Remove cpa firm Remove financial statements Remove tax planning
article thumbnail

Should Tax Planners Work with Family Offices? How Family Offices Work

CTP

Many large CPA firms offer financial advisory services including family office services for high-net-worth families. Adding a knowledgeable tax planner to their team can greatly increase the value the firm provides its clients. This may operate similarly to an enterprise.

Tax 105
article thumbnail

How to Use ChatGPT to Create Forms and Templates for Accounting Firms

CPA Practice

I asked ChatGPT what forms it recommended for a CPA firm. Here is the answer I got (since ChatGPT is nondeterministic, you won’t get the exact same answer I got.): For a CPA (Certified Public Accountant) firm, creating and utilizing various forms and templates can significantly streamline practice management tasks.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Top Remote Accountants of the Week | November 27, 2024

Going Concern

TAX CANDIDATES FTE Tax Senior | Candidate ID #9084031 Certifications: CFE, CPA Education: BS, MS Accounting Experience (years): 20+ years of tax and accounting experience Work experience (detail): 5+ years in public accounting Controller experience with multiple entities 5+ years in senior tax roles Client tax advisory, planning and resolution Client (..)

article thumbnail

Top Remote Accountants of the Week | October 24, 2024

Going Concern

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: (..)

article thumbnail

Top Remote Tax and Accounting Candidates of the Week | March 13, 2025

Going Concern

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23949760 Certifications: EA Education: College level course work, OJT Experience (years):10+ years tax and accounting with public firms Work experience (detail): Recently served as an enrolled agent with a CPA firm 10+ years preparing individual and business tax returns Provides full-cycle (..)

article thumbnail

Top Remote Accountants of the Week | January 30, 2025

Going Concern

Remote Work Experience: Y Salary: $65k – $75k Time Zone: Eastern Sign up for FREE to learn more about this candidate Don’t miss the complete list of top remote accounting, tax, audit, and project-based candidates available weekly!

article thumbnail

Top Remote Accountants of the Week | October 17, 2024

Going Concern

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 (..)