ThomsonReuters

FEBRUARY 29, 2024

Like most accounting firms, they were heavily transactions-focused with clients utilizing them mostly as bookkeepers and for doing their tax returns. Dennis Lanphier, an attorney in addition to being an accountant, can handle complex tax situations.)

CPA 97

CPA Account accountant accounted 97

ThomsonReuters

FEBRUARY 28, 2024

She decided to skip law school and instead took a job as a bookkeeper, finding her chosen profession and going back to school to earn her CPA. That insight stuck with her, Shaul recalls, adding that it planted the seeds of her own path to success and owning her own firm. This strengthened her desire  to have her own firm.

cpa firm 98

cpa firm CPA Non-Profits financial statements 98

ThomsonReuters

FEBRUARY 27, 2024

Sandy Heit’s path to owning her own accounting firm was a bit unconventional — and ultimately involved her love for photography. She pursued accounting due to a combination of a love for math and heeding her mother’s advice to have a stable job. Owning a business provided many lessons which she would utilize in her life to come.

cpa firm 52

cpa firm accounting firms accounting careers CPA 52

CPA Practice

OCTOBER 16, 2023

Tax season poses immense challenges for accounting firms. Capacity constraints force CPAs to work overtime to meet tight deadlines. Many firms turn to outsourcing as a solution. So how can firms ensure they implement outsourcing in a way that enhances, rather than hampers, operations?

cpas 69

cpas Education accounting firms Tax 69

ThomsonReuters

JULY 13, 2023

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.

Tax 97

Tax Technology accounting firms income tax 97

ThomsonReuters

JANUARY 29, 2024

Today’s accounting firm leaders are constantly grappling with two pivotal challenges: attracting top-tier talent and holding on to the people they have. The challenge for CPA firms is to create an environment and a career path that talented young people find appealing.

Technology 52

Technology accounting degree tax preparation cpa firm 52

CPA Practice

NOVEMBER 6, 2023

Accounting Firms Show Strong Growth in Profit and Revenue, AICPA & CIMA Research Finds Public accounting firms in the United States reported strong top-line and bottom-line growth in their latest fiscal year results, driven by high demand for their services, an AICPA & CIMA survey found.

Texas 114

Texas Georgia accounting and finance Virginia 114

ThomsonReuters

AUGUST 3, 2023

As a result of the explosion of new tools and software available, accounting firms have a significant opportunity to improve their reputational status through enhanced advisory service offerings. Accounting firms who are equipped with these tools and information will be in a position to help their clients respond to these changes.

Technology 98

Technology accounting firms Tax Account 98

ThomsonReuters

JULY 11, 2023

Accounting firms turn to a three-tiered approach to uncover opportunities Accounting firms are severely impacted by the dynamic post-pandemic economy. Firms are faced with the external challenges of meeting new client demands, increasing compliance pressures, and tax law changes.

Technology 73

Technology Account accountant accounted 73

ThomsonReuters

JANUARY 14, 2022

Whether you are a remote worker or managing a full accounting firm, stop the burnout before it starts. For more tips on managing your workplace wellness, visit our tax blog or download our white paper on how accountants can work from home successfully. 3 steps to avoid burnout during tax season. Set boundaries.

Tax 98

Tax Technology Start-ups accounting software 98

ThomsonReuters

OCTOBER 27, 2023

But, many accounting firms offering pro bono services fail to take a strategic and organized approach, opening themselves up to a host of potential challenges. One reason firms fail to plan is that it’s difficult to decide how much to give away and to whom. This will set you up for success now and in the future.

Account 59

Account accountant accounted accounting firms 59

Withum

DECEMBER 12, 2023

In fact, a Center for Audit Quality (CAQ) analysis found that 90% of US companies that trusted their non-financial auditing to a publicly traded auditor used the same firm for their financial auditing. Prior Work : Ask for case studies, white papers, or previous audit reports to understand their approach.

audit 59

audit cpas Account accountant 59

CPA Practice

JUNE 29, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss technology trends for audits. And it’s like, oh, really the odd I’m thinking quite a few firms aren’t going to swallow Brian F. White Paper, is it had an amazing appendix called audit architecture map. Use the podcast player below to listen.

Technology 52

Technology audit general ledger Start-ups 52

ThomsonReuters

JUNE 15, 2023

You work to improve your tax and accounting firm — increase profitability, expand into new areas, and find a better work-life balance. Tax firms are feeling the pressure of changing tax regulations, along with clients who expect greater accuracy and faster responses in the digital age.

Technology 92

Technology tax preparation tax return Tax 92

CPA Practice

OCTOBER 6, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the latest trends in practice management for accounting firms. But there’s, we also want you to think about what your firm’s gonna look like in five or 10 years. Use the podcast player below to listen. Also, due to the intro to the podcast, add apx.

Technology 52

Technology Account accountant accounted 52