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.

 OfficeMax Launches New SMB Credit Card

November 14, 2012 

OfficeMax Launches New SMB Credit Card

New Credit Card Offered through New Relationship with Citi Retail Services - will Provide Small Business Customers with MaxPerks Rewards, Special Financing Offers, Flexible Payment Options and a Dedicated Line of Credit for Business Expenses with No Annual Fee

 CPA firms: A case for mandatory partner retirement

November 8, 2012 

CPA firms: A case for mandatory partner retirement

Almost every firm that I work with has a succession issue in the near term. Baby boomers are retiring at an accelerating rate and firms are coping (or not) with the transition issues surrounding those exits.

 Ron Eagle Joins Avalara

November 5, 2012 

Ron Eagle Joins Avalara

Ron Eagle Joins Avalara as Strategic Advisor, as Accounting & Advisory Services Program Continues to Expand. Next phase of development for Avalara’s fast-growing accountants program includes international outreach.