Advisory

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 ...

We got into this profession to help our clients achieve their goals and grow their businesses, and even if most of your work involves individual returns, there are still personal goals to meet. It’s time to put your advisory services hat on ...

Rubino & Company, a nationally-recognized CPA firm specializing in financial services and regulatory consulting, announced today that it is promoting two of its Directors to Shareholders.

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, 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 ...

Cube is currently focused on mid-market growth companies, and counts a handful of unicorns and public companies in its customer base, which has quadrupled since the company’s seed round last year. Responsible for billions of dollars of financial data...

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.

Edge Marketing has long provided executive-level communications and marketing advisory services for clients seeking more than management or tactical support for PR or marketing. The agency’s fractional CMO services reflect the expansion of this ...