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.
July 9, 2021
Professionals on the Move: July 9, 2021
Professionals on the Move is a round-up of recent hiring announcements and promotions around the profession.
July 8, 2021
5 Ways for CPAs to Become Trusted Financial Advisors
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
Client Experience for Today – Client Advisory Services
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 Returns to Rosemont as Illinois’ Premier Event for Accounting and Finance Professionals
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
How to Help Your Clients Sleep Better at Night
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
How to Decide and Pitch Your Firm’s CAS Pricing
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
3 Tips to Successful Client Advisory Services
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 ...
July 2, 2021
BPM Acquires Accounting Firm Gumbiner Savett
BPM LLP, one of the 50 largest public accounting and advisory firms in the country, has acquired Gumbiner Savett Inc., a full-service accounting and consulting firm headquartered in Santa Monica, effective July 1, 2021. Existing Gumbiner Savett clients...
Payroll July 1, 2021
Employers Focusing on Enhancing Employee Experience
As companies transition to new ways of work, the number of U.S. organizations making improvement of the employee experience a top priority has surged, according to a new survey by Willis Towers Watson, a leading global advisory, broking and solutions ...
June 30, 2021
Expand Your Practice with Advisory Services
If you’re looking for ways to expand your practice, adding advisory services is a great place to start. When coupled with annual tax planning and preparation services, the addition of advisory services can benefit both your clients and your firm...
June 30, 2021
4 Essentials of Process Improvement
Process improvement shouldn’t be something you did; it should be something you’re doing. It demands continuous improvement — always looking at how your processes could be better. Technology, client demands and even the expectations of our internal ...
June 29, 2021
Moss Adams Acquires The Cadence Group
Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, has agreed to acquire The Cadence Group, a risk management and advisory firm. Effective August 1, 2021, 75 professionals from The Cadence Group, including ...