Advisory

March 22, 2021 

Professionals on the Move is a round-up of recent promotions and hires at companies in the accounting space.

March 19, 2021 

CPA practices, accounting firms and financial services organizations are increasingly wise to the ways of cybercriminals. They're proactively partnering with IT and business leaders to take preventative action, mitigate risk and avoid costly breaches.

Jodi Chavez

March 18, 2021 

It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...

Gail Perry

March 17, 2021 

We got into this profession to help our clients achieve their goals and grow their businesses, and even if most of your work involves individual returns, there are still personal goals to meet. It’s time to put your advisory services hat on ...

March 16, 2021 

Rubino & Company, a nationally-recognized CPA firm specializing in financial services and regulatory consulting, announced today that it is promoting two of its Directors to Shareholders.

March 16, 2021 

Although we tell you that the pandemic has created a significant shift toward offshore staffing, they are still biased and unsure about offshore staffing when we talk to accounting firms! Many firms have expanded their horizon now and have started looking at offshore staffing from a different standpoint. However, still, many of the firms have...…

March 11, 2021 

Lockstep, an accounting cloud developer, has announced the expansion of their leadership team with the new hires of Rosalyn Curato and Preethi Pragash. The news comes just weeks after the Seattle-based accounting platform closed its $10 million ...

March 9, 2021 

Cube is currently focused on mid-market growth companies, and counts a handful of unicorns and public companies in its customer base, which has quadrupled since the company’s seed round last year. Responsible for billions of dollars of financial data...

March 9, 2021 

The national accounting firm BKD CPAs & Advisors has acquired Hamernik LLC, an Indianapolis-based consulting firm specializing in restructuring and business advisory services, effective March 1, 2021.

March 5, 2021 

Edge Marketing has long provided executive-level communications and marketing advisory services for clients seeking more than management or tactical support for PR or marketing. The agency’s fractional CMO services reflect the expansion of this ...

March 4, 2021 

The COVID-19 pandemic is causing many finance and accounting executives, including your clients, to rethink their budgets, implement cost-saving measures, and reinforce their budgeting and forecasting, with a focus on proactive planning. Proactive planning is the process of budgeting and re-forecasting based on real-time operational data and market dynamics. It involves visualizing the path the...…

March 4, 2021 

Transcepta’s Vice President of Corporate Strategy Shan Haq hosted a webinar, with Ardent Partners’ Vice President of Research Bob Cohen as a guest speaker, that broke down and discussed the significance of survey results in the recently ...