Advisory April 8, 2026
AI Slop Survey: A Third of Workers Rarely Check AI Output Before Using It
Some workers report consistently reviewing AI-generated output, while others rely on it with minimal checking.
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 ...
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 ...
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.