Advisory

AuditBoard is Now Optro

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.

Jason Bramwell

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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 ...

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April 22, 2022 

Building a Next-Gen Sales Tax Practice

Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and local taxes, federal taxes, and strategic planning. As sales tax issues grew more complex, he saw increasing demand ...

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April 21, 2022 

How to Solve Fee and Advisory Services Dilemmas

You’ve probably heard of concierge services in healthcare with boutique medicine, platinum practice, or membership-based care. Accountant concierge services are similar. Instead of billing hourly, clients pay a simple monthly fee, giving them all-year ...

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April 12, 2022 

Your Firm and Your Staffing

Having a somewhat "normal" tax season behind us certainly feels good. While it would be nice to have COVID behind us and the IRS caught up, these issues may be part of our "new normal." Unfortunately, staffing issues also seem to be part of the new ...

Randy Johnston

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April 10, 2022 

How Firms Can Retain Top Talent During the Labor Crunch

Today’s accounting world faces an unprecedented challenge: How can firms scout and retain top talent from a perpetually shrinking pool of accounting professionals while avoiding undue burdens brought by inflation?