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 Account accountant accounted 52

Going Concern

OCTOBER 3, 2024

ACCOUNTING CANDIDATES FTE Accounting and Audit Senior/Manager | Candidate ID # 22561641 Certifications: CPA Education: BBA Accounting and Finance Experience (years): 15+ years of experience in audit, accounting and finance Work experience(detail): 6 years in public accounting Director level in Accounting Services Managed staff of up to 8 in both US (..)

Real Estate 110

Real Estate Account accountant accounted 110

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 Account accountant accounted 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. Have a great week = END =

Technology 111

Technology Tax Account accountant 111

CPA Practice

MAY 9, 2024

It is based on OpenAI’s GPT (Generative Pre-trained Transformer) technology and is trained on a vast amount of public code repositories, making it capable of generating code snippets that align with the task at hand.” What challenges does Copilot solve for accounting firm marketers?

cpa firm 72

cpa firm CPA payroll Technology 72

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 Account accountant accounted 52

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 Account accountant 52

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

ThomsonReuters

JUNE 15, 2022

The foundation of a successful tax practice rests on the technical knowledge of your people. While you can create a modern firm with automated processes and expansive service offerings, your clients won’t keep coming back if your team isn’t up to speed with the most recent tax law changes.

Tax 98

Tax Technology audit tax preparation 98

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 accountant accounted 59

CPA Practice

JUNE 8, 2023

Thomas Austin Scholarship, Personal Financial Planning Distinguished Service Award, Sid Kess Award and Standing Ovation awards for both Personal Financial Planning and Technology Advisory. Joseph is a highly experienced CPA/PFS with many years of experience in the accounting field. Awards presented include the P.

cpas 98

cpas CPA forensic accounting Education 98

CPA Practice

FEBRUARY 28, 2023

This year’s participants include five early-stage companies pursuing a variety of solutions in audit, accounting, tax and e-commerce. The Startup Accelerator supports the growth of early-stage technology companies benefiting the accounting and finance ecosystem.

E-commerce 52

E-commerce Technology Texas accounting and finance 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 accountant accounted 59

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 accountant accounted 59

CPA Practice

SEPTEMBER 19, 2024

Hosts Brian Tankersley, CPA, and Randy Johnston discuss the technologies that won this year’s 2024 Tax and Accounting Technology Innovation Awards, a program by CPA Practice Advisor that honors products making a difference for professionals. Randy Johnston 00:10 Welcome to the accounting Technology Lab.

Technology 52

Technology Account accountant accounted 52

CPA Practice

SEPTEMBER 12, 2024

He also worked as an audit manager for a national accounting firm, managing public and private company audits. Hight earned his master’s and bachelor’s degrees from Tennessee Tech University and previously served on the university’s College of Business Advisory Board. Ben holds a Bachelor of Arts degree from Michigan State University.

Kansas 104

Kansas Pennsylvania audit accounting and finance 104

Going Concern

JUNE 27, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #19249390 Certifications: CPA in process Education: BS Business Administration, Accounting Experience (years): 7+ years accounting and tax experience Work experience (detail): 4+ in public accounting 3 years tech startup experience 3+ in family office accounting and advisory 2 tax (..)

Real Estate 52

Real Estate Account accountant accounted 52

CPA Practice

JANUARY 12, 2024

Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the the 2023 Thomson Reuters Synergy user conference. Transcript (Note: There may be typos due to automated transcription errors.) Welcome to Technology Lab, Brian, and I owe you a update on Thompson Synergy Conference this year.

Technology 40

Technology Account accountant accounted 40

CPA Practice

OCTOBER 15, 2024

Top Technology Initiative Article – October 2024 Well, that’s a wrap on another tax season. This year was one of the most normal tax years in some time. The IRS granted tax relief for MI storms , tornados in OH , hurricanes Beryl in TX , and Debby in NC. Otherwise, tax deadlines were normal in most places.

South Carolina 52

South Carolina North Carolina Florida tax return 52

CPA Practice

JULY 25, 2023

Prior to starting Tri-Merit, Randy was managing partner of a CPA firm in the greater Chicago area. He has more than 35 years of public accounting and tax consulting experience in a wide variety of industries and has worked closely with top executives to help them optimize their tax planning strategies.

Account 52

Account accountant accounted Indiana 52

CPA Practice

DECEMBER 29, 2023

Randy Johnston and Brian Tankersley, CPA, talk about the technology changes and new products they expect to see in the coming year. Transcript (Note: There may be typos due to automated transcription errors.) Randy Johnston 00:03 Good day, welcome to Technology Lab. Use the podcast player below to listen.

Technology 59

Technology quickbooks cpa firm CPA 59

Going Concern

MAY 5, 2023

“We’ll see how those trends unfold overtime as the economy continues to shift,” says Adam Batechlor, chief strategy and innovation officer at the Pennsylvania Institute of Certified Public Accountants (PICPA), which conducted the survey of more than 300 CPA firms in the state with Hinge Research Institute. Pajamas forever!

audit 111

audit cpas auditor Mississippi 111

CPA Practice

JULY 3, 2024

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. Randy Johnston 00:10 Today, welcome the accounting Technology Lab. SPEAKERS Randy Johnston, Brian F. Randy Johnston 19:12 Yeah.

Technology 40

Technology Account accountant accounted 40

Ryan Lazanis

APRIL 10, 2022

Automation is Front & Center. 1) Automation & Accounting Technology is Accelerating. It’s clear that one must stay current with trends in automation in order to stay relevant as the future of the accounting profession evolves. Future of Accounting Table of Contents. New Skills Required.

Account 111

Account accountant accounted Technology 111

Going Concern

JUNE 21, 2024

Local PwC managing partner on how firm is stepping up philanthropic work in Charlotte [ Charlotte Business Journal ] PwC has leaned in more towards the Mayor’s Racial Equity Initiative, a $250 million public-private venture focused on upward mobility through a range of jobs, technology, neighborhood and educational initiatives.

auditor 98

auditor Real Estate Technology audit 98

Going Concern

AUGUST 23, 2024

Prepping for the internal audit, CFO ‘inflection’ point [ CFO Dive ] Faced with a complex regulatory environment, new technologies, cybersecurity challenges, and an ongoing shortage of talent, today’s internal audit leaders are as swamped as any CFO. announced today that it is changing its name to CBIZ CPAs P.C., CBIZ CPAs P.C.

audit 105

audit CPA auditor North Carolina 105