Offering comprehensive expertise for privately held companies and individuals
Intuit plans bigger AI rollout with accountants Intuit executives outlined the latest enhancements to QuickBooks, Intuit Accountant Suite and Intuit Enterprise Suite leveraging AI during Intuit Connect.
Tipalti launches treasury solution Payments and finance platform Tipalti now has a fully integrated treasury solution which connects real-time cash visibility and automated forecasting with accounts payable.
Larson Gross expands in Washington state The Regional Leader acquired Blume Keeney, expanding its footprint in its home state, particularly in Snohomish county and the greater Puget Sound region.
Caregiving slows path to partner The 2026 Accounting MOVE Project found that 65% of firms have seen caregiving responsibilities influence career progressions during the past year, with mid-career professionals most affected.
In addition, our firm assists clients with the preparation of personal financial statements, budget and financial forecasting, bookkeeping, and financial analysis.