CPA Practice

MAY 9, 2024

It is based on OpenAI’s GPT (Generative Pre-trained Transformer) technology and is trained on a vast amount of public code repositories, making it capable of generating code snippets that align with the task at hand.” What challenges does Copilot solve for accounting firm marketers?

cpa firm 72

cpa firm CPA payroll Technology 72

CPA Practice

AUGUST 11, 2023

The Green Thumb Approach in accounting allows your firm to grow and thrive. Accountants can take this same approach to grow their firm through careful and strategic planning. If you follow the right approach with your firm’s clients, you can nurture your relationships with them and watch them grow over time.

accounting firms 94

accounting firms Account accountant accounted 94

Accounting Insight

AUGUST 16, 2023

All too often, CPA firms focus the bulk of their efforts on lead gen, which tends to create compromises in other critical areas of the business – namely recruiting exceptional accounting talent. CPA firms – by nature – deal with extremely sensitive information that has a direct impact on their clients’ livelihoods.

cpa firm 52

cpa firm CPA Technology quickbooks 52

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.

accounting firms 52

accounting firms Account accountant accounted 52

CPA Practice

SEPTEMBER 27, 2023

The CPA Firm Management Association (CPAFMA.org) recently hosted an open chat forum where member firms discussed “amazing” accounting applications that had significantly improved firm productivity. By Roman H. Kepczyk, CPA.CITP, CGMA. But first, let’s define “amazing” from a historical context.

accounting apps 111

accounting apps Account accountant accounted 111

CPA Practice

SEPTEMBER 12, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss Audit Sight , a technology platform that eliminates manual work for auditors, diligence and private equity providers by automating financial transaction verification. Transcript (Note: There may be typos due to automated transcription errors.

audit 111

audit Technology auditor sage accounting 111

Going Concern

MAY 2, 2024

Struggling to find remote accountants, CAS experts, auditors, or tax professionals for your firm or internal team? With our Always-On Recruiting service, access a pool of skilled remote accountants without any upfront costs. Accountingfly can help!

Real Estate 59

Real Estate Account accountant accounted 59

Going Concern

FEBRUARY 27, 2023

In Australia, EY is still bungling this one up : EY accidentally leaked the personal details of current and former employees while trying to launch a massive review into the firm’s workplace culture. Yet that is what the IRS deals with every day.” From FloQast : Six in ten (63%) U.K.

Technology 105

Technology Account accountant accounted 105

CPA Practice

MAY 6, 2024

Tampa, FL-based accounting platform Crete Professionals Alliance said May 2 it has raised strategic capital in a round led by Thrive Capital and Bessemer Venture Partners. Crete PA said this funding will be used to accelerate its plans to bring more firms into its alliance, as well as leverage technology, such as artificial intelligence.

Technology 52

Technology cpas CPA cpa firm 52

Ryan Lazanis

MARCH 14, 2023

If you’re curious how much your firm is worth and how to increase your firm’s valuation, you’ll want to read this article on how to value a CPA firm. I’ll also draw on my personal experience from selling my online accounting firm just a few years ago. Let’s go!

cpa firm 52

cpa firm CPA accounting and finance accounting firms 52

CPA Practice

JUNE 5, 2023

The consulting practices at seven of the biggest accounting firms in the U.S. Business news and analysis website The Consulting Report last month released its ranking of the top 50 consulting firms of 2023 , which it said “highlights the world’s most trusted and influential professional services firms.”

cpa firm 52

cpa firm CPA Technology Agriculture 52

CPA Practice

APRIL 19, 2024

A Top Technology Initiative Article By Randy Johnston. As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. So, What Are the Common Issues in CPA Firms? Begin building your list now for action after the busy season is over.

Technology 72

Technology cpa firm CPA Non-Profits 72

ThomsonReuters

AUGUST 2, 2022

Even as accounting firms emerge from the COVID-19 pandemic with a new appreciation for technology’s ability to enable remote work and seamless collaboration, a new challenge has surfaced. Increasing productivity with tax technology. So, how can tax technology boost the agility of your firm?

