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How to grow your CPA firm in the midst of change

ThomsonReuters

It can take some effort to think outside the box to grow your CPA firm into a truly successful firm of the future. How can you build your service offerings to better serve your clients and grow your CPA firm through accountability? How do firms think ahead to provide better services for their clients?

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Spotlighting Women in Advisory Practice: “Create a culture where everyone is happy,” says Alicia Shaul, CPA firm entrepreneur

ThomsonReuters

Her firm is also staffed by four full-time employees and a few part-time positions that are outsourced. “I view the tax firm as my own Google experiment,” Shaul says. “I I wanted to be the best manager and have the best firm, and create a culture where everyone is happy, and we can continue growing.”

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Three ways AI can elevate your tax workflow

ThomsonReuters

If you’re part of a small or medium-sized tax and accounting firm, you may think artificial intelligence (AI) solutions are solely designed for large organizations – but think again. To learn more, let’s take a look at three ways accounting firms can use AI as a competitive advantage.

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The Ohtani scandal: A look into the IRS investigation

ThomsonReuters

While the exact details of the investigation remain undisclosed, the IRS’s involvement suggests potential tax evasion and money laundering charges. In the case of the investigation into Shohei Ohtani’s former interpreter, the IRS’s involvement suggests that there may be evidence of tax evasion or money laundering.

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Are accounting firms keeping remote work positions?

ThomsonReuters

According to a PwC Remote Work Survey, before the pandemic, only 29 percent of financial services firms had at least 60 percent of their workforce working from home at least once a week. In fact, when firms were asked to list their top tips for a successful recruitment strategy , offering flexible working arrangements (e.g.

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Simplify your tax preparation invoice process

ThomsonReuters

3 ways to stay organized with invoices during busy season Busy season tends to make everything more challenging, so your firm needs to have a firmly established workflow. Here are some basic ways to keep your tax preparation invoice process moving smoothly through the most demanding time of year: Establish file-naming conventions.

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The Technology Lab Podcast – Technology Governance – July 2023

CPA Practice

Because someone that I’ve known for quite a few years, Mark Edmondson who is the CEO in flow, produced a white paper called The audit technology ecosystem, the audit technology ecosystem. But marks white paper. There’s lots of things to think about. But they list out all the categories.