Technology February 2, 2026
The financing brings Fieldguide’s total funding to $125 million and values the San Francisco-based company, which provides an agentic AI platform for audit and advisory, at $700 million.
January 28, 2026
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January 12, 2019
Umbaugh is the largest CPA firm in the U.S. that focuses solely on financial management, capital planning, bond issuance and post issuance advising and consulting for municipalities, utilities, schools, libraries, counties and townships.
January 9, 2019
The audit, tax and consulting services firm RSM US LLP has joined the Sheltered Harbor alliance partner community in both an assurance and advisory capacity. A not-for-profit subsidiary of Financial Services Information Sharing and Analysis Center (FS-ISAC), Sheltered Harbor is the industry standard for protecting and recovering customer account data in the event that a...…
January 8, 2019
Zwickert was formerly Chief People Officer at NetSuite (now Oracle NetSuite), a provider of cloud-based applications, where she transformed the company’s Human Resources function through technological innovations. Prior to NetSuite, Zwickert was EVP ...
January 3, 2019
According to FASB, the board establishes financial accounting and reporting standards for public and private companies and not-for-profit organizations. Public financial reporting by U.S. corporations must conform to the principles established ...
January 1, 2019
December has come again, and it’s time to predict the big stories for 2019. Here are the seven trends I think will have transformational impact on practitioners and their firms in the coming year:
December 21, 2018
The integration is generating excitement from professionals. Donna Bordeaux of Calculated Moves, PC shares, “We are excited about the new integration, in North America, between Wolters Kluwer and Xero. We will no longer have to spend time diagnosing ...
December 18, 2018
Leading the new practice group will be Partner Steven Bokiess, CPA. He brings more than 20 years of experience advising prominent real estate organizations involved in a wide range of properties, as well as extensive expertise in the financial arena.
December 17, 2018
With over 15 years of tax planning experience, Simpson has provided sound strategic planning for both U.S. and multi-national corporations. She has worked as an International Tax Director at PricewaterhouseCoopers LLP in Boston since 2004, and since ...
December 17, 2018
Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question:
December 17, 2018
Why Most Firms Don’t Make It to the Second Generation By Marc Rosenberg, CPA The short answer is that CPA firms stink at succession planning. Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow. Evidence of this is the following: A 60 year-old sole practitioner wants to...…
December 11, 2018
The accounting and professional services firm Sikich has acquired the practice of Knutte & Associates, a Darien, Illinois-based audit, accounting and tax firm.
December 10, 2018
We’ve been through a year together learning about Emerging Technologies. While there will always be new technology, we are not likely to go through a period of time again anytime soon where the algorithms are changing so rapidly and the new ...