Technology February 2, 2026
The financing brings Fieldguide’s total funding to $125 million and values the San Francisco-based company, which provides an agentic AI platform for audit and advisory, at $700 million.
January 28, 2026
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July 22, 2021
Doc.It is a highly regarded partner to CPA firms in North America and its solutions complement IRIS’ broader accountancy portfolio and philosophy; to take the pain out of processes, enabling professionals to focus on the work they love, and move ...
July 21, 2021
High-tech and pharmaceutical companies project the largest increases (3.1%) followed by health care, media and financial services companies (3.0%). Oil and gas industry companies, as well as leisure and hospitality industry companies, are budgeting ...
July 20, 2021
The accounting and business advisory services firm DHG will move to a new hybrid workforce model, called DHG Anywhere, with its employees aligned to a hybrid or virtual working model in September 2021. DHG Anywhere creates the flexibility team members ...
July 20, 2021
As the oldest and largest independent provider of cost segregation studies in the country, MS Consultants has completed more than 20,000 studies for property owners in its 25-year history. MS Consultants’ team boasts more than 250 years of combined ...
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July 19, 2021
Founded by three colleagues in July of 1986, BPM has since grown into one of the largest California-based accounting and consulting firms, with an increasing presence across the West Coast. A nationally recognized brand with more than 800 talented profess
July 9, 2021
Professionals on the Move is a round-up of recent hiring announcements and promotions around the profession.
July 8, 2021
The accounting landscape is changing rapidly as more CPA firms begin adding advisory services to their offerings. In one recent survey, 60 percent of firms reported offering strategic advisory services for clients. While the industry has known for ...
July 7, 2021
Few topics are as near and dear to me as Client Advisory Services. Those of you who have followed both my teaching career around the world for decades, and this column for almost 20 years, know that I’ve tried to bring you the latest in software and ...
July 7, 2021
ICPAS SUMMIT21’s more than 50 sessions will be hosted by more than 60 thought leaders, including keynotes from some of the accounting profession’s most influential people. The event will be available both in-person and virtually.
July 6, 2021
It’s time to stop measuring success by how many tax returns you have completed, and start measuring against the growth your clients have had since working with you. Advisory services is more about helping solve financial problems that keep clients up ...
July 5, 2021
Pricing your Client Accounting Services (CAS) offering correctly to ensure reasonable profitability (and to ensure your clients feel value to price balance) is a major decision you will make in your CAS practice.
July 5, 2021
Prior to starting or expanding client advisory services, you may want to perform a quick check-up of your existing technology. While automation is always important for CPA firms in general, it becomes a vital component when you begin to offer ...