As AI becomes embedded in finance operations, especially through agentic systems that act on behalf of organizations, the ...

The largest single-office CPA firm in California’s Orange County has teamed up with Integrated Partners, a hybrid RIA overseeing more than $12.7 billion in assets, to launch an affiliated wealth ...

Every transaction, every number, every document and every piece of data holds immense value. CPAs and Chartered Accountants shoulder the weight of financial compliance, ensuring that businesses ...

With penalties ranging from $60,000 to millions, California accounting firms are under immense pressure to secure client data, and modernize their IT backbone. The question isn’t whether CPA firms can ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The accounting firm now serves ...

A leading accounting firm in California is venturing into the wider world of wealth management as it joins forces with a multibillion-dollar RIA. Integrated Partners, a national financial planning and ...