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

Going Concern

AUGUST 31, 2023

Education: BBA in accounting Candidate ID # 18756621 Proven client-facing team leader provides full cycle accounting, bookkeeping & more to a wide range of client industries!

Account 116

Account accounted accountant CPA 116

Going Concern

SEPTEMBER 5, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22410136 Certifications: CPA Education: BS Accounting, MBA Experience (years): 15+ years accounting experience Work experience (detail): Currently a Tax Senior at a CPA firm Experience with expense planning for S-corps Filed 150+ SMB and individual tax returns last season Tax planning (..)

Real Estate 105

Real Estate Account accounted accountant 105

CPA Practice

MAY 29, 2024

Let’s assume a CPA firm using QuickBooks plans to migrate their accounting process to the cloud; they would prefer an Intuit Authorized service provider. Under her leadership, Ace Cloud was honored as the Best Outsourced Technology Provider at the CPA Practice Advisor Readers’ Choice Awards 2023, among other accolades.

quickbooks 115

quickbooks CPA cpa firm Account 115

CPA Practice

SEPTEMBER 27, 2023

The CPA Firm Management Association (CPAFMA.org) recently hosted an open chat forum where member firms discussed “amazing” accounting applications that had significantly improved firm productivity. By Roman H. Kepczyk, CPA.CITP, CGMA.

accounting apps 112

accounting apps Account accounted accountant 112

Going Concern

AUGUST 29, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164759 Certifications: CPA in process Education: BA and MA Accounting Experience (years): 20 years business experience Work experience (detail): 6+ in public accounting Provides accounting services for multiple clients Payroll processing and tax filing Prepares Federal filings for SMBs, S-Corps (..)

Real Estate 105

Real Estate Account accounted accountant 105

Going Concern

MAY 23, 2024

FTE Senior Tax and Accounting | Candidate ID #20455103 Certifications: CPA in progress Education: BA, Accounting & Business Administration Experience (years): 4+ years in public accounting Work experience (highlight): Staff Accountant at a CPA firm Full client care including accounting, bookkeeping, tax and audit In 2024 completed 100+ returns, (..)

Real Estate 59

Real Estate Account accounted accountant 59

Going Concern

JUNE 13, 2024

TAX CANDIDATES FTE Senior Tax Accountant / Manager | Candidate ID #21844350 Certifications: CPA Education: BSBA Accounting, MS Accounting Experience (years): 6+ years in tax and accounting Work experience: 6+ with the same CPA firm Prep and review of tax returns Leads a team of 5+ Accountants Manages client engagements Client niches: Real estate, Construction, (..)

Real Estate 59

Real Estate Account accounted accountant 59

Going Concern

SEPTEMBER 12, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22480782 Certifications: CPA in process Education: BA Accounting, MS Accounting / Taxation Experience (years): 15+ years accounting experience Work experience (detail): 10+ in public accounting Prepares 300+ returns per season Full cycle accounting experience State and local tax filing (..)

Real Estate 59

Real Estate Account accounted accountant 59

Going Concern

SEPTEMBER 26, 2024

ACCOUNTING CANDIDATES FTE/PTE Accounting | Candidate ID #22552637 Education: AA Accounting Experience (years): 25+ years of accounting experience Work experience (detail): Currently with a CPA firm Supervisor of bookkeeping team Manages client list, accounting, financials, advisory Onboarding clients and software conversions Client niches: Retail, (..)

Account 59

Account accounted accountant cpa firm 59

Going Concern

MARCH 13, 2025

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 (..)

52

52

Going Concern

MAY 2, 2024

FTE Accountant | Candidate ID #16071602 Certifications: NA Education: BA Accounting in progress Experience (years): 7+ years of overall experience Work experience (detail): Currently with a public accounting firm Services 15+ monthly clients and 75+ quarterly clients Team leadership and work review experience Prepares 100+ returns during tax season (..)

Real Estate 59

Real Estate Account accounted accountant 59

Going Concern

OCTOBER 10, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID # 22574493 Certifications: EA in process Education: BA Business Experience (years): 20+ years accounting experience Work experience (detail): Currently Accountant & Office Manager at a CPA firm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)

Real Estate 59

Real Estate Account accounted accountant 59

Going Concern

AUGUST 22, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22103110 Certifications: CPA Candidate Education: BS, Accounting Experience (years): 7+ years of overall experience Work experience (detail): 6+ years with CPA firms Mentoring and training the accounting team Tax return preparation for individuals, SMBs and Nonprofits Prepared monthly, (..)

