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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March 23, 2022
Overall, the survey found three in four respondents (75%) that sponsor a DC plan made a change to their plan in the last two years and expect to make at least one change over the next two years. An additional 14% of sponsors that didn’t make a change ...
March 23, 2022
Having a clear client communication policy is often forgotten as a part of the engagement. Everyone needs to understand the client’s part, the firm’s part, and the collaborative part. Communication policies help your firm achieve this goal. If your firm h
March 22, 2022
The merger brings together two strong and innovative organizations. Founded in 2002, Summit has been the pioneer of remote work in the accounting industry since 2013. By offering virtual CFO services including cash flow management, business tax ...
March 22, 2022
Zubor, a skilled executive with extensive finance and accounting experience, joins Grant Thornton after serving for eight years as the CFO of Katten Muchin Rosenman LLP, a global law firm headquartered in Chicago.
March 21, 2022
Globally, more firms are have created or are interested in creating a more diversified selection of services, looking beyond the tax season to offering a variety of advisor services such as forecasting, budgeting, and strategy for their clients.
March 21, 2022
Founded in 1946 and based in New York, NY, Popper & Company LLP has 24 professionals and staff serving clients in the New York metro area, Florida, California, Texas and other states. Popper & Company provides sophisticated tax planning, tax compliance...
March 16, 2022
When asked what was most likely to deter IPO and SPAC transactions for their organizations in the year ahead, private equity respondents pointed to a global economic downturn (26%) while corporate development professionals said undesirable ...
March 15, 2022
Two-thirds said their employers are keeping them productive (67%) and safe (66%) from COVID-19. More than half (58%) believe their employer has supported their well-being.
March 15, 2022
Nearly three out of four (74%) chief audit executives (CAEs) and senior internal audit leaders report that their organizations have completed or are currently undertaking initiatives to transform and innovate their internal audit function.
March 14, 2022
CAS is one of the fastest-growing revenue-generating segments for accounting firms. In fact, 42% of accounting firms now offer CAS. Along with increased revenue, CAS services can help firms improve client relationships and work fulfillment.
March 13, 2022
When you’re worried about holding on to your talent, creating new business opportunities might not be top of mind. But I feel strongly that if you focus on these four things, you can positively impact your people while setting the firm up for growth.
March 10, 2022
The regional accounting firm of Nathan Wechsler & Company, PA is pleased to announce that Julie Greenwood, CPA recently participated in a panel discussion put on by Home Healthcare, Hospice & Community Services (HCS) in Keene, N.H.