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.
June 28, 2021
AI’s Growing Influence Over CPA Services
With change to any industry comes new opportunities and threats. How you and your firm navigate the pros and cons of innovation will ultimately determine your success.
June 27, 2021
ETAAC Delivers 2021 Annual Report to Congress and IRS
The Electronic Tax Administration Advisory Committee (ETAAC) has released its annual report to Congress, featuring 10 recommendations with a focus on the prevention of identity theft and refund fraud.
June 24, 2021
Do Your Clients Need a Mid-Year Tax Checkup?
CPA tax advisors are in a unique position as financial physicians. Now is an ideal time to be proactive and contact clients who might be in need of a mid-year financial check-up. With potentially significant changes to the tax landscape looming, we ...
June 24, 2021
Cannabis Accounting: What Your Clients Need to Know
Because so many new cannabis business owners have lots of questions I've pulled together the common ones I hear so you can help prospective clients understand the ways accounting professionals can support their businesses.
June 22, 2021
Pros on the Move – June 2022
Professionals on the Move is a round-up of recent promotions, staffing changes, and achievements in the profession.
June 21, 2021
6 Effective Strategies for CPAs to Build Trust with Clients
The nature of accounting professionals’ services is constantly changing in today’s world. This creates a need for trust, relationships, and professional ethics that have never been greater.
June 21, 2021
Creating a Better Client Experience Through a Better (AI-Powered) Work-to-Cash Cycle
Clients want a better billing experience. With AI-powered billing, you have the ability to make that billing experience delightful rather than dreadful – yes, delightful. In the process, you’ll measurably improve your firm’s financial health.
June 18, 2021
Rising SOX Compliance Hours and Costs Underscore Need for Technology Enablement
While most organizations continue to spend more hours on their SOX compliance activities year-over-year, “digital leaders,” – those organizations that have higher levels of maturity in the use of technology and innovative practices – have reported ...
June 16, 2021
REDW Wealth Continues Arizona Strategic Expansion
REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, one of the Southwest’s 10 largest certified public accounting and consulting firms, is pleased to announce that Reese Hinton and Robert Papelian, formerly co-owners of Phoenix-based Phoenician Wealth Management, LLC (PWM), have joined REDW Wealth effective May 24th, 2021. While PWM has ceased...…
![03-large-1[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2021/06/03_large_1_1_.60b7ba3dd29ad.png)
June 15, 2021 Sponsored
QuickBooks Online Innovations: What You Need to Know
While you’ve been busy taking care of your clients and possibly getting ready to return to your office, Intuit has been hard at work developing new product features to help make your life and your clients’ lives easier. Here, we’ve included highlights...
June 14, 2021
Essential Steps to Transition into Advisory Services
Now is the perfect time to make those business transitions you’ve been putting off. Like your spring cleaning, it can feel like a daunting task to make significant changes to your business model. You could say “my clients wouldn’t like a transition” or...
June 14, 2021
Better Advisory Through Genuine Connection
The biggest stereotype about accountants is that we’re dry, boring numbers people. If you buy into the popular image, the perfect accountant would be an emotionless number cruncher, scarcely different from a high-powered computer. But nothing could be ...