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As an accountant, you're likely familiar with the scenario: a client asks for "just one more thing," and before you know it, you're handling tasks far beyond the original agreement. This phenomenon, known as scope creep, can lead to increased workload, strained client relationships, and reduced profitability if not managed properly. In this blog post, we'll explore what scope creep is, why it happens, and practical strategies accountants can use to avoid it.
A new report from practice management software provider Ignition says rising business costs are driving fee increases at accounting firms, with 57% planning to raise fees across all services next year. The 2024 U.S. Accounting and Tax Pricing Benchmark report from Ignition, which surveyed 345 owners and decision-makers in accounting firms, adds that most firms are planning to increase fees across services by 5% or 10% in 2025.
On December 18-19, 2024, CPA Practice Advisor is hosting its annual Ensuring Success conference, an online CPE event where professionals can earn up to 14 hours of free CPE credit, with 7 one-hour sessions each day. There is no cost to users to register, attend, and earn CPE credit, and they can choose the ones they want, or can stay for all of the sessions.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Avalara, Inc. , a provider of tax compliance automation software for businesses of all sizes, has announced new and innovative efficiencies for the lodging and hospitality sectors, with the release of Avalara Tax Content (ATC) for Lodging. Leveraging Avalara’s proprietary, AI-infused technology, ATC for Lodging gathers, processes and organizes lodging tax data specifically for the lodging and hospitality industries – making it the ideal solution for organizations that require lodging tax content
The 2025 Middle Market Survey report from UHY, shows the majority of business owners have at least some optimism when it comes to the state of business in 2025. The survey, which polled more than 275 executives across the public and private middle market – spanning sectors such as automotive, construction, financial services, healthcare and more – looks into the key trends, challenges and successes that businesses are set to experience in 2025.
Intuit, the financial technology platform that makes Intuit TurboTax , Credit Karma , QuickBooks , and Mailchimp , has launched Intuit Assist for QuickBooks, a generative AI (GenAI)-powered financial assistant that transforms how businesses run and grow their business. Available to QuickBooks Online customers in the U.S., Intuit Assist is delivering seamless, connected ‘done-for-you’ experiences, enabled by AI with access to AI-powered human experts.
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By Jackie Meyer, CPA Recent research has found that 99% of accountants experience burnout, which as personally disturbing as it sounds, can ultimately impact your bottom line. In this article, I plan to dive into how you can not only prevent burnout, but increase profit in your firm. In the accounting world, burnout is especially common during tax busy season.
By Adam Venokur , CPA/PFS, CFP, Northeast Regional Leader at Aprio. The accounting profession has made significant strides in addressing an ongoing talent gap, employing diverse strategies and tactics with varying degrees of success. However, the profession’s evolution, while supported by technological advancements and progressive transformation, still hasn’t been enough to attract and retain younger generations to the extent needed.
New York City’s Local Law 97 became effective January 1, 2024, as a critical component of the city’s Climate Mobilization Act of 2019, aimed to reduce the city’s greenhouse gas emissions by up to 40% by 2030 and 80% by 2050 in comparison to the benchmark from 2005. Local Law 97: Reducing NYC’s Emissions This law targets larger residential and commercial properties, including buildings with more than 25,000 square feet, which are the primary contributors to the city’s carb
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Thinking of switching from QuickBooks because multi-company support just isn't what it should be? You might want to check out Sage Intacct, a lot of multi-entity businesses transition to them for multi-company support.
In the past, taxpayers have often relied on the “Cohan rule” from an age-old case to bail them out of a tax jam. It often comes up when a business is unable to substantiate all of its out-of-pocket expenditures. Now a restaurant owner in a brand-new case, Pak, TC Memo 2024-86, 9/11/24, has gone back to the well again. Basic premise: The plaintiff in the landmark federal court decision was none other than legendary vaudeville and Broadway star George M.
The landscape for small business tax planning could see dramatic shifts in the coming years as tax advisors prepare their clients for potential changes.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Andersen , an independent, global multidisciplinary professional services, continues to broaden its global valuation practice and deepen its ties in Asia Pacific through the addition of collaborating firms in Australia, China, Indonesia, Malaysia, the Philippines, Singapore, South Korea, Taiwan, Thailand, and Vietnam. Following the firm’s expansion in Europe , Latin America , and Africa earlier this year, Andersen now has valuation capabilities in more than 50 countries worldwide.
TaxPlanIQ, a provider of tax planning software for tax and accounting firms, has launched the ROI Method of Value Pricing calculator, a free tool for firms to use to price advisory services like tax planning and CFO support based on measurable client outcomes. For TaxPlanIQ subscribers, this value-based pricing tool is already integrated into the software, where it automatically calculates pricing based on selected strategies.
Gary DeHart interviews Dan Berenholtz, co-founder and CEO of Stanford Tax. Dan shares his journey into the tax and accounting industry and how inefficiencies in tax document collection inspired the creation of StanfordTax’s innovative solution.
AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?
Fiserv, Inc. , a provider of payments and financial services technology, and ADP , a technology company providing human capital management solutions, have formed a strategic partnership that brings together Fiserv’s preeminent small business solutions, including Clover and CashFlow Central, with the industry-leading small business payroll and HR solution, RUN Powered by ADP.
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Top 300 accounting firm Opsahl Dawson has joined forces with Hauser Jones & Sas (HJS), a Bellevue, WA-based full-service CPA firm. The combination of the two firms expands Opsahl Dawson’s presence into Bellevue, joining its existing Washington offices in Vancouver, Lacey, and Longview/Kelso. The Vancouver-based firm now has a team of 180 partners and professionals.
Gabriela Figueiredo Dias, chair of the International Ethics Standards Board for Accountants, has been reappointed for a second term through Dec. 31, 2026.
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Beginning now through January 15, Dent Moses has extra shred bins on-site to help our clients dispose of old financial and tax records. All you need to do is bring your unwanted documents to our office, and we will place them in one of our secure shred bins. If you have more than you can carry, we have staff available to help you get the documents from your car to the office.
As a founder of a startup, you’re putting your belief in a delayed gratification model. Those early days of building your company will probably be lean. You’ll work nights and weekends in exchange for what’s most likely a small amount of pay. The thinking goes that you’ll see significant ROI on this effort. Down the road, the shares you have in your company will ideally be worth a sizable sum.
Profile AccountAbility , based in Southern New Hampshire and led by seasoned accountant Melissa Laverty, has provided accounting services for over 24 years. Primarily focused on tax services with some bookkeeping support, the firm serves clients in 48 states. AccountAbility has embraced remote operations, allowing them to reduce staff size while intentionally boosting profitability and efficiency.
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