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 6, 2020
As organizations begin to re-evaluate risks in the context of the “new normal,” businesses will need to take steps to identify and minimize risks that may once have been controlled in at least three key areas.
July 1, 2020
The Re-Entry Readiness Framework consists of a comprehensive workplace re-entry strategy coupled with a customizable risk analytics tool, which can be tailored by the business for varying risk profiles and tolerances to help guide decisions regarding ...
June 30, 2020
The ETAAC is a public forum whose members work closely with the Security Summit, a joint effort of the IRS, state tax administrators and the nation’s tax industry that was established in 2015 to fight identity theft-reflated refund fraud and cybercrime.
June 30, 2020
The report is based on the responses of more than 650 accountants and business professionals across the nation and offers valuable pricing benchmarks and emerging trends for firms of all sizes while showcasing the shifting expectations on what ...
June 30, 2020
The six partners and professional staff from CFO Advisors, LLC, will join BDO July 15. BDO has also acquired MorganFranklin Consulting’s public sector practice effective July 16.
June 25, 2020
Wealth Management Advisors has been serving clients as a registered investment advisory firm since 1993. Wealth Management Advisors currently serves over 300 clients and supervises approximately $470 million of assets under management.
June 23, 2020
Professionals on the Move is a roundup of recent promotions and hires in the profession.
June 23, 2020
FreshBooks’ software is designed for businesses that sell their time and expertise, particularly marketing, digital and design consultancies, business advisory and legal firms, IT professionals, web developers, and trades & construction companies, to ...
June 18, 2020
With Artificial Intelligence (AI) increasingly impacting business and auditors, Chartered Professional Accountants of Canada (CPA Canada) and the American Institute of CPAs (AICPA) have partnered to produce two new white papers on the topic.
June 18, 2020
While no one can predict how long the current environment will last, practitioners are in a unique situation to advise their clients on how they might take advantage of current gift and estate planning opportunities.
June 17, 2020
BDO USA, LLP, one of the nation’s leading accounting and advisory firms, has acquired the firm of Piercy Bowler Taylor & Kern, CPAs (PBTK), which serves clients in Las Vegas, Reno and Salt Lake City. The arrangement is subject to customary closing conditions and is expected to be completed on July 1. The firm’s nine...…
June 15, 2020
This is complicated stuff. There are federal, state, and local regulations to consider. The health and well-being of your employees is your top concern, obviously, but you also have to consider the health of your clients, your team's access to protective equipment, and your own legal liabilities.