Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
Accounting Technology Lab Podcast October 5, 2022
The Technology Lab Podcast – Review of WeIntegrate – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review WeIntegrate, which provides small businesses with automated integration of Shopify and QuickBooks Online near real-time, saving time and increasing accuracy.
Advisory October 5, 2022
Cyber Insurance for Accounting Firms: Coverage Options and Provider Expectations
Many insurers are demanding more from firms in terms of cyber resilience, so firms should expect rigorous questioning about their cybersecurity protocol when they seek coverage.
September 29, 2022
Accounting Firm Topel Forman Partners with Avantax for Wealth Management and Financial Planning
Based in Chicago, Topel Forman is a full-service, 120-person public accounting firm whose services include tax, audit and advisory.
Accounting September 29, 2022
5 Mistakes to Avoid When Implementing the New Lease Standard
Simplify your lease accounting implementation by learning from the mistakes of public and international companies that are in their fourth year of following the new lease standard.
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Accounting September 28, 2022
NetSuite Helps Businesses Run Better and Support Growth
The latest NetSuite innovations include an AP (accounts payable) automation solution that can increase the accuracy and speed of processing bills and making payments
Accounting September 28, 2022
Five Easy Ways to Keep Client Data Safe
Your clients have put your trust in you and your firm. Make sure that you’re offering the proper safeguards for keeping their data safe.
Small Business September 28, 2022
Financial Preparedness Tips for Hurricane Season
Hurricane Ian threatens tens of millions of people and businesses in Florida and the East Coast with heavy rains, strong winds and flooding as the Category 4 storm is expected to make landfall September 28.
Accounting September 27, 2022
Evolving Global Risk Landscape is Outpacing Organizational Preparedness
The 2022 Global State of Risk Oversight: Managing the Rapidly Evolving Risk Landscape includes insights from a survey of 747 global senior finance and business leaders conducted in 2022.
Firm Management September 26, 2022
Your Firm and Your Cloud
You must be thoughtful about your strategy and tactics, carefully choosing your technology stack and where you spend your time.
Accounting Technology Lab Podcast September 26, 2022
The Technology Lab Podcast – Review of DoMore – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review DoMore, a CRM and operations management platform that provides solutions and operational tools that firms and their clients need to succeed.
Advisory September 22, 2022
Critical Supplier Relationships Raise Strategic Priority of AP and Payment Processes in B2B
This year’s State of AP Report also looks at the growth of ePayments, and the disconnect between buyers and suppliers regarding adoption.
Firm Management September 20, 2022
Citrin Cooperman Picks Up Valuation Advisory Firm
Murray Devine Valuation Advisors is based in Philadelphia and has offices in New York, and Austin, TX.