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.
December 3, 2021
SurePrep and Thomson Reuters Partner for Streamlined Tax Prep
Thomson Reuters and SurePrep will provide open and royalty-free access to each other’s Application Programming Interfaces (APIs), enabling increased investment in product integration that ultimately benefits firms by streamlining and automating ...
December 2, 2021
Florida Firm Caler, Donten & Levine Joins EisnerAmper
Founded in 1987 and based in West Palm Beach, Florida, CDL has 13 partners and a staff of 100 professionals. The firm provides audit, tax and advisory services to growing and mid-sized companies in sectors such as family office, restaurant and ...
December 2, 2021
Client Experience for Today and Tomorrow – Ten Ideas for Your Playbook
Most CPAs I know are incredibly smart, hard-working, have high integrity, and genuinely care about their clients. While these attributes result in a lot of hard work, the rewards continue to be great. We want you to have the resiliency and stamina ...
December 1, 2021
Marcum Acquires St. Louis Accounting Firm BWTP, P.C.
In addition, BWTP Transition Solutions, LLC, which provides merger and acquisition services to dental practices, will become a new service offering under Marcum’s Transaction Advisory group. In January 2022, Mason Road Wealth Advisors, LLC, an ...
December 1, 2021
H&R Block Selects Xero
Xero will be used by H&R Block’s central bookkeeping team and company offices nationwide providing assisted bookkeeping services. Many H&R Block franchisees also use the Xero platform to provide small business clients with access to financial insights ...
November 30, 2021
Professionals on the Move – Dec. 1, 2021
Professionals on the Move is a round-up of recent advancements and career accomplishments in and around the public accounting space.
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November 29, 2021
Eide Bailly Acquires PMB CPAs
The combination will add two offices to Eide Bailly’s downtown presence in the Twin Cities, one in Bloomington, Minn., and another in Plymouth, Minn. PWB’s strong reputation for client service and specific industry expertise will help Eide Bailly ...
November 24, 2021
Accounting Meta Influencers Discuss Trends, Provide Actionable Insights
Nearly two dozen accounting thought leaders, organized by compliance automation provider Avalara as the Accounting Meta Influencers,gathered for an online video roundtable to discuss current trends facing the accounting profession.
November 18, 2021
Professionals on the Move – Nov. 2021
Professionals on the Move is a round-up of recent promotions and new additions in the accounting profession.
November 18, 2021
How to be Proactive vs. Reactionary as a Tax Pro
Clients look to their tax pros for expert advice. To showcase your proactive mindset, start sharing your expertise about broader topics and investments in their business you believe are the best for your clients in the long run.
November 17, 2021
Accounting Firm BPM Elevates Eight to Partner
BPM LLP, one of the 50 largest public accounting and advisory firms in the country, has announced eight new partners: Jamie Emerson-Heery, Rono Ghosh, Meredith Johnson, Kemp Moyer, Ryan Musser, Javier Salinas, Will Tanem and Catherine Wong.
November 17, 2021
Practice Ignition Raises $50 Million for Client Engagement and Commerce Platform
The fast-growing start-up was founded in 2013 by accounting entrepreneur Guy Pearson and product designer Dane Thomas, with a vision to transform client engagement in professional services. Frustrated by antiquated manual processes, and late payments ...