Advisory

The CPA’s Guide to Spend Control Advisory

Risk Management April 1, 2026 

The CPA’s Guide to Spend Control Advisory

Your mid-market clients are approving invoices over email, buying without purchase orders, and closing books manually every month. These aren’t just inefficiencies — they’re audit risks, and most CPAs only discover them after the damage is done.

 What Do You Hear When You Listen to Your Clients?

March 18, 2021 

What Do You Hear When You Listen to Your Clients?

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

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March 16, 2021 

Has Covid Changed Accounting Firm Offshore Hiring?

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...…

 Lockstep Adds Customer Success and Finance Officers to Team

March 11, 2021 

Lockstep Adds Customer Success and Finance Officers to Team

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 ...

 BKS Acquires Indianapolis Firm Hamernik

March 9, 2021 

BKS Acquires Indianapolis Firm Hamernik

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.

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March 4, 2021 

Why Proactive Planning is More Important Than Ever

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...…

BDO

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 ....