CPA Practice

SEPTEMBER 20, 2024

CPA firms constantly seek ways to boost efficiency, enhance client satisfaction, and drive growth. While technology and strategies play crucial roles, one often overlooked element can be the key to unlocking your firm’s full potential: document management.

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

Ryan Lazanis

SEPTEMBER 19, 2023

The Allen CPA Firm Located in Houston, TX, The Allen CPA Firm is a forward-looking provider of tax, accounting, and business consulting services. Performance Financial, LLC Performance Financial is an accounting firm that offers year-round proactive tax planning advice and services.

Account 98

Account accountant accounted bookkeeping 98

CPA Practice

JULY 19, 2024

It exists to take the pain out of processes and let professionals working in CPA fi rms and businesses comply with regulations, drive productivity, and better engage with key stakeholders. million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

KROST

FEBRUARY 14, 2022

On February 9, 2022, the California Governor signed Senate Bill 113 (SB113). SB113 addresses numerous tax provisions, including correction to issues related to Assembly Bill 150 (AB150). SB113 addresses most of these including: Repeal of the Tentative Minimum Tax limitation of the Passthrough Entity Elective Tax Credit.

Tax 52

Tax California Real Estate CPA 52

CPA Practice

SEPTEMBER 12, 2024

Avantax Welcomes $60M Advisor Ali Kazemi and His Northern California-based Sentinel Financial Group Avantax, a Dallas-based leader in tax-intelligent financial planning and wealth managemen, recently welcomed Ali Kazemi, a seasoned financial services industry veteran with 30 years of experience.

Kansas 104

Kansas Pennsylvania audit accounting and finance 104

KROST

JUNE 2, 2022

During that time, she worked with a well-known national chain; owned a food and beverage company that operated multiple restaurants, bars, and event spaces in the Squaw Valley area; and became the president, CEO, CFO, and shareholder of one of the highest-grossing restaurants in California.

California 72

California Hospitality Sales bookkeeping 72

KROST

DECEMBER 15, 2020

Temporary Eviction Ban Puts Cashflow Strain on California Landlords. Unfortunately, the real estate industry was not spared this year with accumulating hurdles due to new regulations, changes in consumer demands, and state-specific legislation.

Real Estate 69

Real Estate Delaware California accounting and finance 69

KROST

JUNE 2, 2022

During that time, she worked with a well-known national chain; owned a food and beverage company that operated multiple restaurants, bars, and event spaces in the Squaw Valley area; and became the president, CEO, CFO, and shareholder of one of the highest-grossing restaurants in California.

California 52

California Hospitality Sales bookkeeping 52

KROST

APRIL 12, 2022

Running a small to medium-sized business has always come with a unique set of challenges.

accrual accounting 52

accrual accounting financial statements accounting and finance auditor 52

CPA Practice

SEPTEMBER 19, 2024

Then I think, to canopy insights, Brian and you know, canopy, we’ve been around from a very early time, and of course, the insights reporting tool I was dealing with on an on site consultation with a CPA firm in on the West Coast late last year, and we were looking at insights when it was very nascent and they had very specific reporting needs.

Technology 52

Technology Account accountant accounted 52

CPA Practice

JANUARY 12, 2024

But you know, what I would just point out then on some of the other areas of interest, we’ve been proponents of single portals in the CPA firms for some time. So So they’re, again, when they identify something in a tax return or a tax planning opportunity looks like those letters are going to be potentially password protected.

Technology 40

Technology Account accountant accounted 40

KROST

MAY 24, 2022

Kimberly Hoang, CPA , Manager. Kimberly is a Tax Manager in the tax department at KROST. Her areas of focus include tax planning and compliance for small to medium size businesses – sole proprietorship, partnerships, corporations as well as high net-worth individuals. Full Bio.

Account 52

Account accountant accounted tax planning 52

Going Concern

AUGUST 23, 2024

announced today that it is changing its name to CBIZ CPAs P.C., CBIZ CPAs P.C. CBIZ CPAs) is an independent CPA firm with 35 offices nationwide that provides audit, review and attest services, and works closely with CBIZ, a leading national provider of financial, insurance and advisory services, but is a separate legal entity.

audit 105

audit CPA auditor North Carolina 105