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News
SEC CHAIRMAN ARTHUR LEVITT, IOWA OFFICIALS TO HOLD INVESTORS’ TOWN MEETING IN DES MOINES
3+ day, 9+ min ago (234+ words) Washington, D.C., Nov. 5, 2026 — On Friday, November 21, U.S.Securities and Exchange Commission Chairman Arthur Levitt, U.S.Representative Greg Ganske, and Craig Goettsch, Iowa’sSuperintendent of Securities, will hold an Investors’ TownMeeting at the Embassy Suites Hotel in Des Moines, Iowa. Morethan 800 investors are…...
Whitman launches coaching program for departing partners
3+ day, 7+ hour ago (310+ words) The program pairs each leader with 12 weekly one-on-one sessions focusing on four themes: beyond the firm (separating the person from the professional title), time and structure (rebuilding a daily rhythm after leaving the firm), social connection (creating a landscape for…...
Caseware rolls out Excel add-on, client request AI
4+ day, 13+ hour ago (284+ words) Audit and risk solutions platform Caseware announced new upgrades that allow users to bring the company's AI agents into Microsoft Excel as part of the most recent expansion of its Caseware Verity AI offering, first introduced in May. The company…...
Secrets of the Fastest-Growing Firms
1+ week, 5+ day ago (214+ words) Just as success has many fathers, it has many secrets, too — and what's important for one organization may not matter as much to another. But in polling the leaders of this year's Fastest-Growing Accounting Firms, while they had a wide…...
Sax Wealth Advisors adds Florida wealth manager
3+ week, 2+ day ago (288+ words) Sax Wealth Advisors, the wealth management arm of Top 100 Firm Sax Advisory Group, has acquired Florida-based wealth management firm Lighthouse Financial. The deal, which closed at the end of June, gives Sax Wealth Advisors a second Florida office, and adds…...
Statement on Commencement of Appointment Process for Public Company Accounting Oversight Board Seat
3+ week, 5+ day ago (330+ words) Paul S. Atkins, Chairman Official websites use.gov Secure.gov websites use HTTPS More in this Section Statement on Commencement of Appointment Process for Public Company Accounting Oversight Board Seat On behalf of the Securities and Exchange Commission (the “SEC”), I…...
Firm files patent on service contract and warranty accounting
3+ week, 6+ day ago (288+ words) Kerper Bowron LLC, an actuarial, accounting, and insurance consulting firm based in Birmingham, Alabama, and Irish Trinity LLC have filed U.S. and international patent applications for what they call Kerper-Bowron Method — a way to forecast and account for liabilities for service…...
Eide Bailly expands in California, Hawaii
4+ week, 2+ day ago (282+ words) Top 20 Firm Eide Bailly will acquire accounting and advisory firm MUN, effective Aug. 17. MUN services clients across healthcare, real estate, nonprofits, employee benefit plans, local governments, manufacturing and hospitality. The deal adds offices in Glendale, California; Roseville, California; Lihue, Hawaii;…...
Updated Statement Regarding the Division of Corporation Finance’s Role in the Exchange Act Rule 14a-8 Process
4+ week, 2+ day ago (567+ words) Division of Corporation Finance Official websites use.gov Secure.gov websites use HTTPS More in this Section Updated Statement Regarding the Division of Corporation Finance’s Role in the Exchange Act Rule 14a-8 Process On November 17, 2025, the Division announced that for the…...
Intuit announces Intuit Intelligence Chat, other upgrades for Enterprise Suite and QBOA
1+ mon, 12+ hour ago (193+ words) Intuit also noted that the feature has accounting practice management implications as well: firms are already using it to do things like deploy agents on the platform to close their books faster, customized to how each firm actually serves its…...