CPA Practice

JUNE 25, 2025

Jason Bramwell The Institute of Management Accountants recently announced that it was expanding its competency framework for accounting and finance professionals. Jason Bramwell The Institute of Management Accountants recently announced that it was expanding its competency framework for accounting and finance professionals.

management accounts

CPA Practice

JULY 15, 2025

OBannon Billtrust , a B2B accounts receivable workflow and payment software market leader, has added new innovations in its Collections solution, delivering a new standard for AR teams by unifying advanced automation, AI-driven insights, and seamless agentic AI workflows. .” auditing rules and standards were Goldman & Co.

Technology

Reckon

NOVEMBER 5, 2024

Holiday payroll checklist Having a game plan for the holidays ensures you are on the same page as your employees and ready to trade. Breaking down your payroll into parts will help you focus and tackle your holiday budget. Breaking down your payroll into parts will help you focus and tackle your holiday budget.

payroll

Accounting Today

JUNE 5, 2025

EDT 5 Min Read Facebook Twitter LinkedIn Email Over the last several months, Ive been partnering with Intuit QuickBooks, Brittany Brown with Ledger Gurus and Utah Valley University professor David Waite to deliver a hands-on accounting curriculum that teaches students the skills they need to succeed in the accounting profession.

accountant

CPA Practice

JUNE 6, 2025

OBannon ADP has announced the launch of the Accountant Connect Resource Center , a centralized destination designed to help accounting professionals strengthen their advisory services and support client growth. To explore the Resource Center, visit ADP.com/AccountantResourceCenter. Thanks for reading CPA Practice Advisor!

Technology

Basis 365

NOVEMBER 25, 2024

Whether you’re a startup or an established company, outsourced accounting can provide the financial expertise you need to grow your business. Many businesses of all sizes have been turning to outsourced accounting services as an essential part of their competitive strategy. What Are Outsourced Accounting Services?

accountant

CPA Practice

OCTOBER 31, 2024

Financial Cents, a provider of practice management solutions for accounting firms, has launched a new Community-Driven Template Library. In this collaborative space, accounting professionals can share, discover, and adopt workflow templates designed to increase efficiency and simplify firm operations.

bookkeeping

ThomsonReuters

JULY 22, 2025

” Readiness of payroll systems Florentine said payroll vendors are still scrambling to update their systems. “I suspect every other payroll platform provider is.” “I’m not sure how that will be accomplished in payroll platforms yet,” she said. “This is a very, very relevant topic.

payroll

CPA Practice

JUNE 30, 2025

OBannon The Sales Tax Sisters, Mary Thomas (Attorney and CPA) and Stephanie Thomas (CPA), are excited to announce their partnership with Roundtable Labs to launch The Sales Tax Hive , a new roundtable community designed exclusively for bookkeepers, accountants, and finance professionals navigating the complexities of sales and use tax.

bookkeeping

ThomsonReuters

JULY 2, 2025

As artificial intelligence (AI) continues to transform industries, payroll is emerging as a key area ripe for innovation. Yutaka Takagi, Principal Product Evangelist at isolved, believes AI is not just a futuristic concept for payroll — it’s already reshaping how companies process pay, ensure compliance, and enhance employee experience.

audit

CPA Practice

MAY 2, 2025

Nonfarm payrolls increased 177,000 last month after the prior two months advances were revised lower, according toBureau of Labor Statisticsdata out Friday. The unemployment rate was unchanged at 4.2%.

payroll

CPA Practice

OCTOBER 21, 2024

Universal Business Computing Company (UBCC), a provider of high-volume, high-productivity software for accounting and payroll professionals, today announced the purchase of all of its stock by Pioneer Accounting Group , based in Seattle, Washington. The company will continue working on new payroll portal functionality.

accounting software

CPA Practice

JULY 15, 2025

The accounting profession is undergoing a significant transformation as more non-CPAs acquire CPA firms. A growing number of non-CPA buyers are acquiring multiple CPA firms to build scalable, regional, and niche accounting businesses. This shift has opened the door for non-CPA buyers looking to enter the accounting profession.

cpa firm

ThomsonReuters

JANUARY 30, 2025

Miguel Lopez, a shareholder at Littler Mendelson and an expert in employment law, shared his insights on the Act with Thomson Reuters’ Checkpoint Payroll Update a couple of weeks before the start of New York Fashion Week 2025 on February 13.

New York

CPA Practice

JULY 16, 2025

Jason Bramwell Top 20 accounting firm Armanino has expanded its managed service offerings by joining forces with Strategic Accounting Outsourced Solutions, a specialized outsourced accounting firm. Financial terms of the deal weren’t disclosed. Founded in 2012 and recognized on the Inc.

Technology

Basis 365

MARCH 23, 2025

Managing accounting in-house is expensive, time-consuming, and often inefficient. Outsourced accounting services offer a smarter approach. But outsourced accounting isnt just a sound investment, its a growing trend that will influence the future of business. The way businesses handle their finances is evolving.

accountant

ThomsonReuters

MARCH 6, 2025

They emphasized the role of payroll in compliance, technological integration, and its significant impact on an organization’s profit and loss. Both speakers advocated for a paradigm shift in how payroll is perceived, highlighting its potential to support operational success and mitigate risks.

payroll

Accounting Today

JUNE 16, 2025

EDT 6 Min Read Facebook Twitter LinkedIn Email Accountants are facing increasing demands for precision, speed and data protection. Accountants manage a high volume of sensitive information daily, covering everything from client tax details and payroll reports to audit documentation and financial disclosures. All rights reserved.

