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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July 5, 2018
Michael Bohinc is a CPA, a baseball nut and the son of a plumber, so he combined these parts of his background as he developed an industry niche focused on plumbing and HVAC (heating, ventilation and air conditioning) contractors.
July 3, 2018
The large national accounting firm WithumSmith+Brown has announced the promotion of three senior managers to the position of partner. Ryan Babiak, Joseph Cassano and Shawn P. Gillon are the newest partners to join the firm’s growing corporate leadership team, effective July 1, 2018. New partner bios can be viewed here. “Ryan, Joe and Shawn represent...…
June 28, 2018
Armanino LLP has launched a combined Risk Assurance and Advisory Services practice to enhance its ability to offer a wide range of risk and compliance solutions to clients. The move brings an innovative approach to compliance with a ...
June 25, 2018
According to a new commissioned study conducted by Forrester Consulting on behalf of Ernst & Young LLP (EY), companies that deploy broad-based, customer-centric approaches generate the greatest value and maturity relative to their overarching digital ...
June 25, 2018
This year's study uncovered dramatic gaps between a company's confidence that they can respond to crises and its level of preparedness. The gap becomes even more evident when evaluating whether organizations have conducted ...
June 25, 2018
To lay the foundation for its growth plan, WBWS has hired professionals across multiple disciplines in recent months, such as law, tax, accounting and marketing, to increase its expertise and capacity to provide holistic wealth management services, as ...
June 25, 2018
As accounting firms look to grow their firms and expand their client accounting services (CAS) practices, they are finding automated payment solutions like Bill.com an ideal entry point for clients to easily outsource more of their accounting needs.
June 22, 2018
Thomson Reuters is marking the 250th firm to benefit from Practice Forward, an innovative program that guides firms through a business model transformational roadmap, culminating in a client service approach that is proactive, harnesses the unique ...
June 21, 2018
Wolters Kluwer has developed a new product called CCH Axcess iQ, described as a Predictive Intelligence tool. “We know about the trends,” said McGinnis. “People are moving from compliance to advisory services, moving up the value chain and creating ...
June 19, 2018
CPA firms are also once again changing. For many, the first customer facing technology may have been offering self-service options to extend back office functionality. Electronic invoicing and collections are two early examples that date back to the ...
June 15, 2018
The annual award, now in its seventh year, recognizes a CPA under age 41 who personifies an unwavering commitment as demonstrated through successful practices, involvement in and contributions for the interest of the accounting profession.
June 15, 2018
The Center for Audit Quality (CAQ) has announced four grants to fund independent academic research on projects of interest to the auditing profession. Over the past 10 years, the CAQ has provided funding for 39 projects through its Research Advisory ...