Real Estate 59

Real Estate Account accounted accountant 59

Going Concern

JUNE 6, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #12942644 Certifications: CPA in process, certification goal in 2024 Education: BBA Accounting Experience (years): 12 years experience in tax and accounting with public firms Work experience (detail): Currently a Tax Senior with a regional firm Complex partnership return preparation and review Tax Associate (..)

Real Estate 45

Real Estate Account accounted accountant 45

Going Concern

AUGUST 1, 2024

With our Always-On Recruiting service, access a pool of top remote accounting candidates without any upfront costs. Sign up now to see the complete candidate list and connect with potential hires.

Real Estate 69

Real Estate Account accounted accountant 69

Ryan Lazanis

AUGUST 22, 2022

Important categories to evaluate when choosing a workflow management software for your CPA firm. Helpful features that could benefit accounting firms’ productivity to make sure that tasks are delegated and completed on time. QuickBooks Online Accountant. QuickBooks Online accounting software. Xero Practice Manager.

Account 105

Account accounted accountant quickbooks 105

Nancy McClelland, LLC

MARCH 7, 2025

Its what facilitates the lifestyle Ive chosen for myself: a fully-remote CPA firm that allows me to live in Mexico during tax season and travel during conference season, while making an important difference in the lives of small business owners back home in Chicago. And especially during busy season, your community can be a lifeline.

Technology 59

Technology quickbooks bookkeeping Tax 59

Going Concern

DECEMBER 12, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23625350 Certifications: EA in process Education: AS General Studies, BS Experience (years): 15+ overall experience Work experience (detail): 3+ in public accounting Prepares individual and SMB tax returns Processed payroll for 70+ clients Monthly accounting and financial preparation (..)

Real Estate 52

Real Estate Account accounted accountant 52

Basis 365

MARCH 30, 2023

Many business owners didn't even know this existed and were comparing our pricing against bookkeepers or CPA firms and needing to understand why there were such extremes. CPA firm : CPAs are generally going to be the most expensive option. CPA firm : CPAs should be capable of full GAAP accrual financials.

accrual accounting 52

accrual accounting Account accounted accountant 52

Going Concern

JULY 18, 2024

TAX CANDIDATES FTE Tax Manager | Candidate ID #22002360 Certifications: CPA Education: BS Accounting, MS Finance Experience (years): 8+ years tax experience Work experience (detail): 5+ in public accounting 5+ with a Big 4 firm, preparation and review ASC 740 implementation and advisory Workflow process automation Waterfall analysis, financial reporting (..)

NetSuite 59

NetSuite Account accounted accountant 59

CPA Practice

FEBRUARY 1, 2024

has signed an agreement to merge with Hackensack, NJ-based CPA firm Wurdemann, Pinto & Co. The combined firm will employ approximately 40 people. Roseland, NJ-based tax and advisory practice Magone & Co. Financial terms of the deal weren’t disclosed. Established in 1975 by William Wurdemann, Wurdemann, Pinto & Co.

Real Estate 52

Real Estate quickbooks cpa firm 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 Account accounted accountant 52

CPA Practice

AUGUST 28, 2024

Our unique 4-way sync technology – an industry first – revolutionizes invoice management by automatically synchronizing transactional data across QuickBooks Online, Xero, FreshBooks, and Zoho Books. QuickBooks ProAdvisor Patrice Diana’s experience highlights the significant impact of MakersHub on efficiency and productivity.

