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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October 4, 2021 

Armanino Acquires Austin Accounting Firm Holtzman Partners

The transaction brings together two firms that recognize the need for sophisticated tax, audit and consulting solutions in one of the fastest-growing markets in the United States, in addition to sharing a vision of the future of business.

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October 4, 2021 

Marketing for the Modern Accounting Firm

We live in a digital world. And yet, the marketing plans of many accounting firms are still analog. They spend thousands of dollars on printed brochures and rely on referrals and word of mouth to scale and grow.

Jim Boomer

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October 4, 2021 

Automated Accounting: Connecting the Dots Through Technology

Everyone wants to remain competitive and stay relevant for their clients. The tax and accounting profession is changing every day due to increased, and continued use and reliance on, technology to perform basic functions, including data ...

 Indiana CPA Firms Provide Day of Service

October 4, 2021 

Indiana CPA Firms Provide Day of Service

The Indiana CPA Society's statewide 17th annual CPA Day of Service was Sept. 24, when teams from 13 companies completed 16 service projects in 10 Indiana communities: Avon, Elkhart, Goshen, Indianapolis, Lawrence, Muncie, Munster, South Bend, West ...

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September 29, 2021 

Myth Busters: Tax Pro Edition

In a recent survey, we found that 79% of taxpayers are willing to pay more for a tax pro’s service if it will result in improved financial outcomes. Advisory services offers just that.

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September 28, 2021 

Accounting Firm BPM Launches Virtual Region

BPM LLP, one of the 50 largest public accounting and advisory firms in the country, has created a new “Virtual Region” to further its commitment to being an agile, competitive, and best place to work.

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September 28, 2021 

IRS Appoints 7 New Members of ETAAC

Committee members include state tax officials, consumer advocates, cybersecurity and information security specialists, tax preparers, tax software developers and representatives of the payroll and financial communities.