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.

Marcum

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 ...

 H&R Block Selects Xero

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 ...

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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 ...

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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.

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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.