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? How do firms think ahead to provide better services for their clients?

cpa firm 96

cpa firm CPA Technology Tax 96

CPA Practice

JULY 6, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss models for technology governance. Tankersley, CPA.CITP, CGMA, Randy Johnston Randy Johnston 00:00 Good day Welcome to Technology Lab. Today we’d like to talk about technology governance. And I think this is a interesting model for technology governance.

Technology 98

Technology Government audit quickbooks 98

Going Concern

NOVEMBER 1, 2024

Audit Private Equity’s Ties to Companies’ Auditors Have Never Been Closer. 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. That Worries Some Regulators.

audit 52

audit Florida auditor accounting firms 52

Going Concern

OCTOBER 17, 2024

ACCOUNTING CANDIDATES FTE Accounting / Bookkeeping | Candidate ID #18014117 Certifications: QBO ProAdvisor, Xero Certified Education: BA, MBA Accounting Experience (years): 9+ years accounting experience Work experience (detail): Currently a Senior Bookkeeper/Team Lead with a public firm 5+ years managing outsourced accounting for multiple clients (..)

Real Estate 64

Real Estate accountant accounted Account 64

Going Concern

OCTOBER 24, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22557459 Certifications: EA, Intuit Tax Academy Education: MBA Accounting, JD Experience (years): 6 years of overall experience Work experience (detail): Tax senior with a national tax service International tax experience National client tax practice Adept at tax research Client niches: (..)

Real Estate 59

Real Estate accountant accounted Account 59

CPA Practice

SEPTEMBER 4, 2024

As we move toward 2025, the importance for CPA firms to leverage technology for streamlined operations and enhanced productivity has never been more critical. Staying ahead in a rapidly evolving industry requires embracing automation to transform audit processes, enhance collaboration and drive growth.

cpa firm 52

cpa firm Technology CPA audit 52

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

Going Concern

NOVEMBER 27, 2024

Sign up now to find your next hire. Drop your information here , and we’ll reach out to schedule a call to discuss how Accountingfly can work for you.

Real Estate 52

Real Estate accountant accounted Account 52

ThomsonReuters

MARCH 16, 2023

There are two forces within an audit team: senior staff and junior staff. For audit team leaders, both are extremely important and bring to the table unique sets of experiences and skillsets that are needed for a modern audit. The key is bringing together their strengths to help firms stay ahead of the curve.

Technology 59

Technology audit auditor Maine 59

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

OCTOBER 25, 2024

Watch the video, or listen to the audio podcast below: Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Randy Johnston 00:10 Welcome to today’s Accounting Technology Lab. It’s a it’s always good for me because I learned something new.

Technology 115

Technology accountant accounted Account 115

Nancy McClelland, LLC

MARCH 7, 2025

Tap Technology to Do More with Less Ill start with the lifesaver of modern accounting: technology. For me, that means making sure my tech is portable, accessible by my whole team, easy for my clients to use, secure, and reliable. I also rely on apps that help me make the most of our time outside of tax season.

Technology 59

Technology quickbooks bookkeeping Tax 59

Going Concern

FEBRUARY 27, 2023

“IRS tech is so ‘archaic’ the agency struggles to find people to work it” from The Washington Post : The Internal Revenue Service, which funds nearly everything the federal government does, uses information technology that is creaking with old age. Yet that is what the IRS deals with every day.” Go forth and account.

Technology 105

Technology accountant accounted Account 105

Going Concern

DECEMBER 20, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #23636747 Certifications: EA Education: BS Experience (years): 5 years tax experience Work experience (detail): All in public accounting 5 tax seasons preparing returns for HNWIs and SMBs 300+ returns per season, 50-50 individuals, businesses Client-facing with S-Corps, partnerships, trusts Business development (..)

Real Estate 52

Real Estate accountant accounted Account 52

CPA Practice

MARCH 1, 2024

Or use this 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 with your hosts, Randy Johnston, and Brian Tankersley. SPEAKERS Brian F.

Technology 111

Technology Tax accountant accounted 111

CPA Practice

AUGUST 28, 2024

Fieldguide for Financial Audit 2024 CPA Practice Advisor Innovation Award Finalist [link] Fieldguide, the only AI platform for audit and advisory firms, recently launched one of its most impactful innovations this year: Fieldguide for Financial Audit. Key features include: – AI-Powered Technology.

audit 59

audit Technology cpa firm CPA 59

Going Concern

OCTOBER 3, 2024

Sign up now to view the complete candidate list and connect with potential hires.

Real Estate 110

Real Estate accountant accounted Account 110

CPA Practice

AUGUST 19, 2024

Process Visionary Award: Anders CPAs + Advisors [link] Anders CPAs + Advisors has revolutionized client data management by implementing a full-cycle CRM. The firm’s focus on quality over quantity has enabled it to expand its talent pool, bringing in new skill sets to better manage client relationships. Boomer Consulting, Inc.

cpa firm 104

cpa firm CPA cpas audit 104

CPA Practice

DECEMBER 1, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss TeamMate Document Linker for External Audit, a solution from Wolters Kluwer designed for CPAs, saving junior auditors time, strengthening audit quality, and improving auditor satisfaction. Welcome to Technology Lab. SPEAKERS Randy Johnston, Brian F.

