Going Concern

AUGUST 31, 2023

Education: BBA in accounting Candidate ID # 18756621 Proven client-facing team leader provides full cycle accounting, bookkeeping & more to a wide range of client industries!

accountant 116

accountant accounted Account CPA 116

Going Concern

FEBRUARY 13, 2025

TAX AND ACCOUNTING CANDIDATES FTE Senior Tax and Accounting | Candidate ID#23814240 Certifications: CPA Education: BA, MA Financial Accounting Experience (years): 15+ years accounting experience Work experience (detail): 3+ in public accounting Accounting, payroll and tax filing with 40+ clients Client advisory, tax planning, financial review Prepares (..)

accountant 52

accountant accounted Account Real Estate 52

Ryan Lazanis

MARCH 14, 2023

If you’re curious how much your firm is worth and how to increase your firm’s valuation, you’ll want to read this article on how to value a CPA firm. I’ll also draw on my personal experience from selling my online accounting firm just a few years ago. Let’s go!

cpa firm 52

cpa firm CPA accounting and finance accounting firms 52

CPA Practice

SEPTEMBER 27, 2023

The CPA Firm Management Association (CPAFMA.org) recently hosted an open chat forum where member firms discussed “amazing” accounting applications that had significantly improved firm productivity. By Roman H. Kepczyk, CPA.CITP, CGMA.

accounting apps 111

accounting apps accountant accounted Account 111

Ryan Lazanis

AUGUST 22, 2022

Get to know the top accounting practice management software and why it is essential for your business. Important categories to evaluate when choosing a workflow management software for your CPA firm. Helpful features that could benefit accounting firms’ productivity to make sure that tasks are delegated and completed on time.

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accountant accounted Account quickbooks 105

Ryan Lazanis

APRIL 4, 2022

Do you want to know how to start a bookkeeping business or accounting firm in 2022? In fact, these are the very steps that I followed to help take my heavily bookkeeping-focused accounting business from scratch to sale in only 5 years. You pick the date that makes the most sense for you and your accounting firm.

bookkeeping 98

bookkeeping bookkeeping services accounting firms Start-ups 98

Going Concern

JUNE 13, 2024

TAX CANDIDATES FTE Senior Tax Accountant / Manager | Candidate ID #21844350 Certifications: CPA Education: BSBA Accounting, MS Accounting Experience (years): 6+ years in tax and accounting Work experience: 6+ with the same CPA firm Prep and review of tax returns Leads a team of 5+ Accountants Manages client engagements Client niches: Real estate, Construction, (..)

Real Estate 59

Real Estate accountant accounted Account 59

Going Concern

MAY 2, 2024

FTE Accountant | Candidate ID #16071602 Certifications: NA Education: BA Accounting in progress Experience (years): 7+ years of overall experience Work experience (detail): Currently with a public accounting firm Services 15+ monthly clients and 75+ quarterly clients Team leadership and work review experience Prepares 100+ returns during tax season (..)

Real Estate 59

Real Estate accountant accounted Account 59

Going Concern

AUGUST 22, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22103110 Certifications: CPA Candidate Education: BS, Accounting Experience (years): 7+ years of overall experience Work experience (detail): 6+ years with CPA firms Mentoring and training the accounting team Tax return preparation for individuals, SMBs and Nonprofits Prepared monthly, (..)

Real Estate 59

Real Estate accountant accounted Account 59

Ryan Lazanis

JULY 13, 2022

In today’s post, I’m going to show you the very best accounting security tips (23 of them to be precise!) to keep your accounting firm safe and secure. Importance of why you must have accounting security for the safety of your business. Tip 5: Backup Your Cloud Accounting Data. Key Takeaways.

accountant 98

accountant accounted Account accounting firms 98

CPA Practice

FEBRUARY 1, 2024

has signed an agreement to merge with Hackensack, NJ-based CPA firm Wurdemann, Pinto & Co. The combined firm will employ approximately 40 people. Roseland, NJ-based tax and advisory practice Magone & Co. Financial terms of the deal weren’t disclosed. Founded in 1992, Magone & Co.

Real Estate 52

Real Estate quickbooks cpa firm audit 52

CPA Practice

SEPTEMBER 13, 2024

Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab, sponsored by CPA practice advisor, with your host, Randy Johnston and Brian Tankersley, Randy Johnston 00:10 welcome to the accounting Technology Lab. We think over time it’ll be QuickBooks and other platforms, but the target here is smaller businesses.

