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Building SQMS No. 1 into your firm
For many CPA firms, implementing SQMS No. 1 begins with building the foundation: documenting quality objectives, identifying quality risks and...
DCPA 2025: Audit transformation takes center stage
Practitioner and audit technology consultant Will Hill isn’t new to change. As the founder of Will Hill Consults, he’s spent...
Making the most of the quality management standards (SQMS 1) changes
With the Dec. 15, 2025, effective date for the new SQMS No. 1 quality management standard quickly approaching, audit and...
Drive real change in your audit firm
Every audit firm is feeling the pressure to modernize—faster delivery, better tools and smarter processes. But audit transformation isn’t just...
How your firm can market spend management services to clients
This article first appeared in the CPA Practice Advisor’s Special Report: Spend Management Advisory: A Growing Opportunity for Accounting Firms...
How CPA firms can price, position, and productize spend management
One of the fastest-growing practice areas for accounting firms is client advisory services (CAS), which runs the gamut from outsourced business management services and transactional accounting to strategic consulting and virtual CFO and controller services. Another area that could provide CAS practices with a major opportunity for growth is spend management advisory.
Card-based spend management technology: Benefits for SMBs and CPA firms
Here’s a common expectation in today’s business world: An employee must front all the costs for an upcoming business trip and then spend up to a month waiting to be reimbursed. On the other hand, the controller or accounting manager recognizes this employee is one of many who will probably require multiple reminders to submit their expense report.
Expense reports are no longer a requirement with a spend management solution
This CPA.com blog explores how spend management software is changing how organizations control traditionally hard-to-quantify employee and discretionary expenses using spend management automation.
Planning an audit transformation? Start with these 5 questions.
We’ve talked about the audit of the future for years, but the reality for firms is that the future is...
4 takeaways on the DAS implementation journey
Watch the video here. As auditors, we are used to navigating change. We build processes to respond to regulators and...
Spend management advisory: Top six questions answered
There are many reasons why your clients may encounter challenges when trying to manage their cash. Often, it’s because proper...
Dynamic Audit Solution (DAS): Built by auditors for auditors
Today’s auditors in public accounting face myriad demands. Regulators and standard setters require auditors to adhere and comply, clients want...