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.
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 ...
September 3, 2021
CBIZ Acquires San Francisco Accounting Firm Shea Labagh Dobberstein
CBIZ Accounting, Tax & Advisory Services, a subsidiary of CBIZ, has acquired the non-attest assets of Shea Labagh Dobberstein (“SLD”) of San Francisco, CA, effective September 1, 2021.
September 1, 2021
Grant Thornton Expands Fraud and Forensics Practice
Miller rejoins Grant Thornton after serving for more than a year as the deputy executive director for the federal government’s Pandemic Response Accountability Committee (PRAC), where she oversaw $5 trillion in federal appropriations aimed at ...
September 1, 2021
Professionals on the Move – Sept 1, 2021
Professionals on the move is a round-up of recent promotions in the accounting and tax space.
September 1, 2021
Baker Tilly Acquires Houston-Based AcctTwo
AcctTwo is a seven-time Partner of the Year of Sage Intacct, the first-and-only preferred financial-management system of the AICPA. AcctTwo is both a Value-Added Reseller (VAR) of Sage Intacct and a managed services provider with proprietary solutions ...
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August 31, 2021
Minnesota Accounting Firm Olsen Thielen Celebrates 100 Years
Olsen Thielen CPAs and advisors provide a full menu of traditional and nontraditional accounting and consulting services that have earned rankings as one of the top 25 CPA firms in the Minneapolis/St. Paul area by Minneapolis-St. Paul Business Journal.
August 27, 2021
How to Launch People Advisory in Your Practice
Accounting firms across the country are regularly evaluating new opportunities to launch additional services in their practice. Whether it is launching a traditional service like tax, audit or accounting services, or launching complementary services ...
August 26, 2021
Avantax Completes Acquisition of Headquarters Advisory Group, LLC
Avantax, a provider of tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.
August 23, 2021
Ask Your Small Business Clients This Question
“What is most important to you today?” By asking your clients what’s on their minds today, you can tackle head on their most pressing problems first.
August 22, 2021
The Perfect Client Doesn’t Exist: Finding a Proper Fit Between Firm and Clients
Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...
August 13, 2021
RubinBrown Acquires Liberty Technology Advisors
Liberty Technology Advisors has been serving clients in the technology and software consulting industry for over 25 years. The company focuses on working with clients to assess and select ERP and enterprise business software, as well as improve and ...
August 13, 2021
AICPA News – August 2021
AICPA News is a round-up of recent announcements from the association.