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RIA Soltis acquired accounting, tax and advisory firm GDM Private Financial Solutions, the latest example of client demand for integrated wealth and tax planning solutions.
April 8
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The funding will let Modus partner with audit-focused accounting firms, and develop its technology.
April 8
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Accounting firms that are best positioned to capture the growth from advisory services must do more than rethink the services they deliver.
April 8
Intuit -
The accounting community is focused on how AI is changing what accountants do. But the truth is that AI is changing what accounting professionals are for.
April 8
Bill -
Reducing disputes is not about chasing collections more aggressively. It's about designing billing processes for how work is performed and revenue is recognized.
April 7
RecVue -
Artifact announced the launch of its new Omni agentic workflow solution meant to help firms orchestrate complex, multi-system and cross-platform work via describing the workflow in plain language.
April 7
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The Top 50 Firm acquired Mass Ingenuity, a Portland, Oregon-based software-as-a-service company, effective April 1.
April 6
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Treating email as a managed communication channel rather than an individual employee tool helps maintain higher standards of professionalism and compliance.
April 6
Exclaimer -
The Top 75 Firm acquired Faz Forensics, a forensic accounting, valuation and litigation support firm, effective March 20.
April 6
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Top 25 Firm Aprio is expanding its services for government contractors by combining with Maryland-based CAVU.
April 3
