CPA Practice

AUGUST 28, 2024

As in 2023, AI systems were again dominant among the winners of the 2024 Tax & Accounting Technology Innovation Awards, presented annually by CPA Practice Advisor, a technology and practice management resource for public accounting firms. “ AuditFile AI is like the self-driving car of auditing.

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Technology accounting firms accountant Account 122

ThomsonReuters

FEBRUARY 2, 2022

the potential market available to tax and accounting firms is massive. Here are a few ways you can market your firm’s services to individuals and small businesses. A better approach is to build a reputation as an accounting expert. Individuals and small businesses turn to accounting firms during tax season.

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accounting firms accountant Account accounted 98

CPA Practice

SEPTEMBER 17, 2024

With 20 years of experience in public accounting and 16 years in tax software development, she has a deep understanding of accounting and tax companies’ needs and utilizes that knowledge to develop a quality tax preparation product. Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor.

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Tax North Carolina Indiana Illinois 105

CPA Practice

AUGUST 15, 2023

Date: Tuesday, September 12, 2023 Time: 3 PM EDT / 2 PM CDT / 12 PM PDT / 7 PM GMT Sponsor: Drake Software Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? Ann Campbell , CPA CIA, joined Drake Software in 2021 as a Tax Software Trainer.

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Tax North Carolina Indiana CPA 52

CPA Practice

AUGUST 14, 2024

This webinar will be held on Wednesday, September 18, 2024 at 2:00pm ET Sponsor: Wolters Kluwer Duration: 1 Hour Register Now Course Overview: Discover how to leverage automation and AI to streamline processes, enhance client service, and drive growth. Gail is a member of the AICPA’s PFS Credential Committee.

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Technology Georgia Indiana tax preparation 52

CPA Practice

SEPTEMBER 11, 2024

In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars.

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Indiana accountant Account accounted 52

CPA Practice

SEPTEMBER 11, 2024

Technology Usage and Satisfaction A high level of satisfaction (87%) with current tech stacks suggests that firms are generally content with their technological tools. Tax preparation software, client portals, and general ledger systems are identified as the most important tools, indicating a focus on core accounting functions.

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accountant Account accounted Technology 121

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. The sessions will begin Feb.

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Technology Colorado audit cpa firm 104

ThomsonReuters

JUNE 13, 2023

If you’re part of a small or medium-sized tax and accounting firm, you know that differentiating yourself from the competition is always top of mind. All this, alongside the more traditional tax preparation, payroll, and accounting/bookkeeping services that your clients have come to know and trust.

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tax return Tax bookkeeping services Technology 93

ThomsonReuters

NOVEMBER 2, 2023

How can firms stay competitive, deliver quality services, and achieve work-life balance amid these pressures? The answer lies in tax automation. Tax automation is using technology to streamline and optimize the tax preparation process, from gathering source documents to filing returns.

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Technology Tax tax preparation tax return 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.

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accountant Account accounted bookkeeping 52

ThomsonReuters

FEBRUARY 8, 2022

Respondents also indicated interest in receiving other services from their accounting firms. In the survey, 41% said they wanted more tax planning, 36% said they wanted help with bookkeeping, 23% wanted business planning consulting, and 22% said they wanted their accounting firm to provide payroll services.

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CPA Practice

JULY 27, 2023

As an example of the ChatGPT response to “What are the most time-consuming items in a CPA Firm,” ChatGPT suggested the following (completely unedited): Accounting or Certified Public Accountant (CPA) firms often have to manage numerous tasks, some of which can be quite time-consuming.

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Technology audit Education accounting and finance 98