Technology 98

Technology auditor audit CPA 98

ThomsonReuters

MAY 12, 2023

As CPA firms navigate the ever-evolving digital economy, they are faced with various challenges that threaten their profitability and longevity. From leveraging automation and artificial intelligence to recruiting and retaining top talent, CPA firms must find innovative solutions in order to stay competitive.

cpa firm 52

cpa firm CPA Technology cpas 52

CPA Practice

MARCH 15, 2023

They often focus their efforts to maximize the eventual sales value of the acquired business via a combination of targeted acquisitions of other firms, capital investments, expansion into profitable niches, waste reduction, tech adaptation, streamlining and other measures. Do they flip to venture capital, or to another CPA firm?

accounting firms 132

accounting firms accountant accounted Account 132

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

Going Concern

JANUARY 2, 2025

TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID #23674176 Certifications: EA Education: BS Accounting, MS Accounting and Finance Experience (years): 20+ years accounting and tax Work experience (detail): 10+ years in public accounting Remote team management experience Tax planning and compliance, advisory 70% review during 2024 tax season Preparation (..)

Real Estate 52

Real Estate accountant accounted Account 52

Going Concern

JANUARY 9, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting 3 in healthcare industry Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review (..)

Real Estate 52

Real Estate accountant accounted Account 52

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. One of the most significant benefits of financial automation for CPAs is saving time.

Technology 98

Technology Tax cpas accounting firms 98

ThomsonReuters

JULY 13, 2023

To succeed in an increasingly competitive landscape, forward-thinking accounting firms of all sizes are harnessing the power of AI to automate their tax workflows, thus boosting efficiency, empowering staff, and wowing clients. By driving efficiency through automation, accountants can optimize the 1040 process.

Technology 97

Technology Tax accounting firms income tax 97

ThomsonReuters

JANUARY 29, 2024

The challenge for CPA firms is to create an environment and a career path that talented young people find appealing. This is where technology, particularly tax automation, plays a pivotal role. The role of tax automation Automation is a strategic asset in recruitment and retention.

Technology 52

Technology accounting degree tax preparation cpa firm 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

TaxConnex

OCTOBER 4, 2022

You also have to manage and respond to all of the notices from jurisdictions (and there will be a lot), manage sales tax audits, respond to nexus questionnaires by the jurisdictions, and maintain an accurate tax calendar to include changes in filing frequencies as well as filing and payment methodologies. Outsourcing. Combination.

Sales 130

Sales Tax tax return Colorado 130

CPA Practice

JANUARY 17, 2024

By Ane Ohm, LeaseCrunch As we step into 2024, it’s crystal clear: leveraging technology and software is an absolute must for any organization eyeing substantial growth. An insightful takeaway from 2023 is that for CPA firms and entities handling the intricate world of ongoing lease accounting this becomes even more critical.

Technology 59

Technology accountant accounted Account 59

Going Concern

FEBRUARY 27, 2025

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23885265 Certifications: QBO ProAdvisor Education: BS Accounting Experience (years): 15+ years accounting experience Work experience (detail): 10 in public accounting Supervisory and bookkeeping review Business and individual tax return preparation Client facing and advisory Client (..)

Real Estate 52

Real Estate NetSuite accountant accounted 52

ThomsonReuters

JANUARY 12, 2023

The primary role of an accountant is to handle a variety of tasks including tax preparation, financial planning and audits. . With advanced technology shifting the way accountants work, many are looking to expand into specialized services that can give them a leg up on the competition. Let’s start from the beginning. .

audit 59

audit auditor accountant accounted 59

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

APRIL 30, 2024

When you incorporate predictive analytics, generative AI and other advanced technologies into everyday workflows at your CPA firm, you are taking on much more than a technology upgrade. By Steve Saah. However, you don’t have to wait for tomorrow to realize the benefits of AI adoption.

Technology 52

Technology CPA cpa firm accounting and finance 52

CPA Practice

JUNE 5, 2023

These firms are indispensable partners to management teams of some of the most important organizations across the globe.” The ranking is based on nomination submissions from professionals in and around the consulting, professional services, and tech services industries, The Consulting Report said.

cpa firm 52

cpa firm CPA Technology Agriculture 52

Going Concern

MAY 11, 2023

In recent years, there’s been a push for CPA firms to serve as one-stop shops for more than just tax expertise and audits. The firm announced yesterday that it launched a Strategic Marketing Outsourcing service as part of the firm’s portfolio of business outsourcing offerings. And why not?

cpa firm 110

cpa firm Technology audit CPA 110

CPA Practice

MAY 30, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Anchor , a system that automates the entire process of getting paid by clients, end-to-end. It enables firms to send proposals, and has functions to auto-invoice, auto-charge, and auto-sync them all with your accounting software. But what is this thing?

Technology 64

Technology accountant accounted Account 64