Technology 111

Technology accountant accounted Account 111

Going Concern

AUGUST 15, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164769 Certifications: EA in process Education: BS BA, MBA, MS Accountancy Experience (years): 5+ years accounting experience Work experience (detail): Senior Accountant/Controller at an accounting firm Writing and implementing client SOPs Client-facing financial reviews Leads 5 staff accountants (..)

Real Estate 59

Real Estate accountant accounted Account 59

Basis 365

MARCH 30, 2023

Basis 365 was created to deliver a unique, outsourced accounting experience to small businesses by providing a virtual accounting department using cloud-based accounting applications. CPA firm : CPAs are generally going to be the most expensive option. This blended approach is the best of both worlds.

accrual accounting 52

accrual accounting accountant accounted Account 52

Going Concern

JUNE 21, 2024

TAX CANDIDATES FTE Tax Manager | Candidate ID # 21914340 Certifications: CPA Education: BS Accounting Experience (years): 10 years accounting and tax experience Work experience: 9+ years in public accounting 4+ years as Tax Manager Led a team of 7 Preparation and review of tax returns Tax planning and advisory services Client niches: SMBs, Healthcare, (..)

Real Estate 52

Real Estate accountant accounted Account 52

Snyder

NOVEMBER 17, 2022

Accountancy firmly belongs to the financial sector but it also shares a lot of key features with the service industry. Tailoring your offer to your customers, marketing your firm, choosing the latest technology, or providing excellent customer care – it all becomes very important in this competitive market. CPA Practice Advisor.

accountant 52

accountant accounted Account bookkeeping 52

CPA Practice

OCTOBER 3, 2024

For a lot of CPA firms, we recommend the Business Premium, plus, because of the Advanced Threat Protection, the data loss prevention, the MDM, other things that are in there that help you comply with your required 5293 5447 written information security plan. Desktop, QuickBooks only has 24,000 words, and zero has 5300 words.

Technology 111

Technology accountant accounted Account 111

Going Concern

JULY 11, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #21978847 Certifications: CPA Education: BS Accounting, MS Accounting – Taxation Experience (years): 3+ years accounting experience Work experience (detail): 4 tax seasons in public accounting Completed financial analysis for clients Prepared 500+ returns during 2024 tax season SMBs, Sole (..)

Real Estate 59

Real Estate accountant accounted Account 59

CPA Practice

SEPTEMBER 12, 2024

He also worked as an audit manager for a national accounting firm, managing public and private company audits. In this role, Pawlow will be instrumental in aligning day-to-day activities advancing the Firm’s Vision 2028 initiative, as well as promoting that vision to other CPA firms seeking growth alternatives to private equity.

Kansas 104

Kansas Pennsylvania audit accounting and finance 104

CPA Practice

JULY 25, 2023

Field of Study: Business Management and Organization Register Today Presented by Ryan Lazanis , CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. In 2021 Randy was listed as someone to watch on Accounting Today’s 100 most influential people in accounting list.

accountant 52

accountant accounted Account Indiana 52

Ryan Lazanis

NOVEMBER 17, 2022

Every accounting firm owner knows that customer relationship management (CRM) is essential to success. In this blog post, I will discuss 13 of the best accounting CRM software options on the market that you can use today. What is a CRM for Accountants? Why Do Accounting Firms Use a CRM? Let’s go!

accountant 52

accountant accounted Account quickbooks 52

ThomsonReuters

AUGUST 3, 2021

Joe aims to inspire the next generation of CPAs through BaCo Group PLLC, a boutique tax and accounting firm, and BaCo Tech, an accounting tech company that will eliminate “busy” season from our vocabulary. . As an accountant, please describe what an API is? . How did you get started with APIs? .

CPA 59

CPA Technology cpas accounting software 59

CPA Practice

JANUARY 5, 2024

And you know, we’ve covered in other technology labs, the Zoho apps of Zoho invoice, which we recommend very broadly or Zoho expense, and we’ll come back, I think, and talk more about Zoho books in light of the QuickBooks Desktop discontinuation announcement that Intuit made on November 30th.

Technology 40

Technology accountant accounted Account 40

CPA Practice

OCTOBER 6, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the latest trends in practice management for accounting firms. You know, I just look at a system like TPS that’s integrated QuickBooks Online and Power BI and several other systems. Now in the accounting software world.