Technology 98

Technology Tax Non-Profits tax preparation 98

CPA Practice

DECEMBER 19, 2023

Accounting and finance professionals are always on the lookout for tools that can help them become more efficient, productive and accurate in their work. And for well over a third (38%) of workers in the profession recently surveyed by Robert Half, generative AI is one technology that they expect will make a positive impact on their careers.

accounting and finance 121

accounting and finance Finance Account accountant 121

Going Concern

AUGUST 28, 2023

Accounting firms across the pond are ditching Zoom interviews, writes Sunday Times : Zoom calls became the norm for business meetings during the pandemic — but accountancy firms, among the biggest graduate recruiters, are going back to face-to-face interviews when hiring, saying it is easier to assess candidates’ characters. “The

accounting firms 52

accounting firms CPA Account accountant 52

Going Concern

MAY 3, 2024

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Comments are closed on Friday Footnotes and the Monday Morning Accounting News Brief by default. Practice The PCPS CPA Firm Top Issues Survey is open!

institute of chartered accountants 108

institute of chartered accountants Technology cpas chartered accountant 108

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

AUGUST 2, 2022

A notable portion of today’s accounting curriculum in college is dedicated to teaching aspiring accountants how to use current accounting technology. And many graduates are likely looking forward to learning even more advanced technology on the job. Opening up the pool of Gen Z accounting talent.

Account 97

Account accountant accounted Technology 97

Going Concern

JANUARY 26, 2024

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Comments are closed on Friday Footnotes and the Monday Morning Accounting News Brief by default. Indeed, trust is not built on mitigating risks alone. million from the federal government.

Account 119

Account accountant accounted audit 119

CPA Practice

MARCH 15, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, talk about the most productive and cost-efficient ways to use Microsoft 365 in public accounting firms. Welcome to Technology Lab. And of course, a lot of people buy those through a consolidator, like Tech Soup, which has wonderful values. March 2024.

Technology 59

Technology Account accountant accounted 59

Going Concern

FEBRUARY 9, 2024

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Comments are closed on Friday Footnotes and the Monday Morning Accounting News Brief by default. My buddy from undergrad works office security at one of the Big 4 accounting firms in Midtown.

Technology 100

Technology Colorado audit cpa firm 100

CPA Practice

JANUARY 18, 2023

After reading former MLB manager Joe Maddon’s recent book, The Book of Joe – cowritten with Tom Verducci –it struck me: The plight of the public accounting industry is not unlike that of Major League Baseball. Let’s look at some of the parallel problems facing both public accounting and MLB. Advanced technology.

public accounting 119

public accounting Account accountant accounted 119

CPA Practice

MARCH 5, 2024

A Top Technology Initiative Article. As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. So, What Are the Common Issues in CPA Firms? March 2024. Begin building your list now for action after the busy season is over.

Technology 64

Technology cpa firm CPA Non-Profits 64

CPA Practice

JUNE 8, 2023

The accounting profession has been facing a staffing crunch brought on by fewer college graduates entering the profession and experienced tax practitioners transitioning to different careers in accounting. However, there’s a challenge when it comes to expanding your firm’s existing staff. By Richard Lavina.

Technology 98

Technology Tax cpas cpa firm 98

CPA Practice

OCTOBER 6, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the latest trends in practice management for accounting firms. Transcript (Note: There may be typos due to automated transcription errors. Randy Johnston 00:02 Well, welcome to the Technology Lab. Use the podcast player below to listen.

Technology 52

Technology Account accountant accounted 52

CPA Practice

SEPTEMBER 7, 2023

The world of accounting and bookkeeping is on the cusp of a major transformation, and the key to staying ahead of the curve lies in mastering workflow optimization. WorkflowCon 2023 represents an exceptional opportunity for accounting and bookkeeping firm owners to gain a competitive edge by harnessing the power of innovation and efficiency.

