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.
November 15, 2019
How to Get Started with Client Accounting Services
Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level collaboration. Firms eager to create new revenue streams and stronger ties with clients respond by expanding services and adopting technology that...…
November 13, 2019
7 Productivity Hacks for the Strategic CFO
How can CFOs themselves use technology to be more efficient and effective? As a Chief Operating and Financial Officer, father of four daughters, and a newly minted girls lacrosse coach, I’m always looking for ways to save time.
November 13, 2019
Marcum LLP Public Company Audit Practice Grows Significantly during Third Quarter
The accounting and business advisory firm Marcum LLP gained 19 publicly registered company clients during the third quarter of 2019. Also in the third quarter, Marcum’s market share of IPO audits exceeded three of the Big Four accounting firms and led all non-Big Four firms. Marcum ended the July-September period with 12 new SEC client...…
November 13, 2019
LeaseCrunch Completes SOC 2 Type II Audit
The examination was performed by Skoda Minotti, an accounting, risk advisory and compliance firm.
November 11, 2019
Professionals on the Move – October 2019
Professionals on the Move is a roundup of recent staffing and leadership changes at firms across the country.
November 10, 2019
Are You Spending Too Much Time on PBC Request Lists?
Every culture or group has its own set of myths. Accounting and audits are no different. Some myths are good; they help bring people together and distill complex concepts into relatable terms. And some myths aren’t as good; they reinforce ideas that ...
November 5, 2019
2019 #FutureReady CPA Summit to be Held Dec. 3
The day-long event will feature some of the most influential and important voices in the profession and innovative solutions that can help move careers and businesses forward. Topics will include leadership, technology, cutting-edge trends, and ...
October 30, 2019
Professionals on the Move – Oct. 2019
Professionals on the move is a roundup of recent promotions and staffing changes in the accounting profession.
October 28, 2019
AICPA to Host Forensic and Valuation Services Conference Nov. 4-6 in Vegas
New technologies, emerging industries and renewed interest in complex financial instruments are among the many issues that will be discussed during the American Institute of CPA’s (AICPA) 2019 Forensic and Valuation Services Conference. The conference, being held Nov. 4-6 at Caesar’s Palace in Las Vegas, offers professionals the opportunity to hone their skills and build...…
October 24, 2019
New Cloud Options from Wolters Kluwer Streamline Audits
Attendees experienced hands-on demonstrations of CCH Axcess Financial Prep, the profession’s first dynamic cloud-based trial balance solution already in market; CCH Axcess Knowledge Coach, a cloud-based digital audit management tool; and CCH Axcess ...
October 23, 2019
Wolters Kluwer Kicks off 15th Annual Connections User Conference
In addition to exciting keynotes and numerous networking events, attendees can choose to attend more than 80 learning sessions across five tracks - Accounting & Audit, CCH Axcess, Management, Tax, and Technology. The learning tracks are offered ...
October 22, 2019
7 Productivity Hacks for the Strategic CFO
Time is the CFO’s most precious resource. The role is expanding beyond financial reporting and forecasting to strategy and innovation, and that means we have more on our plates than ever before including helping the business find, evaluate, and deploy ...