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Management Interviews are a Critical Part of the Business Valuation Process

RogerRossmeisl

When preparing a business valuation, quantitative data — from tax returns, financial statements, contracts and other sources — is important. But there’s more to a company than numbers. Qualitative factors also contribute to a company’s overall value. Websites and marketing materials can provide only limited insight.

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Starting your own CPA firm: Tips from 2 success stories

ThomsonReuters

Now that tax season is in full swing for many practitioners, you may find yourself questioning if this is the right time to break off and explore starting your own CPA firm. Together, we discuss career paths and the best advice for those looking to rise to individual success within the tax and accounting profession.

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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.

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Top Remote Accountants of the Week | October 17, 2024

Going Concern

, Gusto Remote Work Experience: Y Salary: $150k, FTE, $55-$70/ PTE Time Zone: Central Sign up to learn more about this candidate FTE Tax and Accounting | Candidate ID #22655166 Certifications: CPA, QBO ProAdvisor Education: BA, MBA Accounting Experience (years): 5 years in public accounting Preparation and review experience Financial reporting and (..)

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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: (..)

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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.

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5 Cyber Tips for CPAs for Tax Season and After

CPA Practice

This type of malware poses a severe risk to CPA firms, often starting as a dripping leak but becoming a gushing waterfall, as it can enable unauthorized access to sensitive client data, including tax returns, financial statements, and personal information.

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