increased Risk Management Challenges

March 19, 2014 

Report Shows Increased Risk Management Challenges

Internal business changes intended to address dynamic market shifts have created a more complex risk landscape for businesses around the globe. Compounding this problem, according to the PwC US Risk in Review report, “Re-evaluating how your company addresses risk,” is that traditional risk management systems have not evolved fast enough to monitor, track and manage…