Technology February 2, 2026
The financing brings Fieldguide’s total funding to $125 million and values the San Francisco-based company, which provides an agentic AI platform for audit and advisory, at $700 million.
January 28, 2026
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December 18, 2025
December 16, 2025
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November 5, 2021 Sponsored
This year’s QuickBooks Connect, Nov. 3-4, featured presentations for accountants and their small business clients, with keynotes by celebrity chef Carla Hall, actress and philanthropist Kristen Bell, and author and purpose coach Jay Shetty.
November 4, 2021
Top 25 nationally ranked CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has increased its investment in the city of Atlanta by merging in local firm, Brooks, McGinnis & Company, LLC.
November 4, 2021
Digital transformation is a top priority for nearly every institution and commands the attention of many senior executives across the finance, legal and operations areas. While many parts of the organization have begun the digitization journey, tax ...
November 4, 2021
Introducing advisory services to your clients is a great way to give curated advice specifically designed for them, and help them reach their goals. But first, you have to learn where each client stands. Do they want to survive the way they are going ...
November 4, 2021
Thirteen markets are fueling the bulk of growth in the U.S. life sciences industry. Baker Tilly’s robust life sciences practice has a strong presence in 10 of those 13, with Boston-Cambridge as the No. 1 life sciences cluster in the country.
November 4, 2021
Staffing challenges, compliance obligations, technology advances and world events are changing the way tax professionals work. The in-depth guide offers testimonials and coaching tips from Intuit Tax Council Members who have made the move towards ...
November 3, 2021
PathQuest Solutions has launched a new accounting automation ecosystem this week at Scaling New Heights 2021; integrating its PathQuest SCALE and PathQuest BI solutions to help accountants simplify their practices, scale their business and build ...
November 3, 2021
From the November 2021 Issue. Technology changes constantly. We must make decisions about what works for our clients, our firms, and ourselves. Additionally, we must make the effort and take the time to update our skills on products we use regularly and on solutions that we should consider for our practices. This education is beyond...…
November 2, 2021
Michael Kidd, CPA – 2021 40 Under 40 Honoree PartnerMowery & Schoenfeld LLCwww.msllc.com Career highlights: My career has taken many twists and turns in the past few years, however, some career highlights are: My career highlights have focused around growing our Firm and starting a successful Transaction Advisory Practice. When I started with Mowery &...…
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November 2, 2021
The need to make better business decisions based on organization-wide data is a growing pain point for businesses today. Poor decisions are expensive, with the potential to cost companies 3% of profits. Anders quickly recognized that data driven ...
November 2, 2021
As part of the transaction, Warner and Financial Professional Ann Tracy have continued with the Avantax community, becoming Financial Planning Consultants with Avantax Planning Partners. Their three staff members have stayed with the Warner team as ...
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November 2, 2021
Aaron Berson, CPA – 2021 40 Under 40 Honoree Founder/CEOFringe Advisory Co. www.FringeAdvisory.co Career highlights: My career has taken many twists and turns in the past few years, however, some career highlights are: Passing the CPA exam, finally – basically passed it twice Building a team and new service offering at EisnerAmper, CAAS Helping build...…