Technology

SchoolofBookkeeping

JULY 9, 2025

But before you hand over the keys to your books, let’s take a look at what these agents actually do, where you’ll find them, and why you still need to keep your accountant’s “trust but verify” mindset. Payroll Agent: Prepares payroll runs and requests approval. What Are QuickBooks AI Agents?

quickbooks

CPA Practice

JUNE 18, 2025

He also has more than 25 years of public accounting experience in the Columbus area. His executive leadership experience, coupled with his extensive experience in public accounting, further enhances Schneider Downs’ ability to provide highest-level consulting and guidance to its roster of clients.

Technology

AccountingDepartment

JULY 21, 2025

Running a business means juggling countless responsibilities—and your accounting is one of the most critical. Yet, as companies grow and their finances grow more complex, keeping accounting operations in-house becomes increasingly challenging. How Outsourcing Helps: Outsourced accounting teams specialize in streamlining close cycles.

accountant

Accounting Insight

NOVEMBER 19, 2024

Modulr , the embedded payments platform, today announces its acquisition of Nook , an innovative disruptor in accounts payable (AP) automation. These are significant concerns, as highlighted by Modulr’s survey of 250 accounting practices which revealed that nearly half (45%) of respondents spend over three hours per week on manual data entry.

Accounts Payable Automation

Xero

DECEMBER 4, 2024

These apps bring key capabilities into the Xero platform, to simplify your year-end workflows, payroll and compliance. Complete year-end compliance work faster with Caseware Caseware is a Canadian-born, global provider of audit, financial reporting and data analytics solutions for accountants and bookkeepers.

general ledger

CPA Practice

JUNE 26, 2025

OBannon A new study from Thomson Reuters comes with a stark warning to the tax and accounting industry: firms without artificial intelligence strategies could fall irrevocably behind in the next 12 months as competing firms leverage the technology to transform faster, serve better, and hire smarter.​

Technology

CPA Practice

JULY 24, 2025

OBannon Billtrust , a B2B accounts receivable workflow and payment software market leader, has added new innovations in its Collections solution, delivering a new standard for AR teams by unifying advanced automation, AI-driven insights, and seamless agentic AI workflows. .”

Technology

Insightful Accountant

JUNE 6, 2025

With over 400 employees and a Top 100 ranking, WISS is leading the way in post-COVID flexibility, non-traditional hiring, and strategic tech investments. 🔗 Learn more: [link] 🔗 Connect with Paul: / ppeterson1 Expand IA Newsletter Like what youre reading?

general ledger

CPA Practice

NOVEMBER 18, 2024

ET) Host: Patriot Software, accounting and payroll software for businesses and accountants Duration: 1 hour Description: Get organized now for a hassle-free year-end with Patriot Software’s Training Director, Annie Hambach. Register today Presented by: Patriot Software

payroll

CPA Practice

JULY 29, 2025

Under this law, tax and accounting professionals are considered financial institutions and must implement a data security plan. IRS Publication 5708, Creating a Written Information Security Plan for your Tax & Accounting Practice PDF is a 28-page template designed to: Help tax professionals, especially smaller practices, develop a WISP.

Technology

Accounting Seed

NOVEMBER 21, 2024

Accounting software is one of the most valuable tools a nonprofit can have, as it allows team members to shift their focus from tedious data management to what truly matters: serving people and making an impact. However, great accounting software doesn’t need to cost an arm and a leg. leading to an inefficient accounting process.

accounting software

CPA Practice

JUNE 11, 2025

Jason Bramwell Outsourced accounting and artificial intelligence bookkeeping software provider Integra Global Solutions this week launched its AI Answering Services, an always-on receptionist solution tailored exclusively for accounting firms.

accounting firms

Accounting Today

JUNE 26, 2025

The AI agents include: Accounting Agent: Automates bookkeeping and transaction categorization, and helps with reconciliation of the books. All rights reserved. The homepage displays a set of customizable widgets with a business feed showing insights, recommendations, and summaries of the workflows and tasks completed by the AI agents.

quickbooks

Mark Lee

JANUARY 21, 2025

A recent conversation with cybersecurity expert Francis West prompted me to revisit a previous discussion here about the risks of cybercrime affecting accountants in practice. As the founder of Security Everywhere, his expertise is invaluable in understanding the cyber threats faced by accountants. Can you elaborate?

accountant

CPA Practice

JUNE 12, 2025

Closer to home, accounting firm leaders face hiring challenges, succession planning woes and the very real question: what role will humans play as AI and automation take over more of our work? Build relationships to build resilience AI won’t replace accountants. So let’s revisit that advice and update it for the here and now.

Technology

Basis 365

MARCH 23, 2025

Managing accounting in-house is expensive, time-consuming, and often inefficient. Outsourced accounting services offer a smarter approach. But outsourced accounting isnt just a sound investment, its a growing trend that will influence the future of business. The way businesses handle their finances is evolving.

accountant

CPA Practice

JULY 24, 2025

OBannon Firm Management July 24, 2025  10 Essentials for Selecting a Practice Management System Choosing the right practice management solution for your accounting firm is not a tactical decision; it is a strategic one that will impact the businesss efficiency now and for years to come. © 2025 Firmworks, LLC. All rights reserved.

Technology

Basis 365

JULY 22, 2025

They point to the same worry: that tomorrow’s payroll might bounce, a key metric might be off, or a bank balance might shift without warning. An outsourced, fractional accounting team exists to take those worries off your shoulders so you can focus on product, customers, and team. Receivables get equal attention.

accountant

Basis 365

MARCH 18, 2025

As businesses grow, so do their accounting and bookkeeping needs. Enterprise Businesses exceed 1,000 employees and generate revenue above $1 billion. These classifications impact not just company operations but also the complexity of financial management.

accrual accounting