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.

IRIS-logo 2021

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

CRI Logo_RGB

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

Practice management

September 3, 2021 

How to Build Your Firm Around Niches

As tax and accounting practitioners start or grow their practices, many create a one-size-fits-all service model. “Any client is the right client,” but this approach soon becomes problematic when they realize they are a jack of all trades without a ...