Technology March 9, 2026
AuditBoard is Now Optro
"From internal audit and cybersecurity to third-party risk and AI governance, our name now conveys the scale of enterprise risk we help solve for today," Optro CEO Raul Villar Jr. said.
Firm Management August 1, 2022
4 Steps to Help Clients Survive the Great Resignation
Surviving The Great Resignation is possible, but your client may need a little help to transition to the new mindset of employees.
August 1, 2022
Leveraging Value-Added Services For Higher Quality Engagements With Clients
Unearthing a client’s needs may not be as simple as asking them to employ your consulting services, but it won’t take intensive investigative work either.
Accounting August 1, 2022
New CalCPA Chair Plans to Increase Opportunities for Better Diversity
Current diversity, equity and inclusion research jointly sponsored by CalCPA, the Institute of Management Accountants (IMA) and the ...
Accounting July 1, 2022
CCH Connections: User Conference 2022
Learn from experts in the tax and accounting industry and share insights with other Wolters Kluwer software users.
Firm Management July 27, 2022
Making a Remote Workplace Culture Work
The first step is acknowledging that you can no longer forge culture in the same way as in an office-centric model.
Advisory July 19, 2022
Workday Global Survey: Finance and IT Leaders Reveal Top Barriers to Digital Finance Transformation
The survey of 1,060 finance and IT leaders found a positive correlation between the level of alignment of a company's finance and IT teams and digital finance transformation progress.
Firm Management July 19, 2022
3 Ways Software Can Improve CPA-Client Communication
Visual reporting software enables CPAs to communicate more effectively with clients. CPAs can show businesses in detail their financial status and where they are headed.
Accounting July 19, 2022
Accounting 2.0: Fostering Growth Through Automation
The time is now for accounting firms to embrace automation and other advanced technologies that have proven so successful across other industries.
Accounting July 18, 2022
Innovation Thrives in the Not-for-Profit Sector Despite Economic Pressures
75% of respondents report taking some form of emergency financial relief during the pandemic – a key source of funding that kept them afloat during the ...
Accounting July 18, 2022
Airbase Secures $150M Credit Facility from Goldman Sachs
This latest funding, which closed this month, will allow Airbase to expand its innovative charge card program to its increasing base of customers.
Firm Management July 14, 2022
Your Firm and Your Strategy
The first half of the conference season is behind us. We have had a chance to look at new strategies, tactics, and offerings from most major publishers.
Accounting July 13, 2022
Do Your Clients Have A/R Cash Traps? 5 Questions to Ask
Identifying A/R cash traps to free that cash on the balance sheet is now critical. How can your department take a leading role here?