Technology 125

Technology accounting firms Account accounted 125

Nancy McClelland, LLC

DECEMBER 1, 2023

It’s about the trend toward co-firming and other ways to work together in order to serve the clients better, add value/charge more, and develop professional relationships that will bring you more business.

bookkeeping 52

bookkeeping Technology quickbooks Tax 52

Nancy McClelland, LLC

DECEMBER 1, 2023

It’s about the trend toward co-firming and other ways to work together in order to serve the clients better, add value/charge more, and develop professional relationships that will bring you more business.

bookkeeping 52

bookkeeping Technology quickbooks Tax 52

Ryan Lazanis

APRIL 4, 2022

If you’re just starting your own cpa firm, you may not have any, but add some later when you do get them. There’s a reason why I stopped most other marketing activities to focus on blogging as a primary strategy to find new clients after my first year of starting a cpa firm. QuickBooks Online.

bookkeeping 98

bookkeeping bookkeeping services accounting firms Start-ups 98

CPA Practice

OCTOBER 3, 2024

For a lot of CPA firms, we recommend the Business Premium, plus, because of the Advanced Threat Protection, the data loss prevention, the MDM, other things that are in there that help you comply with your required 5293 5447 written information security plan. Desktop, QuickBooks only has 24,000 words, and zero has 5300 words.

Technology 111

Technology Account accounted accountant 111

Going Concern

JUNE 21, 2024

TAX CANDIDATES FTE Tax Manager | Candidate ID # 21914340 Certifications: CPA Education: BS Accounting Experience (years): 10 years accounting and tax experience Work experience: 9+ years in public accounting 4+ years as Tax Manager Led a team of 7 Preparation and review of tax returns Tax planning and advisory services Client niches: SMBs, Healthcare, (..)

Real Estate 52

Real Estate Account accounted accountant 52

CPA Practice

SEPTEMBER 13, 2024

Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab, sponsored by CPA practice advisor, with your host, Randy Johnston and Brian Tankersley, Randy Johnston 00:10 welcome to the accounting Technology Lab. We think over time it’ll be QuickBooks and other platforms, but the target here is smaller businesses.

Technology 112

Technology Account accounted accountant 112

CPA Practice

MAY 30, 2024

So whether you’re using QuickBooks with Milio, or you’re using any sort of document management system, or bill.com, you’ve just got silos of information all over the place. And frankly, a lot of our cash flow in our firm is caused by this problem. And really, you have isolation across this entire process.

Technology 65

Technology Account accounted accountant 65

Going Concern

AUGUST 15, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164769 Certifications: EA in process Education: BS BA, MBA, MS Accountancy Experience (years): 5+ years accounting experience Work experience (detail): Senior Accountant/Controller at an accounting firm Writing and implementing client SOPs Client-facing financial reviews Leads 5 staff accountants (..)

Real Estate 59

Real Estate Account accounted accountant 59

Going Concern

FEBRUARY 13, 2025

TAX AND ACCOUNTING CANDIDATES FTE Senior Tax and Accounting | Candidate ID#23814240 Certifications: CPA Education: BA, MA Financial Accounting Experience (years): 15+ years accounting experience Work experience (detail): 3+ in public accounting Accounting, payroll and tax filing with 40+ clients Client advisory, tax planning, financial review Prepares (..)

Account 52

Account accounted accountant Real Estate 52

Going Concern

JULY 11, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #21978847 Certifications: CPA Education: BS Accounting, MS Accounting – Taxation Experience (years): 3+ years accounting experience Work experience (detail): 4 tax seasons in public accounting Completed financial analysis for clients Prepared 500+ returns during 2024 tax season SMBs, Sole (..)

Real Estate 59

Real Estate Account accounted accountant 59

Ryan Lazanis

JULY 13, 2022

to keep your accounting firm safe and secure. Different cybersecurity threats you need to be aware of that your CPA firm may encounter. Helpful security tips to protect and secure your accounting firms’ data from cybersecurity threats. Key Takeaways. Let’s dive right in. Table of Contents.

Account 98

Account accounted accountant accounting firms 98

Snyder

NOVEMBER 17, 2022

Our favorite articles: IRS seeks comments on several green energy tax credits and Q&A: The 2 most prevalent cyberthreats for CPA firms. That’s why most of the content you’ll find here will be either webinar-related, or it’ll be a place to look for updates on all things QuickBooks, Xero, and Sage among other industry-related news.

Account 52

Account accounted accountant bookkeeping 52

CPA Practice

SEPTEMBER 12, 2024

Jeffrey Pawlow Joins Brady Martz & Associates as Chief Execution Officer Top 100 nationally ranked accounting and advisory services firm Brady Martz & Associates recently announced that Jeffrey Pawlow has joined the Firm as Chief Execution Officer.

Kansas 104

Kansas Pennsylvania audit accounting and finance 104