CTP

OCTOBER 17, 2022

In theory, you may know that you need to hire help, delegate tasks, and build out processes and automation to handle lower value work. Let’s look at an example: A tax planning business needed a way for customers to call in, get basic information, and connect with the right person who could finalize the sale.

tax planning 98

tax planning Tax tax preparation tax return 98

CTP

JANUARY 9, 2023

In theory, you may know that you need to hire help, delegate tasks, and build out processes and automation to handle lower value work. Let’s look at an example: A tax planning business needed a way for customers to call in, get basic information, and connect with the right person who could finalize the sale.

tax planning 97

tax planning Tax tax preparation tax return 97

Ryan Lazanis

MAY 24, 2023

Here is my complete guide to emerging accounting technologies for 2023. In this guide, you’ll learn about the top accounting technology in the profession along with some tips and tricks on how to leverage them. So if you’re looking to leverage software to automate your accounting work, you’ll love this guide.

Technology 98

Technology Account accounted accountant 98

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. It’s an honor to share all of these new technologies with our readers each year.”

Technology 124

Technology accounting firms Account accounted 124

DuctTapeMarketing

JULY 14, 2018

Marketing Strategy Plan. Marketing Automation. In today’s digitally forward world, small business owners need to leverage available technology as much as they can. Consulting Business. Content Marketing. Customer Journey. Mobile Marketing. Email Marketing. Paid Search. Social Media. Website Design. Advertising. About Company.

bookkeeping 238

bookkeeping accounting and finance accounting software accounts payable 238

ThomsonReuters

JANUARY 4, 2024

Jump to: Utilize short-term staffing solutions Incorporate AI and automation into your workflow Become a strategic advisor As accounting firms usher in 2024, it’s important to take a fresh look at the business landscape — both its challenges and its opportunities — to best prepare for the year ahead.

tax planning 78

tax planning Tax Technology tax return 78

TaxConnex

FEBRUARY 27, 2024

“Accountants have long been viewed by people in the profession as underpaid and undervalued compared with positions in tech and banking. Accountants cite low salaries, mundane tasks, burnout and the threat of new technology like generative AI as reasons for considering other industries.” How to fill the need?

Sales 264

Sales Tax Account accounted 264

Cherry Bekaert

NOVEMBER 27, 2023

Relatively new rules around research and experimentation costs have had a notable impact on early and growth stage technology companies, sending many into a newly taxable income position. Contact Us The post 2023 Year-End Tax Planning Strategies for Technology Companies appeared first on Cherry Bekaert.

tax planning 52

tax planning Technology Tax income tax 52

KROST

SEPTEMBER 20, 2021

This is one of the articles in the KROST Quarterly Technology Issue, titled “2021 Tax Planning for Tech Companies: Employee Retention and R&D Credits.” The ERTC, coupled with the R&D tax credit, can create an influx of capital, helping navigate many taxpayers out of the pandemic.

tax planning 52

tax planning Technology Tax Healthcare 52

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 accounted accountant 52

Cherry Bekaert

JULY 14, 2023

Over the last few decades, the technology industry has been booming with new technology startups. Many of these startups are set up as pass-through entities (PTEs), which provide an easy conduit for one layer of flow-through taxation and often retain favorable exit opportunities from a tax perspective. Wayfair, Inc.

income tax 97

income tax Technology Tax South Dakota 97

ThomsonReuters

NOVEMBER 19, 2024

← Blog home The emergence of new trends now has serious implications for medical technology (MedTech) companies and their ability to maintain compliance with indirect tax (IDT) rules and regulations. Highlights: Navigate MedTech IDT complexities with emerging tech and global operations insights. Emerging technologies.

Technology 59

Technology Tax tax return corporation tax 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

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 accounted accountant 52

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 Account accounted accountant 59

ThomsonReuters

JANUARY 12, 2023

If you work in the professional services sector, you’re well aware of the rise of automation. For those of us in the tax and accounting profession, we’ve witnessed the amazing time savings and efficiency automation can bring—and audit is no exception. . The same holds true for audit technology. .

Technology 52

Technology audit auditor Tax 52

CPA Practice

MARCH 29, 2023

A Top Technology Initiative Article – March 2023. So can we make technology observations about your work environment and what to expect? In this year of discussing and rebuilding technology stacks, I was pleased to be invited to the Top Thought Leaders Symposium in New York City on February 20-22, 2023. By Randy Johnston.

Technology 114

Technology CPA tax planning quickbooks 114

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 accounted 111

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 Account accounted accountant 64

CPA Practice

APRIL 29, 2024

During the Intuit Accountants “Better Together” event in New York City, the Intuit ProTax Group brought together tax professionals and industry thought leaders. The panel of industry tax experts discussed technology, and modernizing tax and advisory firms to address their challenges and inefficiencies they face throughout the year.

