ThomsonReuters

MARCH 8, 2024

It can take some effort to think outside the box to grow your CPA firm into a truly successful firm of the future. How can you build your service offerings to better serve your clients and grow your CPA firm through accountability?

cpa firm 96

cpa firm CPA Technology Tax 96

CPA Practice

APRIL 22, 2024

The race to integrate Artificial Intelligence into the workflow of Certified Public Accountants is no longer a futuristic concept, but a current reality. Large accounting firms have made substantial strides in using AI to augment their services and deliver high quality outcomes.

Technology 124

Technology cpas cpa firm CPA 124

CPA Practice

SEPTEMBER 13, 2024

Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) I’m Randy Johnston with my co host Brian Tankersley, you know that we have a pension for advisory services and CPA firms, and there’s not very many tools in the market that actually do this.

Technology 111

Technology accountant accounted Account 111

CPA Practice

JUNE 7, 2024

Growth is often top of mind for accounting firm leaders, but what does sustainable growth actually look like in practice? In this Q&A, I asked Jason Blumer, CPA to discuss firm growth and what firms truly need to be able to scale and succeed. This is a majority of our work when we consult with larger firms.

accounting firms 91

accounting firms accountant accounted Account 91

ThomsonReuters

AUGUST 2, 2022

Even as accounting firms emerge from the COVID-19 pandemic with a new appreciation for technology’s ability to enable remote work and seamless collaboration, a new challenge has surfaced. Increasing productivity with tax technology. So, how can tax technology boost the agility of your firm?

Technology 98

Technology Tax Non-Profits tax preparation 98

Going Concern

NOVEMBER 21, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)

Real Estate 52

Real Estate accountant accounted Account 52

CPA Practice

OCTOBER 25, 2024

Hosts Brian Tankersley, CPA, and Randy Johnston review Liscio , a client experience platform that centralizes communication, document collection, and task management for accounting firms. Randy Johnston 00:10 Welcome to today’s Accounting Technology Lab. You shouldn’t have to go through all these gyrations.

Technology 115

Technology accountant accounted Account 115

CPA Practice

MAY 2, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, look at Datamatics , a digital technologies, operations, and experiences company that enables hundreds of global enterprises to go “Deep in Digital” to enhance their productivity and customer experience to create a sustainable competitive advantage.

Technology 105

Technology accountant accounted Account 105

CPA Practice

AUGUST 11, 2023

Bolster Your Core Accounting Services Improving efficiency and automating redundant tasks will free up valuable time that can be spent on attracting and retaining clients. Adopting new technology can also help reduce the risk of human error and streamline processes.

accounting firms 94

accounting firms accountant accounted Account 94

Going Concern

FEBRUARY 27, 2023

In Australia, EY is still bungling this one up : EY accidentally leaked the personal details of current and former employees while trying to launch a massive review into the firm’s workplace culture. Go forth and account. Yet that is what the IRS deals with every day.” From FloQast : Six in ten (63%) U.K.

Technology 105

Technology accountant accounted Account 105

CPA Practice

JUNE 24, 2024

But a recent industry survey found that 42% of accounting firms are doing exactly that. Separate research from Robert Half for the 2024 Demand for Skilled Talent report confirms that most hiring managers for accounting and finance organizations (87%) are facing challenges recruiting talent right now. The reason?

cpa firm 116

cpa firm accounting and finance CPA Technology 116

Going Concern

SEPTEMBER 19, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #15191471 Certifications: EA in progress Education: BA Accounting Experience (years): 7+ years tax and accounting experience in public accounting Work experience (detail): Leads a team of 5+ tax professionals Preparation and review of more complex tax returns Client account leadership (..)

accountant 105

accountant accounted Account Construction 105

ThomsonReuters

JULY 13, 2023

If you’re part of a small or medium-sized tax and accounting firm, you may think artificial intelligence (AI) solutions are solely designed for large organizations – but think again. To learn more, let’s take a look at three ways accounting firms can use AI as a competitive advantage.

Technology 97

Technology Tax accounting firms income tax 97

CPA Practice

JUNE 8, 2023

Due to the increasing demand for bookkeeping, taxes, compliance, consulting, and audits, especially with more people and businesses in the United States, tax season becomes increasingly difficult for short-staffed firms across the U.S. However, there’s a challenge when it comes to expanding your firm’s existing staff.

Technology 98

Technology Tax cpas accounting firms 98

CPA Practice

FEBRUARY 9, 2023

AuditClub, the Audit Service Center, and AuditFile, developer of the award-winning cloud-based audit automation platform, will collaborate to combine audit technology with fractional auditors to ease the challenges faced by CPA firms and internal audit teams in performing audits and reviews.

audit 105

audit auditor cpa firm CPA 105

CPA Practice

DECEMBER 30, 2023

ChatGPT ushered in a new era of automation in accounting (link goes to YouTube), for better or worse. While technology has made many content-based tasks much easier, questions remain about its accuracy and security. This article will better explain how your accounting firm should (and should not) use tools like ChatGPT.

accounting firms 69

accounting firms accountant accounted Account 69

CPA Practice

MAY 9, 2024

It is based on OpenAI’s GPT (Generative Pre-trained Transformer) technology and is trained on a vast amount of public code repositories, making it capable of generating code snippets that align with the task at hand.” What challenges does Copilot solve for accounting firm marketers?

cpa firm 72

cpa firm CPA payroll Technology 72

Accounting Insight

AUGUST 16, 2023

All too often, CPA firms focus the bulk of their efforts on lead gen, which tends to create compromises in other critical areas of the business – namely recruiting exceptional accounting talent. CPA firms – by nature – deal with extremely sensitive information that has a direct impact on their clients’ livelihoods.

cpa firm 52

cpa firm CPA Technology quickbooks 52

CPA Practice

DECEMBER 6, 2024

the firm is one of the largest CPA firms in the area with nearly 30 employees and has been in operation for nearly 40 years. DHS Advisorshas built a reputation as an aggressive CPA firm employing accountants with advanced degrees and prior experience with national accounting firms.

accounting firms 52

accounting firms accountant accounted Account 52

ThomsonReuters

JANUARY 29, 2024

Today’s accounting firm leaders are constantly grappling with two pivotal challenges: attracting top-tier talent and holding on to the people they have. The challenge for CPA firms is to create an environment and a career path that talented young people find appealing.