Technology 52

Technology accountant accounted Account 52

CPA Practice

MARCH 15, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, talk about the most productive and cost-efficient ways to use Microsoft 365 in public accounting firms. Like maybe you’re using the QuickBooks statement writer, or you’re using the, you know, cch engagement or you know, integrations into the office applications. March 2024.

Technology 59

Technology accountant accounted Account 59

CPA Practice

SEPTEMBER 19, 2024

What it actually does, though, is it will also sync with your accounting software, so QuickBooks Online, zero Fresh Books and Zoho books. We like the product, and notice that the key entry level systems with FreshBooks, Zoho books, Xero and QuickBooks are all covered here.

Technology 52

Technology accountant accounted Account 52

Going Concern

FEBRUARY 3, 2023

Big 4 EY considers handing retired US partners cut of proceeds from spin-off [ Financial Times ] EY has told retired US partners it is considering giving them a cut of the proceeds from a spin-off of its consulting arm, after complaints that the firm’s leadership is cashing in on a business built by previous generations. Ha ha,” he chuckles.

cpas 111

cpas quickbooks accounting and finance North Carolina 111

Ryan Lazanis

SEPTEMBER 1, 2023

Below are some of the best cloud accounting software for small businesses. 1) QuickBooks Online A true juggernaut in the small business accounting software space, QuickBooks Online is widely known across firms and self-employed business owners alike as one of the best accounting software products.

accounting software 98

accounting software quickbooks accountant accounted 98

Ryan Lazanis

MAY 17, 2022

Most of these methods I’ve personally used myself to help take my cloud accounting firm from scratch to sale in just 5 years. Marketing for Accountants 101. 4 Viral Marketing for Accountants. #5 5 Social Media Marketing for Accountants. #6 11 Live Stream Q&A Marketing for Accountants. #12

accountant 98

accountant accounted Account accounting firms 98

CPA Practice

SEPTEMBER 12, 2023

Now, I spoke with a CPA firm the week before we recorded this podcast, actually two who had both looked at audit site and concluded that the platform could make their audit workpapers As much as anywhere from 30 to 80%. But it’s all inside the platform.

Technology 111

Technology audit auditor general ledger 111

Ryan Lazanis

SEPTEMBER 27, 2023

If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. In this article, I’ll run through some of the more modern options that might make the most sense for your firm at the moment.

bookkeeping 98

bookkeeping cpas quickbooks bookkeeping services 98

Going Concern

JANUARY 26, 2024

News Pride Toronto repaying over $505K after federal grant controversy [ CBC ] Pride Toronto is repaying just over $505,000 in grant funding after an accounting firm found the organization could not prove that it completed several projects despite receiving $1.85 million from the federal government.

accountant 119

accountant accounted Account audit 119

CPA Practice

AUGUST 16, 2023

You know, gramm leach Bliley has affected accounting firms for a while, but the Federal Trade Commission now has decided that they are going to be the nation’s privacy’s are, much like the European Union, Canada have these privacy commissioners or privacy ministers in many of those countries. day away FTC at bit.li/j j away FTC.

Technology 96

Technology tax return Tax Start-ups 96

Going Concern

MARCH 22, 2024

Top Remote Accountants of the Week | March 21, 2024 Practice The worst of times: Issues in accounting in 2024 [ Accounting Today ] It’s a great time to run an accounting firm — except for how hard it is.

Minnesota 113

Minnesota cpas audit CPA 113

CPA Practice

OCTOBER 27, 2023

I had the good pleasure of being in multiple CPA firms in the very, very recent past. Just giving you insights with practice management, tax, audit tools, workflow portals, really, I concluded nothing was off topic. And Brian and I would just go back and forth with each other.

Technology 59

Technology Start-ups accounting firms quickbooks 59

CPA Practice

OCTOBER 25, 2023

I had the good pleasure of being in multiple CPA firms in the very, very recent past. Just giving you insights with practice management, tax, audit tools, workflow portals, really, I concluded nothing was off topic. And Brian and I would just go back and forth with each other.

Technology 59

Technology Start-ups accounting firms quickbooks 59

CPA Practice

JULY 3, 2024

And I think the group consensus really did land that for CPA firms right now the safest landing zone is copilot 365, because of the indemnity and integration with the applications in use. So the QuickBooks Online will go up again, in the latter part of 2024. Randy Johnston 11:27 Yeah, and the presenter there.

Technology 40

Technology accountant accounted Account 40