Advisory

The accounting firm blumshapiro, the largest regional business advisory firm in New England, will expand its presence into the central Massachusetts market. Starting October 1, 2019, blumshapiro will occupy 5,000 square feet of prime office space in the heart of the city’s business district at 100 Front Street, according to Brian Renstrom, blumshapiro’s Managing Partner […]

When asked about their company financial statements, 59 percent of the CPAs surveyed reported having complex financial instruments such as mortgage-backed securities, interest rate swaps or other derivatives on their company balance sheets.

One of Massachusetts’ top CPA and business advisory firms, Rodman has about 40 employees. Combining Rodman with BerryDunn’s 400+ employees comprises one of the largest such firms headquartered in New England.

The Iowa accounting and business services firm TDT CPAs and Advisors P.C. was recently recognized as a Top Wealth Advisory Firm by HK Financial Services for displaying a positive impact to businesses and families across the country.

Among companies that reported an increase in their SOX compliance hours, 59 percent reported the number of hours went up by more than 10 percent over the prior year.

As we become a more technologically advanced society, the high value we place on human interaction has surprisingly remained intact. That’s why now more than ever, many financial companies are integrating human-centered strategies into their business models. From Capital One introducing banking cafes to CPA firms providing more face-to-face advisor experiences, the human touch has […]

One issue that is becoming more pressing for firms is keeping pace with tax law changes and complexity, partly a reflection of the recent impact of the federal Tax Cuts and Jobs Act of 2017. And concern over cybersecurity and data breaches for both ...

A roundup of accounting firm staffing news.