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Credit Union Audit Report Delivery, Compliance, and...

For credit unions, audited financials are critical today. This is especially true for the credit union-CPA firm-regulator ecosystem and for... Read more

Audit & Assurance, Technology, Webinars

Evolving your digital transformation

CPAs have a crucial role in making firms, clients and organizations resilient through digital transformation. Laying the groundwork for... Read more

Innovation, Profession insights, Whitepapers

The Digitally Connected Prep, Comp, Review and Audit...

Hosted by Accounting Today, industry experts discuss bringing a solid technology foundation to your A&A service line, and how to create a... Read more

Audit & Assurance, Technology, Webinars

OnPoint EBP - Product Tour

Take an up-close look at OnPoint EBP, a comprehensive end-to-end solution for performing employee benefit plan audits pursuant to ERISA... Read more

Audit & Assurance, Technology, Webinars

Audit & Assurance, Technology, Videos

Search, SEO and the Advantages of a .CPA Domain for...

Moving to a new web address, an updated ‘online’ business location, is just like upgrading to the ‘exclusive’ office in your city. Depending... Read more

Firm Management, Web domains, Blog articles

Transform Your EBP Practice in 30 Days

Take an up-close look at OnPoint EBP, a comprehensive end-to-end solution for performing employee benefit plan audits. Read more

Audit & Assurance, Technology, Webinars

The .CPA Domain: A Bright Line for Security and Trust...

It’s easy to grasp the branding advantages the new Internet domain for the CPA profession, .cpa, can offer. Less obvious but just as... Read more

Firm Management, Web domains, Blog articles

Checking in on the innovators: the 2020 Startup...

When it comes to early-stage companies chosen for our Startup Accelerator program, we’re a little like proud parents. “They grow so fast,”... Read more

Innovation, ESG, Blog articles

HR Advisory: Answering the Client Call

Discover how Meredith Anderson of Coval Anderson Coval LLC. was able to turn an emerging client need for HR advice into an opportunity for... Read more

Client Advisory Services, Human resources advisory, Firm Management, Human capital management, Success stories

Technology Guide for Preparation, Compilation and...

The typical practitioner is challenged with discovering and assessing relevant technology for their business, and it can take away from the... Read more

Audit & Assurance, Technology, Whitepapers

Part 1 of 5 - Engagement Setup and Build: Insights for...

In this session, focusing on Engagement Setup and Build, we will discuss how common challenges like “overworking” engagements (i.e. doing... Read more

Audit & Assurance, Technology, Webinars