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.

 Maryland Accounting Firm GRB&A Expands Leadership Team

February 3, 2021 

Maryland Accounting Firm GRB&A Expands Leadership Team

GRB&A, a Maryland public accounting firm that provides proactive, strategic advice and services to enable clients to make better management decisions and drive growth, has expanded its leadership team with two partners.

 Matthew Nadeau, CPA Promoted to Principal at Nathan Wechsler

February 1, 2021 

Matthew Nadeau, CPA Promoted to Principal at Nathan Wechsler

Nadeau became familiar with Nathan Wechsler in 2009, when he first joined the firm as an intern. After graduating from college, he spent just under two years with a Big Four firm before joining the Nathan Wechsler team fulltime in 2012 as an associate.

 Be Ready for Big Changes: 2021 Tax Planning

January 27, 2021 

Be Ready for Big Changes: 2021 Tax Planning

Some fear that these tax increases will be retroactive to January 1, 2021, which is certainly possible. The last time a significant tax increase was enacted retroactively was in August 1993, when the Omnibus Budget Reconciliation Act included an ...

 Corvee Adds ERTC Calculations to Tax Planning Software

January 27, 2021 

Corvee Adds ERTC Calculations to Tax Planning Software

These ERTC calculations cover the section 206 for 2020 with a 28-step calculation and section 207 for 2021 with a 12-step calculation. Complex calculations on this newly released legislation can now be run across dozens of clients in a matter of ...

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January 26, 2021 

Nathan Wechsler Announces New Principal

A member of the firm since 2007, Biron has spent the entirety of her professional accounting career with Nathan Wechsler. She leads teams on attestation engagements, ensuring that engagement objectives are met and client expectations are exceeded.

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January 26, 2021 

Baker Tilly Elects Alan D. Whitman to Third Term as CEO

Advisory, tax and assurance firm Baker Tilly US, LLP (Baker Tilly) announces the election of Alan Whitman to a third three-year term as chief executive officer. The firm’s board of partners’ election and overwhelming ratification by its partnership ...

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January 21, 2021 

Calvetti Ferguson LLC Establishes CF Financial

Calvetti Ferguson, one of the largest independent accounting and advisory firms based in Texas, announced today the launch of CF Financial. Through CF Financial, Calvetti Ferguson is able to provide wealth management services to individuals and small ...