Advisory

The companies share many synergies — including a deep commitment to achieving customer excellence, a close cultural alignment, and a strong strategic partnership with Microsoft.

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.

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 […]

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 ...

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 ...

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:

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 ...

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.