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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August 25, 2013 

Jim Boomer – 2013 40 Under 40 Honoree

Jim Boomer, CPA.CITP, CGMA, MBA — 37 CIO/Shareholder, Boomer Consulting, Inc.Manhattan, KS www.boomer.com, www.thinkplangrow.net Education: Masters of Business Administration (Marketing & Entrepreneurship), University of Texas at Austin; Bachelors of Science in Business Administration (Accounting & Management Information Systems), Kansas State University Professional Associations/Memberships: AICPA (TECH+ Conference Steering Committee, CITP Credentials Committee, Member, Chair of CITP...…

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August 25, 2013 

Jordan C. Kleinsmith – 2013 40 Under 40 Honoree

Jordan C. Kleinsmith, PMC — 29Product Manager, Enterprise Segment, Thomson ReutersTecumseh, MI http://cs.thomsonreuters.com / https://cs.thomsonreuters.com/blogs/ Education: B.A. History, Hillsdale College, Hillsdale, MIHobbies: Austrian economics, history, cliometrics, gadgetry, bagpiping, jogging, tea parties with my daughters What are the key areas of your firm that have seen the greatest change in workflow over the past few years?...…

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August 25, 2013 

Daniel T. Moore – 2013 40 Under 40 Honoree

Daniel T. Moore, CPA — 35Owner, D.T. Moore & Company                               Salem, OH www.dtmooreandcompany.com Education: Bachelor of Business Administration-Accounting, Kent State University; Master of Public Administration- Gannon University Professional Associations/Memberships: American Institute of Certified Public Accountants, Serves on Individual Tax Technical Resource Panel, Ohio Society of CPA’s- Serve on the Public Relations Advisory Council and Tax...…

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August 16, 2013 

4 Tips for Managing Outsourcing Risks

The perceived and real risk of outsourcing also seems to be increasing daily. News media and published reports frequently highlight cases of data breaches through rogue employees, hackers, and lost/stolen devices.