ThomsonReuters

MAY 4, 2023

For CPA firms, having clear expectations and boundaries with their clients can help avoid misunderstandings, scope creep, and other potential risks. CPA firms should pay close attention to any signs that suggest they may be lacking in client scope. The importance of setting a client scope agreement cannot be understated.

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Going Concern

SEPTEMBER 15, 2023

Sioux Falls CPA firm marks century in business [ SiouxFalls.Business ] The fourth-generation Sioux Falls firm Nelson & Nelson CPAs celebrates 100 years in business, providing tax, accounting, payroll and bookkeeping services. noted in a 2017 CPA Journal article. noted in a 2017 CPA Journal article.

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CPA Practice

AUGUST 9, 2023

AuditClub, the Audit Service Center for CPA firms and companies, has launched a new alliance model designed to connect tax and non-attest accountants with AuditClub One assurance professionals to improve service delivery options to clients. “In

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Going Concern

OCTOBER 20, 2023

note: A reader sent in this thought-provoking essay on their experience as a CPA. credits over the next four years because everyone indicated that the CPA route was the way to go, and that was the “golden ticket” to a life that so many people desired. At this point, I met a local CPA, and he changed my life.

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Going Concern

AUGUST 4, 2023

Practice How one small firm drastically cut its busy-season hours [ Journal of Accountancy podcast ] Johanna Sweaney Salt, CPA, CGMA, used to work 100 hours a week during busy season. Today, Johanna remains a full-time partner at the firm, and her son, Dalton Sweaney, CPA, is now the managing partner.

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CPA Practice

SEPTEMBER 7, 2023

From Dawn Brolin to Eric Green, Jason Staats CPA to Nicole Davis CPA, Angela Main-Roberts to Ryan Lazanis CPA, and a host of other highly respected industry leaders, this conference boasts an all-star lineup. His workshop will impart valuable lessons on quickly implementing new processes to streamline your firm’s operations.

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Going Concern

MARCH 15, 2024

State CPA institute says proposed rule change would put audit professionals at risk [ Central Penn Business Journal ] A new proposal by the Public Company Accounting Oversight Board (PCAOB) has the Pennsylvania Institute of Certified Public Accountants up in arms. Additionally, finishing college puts workers on track to earn a median of $2.8

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Going Concern

JANUARY 26, 2024

However, companies that win the long game on AI will go further by equally prioritizing reliability, security, and safety, as well as data integrity. This survey reflects many of the challenges that professionals in CPA firms of all sizes are currently facing. From the above CPA Journal piece tho… ! "[Remote

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CPA Practice

JANUARY 18, 2023

The season and games are longer today, but beyond that, not much else has changed in more than 120 years of professional baseball. But despite an upcoming exodus, most CPA firms have continued to operate in the same basic pyramid model. Let’s look at some of the parallel problems facing both public accounting and MLB.

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ThomsonReuters

JANUARY 29, 2024

The challenge for CPA firms is to create an environment and a career path that talented young people find appealing. This shift allows firms to reallocate their talent to more engaging, high-value tasks, fostering a more stimulating and rewarding work environment.

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Withum

FEBRUARY 20, 2024

Lucas who was the fifth Black CPA in the United States and first in New York. I knew of his firm, Lucas and Tucker, which might have been the top Black owed CPA firm at that time, but I had no involvement with them at all. Also, NY Knicks’ Willis Reed and Walt Frazier were regulars after many Knicks games.

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RitaKeller

MARCH 30, 2022

It is true inside a CPA firm. Make sure that someone isn’t being over-scheduled, because they will end up leaving your firm. I also have some advice for the Bettys of the CPA world. “The reward for work well done is the opportunity to do more.” – Jonas Salk. You reward your best performers by giving them more work.

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CPA Practice

JULY 19, 2023

The centralized dashboard empowers CPA firms of all sizes, providing seamless navigation across the audit and tax landscape. The Gateway dashboard is a game-changing, robust portal for tax, accounting and advisory professionals, delivering a consistent and singular client experience.” HubSync Co.,

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CPA Practice

MARCH 14, 2023

She recommends creating the perfect game for your life, selecting your rules, and working on the theme of your game. All these items should be summarized in a budget, even though our Accounting Firm Operations Technology survey shows that a large percentage of CPA firms don’t manage technology from a budget.

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RitaKeller

JUNE 27, 2022

Here’s one that is important inside a busy CPA firm. But behind the theory of the firm and a key building block of successful communities is the idea that kind interactions are significantly more productive. Hockey games aren’t supposed to be kind. There seems to be interruption after interruption.

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Going Concern

SEPTEMBER 29, 2023

CPA Exam Friendly reminder, deadlines to apply for BEC before the new exam in 2024 are quickly approaching. CPA Exam Candidates: You Better Hurry Up and Apply For BEC Before It’s Gone Forever Also, WTF? CPA Exam Candidates: You Better Hurry Up and Apply For BEC Before It’s Gone Forever Also, WTF? Did Exam Costs go up?

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ThomsonReuters

JULY 13, 2023

With a streamlined and convenient tax compliance process that wows your clients, your firm can up its game even further by using AI to identify potential deductions and tax credits, predict future tax liabilities, and provide more accurate forecasting. Sounds great, right? Interested in learning more about tax workflow automation?

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RitaKeller

MARCH 22, 2022

If you are not known for being a premier firm with top-notch people and premier clients, you are behind in the talent game already. When I was actively working inside a growing CPA firm it was our ongoing goal to be the “cool and progressive firm” in our marketplace.

