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.
March 2, 2021
2021 Financial Planning? Three Unexpected Tax Saving Actions to Take
The pandemic has impacted many influential tax rules. At the same time, the new presidential administration has implemented additional changes, making tax planning even more challenging.
March 2, 2021
BDO Acquires Digital Marketing Strategy Firm DemandGen
Dedicated to meeting the specific needs of the middle market and enterprise clients as they navigate disruption, BDO Digital offers clients a holistic portfolio of technology and transformation strategy capabilities, tailored by ....
March 1, 2021
The Tops Skills Financial Planners Need to Succeed
The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the AICPA’s 2021 Personal Financial Planning (PFP) Summit to discuss best practices for ...
February 26, 2021
Inovautus, AAM Release Results of Growth Survey of Accounting Firms
Inovautus Consulting, LLC and the Association for Accounting Marketing have released the results of the 2021 Growth Survey for Accounting Firms. The survey takes an annual pulse check on the state of marketing and growth across the accounting firm ...
February 25, 2021
Baker Newman Noyes Names Two New Principals
Baker Newman Noyes (BNN), a nationally recognized, top 100 tax, assurance, and advisory firm, has announced the promotions of Denis Houle and Josh Lapierre to principal. Houle has been promoted in the firm’s healthcare advisory group and ...
February 25, 2021
Get Off the Hackers’ Hit List: Evolving Competencies for Finance Firms Today
Almost from the outset of the pandemic, financial services organizations found themselves near the top of hackers' hit lists. And, at least in a few crucial respects, it's not so hard to see why. Reams of personal and financial data.
February 23, 2021
Five Companies Chosen to Participate in AICPA Startup Accelerator Focused on Accounting Innovation
The startup accelerator, which started in 2017, is designed to promote innovation in the accounting profession and give the Association and CPA.com more visibility into disruptive trends from emerging technologies.
February 23, 2021
Professionals on the Move: Feb. 2021
Professionals on the move is a round-up of recent promotions and news in the accounting profession.
February 18, 2021
Grant Thornton Expands Oil and Gas Restructuring Practice
Grant Thornton LLP is expanding its restructuring-services offerings for oil and gas by hiring Loretta Cross and John Baumgartner. Based in Houston, Cross and Baumgartner join as managing directors who will be part of the firm’s Strategy and ...
February 17, 2021
Edge Marketing Partners with Khoo Consulting for Diversity, Equity and Inclusion
Edge Marketing, Inc. a Minneapolis-based public relations and marketing firm serving the needs of businesses and firms in the legal and accounting industries, today announced its new partnership with Khoo Consulting.
February 17, 2021
Rehmann Wins ClearlyRated’s 2021 Best of Accounting Diamond Award for Service Excellence
Rehmann also received a Net Promoter Score of 80 for businesses and 76 for private households in 2020. The ratings provided by clients give a comprehensive view into the high-quality service the firm provides. According to program organizers, Best of ...
February 17, 2021 Sponsored
Putting Clients First: Understanding the New Normal
Address client needs in a changing world