Tax 124

Tax Technology tax return bookkeeping 124

Going Concern

NOVEMBER 27, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #9084031 Certifications: CFE, CPA Education: BS, MS Accounting Experience (years): 20+ years of tax and accounting experience Work experience (detail): 5+ years in public accounting Controller experience with multiple entities 5+ years in senior tax roles Client tax advisory, planning and resolution Client (..)

Real Estate 52

Real Estate Account accounted accountant 52

Basis 365

NOVEMBER 26, 2024

Automate Repetitive Tasks: Use tools like Xero or Cin7 Core to reduce manual labor costs associated with bookkeeping, inventory, and ecommerce management. Adopt Automation: Use technology to automate routine tasks such as payroll, invoicing, and administrative work to save time and reduce labor costs.

Non-Profits 59

Non-Profits Technology Tax tax planning 59

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 accounted accountant 52

CPA Practice

FEBRUARY 23, 2024

In the 2000s and 2010s, CPAs witnessed technology advancements that largely accrued to accounting-centric workflows. Many staff are still reliant on the exact same technology and processes they leveraged at the turn of the century. Here are some examples of how this will manifest: • Accelerating tax preparation. By Eyal Shinar.

Technology 64

Technology Tax cpas tax preparation 64

ThomsonReuters

DECEMBER 19, 2024

From automating reporting processes to streamlining compliance workflow , enhancing your proficiency in crypto tax planning and advisory services will strengthen relationships with clients and attract new business. Now is the time to leverage technology to navigate the complex digital asset taxation landscape.

tax planning 52

tax planning Tax accounting and finance Technology 52

Going Concern

OCTOBER 10, 2024

According to layoffs.fyi , 139,534 people have been laid off from tech companies so far in 2024. Moreover, within each sector, there are opportunities for specialization in areas such as tax planning, forensic accounting, auditing, financial analysis, and managerial accounting. It could definitely be worse.

accounting careers 72

accounting careers managerial accounting Account accounted 72

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 accounted accountant 110

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

MyIRSRelief

APRIL 29, 2024

This is where specialized tax and accounting firms step in, becoming a crucial partner for small businesses with under 100 employees. These firms understand the unique challenges faced by LA’s diverse entrepreneurial landscape, from tech startups in Venice Beach to established family-run restaurants in Koreatown.

Tax 130

Tax bookkeeping Entertainment Account 130

CPA Practice

APRIL 17, 2023

During the pandemic and since, however, accounting professionals and firms have implemented many new technologies that are helping them provide more and better client services, even with fewer staff. But even basic tax planning can make a big difference in reducing future tax liability.

quickbooks 130

quickbooks payroll Technology audit 130

CPA Practice

MAY 2, 2023

Technology enables accounting pros to access and assess real-time financial data with a distinct benefit to their practices: supporting an advisory role. We’re able to multiply a client’s money by saving them money in taxes—and it’s a service that is appreciated and valued.” I thought, ‘Hmm, was that really a fair exchange?’”

Technology 103

Technology quickbooks bookkeeping tax planning 103

ThomsonReuters

DECEMBER 4, 2024

Filing business tax returns is no doubt an intricate process, but with the right workflow, accounting firms can streamline the process, reduce errors, and ensure compliance. LLC : The deductions depend on the tax treatment, but generally include ordinary and necessary business expenses.

tax return 52

tax return business tax accounting firms Tax 52

CPA Practice

SEPTEMBER 6, 2023

From the advent of first-to-market generative AI systems like ChatGPT, to highly specialized, accounting-focused systems, proponents of AI are fervent in their belief that the technologies will dramatically improve client services, firm management, small business accounting and many other areas of operations.

Technology 122

Technology accounting and finance Tax CPA 122

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 accounted 52

ThomsonReuters

NOVEMBER 14, 2024

In recent years, the adoption of artificial intelligence (AI) has been on the rise within the accounting profession as a growing number of firms explore how the technology can drive efficiencies and help them better serve clients. Too often , businesses are hampered by legacy systems that lack sufficient integration and automation.

accounting firms 52

accounting firms Account accounted accountant 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

APRIL 19, 2023

Break down your processes into individual tasks and consider how to take a team approach to get the work done, leveraging technology and pulling in other team members. The key is to have courage and embrace outsourcing, delegation, automation, non-traditional hiring and getting people in positions that honor their unique abilities.

Technology 123

Technology CPA tax return auditor 123