Technology 52

Technology accounting degree tax preparation cpa firm 52

ThomsonReuters

MAY 22, 2024

In today’s dynamic and competitive business environment, owners and partners of accounting and audit firms should, at least, be considering cloud-based technology as part of their broader strategies. Those who fail to do so risk losing their competitive edge. The cloud can pave the way for such services.

accounting firms 52

accounting firms Technology accountant accounted 52

Going Concern

FEBRUARY 9, 2024

Three of the firms also joined industry efforts to designate accounting as a science, technology, engineering, and math—or STEM—field, according to federal lobbying disclosures. My buddy from undergrad works office security at one of the Big 4 accounting firms in Midtown.

Technology 104

Technology Colorado audit cpa firm 104

Going Concern

OCTOBER 3, 2024

ACCOUNTING CANDIDATES FTE Accounting and Audit Senior/Manager | Candidate ID # 22561641 Certifications: CPA Education: BBA Accounting and Finance Experience (years): 15+ years of experience in audit, accounting and finance Work experience(detail): 6 years in public accounting Director level in Accounting Services Managed staff of up to 8 in both US (..)

Real Estate 110

Real Estate accountant accounted Account 110

Going Concern

NOVEMBER 1, 2024

accounting firms will have either sold an ownership stake or part of their business to private-equity investors, up from zero in 2020, said Allan Koltin, chief executive at advisory firm Koltin Consulting Group. In a case brought by investors against the accounting firm BDO, the Second U.S. effective November 1.

audit 52

audit Florida auditor accounting firms 52

CPA Practice

OCTOBER 3, 2024

View the video at: [link] Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor. It and consequences for violations.

Technology 111

Technology accountant accounted Account 111

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

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

ThomsonReuters

AUGUST 2, 2022

A notable portion of today’s accounting curriculum in college is dedicated to teaching aspiring accountants how to use current accounting technology. And many graduates are likely looking forward to learning even more advanced technology on the job. Opening up the pool of Gen Z accounting talent.

accountant 97

accountant accounted Account Technology 97

CPA Practice

APRIL 19, 2024

A Top Technology Initiative Article By Randy Johnston. As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. So, What Are the Common Issues in CPA Firms? Automate notice handling: Select and implement technology for this purpose.

Technology 72

Technology cpa firm Non-Profits CPA 72

CPA Practice

JUNE 5, 2023

The consulting practices at seven of the biggest accounting firms in the U.S. Business news and analysis website The Consulting Report last month released its ranking of the top 50 consulting firms of 2023 , which it said “highlights the world’s most trusted and influential professional services firms.”

cpa firm 52

cpa firm CPA Technology Agriculture 52

CPA Practice

DECEMBER 19, 2023

Accounting and finance professionals are always on the lookout for tools that can help them become more efficient, productive and accurate in their work. And for well over a third (38%) of workers in the profession recently surveyed by Robert Half, generative AI is one technology that they expect will make a positive impact on their careers.

accounting and finance 121

accounting and finance Finance accountant accounted 121

ThomsonReuters

JUNE 15, 2023

You work to improve your tax and accounting firm — increase profitability, expand into new areas, and find a better work-life balance. Tax firms are feeling the pressure of changing tax regulations, along with clients who expect greater accuracy and faster responses in the digital age.

Technology 92

Technology tax preparation tax return Tax 92

Ryan Lazanis

AUGUST 2, 2023

In this article, you’re going to get a ton of inspiration plus a whole bunch of tips for picking amazing accounting firm names. Table of Contents How to Choose a CPA Firm Name? Choosing an accounting firm name is all about branding and how you want the outside world to perceive you.

accounting firms 52

accounting firms accountant accounted Account 52

Going Concern

OCTOBER 20, 2023

CPA at UHY Group Mark Welsh tells 47ABC that recruiting slowing down has meant firms are turning to AI, Bots, and international workers to help fill demand, raising prices as much as ten percent for end-users. TowerBrook and Eisner plan to continue acquiring regional accounting firms or partnerships. Welsh said.

CPA 111

CPA quickbooks Real Estate auditor 111

ThomsonReuters

MARCH 22, 2022

Here are some top tips for improving communication with accounting clients , so you can create an effective sense of community and understanding. Why transparent client communication is important for tax and accounting firms. How tax and accounting firms can master client communication. year over year.”.

accountant 98

accountant accounted Account cpa firm 98

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. Picking the right technology. … Chapter 5: Setup Your Technology.

bookkeeping 98

bookkeeping bookkeeping services accounting firms Start-ups 98

CPA Practice

MARCH 5, 2024

A Top Technology Initiative Article. As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. So, What Are the Common Issues in CPA Firms? Automate notice handling: Select and implement technology for this purpose.

Technology 64

Technology cpa firm CPA Non-Profits 64