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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December 13, 2021 

IRS Seeks Applications for ETAAC

The IRS is looking for up to 10 qualified individuals who will serve three-year terms beginning in September 2022. Applicants should have experience in such areas as state tax administration, cybersecurity and information security, tax software ...

 Adams Brown Acquires Kane, Mitchell and Co., LLC

December 13, 2021 

Adams Brown Acquires Kane, Mitchell and Co., LLC

Adams Brown, a leading regional CPA and business advisory firm, acquired Overland Park-based Kane, Mitchell and Co., LLC (KMC) effective December 1, 2021. All eight KMC team members joined Adams Brown with current shareholder, Curt Freking, CPA, ...

 Duff & Phelps Welcomes New Managing Director, IP Transfer Pricing Veteran Philippe Penelle

December 13, 2021 

Duff & Phelps Welcomes New Managing Director, IP Transfer Pricing Veteran Philippe Penelle

Duff & Phelps, A Kroll Business, the world’s premier provider of valuation, corporate finance, governance, risk and transparency, announced that Philippe Penelle has joined as a managing director based in Los Angeles, California. Penelle leverages over two decades of experience designing, valuing and defending transfer pricing structures on behalf of multinational clients and their counsel....…

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December 13, 2021 

Pandemic Pivots for the Tax and Accounting Profession

As tax professionals the last 18 months have taught us so much about the industry and our profession. Most importantly, it’s shown us that change is inevitable – and often unexpected – and our clients’ needs are ever-evolving.

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December 10, 2021 

Is Big Growth Ahead for CPA Firms?

Advances in technology, the pandemic-related shift to a fully digital workplace and rapidly evolving business models are creating huge opportunities for CPA firms – provided they take the necessary steps to stay ahead of the curve, said Erik Asgeirsson.

Isaac M. O'Bannon

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December 10, 2021 

How to Better Monetize Your Business as a Tax Pro

Oftentimes the offering firms have trouble quantifying the most is advisory services. Tax pros give advice continuously to their clients without charging them, writing it off as a one-off case when more times than not those clients come back time ...

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December 7, 2021 

Gearing Up for Tax Season

According to a survey, finding qualified staff was the top issue for every firm-size segment except sole practitioners, and most expect staffing to continue being a top issue in the next five years.

Mike D'Avolio

Canopy Logo 2020

December 7, 2021 

Canopy Receives $35 Million in Funding

Canopy, a cloud-based practice management platform for accounting professionals, has received $35 million in Series BB funding, led by Ten Coves Capital along with significant investments from current investors NewView Capital, Pelion Partners, Tenaya ...

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December 7, 2021 

Client 2.0 – How to Meet Your Clients’ Next Needs

Your clients that survived the pandemic did so by pivoting, adapting and downright changing in ways they may have never expected. While their core model or values may be the same, there’s something new about them, influenced by their experiences over ...

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December 3, 2021 

BKD CEO Highlights New Initiatives, Growth in Annual Keynote

BKD CPAs & Advisors is poised to further enhance the ways in which it serves its clients across the country in 2022, CEO Tom Watson said in a keynote address to employees at the firm's recent annual Leadership Conference held in St. Louis. Watson, who ...