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.

Marcum

May 9, 2022 

Friedman LLP to Join Marcum

The combined firm will operate under the Marcum brand and continue to be headquartered in New York City, with offices throughout the continental United States, China, Ireland, and Grand Cayman.

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May 6, 2022 

How Cloud Solutions Can Power Modern Accounting Firms

While cloud solutions were already becoming increasingly widespread across multiple industries, COVID-19 accelerated adoption as the way we work underwent significant lasting changes. However, cloud adoption has been noticeably slower among ...

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May 5, 2022 

PCAOB Updates Standard-Setting and Research Agendas

The PCAOB’s approach to advancing audit quality through standards, interpretations, and other guidance prioritizes select standard-setting projects. Specifically, through the standard-setting agenda, the PCAOB expects to strengthen auditing, quality ...

Practice management

May 3, 2022 

6 Tips for CPAs Advising VC-Backed Startup Clients

Startups have unique needs and requirements, and startup founders face complex accounting and tax situations such as venture capital due diligence, cash flow management, compensation issues, and more. As CPAs it’s an exciting opportunity to provide ...

Forvis

April 28, 2022 

Top 10 U.S. Accounting Firm to Change Name to FORVIS

The newest entrant among the nation’s Top-10 professional services firms will be called FORVIS. After their merger in February 2022, the accounting firms BKD and DHG jointly announced the change, which will be effective June 1, 2022.

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April 27, 2022 

How to Transition from Accountant to Advisor

The beauty of being an advisor is that you can, and should, offer services that interest you and benefit your clients. If your services are profitable but uninteresting, they will not be fulfilling. There are plenty of options to offer services that ...