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

 BPM Named Sage Intacct VAR Partner of the Quarter

September 16, 2021 

BPM Named Sage Intacct VAR Partner of the Quarter

BPM LLP, one of the 50 largest public accounting and advisory firms in the country, was selected as the Sage Intacct VAR Partner of the Quarter by Sage, the market leader in cloud business management solutions.

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September 16, 2021 

Iris Software Acquires Conarc

The move marks the next stage in IRIS’ mission to rapidly expand its foothold in North America, following the recent acquisition of Doc.It in July 2021. IRIS continues to expand its practice management and productivity solutions as CPA firms across ...

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September 13, 2021 

Compliance or Advisory? You Can Do Both

Unless something drastic changes in tax law or financial regulations, your clients will continue to need tax returns and financial statements. These continue to be profitable areas in an accounting firm, even as advisory services take up a growing ...

Jim Boomer

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September 10, 2021 

CRI Acquires N. Carolina Accounting Firm Sharrard McGee

Top 25 nationally ranked CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has increased its investment in the state of North Carolina, expanding its locations to serve clients there through the merger of Sharrard, McGee & Co., P.A.

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September 7, 2021 

Lessons from History CPAs Don’t Want to Forget

If you don’t know history, you're condemned to repeat it. On the other hand, if you take historical lessons to heart, you can ensure you use them to your advantage. As your firm expands services and works through growing pains, take these bits of ...

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September 6, 2021 

Client Experience for Today – A Taxing Situation

It is nice to see the last few stressful years fade in the rearview mirror. With the Tax Cuts and Jobs Act (TCJA), handling the pandemic, PPP, PPP2, and the changes in tax deadlines, most practitioners report that these years have been among the ...

Randy Johnston