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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December 18, 2025
December 16, 2025
August 26, 2021
Avantax, a provider of tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.
August 23, 2021
“What is most important to you today?” By asking your clients what’s on their minds today, you can tackle head on their most pressing problems first.
August 22, 2021
Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...
August 13, 2021
Liberty Technology Advisors has been serving clients in the technology and software consulting industry for over 25 years. The company focuses on working with clients to assess and select ERP and enterprise business software, as well as improve and ...
August 13, 2021
AICPA News is a round-up of recent announcements from the association.
August 13, 2021
In an accounting world obsessed with advisory services, it’s strange that we tend to overlook the foundational aspect of relationships: communication.
![logo-3[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2021/08/logo_3_1_.61157185bc1dd.png){kind=logo}
August 12, 2021
The regional accounting firm of Nathan Wechsler & Company, PA has announced the promotions of Marissa St. Onge, Callie Chase, and Brady Wentworth. Previously a senior, St. Onge steps into the role of supervising senior. Chase and Wentworth both move ...
August 12, 2021
Baker Newman Noyes (BNN), a nationally recognized top 100 accounting and advisory firm, is excited to announce 18 senior-level promotions in its Manchester, NH, Portsmouth, NH, Woburn, MA, Boston, MA, and Portland, ME, offices.
![BakerTilly[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2021/08/BakerTilly_1_.6112a05e40933.png)
August 10, 2021
Margolin, Winer & Evens has been serving New York clients and the greater metro area for 75 years. Their industry expertise in real estate and manufacturing is a great match with Baker Tilly’s national practices and local teams.
August 5, 2021
Each year, these awards—which are named in honor of McKeever, the 61st Black CPA to be licensed in the United States and a passionate civic leader, advocate for greater diversity in the accounting profession, and a founding member of the CPA Endowment ...
August 4, 2021
The Tax & Accounting Technology Innovation Awards honor new technologies that help accounting firms and their small business clients operate more efficiently and profitably through improved workflow, increased accessibility, or enhanced collaboration.
August 4, 2021
Charles Kowal, CPA (retired) has received the AICPA’s 2021 Personal Financial Planning (PFP) Distinguished Service Award, Martin ‘Marty’ Finn, CPA/PFS was presented the Sidney Kess Award for Excellence in Continuing Education, and David Greene, CPA was ..