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.

 Native American Owned Investment Firm Selected by U.S. Department of Treasury as Financial Agent for Emergency Economic Stabilization Act

December 29, 2009 

Native American Owned Investment Firm Selected by U.S. Department of Treasury as Financial Agent for Emergency Economic Stabilization Act

OKLAHOMA CITY (December 29, 2009) – The U.S. Department of the Treasury recently announced that Oklahoma-based Avondale Investments, LLC, is one of the selected six firms from more than 200 submissions nationwide to help manage its portfolio of assets in the wind-down phase of the Capital Purchase Program (CPP) and other programs under the Emergency...…

 An Executive Primer on Business Continuity Planning and Related IT Considerations

September 1, 2009 

An Executive Primer on Business Continuity Planning and Related IT Considerations

The following terms are undoubtedly familiar to you: Disaster Recovery, Disaster Preparedness, Business Continuity Plan, Operations Resumption Plan. But how do they relate to you or your clients? Moreover, how does information technology fit into these concepts? In the big picture, the above terms all emphasize the survival strategies in a business’ Risk Management process....…

Robert P. Green

 2006 Technology Innovation Awards

December 1, 2008 

2006 Technology Innovation Awards

The 2006 Tax and Accounting Technology Innovation Awards were announced in June, recognizing recent advances in technologies that benefit accounting and tax professionals.

 Vendors Offer Assistance With Firm Branding

December 1, 2008 

Vendors Offer Assistance With Firm Branding

From the Aug. 2006 Issue The following products and services can help you as you strive to brand your firm’s image at every touch point. Bind-It (www.BindIt.com) When providing clients with copies of their returns and other documents, accountants have long turned to Bind-It for professional document finishing systems. The company offers a wide array...…

 The 2005 Innovation Awards

December 1, 2008 

The 2005 Innovation Awards

Technologies focusing on data security, productivity enhancement and client convenience took top honors at the 2005 Tax and Accounting Technology Innovation Awards, which were announced at a special reception on June 6, at the California Accounting and Business Show & Conference in Los Angeles.