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.

 How One Accounting Firm Successfully Raised Its Pricing

November 7, 2013 

How One Accounting Firm Successfully Raised Its Pricing

But it’s hard enough for some accountants dealing with difficult clients, ever-changing regulations and staffing challenges to handle their current workload without adding services. You already feel undervalued, so doing more sounds like the last thing on your mind.

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November 5, 2013 

Jill Ward, MBA – 2013 Most Powerful Women in Accounting

Jill Ward, MBA Sr. Vice President and General Manager Accountant Advisory Group Intuit, Inc. www.Intuit.com Education: Bachelor of Arts, Wellesley College and Master in Business Administration, Tuck School of Business at Dartmouth Professional Associations: Business Leadership Council of Wellesley College Hobbies: Hiking, reading, everything outdoors ———————— Click here to see the other honorees of the...…

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November 5, 2013 

Jennifer Katrulya, CPA.CITP, CGMA – 2013 Most Powerful Women in Accounting

Jennifer Katrulya, CPA.CITP, CGMA Founder & CEO BMRG, LLC www.BMRGadvisor.com; www.BMRG.net Education: BS in Accounting from State University of New York (SUNY) Oswego Professional Associations: AICPA, CT Society of CPAs, Homebuilder Association of Fairfield County, CT ———————— Click here to see the other honorees of the 2013 “Most Powerful Women in Accounting” awards. ———————— Q&A:...…

 PwC Releases 2014 Guide to Tax and Wealth Management

October 31, 2013 

PwC Releases 2014 Guide to Tax and Wealth Management

PwC US has released the latest edition of its Managing Your Wealth: Guide to Tax and Wealth Management, to help high-net-worth individuals, families, and business owners better understand and play an active role in growing and preserving their wealth.

 Kim Hogan Joins Intuit Accountant & Advisor Program

October 28, 2013 

Kim Hogan Joins Intuit Accountant & Advisor Program

Accounting marketing expert Kim Hogan has joined the Intuit Accountant and Advisor Group, effective immediately. She joins Ray Barlow and David Bergstein, CPA.CITP, who Intuit announced joined the team earlier this month.

 KPMG Appoints New Managing Partner for D.C. Region

October 21, 2013 

KPMG Appoints New Managing Partner for D.C. Region

In his new role, Carlson, who has led KPMG's St. Louis office since 2008, will be responsible for the strategic direction and growth of the area offices. He assumes his new role on Dec. 1, succeeding Candace H. Duncan, who will retire after 35 years with the firm.