Account 72

Account accountant accounted bookkeeping 72

Going Concern

FEBRUARY 24, 2023

Talent The new math in recruiting at accounting firms [ Puget Sound Business Journal ] You have to scroll way too far down in this article to see a mention of salary. It’s part of a larger trend of accounting firms trying to find young talent as the industry wrestles with staffing shortages.

Technology 105

Technology audit Healthcare auditor 105

ThomsonReuters

MAY 5, 2022

Attracting and retaining top talent has been an industry-wide concern for many tax and accounting firms for years. Some tax and accounting firms lost key personnel to competing firms or other industries, and some associates simply moved on in search of a new career or better quality of life.

Tax 96

Tax Account accountant accounted 96

ThomsonReuters

MARCH 22, 2022

The connection between accountants and their clients is an important relationship in the business world. Not only do clients trust their accountants with detailed — potentially embarrassing — financial secrets, they also expose many of their business decisions, including the good, the bad, and the ugly. Tip 2: Ask plenty of questions.

Account 98

Account accountant accounted cpa firm 98

CPA Practice

APRIL 3, 2024

Top 30 accounting firm Sikich has entered into a partnership with Symphony Talent to assist with implementation and support services for the company’s software-as-a-service (SaaS) product, SFX.

Technology 52

Technology cpa firm payroll CPA 52

Ryan Lazanis

APRIL 10, 2022

In this guide, I’m going to outline what the future of accounting looks like for accounting firms and how to best prepare for it in 2022. This guide will cover trends that are happening at this very moment and specific strategies that you can use right now to better prepare you and your firm for the future.

Account 111

Account accountant accounted Technology 111

CPA Practice

FEBRUARY 9, 2023

AuditClub, the Audit Service Center, and AuditFile, developer of the award-winning cloud-based audit automation platform, will collaborate to combine audit technology with fractional auditors to ease the challenges faced by CPA firms and internal audit teams in performing audits and reviews.

audit 105

audit auditor cpa firm CPA 105

Basis 365

MARCH 30, 2023

ARE ALL ACCOUNTING SERVICES THE SAME? COMPARING DIFFERENT ACCOUNTING PARTNERS CAN BE LIKE COMPARING APPLES AND ORANGES. ACCOUNTING SERVICES (OR OFFERINGS) ARE NOT ALL THE SAME. BREAKING DOWN THE DIFFERENT ACCOUNTING PARTNERS YOU MAY BE CONSIDERING AND WHICH ONE IS RIGHT FOR YOU. DON’T OVER- OR UNDER-HIRE.

accrual accounting 52

accrual accounting Account accountant accounted 52

CPA Practice

JANUARY 5, 2024

Randy Johnston and Brian Tankersley, CPA, review Zoho Practice , a complete practice management software that streamlines accountant workflows for enhanced efficiency, collaboration, growth, and exceptional client service. Transcript (Note: There may be typos due to automated transcription errors.) Welcome to the Technology Lab.

Technology 40

Technology Account accountant accounted 40

CPA Practice

JULY 25, 2023

This webinar will look at common and not so common lies accountants tell themselves. Field of Study: Business Management and Organization Register Today Presented by Ryan Lazanis , CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Already registered for this webinar? Click here to log in.

Account 52

Account accountant accounted Indiana 52

Ryan Lazanis

SEPTEMBER 1, 2023

If you want to see the best cloud accounting software apps all in one place, then you’ll LOVE this ultimate list. In it, I’ll be sharing 147 of the best cloud accounting software apps on the market. Each item in the list will contain a brief description and will focus on how you can level up your accounting automation.

accounting software 98

accounting software quickbooks Account accountant 98

CPA Practice

MARCH 15, 2024

accounting firm that has secured a substantial investment from a private equity group, after Chicago-based Grant Thornton—the seventh-biggest firm in the nation by revenue—said on Friday it will receive “a significant growth investment” from New Mountain Capital “to accelerate [our] business strategy.”

Legal 80

Legal Technology New York accounting firms 80