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.

 UHY Hires Michelle Le as Managing Director

February 1, 2022 

UHY Hires Michelle Le as Managing Director

UHY Advisors, (UHY), one of the nation’s leading accounting and professional services firms, has announced that Michelle Le, CPA recently joined the team as Managing Director in the Houston Office.

logo-intuit-quickbooks-preferred

January 28, 2022 

Two New Fintech Solutions Give Your Clients Faster Access to Money

Intuit QuickBooks has announced two new products that provide small businesses and their employees faster access to their money, plus greater cash flow flexibility so they can succeed and prosper: QuickBooks Get Paid Upfront and QuickBooks Early Pay.

CNM-Arrow-Vert-Logo[1]

January 28, 2022 

CNM LLP Announces Leadership Changes

CNM also announced plans to open its first international office in Asia to better serve its growing client base across the region and to support the strong growth in the U.S. Beatrice Leong, a CNM Partner and 18-year veteran of the firm, will lead ...

 Chris Sheridan Selected as 40 Under Forty Honoree by NACVA

January 26, 2022 

Chris Sheridan Selected as 40 Under Forty Honoree by NACVA

Sheridan is a senior manager and co-leader of the firm’s Business Valuation and Litigation Support Group. His areas of expertise include business valuation and litigation support, business consulting, and fraud investigation and prevention.

Treasury Checks

January 25, 2022 

Will 2022 Income Tax Refunds be Smaller and Later?

While returns are usually due April 15, this year that day falls on a Friday District of Columbia holiday, postponing the deadline to April 18 for most. Taxpayers in Maine and Massachusetts have until April 19 thanks to the Patriots’ Day holiday in ...

 Financial Accounting Foundation Trustees Name New GASAC Members

January 21, 2022 

Financial Accounting Foundation Trustees Name New GASAC Members

The GASAC advises the Governmental Accounting Standards Board (GASB) on strategic and technical issues, project priorities, and other matters that affect standards setting. Members of the GASAC are responsible for consulting with the GASB on technical...

expense_management_1_.54820085414fa

January 21, 2022 

BKD Offers Reimbursement Support Suite for Health Systems

BKD CPAs & Advisors offers a full and flexible suite of co-sourcing solutions to help regulatory reimbursement departments adapt to this changing landscape and meet all of their cost report and other regulatory reporting needs.

WPlogo-400x107-1[1]

January 19, 2022 

Whitley Penn Joins HLB International

Formed in 1969, HLB services clients through its member firms in 159 countries, with more than 32,000 partners and staff in 968 offices worldwide. HLB is currently the 11th largest global network and was named the Network of the Year...

Practice management

January 19, 2022 

The Benefits of Owning a Small Firm

In the tax and accounting space, there are often questions asked about owning a small firm versus working at a big one. I’m here to talk about the benefits of owning a small firm and what decisions you are able to make as the owner that have lasting ...