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.

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October 19, 2021 

Dr. Sean Stein Smith, Ph.D, CPA, CMA, CFE, CGMA – 2021 40 Under 40 Honoree

Dr. Sean Stein Smith, Ph.D, CPA, CMA, CFE, CGMA – 2021 40 Under 40 Honoree Assistant ProfessorCity University of New York (Lehman College)https://www.lehman.cuny.edu/ Career highlights:  Sean is a professor at the City University of New York – Lehman College. He serves on the Advisory Board of the Wall Street Blockchain Alliance, where he chairs the...…

Jenkins

October 19, 2021 

Caleb L. Jenkins, EA, CQP – 2021 40 Under 40 Honoree

Caleb L. Jenkins, EA, CQP – 2021 40 Under 40 Honoree Leader of Client Accounting ServicesRLJ Financial Services, Inc.www.rljfinancial.com  Career Highlights: Started my career working for my dad’s accounting firm RLJ Financial Services, Inc. in January 2009. Became a Certified QuickBooks ProAdvisor in 2010 at age 16. Joined the TSheets PRO Council in February 2016....…

Practice management

October 18, 2021 

Anticipate the Wave of Change: Automating Sales Tax in the Firm

Ecommerce was already driving changes for businesses before the Wayfair ruling, with many having customers across the U.S., but with little or no requirements to comply with other states’ sales tax obligations. The pandemic greatly increased the role ...

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October 13, 2021 

Report Shows Tax Professionals Need Hybrid Skills

Companies are asking their tax functions to play a bigger advisory role, providing strategic counsel on issues such as emerging digital business models and sustainable transformation. Tax leaders are also transforming their technology infrastructures ...

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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.