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ThomsonReuters

JUNE 8, 2023

Are you ready to take your CPA firm to the next level and stay ahead of the competition? Download it now and start preparing your firm for future success! Remember: The off-season is an opportunity to ready your game plan for the next tax season. Tune up your tax practice now for a successful season next year.

Tax 52

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RitaKeller

MAY 20, 2021

It also applies to partners (especially the managing partner) in accounting firms. Keeping your eye on the ball applies throughout the game or match, not just as certain times. Managing an accounting firm requires you to keep your “eye on the ball” throughout the year, not just during busy season.

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Ryan Lazanis

SEPTEMBER 27, 2023

If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. In this article, I’ll run through some of the more modern options that might make the most sense for your firm at the moment.

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Going Concern

SEPTEMBER 30, 2022

So, in the spirit of finishing this article so we can get back to playing video games, we’re going to put those changes into a bulleted list and let you figure out the rest. Just kidding—we’ve been playing video games this entire time.). Read part one of our series on understanding the §179D tax deduction here. ABOUT WALKER STRATEGIES.

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RitaKeller

FEBRUARY 10, 2021

CPA firms have come a long way since last March. Firms are sometimes struggling with things like interviewing, orientation, onboarding and training. If they are shy on camera, we have found playing a few online games with zoom open was a great ice breaker. ” – Jack Welch.

Ohio 40

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RitaKeller

NOVEMBER 10, 2020

We hear Talent talked about so much in the CPA profession. At the beginning of the pandemic, when larger firms were shedding people (mostly poor performers), I anticipated that more qualified people would be in the job market and firms below the Top 100 might attract some people who were experienced and capable.

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Going Concern

AUGUST 24, 2022

4) and CPA firms have exceptionally high employee turnover (CPA Journal 2018). The takeaway here is that you all need to step up your meme game and make sure students considering the accounting track are fully aware just how miserable your job is. Hope the AICPA is reading this!

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CPA Practice

DECEMBER 29, 2023

Randy Johnston and Brian Tankersley, CPA, talk about the technology changes and new products they expect to see in the coming year. Intro: Welcome to the technology lab presented by CPA Practice Advisor with your hosts, Randy Johnston and Brian Tankersley. Use the podcast player below to listen. SPEAKERS Randy Johnston, Brian F.

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Going Concern

MAY 5, 2023

Entry-level CPAs in advisory practices are making $11,000 more than CPAs starting out in audit and tax, and $20,000 more than non-CPAs in advisory. The report says CPAs are generally paid more than non-CPAs, but the pay gap between the two shrinks when moving from entry-level to the manager level.

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Going Concern

OCTOBER 13, 2023

CPA firm profits and revenues jumped last year [ Accounting Today ] Accounting firms experienced a median growth rate of 9.1% As a leading professional services firm, we are committed to empowering young minds and fostering a passion for learning. Your work as an entrepreneur is a 24/7 job.

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Ryan Lazanis

AUGUST 2, 2023

In this article, you’re going to get a ton of inspiration plus a whole bunch of tips for picking amazing accounting firm names. Table of Contents How to Choose a CPA Firm Name? Choosing an accounting firm name is all about branding and how you want the outside world to perceive you. Let’s get right into it.

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Going Concern

DECEMBER 31, 2022

Nothing at all like the luxurious gaming chair your firm WFH stipend covered, though let’s be honest that one is harboring some ghost farts too. And CPA firms that worked with Alliantgroup are receiving messages from a federal grand jury subpoena , or so we hear. Their chairs. According to AAA, the U.S. Article ].

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Going Concern

JANUARY 13, 2023

Firm Watch. Coco Gauff and Baker Tilly: Game, Set, Match [ Baker Tilly ]. With baby boomers reaching retirement age and fewer accounting graduates choosing to enter public accounting, the pool of talent available to CPA firms is shrinking at both ends.

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Withum

MAY 17, 2022

Whether you are running a Software-As-A-Service (SAAS) company, starting up in AdTech or setting up a cryptocurrency strategy for your business, here are some tips and best practices for technology entrepreneurs to navigate current trends, opportunities and challenges to stay ahead of the tech game. Take advantage of tax credits.

Technology 52

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CPA Practice

OCTOBER 6, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the latest trends in practice management for accounting firms. And I think you need to think about what what that is, and and what it needs to be in five or 10 years for your firm to be sustainable. Use the podcast player below to listen.

Technology 52

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Xero

OCTOBER 4, 2022

We take pride in knowing that our communities in the US have large Hispanic and Spanish speaking populations, and we strive to change the game for Hispanic small business owners. I reached out to CPA firms who told me our business was too small or I would not be able to afford them.

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CPA Practice

FEBRUARY 2, 2024

Randy Johnston and Brian Tankersley, CPA, explored CES 2024 in Las Vegas in January. It really was a game it’s really a game changer. And so that was a game changer. In this podcast, they highlight some of their favorite personal tech they saw on display. Use the podcast player below to listen to the podcast.

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PYMNTS

JULY 27, 2017

But even if a supplier is convinced to accept virtual cards, the payment rail still has to contend with the top two rails in the game: checks and ACH. That deal sees EML Payments lending its virtual supplier payment capabilities to that AP firm, a tactic Young said the company will continue to deploy.

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Anders CPA

DECEMBER 11, 2023

In this podcast episode from the Summit Virtual CFO by Anders Modern CPA Success Show , Tom Wadelton is joined by colleagues, Christy Buchanan and Guillermo Rodriguez , as they discuss the cannabis industry as a niche for accounting firms. Welcome to this episode of the Modern CPA Success Show. And for me, it motivated me.

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