Going Concern

JANUARY 3, 2025

Technology Heres What PwCs New AI Head Thinks About AI at Work [ AP via Inc. ] Technology Heres What PwCs New AI Head Thinks About AI at Work [ AP via Inc. ] The San Francisco-based HR tech company Employer.com focuses on payroll and onboarding, in contrast to Bench, which specializes in accounting and tax.

auditor 98

auditor audit Rhode Island cpa firm 98

CPA Practice

NOVEMBER 8, 2024

They tactically deliver ROI by centralizing, optimizing, and automating key business processes with sustainable and elegant solutions. Keystone Business Services is a trusted partner in maximizing the power of NetSuite ERP for industries including manufacturing, technology, services, wholesale, e-tail, and food & beverage.

Oklahoma 111

Oklahoma NetSuite Arkansas Technology 111

Accounting Today

JULY 28, 2023

Since automation in the accounting profession has been a huge win for firms, it's no surprise that most of us are automating many different processes.

cpa firm 75

cpa firm Technology CPA accountant 75

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 accountant accounted Account 59

Accounting Today

JUNE 25, 2024

Collecting payments is essential for business operations, but it's often not a top priority for business owners who are juggling numerous other tasks and demands daily.

cpa firm 91

cpa firm Technology CPA 91

CPA Practice

APRIL 22, 2024

Large accounting firms have made substantial strides in using AI to augment their services and deliver high quality outcomes. Yet, for many CPA firms, particularly small to mid-sized organizations, the current pace of technological advancement can seem dauting. Tech cycles are measured in years, not weeks or months.

Technology 124

Technology cpas cpa firm CPA 124

Going Concern

OCTOBER 17, 2024

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 (..)

Real Estate 64

Real Estate accountant accounted Account 64

CPA Practice

APRIL 20, 2023

Please ensure you have checked out these AI podcasts and our podcast discussions of various other products at The Technology Lab. We believe the significant CPA firm publishers will extend the tools you routinely use with AI capabilities in 2023 and beyond. What Are the AI Trends That Can Affect Your Practice and Tech Stack?

Technology 124

Technology cpa firm CPA quickbooks 124

Going Concern

OCTOBER 24, 2024

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: (..)

Real Estate 59

Real Estate accountant accounted Account 59

Accounting Today

OCTOBER 16, 2024

While other industries rapidly adopt data-driven solutions like artificial intelligence (AI), many CPA firms still rely on spreadsheets and processes that merely digitize the traditional paper-based approach.

Technology 115

Technology cpa firm CPA 115

CPA Practice

SEPTEMBER 4, 2024

As we move toward 2025, the importance for CPA firms to leverage technology for streamlined operations and enhanced productivity has never been more critical. Staying ahead in a rapidly evolving industry requires embracing automation to transform audit processes, enhance collaboration and drive growth.

cpa firm 52

cpa firm Technology CPA audit 52

CPA Practice

AUGUST 28, 2024

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. Now in their 21st year, the awards highlight technologies that advance the profession. Up to five additional products are also selected by the committee as award finalists. In 2004, under the editorial leadership of Gregory L.

Technology 124

Technology accounting firms accountant accounted 124

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 accountant accounted Account 52

CPA Practice

SEPTEMBER 13, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review the Aider Advisory Intelligence Platform. Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.)

Technology 111

Technology accountant accounted Account 111

Going Concern

NOVEMBER 27, 2024

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

Real Estate 52

Real Estate accountant accounted Account 52

ThomsonReuters

MAY 12, 2023

As CPA firms navigate the ever-evolving digital economy, they are faced with various challenges that threaten their profitability and longevity. From leveraging automation and artificial intelligence to recruiting and retaining top talent, CPA firms must find innovative solutions in order to stay competitive.

cpa firm 52

cpa firm CPA Technology cpas 52

Xero

SEPTEMBER 18, 2024

I was excited to sit down at Xerocon Nashville recently with Ashley Francis, a CPA with almost 25 years of experience, who has become an accounting expert on using artificial intelligence. Ashley builds prompts and uses AI to automate routine tasks. As a child, my mother worked for a CPA firm.

Technology 104

Technology accountant accounted Account 104

CPA Practice

JUNE 24, 2024

Hiring contract talent is an effective solution to overcome staffing gaps, and one that many CPA firms are conditioned to using, especially during peak workload periods like tax season. A scalable talent model allows your CPA firm to access specialized skills when and for as long as you need them.

