Technology March 27, 2026
How Accounting Firms Can Stay Ahead of BSA/AML Expectations
Strong internal controls, clear documentation, and deliberate IT practices help your firm look like a lower‑risk partner to banks.
Technology March 27, 2026
Strong internal controls, clear documentation, and deliberate IT practices help your firm look like a lower‑risk partner to banks.
March 27, 2026
March 27, 2026
November 10, 2021
Becker currently serves as leader of RSM’s consulting line of business, which has grown from $450 million to $1 billion during his tenure. During this time, he has also worked with teams across the firm to realign consulting to reflect the needs of ...
November 10, 2021
Despite the upbeat outlook, accounting firms still face challenges in employee recruitment and retention. A shortage of skilled professionals is allowing the best candidates to receive multiple job offers and the ability to command top salaries.
November 10, 2021
M&A value creation is traditionally viewed through the lens of three synergies: revenue, cost and capital. Technology is a fourth key driver of synergy that is often underestimated. Traditionally viewed as a subset of cost synergies, technology ...
November 9, 2021
Justin Adams – 2021 20 Under 40 Top Influencer CEO & Co-FounderAnduin AIwww.anduin.ai Career highlights: Justin has spent his entire career helping transform organizations through technology and innovation, from Fortune 500 firms to the United States Intelligence Community. Previously, Justin co-founded and led Digitize.AI as CEO and Chairman of the Board through the acquisition by...…
November 9, 2021
Sage, a maker of cloud business management solutions, today announces the availability of Zapier, the workflow automation platform for business, on the Sage Marketplace in the U.K., Ireland, U.S. and Canada. This partnership enables small businesses and accountants across all four countries to elevate their work and automate workflows by seamlessly connecting Sage Accounting with...…
November 9, 2021
The CPA firm Baker Tilly US, LLP (Baker Tilly) will acquire California-based The Compliance Group (TCG), a one-stop-shop for mortgage lenders requiring regulatory compliance and seeking risk management. The combination will be effective Dec. 6, 2021. Financial institutions and independent mortgage bankers continue to shift their focus toward the modern borrower experience, defined by digitization...…
November 9, 2021
The investment will enable Zenwork, operating under the Tax1099 and Compliancely brands, to accelerate product innovation and meet growing business demand for modern, automated technology solutions that address regulatory compliance and power ...
November 8, 2021
The tax and accounting industry is always evolving. Over the last year and a half in particular, there have been major changes in how the industry approaches advisory services, technology, culture, recruiting, and more. The accounting industry is going...
November 5, 2021
Led by CEO and founder Enrico Palmerino, Botkeeper provides an automated bookkeeping solution to accounting firms, using a unique combination of technology and team members. The company intends to use the funds for the expansion of its platform, ...
November 4, 2021
The International Federation of Accountants (IFAC) has unveiled a new online resource providing unprecedented access to the international standards that support and distinguish the accountancy profession. eIS, short for e-International Standards, ...
November 4, 2021
Digital transformation is a top priority for nearly every institution and commands the attention of many senior executives across the finance, legal and operations areas. While many parts of the organization have begun the digitization journey, tax ...
November 4, 2021
Thirteen markets are fueling the bulk of growth in the U.S. life sciences industry. Baker Tilly’s robust life sciences practice has a strong presence in 10 of those 13, with Boston-Cambridge as the No. 1 life sciences cluster in the country.