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.

 A Growth Opportunity For CPAs: Self-Directed IRA Investors

October 17, 2013 

A Growth Opportunity For CPAs: Self-Directed IRA Investors

With demand for alternative assets accelerating, CPAs have an opportunity to engage with a growing number of investors making investments in illiquid – and high potential – alternative assets held in an Individual Retirement Account (IRA).

 BMRG Advisory Program Adds Palo Alto Software as a Partner

October 1, 2013 

BMRG Advisory Program Adds Palo Alto Software as a Partner

BMRG Advisory Program has announced that Palo Alto Software, Inc. is now a Premier Sponsor. BMRG provides collaborative educational and advisory services for CPA/accounting firms, technology companies and other small and mid-sized businesses. Palo Alto Software provides cloud-based tools that help small businesses plan and track their financial metrics. LivePlan, the company’s flagship product, helps...…

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October 1, 2013 

How Accountants and Tax Pros Can Manage Business Risk

Summer may seem like a time where accountants can take a breath. They’re just past the April tax rush and still a ways ahead of end-of-year planning. But that timing makes August and September the optimum time to work on managing your practice – an essential part of which is managing business risk.

 WTP Advisors Merges with N.Y. Forensic Accounting Firm BSG

September 23, 2013 

WTP Advisors Merges with N.Y. Forensic Accounting Firm BSG

The New York-based forensic accounting and litigation support firm, Boucher Stickley Group (BSG), has merged with WTP Advisors, a global tax and business advisory firm. BSG is known for its pioneering systems used to perform complicated quantitative analysis related to controversy resolution.