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cpa firm accounting and finance CPA Technology 116

CPA Practice

MARCH 15, 2023

They often focus their efforts to maximize the eventual sales value of the acquired business via a combination of targeted acquisitions of other firms, capital investments, expansion into profitable niches, waste reduction, tech adaptation, streamlining and other measures. Do they flip to venture capital, or to another CPA firm?

accounting firms 132

accounting firms accountant accounted Account 132

Accounting Insight

AUGUST 16, 2023

All too often, CPA firms focus the bulk of their efforts on lead gen, which tends to create compromises in other critical areas of the business – namely recruiting exceptional accounting talent. CPA firms – by nature – deal with extremely sensitive information that has a direct impact on their clients’ livelihoods.

cpa firm 52

cpa firm CPA Technology quickbooks 52

CPA Practice

MAY 2, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, look at Datamatics , a digital technologies, operations, and experiences company that enables hundreds of global enterprises to go “Deep in Digital” to enhance their productivity and customer experience to create a sustainable competitive advantage. And they are GDPR and ISO certified.

Technology 105

Technology accountant accounted Account 105

CPA Practice

FEBRUARY 9, 2023

AuditClub, the Audit Service Center, and AuditFile, developer of the award-winning cloud-based audit automation platform, will collaborate to combine audit technology with fractional auditors to ease the challenges faced by CPA firms and internal audit teams in performing audits and reviews.

audit 105

audit auditor cpa firm CPA 105

Nancy McClelland, LLC

MARCH 7, 2025

Tap Technology to Do More with Less Ill start with the lifesaver of modern accounting: technology. For me, that means making sure my tech is portable, accessible by my whole team, easy for my clients to use, secure, and reliable. I also rely on apps that help me make the most of our time outside of tax season.

Technology 59

Technology quickbooks bookkeeping Tax 59

CPA Practice

OCTOBER 25, 2024

Hosts Brian Tankersley, CPA, and Randy Johnston review Liscio , a client experience platform that centralizes communication, document collection, and task management for accounting firms. Randy Johnston 00:10 Welcome to today’s Accounting Technology Lab. It’s a it’s always good for me because I learned something new.

Technology 115

Technology accountant accounted Account 115

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 accountant accounted Account 52

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

SEPTEMBER 5, 2024

Sign up now to see the complete candidate list and connect with potential hires.

Real Estate 105

Real Estate accountant accounted Account 105

CPA Practice

JULY 6, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss models for technology governance. Tankersley, CPA.CITP, CGMA, Randy Johnston Randy Johnston 00:00 Good day Welcome to Technology Lab. Today we’d like to talk about technology governance. And I think this is a interesting model for technology governance.

Technology 98

Technology Government audit quickbooks 98

CPA Practice

JULY 31, 2023

As a CPA firm owner, you understand the importance of delivering high-value insights to your clients. For CPA firm owners, understanding and discussing these KPIs with clients is a crucial part of the advisory process. As a CPA firm owner, your role extends beyond just providing accounting services.

cpa firm 52

cpa firm CPA cpas Technology 52

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 accountant accounted Account 52

CPA Practice

APRIL 9, 2024

What tactics are ‘hot’ this season Phishing continues to be one of the main vectors for tax-related scams this year with malicious actors impersonating legitimate entities to trick CPA professionals into divulging sensitive information or downloading malicious software. These updates often include patches for security vulnerabilities.

cpas 118

cpas Tax cpa firm tax return 118

Going Concern

OCTOBER 3, 2024

Sign up now to view the complete candidate list and connect with potential hires.

Real Estate 110

Real Estate accountant accounted Account 110

Going Concern

SEPTEMBER 19, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #15191471 Certifications: EA in progress Education: BA Accounting Experience (years): 7+ years tax and accounting experience in public accounting Work experience (detail): Leads a team of 5+ tax professionals Preparation and review of more complex tax returns Client account leadership (..)

accountant 105

accountant accounted Account Construction 105

CPA Practice

APRIL 18, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, look at the practice management, billing and collections platform Aiwyn. Or use this podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Randy Johnston 00:00 Hey, welcome to Technology Lab. So that internally is a tough thing.

Technology 115

Technology accountant accounted Account 115

TaxConnex

SEPTEMBER 15, 2020

Many sales tax companies will tell you it’s simple with their solution, but when you take a look at all that goes in to compliance – you will understand that no technology can fully automate or manage sales tax without a good bit of project management from your side. The same goes for telecommunications services.

Sales 246

Sales Tax tax consultant cpa firm 246

CPA Practice

JUNE 28, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss several changes coming to QuickBooks in 2024, including in pricing and strategic changes in the organization. Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) The technology performance and all that stuff.

quickbooks 119

quickbooks Technology accountant accounted 119

Going Concern

OCTOBER 20, 2023

Local CPA weighs in on accountant shortage [ WMDT ] The Salisbury, MD news spoke to a UHY partner about the issue. CPA at UHY Group Mark Welsh tells 47ABC that recruiting slowing down has meant firms are turning to AI, Bots, and international workers to help fill demand, raising prices as much as ten percent for end-users.

CPA 111

CPA quickbooks Real Estate auditor 111