Advisory May 26, 2026
9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones
These small, repeatable touchpoints are how strengthening client relationships turns into long-term resilience and growth.
Firm Management February 1, 2024
Magone & Co. and Wurdemann, Pinto & Co. to Combine on May 1.
The combined practice will employ approximately 40 professionals after the two New Jersey-based firms merge later this spring.
February 1, 2024
David Almonte, CPA, CGMA – 2023 “40 Under 40” Honoree
David Almonte, CPA, CGMA, MSOL – 2023 40 Under 40 Honoree Financial Planning & Analysis Sr. ManagerAmica Mutual Insurance Companywww.amica.com Career HighlightsNationally, David was recently selected to serve a three-year term as a member of the AICPA’s Governing Council, starting in May of 2024. Additionally, David is a past graduate of the AICPA’s National Leadership...…
February 1, 2024
Jonathan Womack, CPA – 2023 “20 Under 40” Influencer
Jonathan Womack, CPA – 2023 20 Under 40 Influencer COO / FounderAudit Sight, Inc.https://www.auditsight.com/ At Audit Sight, Jonathan is the COO and Founder of the cloud based technology aimed at eliminating the test of details performed by auditors and due diligence providers. Jonathan serves at the intersection of CPAs and software engineers. So far the...…
February 1, 2024
John Gillingham, CPA – 2023 “40 Under 40” Honoree
John Gillingham, CPA – 2023 40 Under 40 Honoree Owner DirectorGillingham CPA: www.gillinghamcpa.com/AccountingPlay: www.AccountingPlay.com Recent Activities2023 marked a year of revival for the iOS Accounting Play apps created by Gillingham CPA: Accounting Flashcards, Debits and Credits, and Accounting Quiz. As a firm we have continued to refine our Value Added Framework, https://www.gillinghamcpa.com/value-added/ and narrow the...…
February 1, 2024
Kelly A. Rohrs, CPA – 2023 “40 Under 40” Honoree
Kelly A. Rohrs, CPA – 2023 40 Under 40 Honoree FounderK. Rohrs, CPA PCwww.krohrscpa.com@krohrs.cpa @Insta Recent ActivitiesI run a virtual monthly mastermind for CPAs to discuss or wins, struggles, technology, efficiency, changes in industry etc. started in June. I started a podcast “From Zero to Millions: Accounting Edition” in November with my colleague, Bilal Mehanna...…
Technology January 31, 2024
Avalara Announces Partner Program Transformation
The company says the launch is the beginning of a multiyear vision for partners to drive sustainable growth and opportunity, make it easier to do business with Avalara, and deliver peace of mind to their
January 31, 2024
Patriot Software Expands Affiliate Marketing Program
Accounting and payroll technology maker Patriot Software is expanding its affiliate marketing with a national launch of its Affiliate Program on Impact.com.
Technology January 31, 2024
Armanino Unveils SOC 2 Examination Tool
Audit Ally was designed to integrate into any SOC 2 engagement and improve automation and reporting capabilities.
Firm Management January 31, 2024
Navigating the Tax and Accounting Profession’s Wave of Retirements
As seasoned professionals get ready to retire, there are ways the industry can cultivate and empower the next generation of accountants.
Payroll January 31, 2024
ADP Adds Generative AI Option for HR, Payroll, Analytics
ADP Assist enhances HR productivity, aids decision-making with data-driven insights, and streamlines day-to-day tasks for practitioners, managers, employees and executives with simple, human-like conversations.
Accounting January 31, 2024
Corporate Card Spending is Up, But Adoption of Expense Management Software Lags
Other findings show perennial expense management pain points such as laborious month-end closes, minimal user support and policy confusion reemerging YoY amidst a dynamic work landscape and increase in corporate travel.
Accounting January 31, 2024
CLA Global Welcomes New Alliance Member Firms in Germany
CLA Global has over 180 offices across the world and more than 13,500 personnel across the network.