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!

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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.

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Going Concern

OCTOBER 20, 2023

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Early-career hires are set to account for the majority of job losses in some teams, as Deloitte retrenches following a slowdown in demand. Welsh said.

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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.

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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.

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Nancy McClelland, LLC

DECEMBER 1, 2023

Insightful Accountant is hosting their last Future Forward virtual conference of the year on December 5-6, and I’m delighted to be presenting an exciting topic that resonates with the theme of Niches, Trends, and Predictions for 2024. Let’s talk about co-firming as one of the accounting trends of 2024.

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Nancy McClelland, LLC

DECEMBER 1, 2023

Insightful Accountant is hosting their last Future Forward virtual conference of the year on December 5-6, and I’m delighted to be presenting an exciting topic that resonates with the theme of Niches, Trends, and Predictions for 2024. Let’s talk about co-firming as one of the accounting trends of 2024.

bookkeeping 52

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Snyder

NOVEMBER 17, 2022

Accountancy firmly belongs to the financial sector but it also shares a lot of key features with the service industry. Tailoring your offer to your customers, marketing your firm, choosing the latest technology, or providing excellent customer care – it all becomes very important in this competitive market. Small business owners.

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Snyder

JANUARY 10, 2023

Business owners are fully aware of the importance of accounting, but how much should they expect to pay for it? A business owner must understand how much, on average, business accounting costs. After all, accounting, as an integral part of a business, is something not to put aside. You record transactions in your books.

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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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CPA Practice

FEBRUARY 1, 2024

has signed an agreement to merge with Hackensack, NJ-based CPA firm Wurdemann, Pinto & Co. The combined firm will employ approximately 40 people. Roseland, NJ-based tax and advisory practice Magone & Co. Financial terms of the deal weren’t disclosed. Founded in 1992, Magone & Co.

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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.

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Ryan Lazanis

JULY 13, 2022

In today’s post, I’m going to show you the very best accounting security tips (23 of them to be precise!) to keep your accounting firm safe and secure. Importance of why you must have accounting security for the safety of your business. Why is Accounting Security Important? Key Takeaways.

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Going Concern

FEBRUARY 3, 2023

Big 4 EY considers handing retired US partners cut of proceeds from spin-off [ Financial Times ] EY has told retired US partners it is considering giving them a cut of the proceeds from a spin-off of its consulting arm, after complaints that the firm’s leadership is cashing in on a business built by previous generations. Ha ha,” he chuckles.

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Ryan Lazanis

NOVEMBER 17, 2022

Every accounting firm owner knows that customer relationship management (CRM) is essential to success. In this blog post, I will discuss 13 of the best accounting CRM software options on the market that you can use today. What is a CRM for Accountants? Why Do Accounting Firms Use a CRM? Let’s go!

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CPA Practice

MARCH 1, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the discontinuence of Intuit’s QuickBooks Desktop, and how to move clients to the online version or other systems. Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor.

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Anders CPA

JANUARY 8, 2024

Sometimes good things do happen, but to ensure steady growth, every firm needs to focus on value drivers. But lawyers don’t create firms because they love balance sheets, data entry and double-entry accounting. But a sound grasp of accounting practices is only table-stakes for a virtual CFO. What Are Law Firm Metrics?

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Anders CPA

JANUARY 8, 2024

Sometimes good things do happen, but to ensure steady growth, every firm needs to focus on value drivers. But lawyers don’t create firms because they love balance sheets, data entry and double-entry accounting. But a sound grasp of accounting practices is only table-stakes for a virtual CFO. What Are Law Firm Metrics?

Account 52

Account accountant accounted Non-Profits 52

Ryan Lazanis

MAY 17, 2022

If you’re looking for the best marketing for accountants’ strategies, you’ve come to the right place. Most of these methods I’ve personally used myself to help take my cloud accounting firm from scratch to sale in just 5 years. Marketing for Accountants 101. 4 Viral Marketing for Accountants. #5

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Nancy McClelland, LLC

APRIL 5, 2024

As a CPA whose company works with loads of small businesses that need to process payroll, I’ve used quite a few payroll systems through the years… and Gusto has become our favorite. Honestly, I randomly stumbled on it when I went into my own Gusto account to run weekly payroll.) That day might be coming soon.

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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. And you may know the current number, just like we know there’s a 300 user max on these business accounts right now, you may know the number of different Excel versions.

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Going Concern

MARCH 22, 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. Look no further, Accountingfly’s top remote accounting candidates of the week are here.

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CPA Practice

SEPTEMBER 12, 2023

Now, I spoke with a CPA firm the week before we recorded this podcast, actually two who had both looked at audit site and concluded that the platform could make their audit workpapers As much as anywhere from 30 to 80%. But it’s all inside the platform. With in those audits. Randy Johnston 08:35 Yeah.

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CPA Practice

MARCH 8, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the discontinuence of some desktop accounting programs, and how to support your clients. Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor. Randy Johnston 00:11 Welcome to today’s accounting Technology Lab.

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ThomsonReuters

AUGUST 3, 2021

But why are APIs so important to CPAs and how does an accountant learn about APIs if they don’t have a technical background? . About Ford Baker, CPA & CEO BaCo Tech & BaCo Group: Ford has over 35 years of experience in the accounting industry. As an accountant, please describe what an API is? .

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Ryan Lazanis

AUGUST 22, 2022

Looking for the best accounting practice management software for your firm? Good news, because this is the ULTIMATE accounting practice management software round-up post. Get to know the top accounting practice management software and why it is essential for your business. QuickBooks Online Accountant.

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CPA Practice

MAY 29, 2024

For instance, an organization can use private cloud services for critical processes like accounting and public cloud for public company information. Let’s assume a CPA firm using QuickBooks plans to migrate their accounting process to the cloud; they would prefer an Intuit Authorized service provider.

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CPA Practice

MAY 30, 2024

It enables firms to send proposals, and has functions to auto-invoice, auto-charge, and auto-sync them all with your accounting software. 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.

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CPA Practice

APRIL 20, 2023

We believe the significant CPA firm publishers will extend the tools you routinely use with AI capabilities in 2023 and beyond. In the last few months, I’ve been reflecting on how your firm could use AI to improve business development, client experience, staff retention & recruitment, and other operations in your CPA Firm.

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Snyder

NOVEMBER 16, 2022

However, when managing business finances , Mac users could face difficulties finding accounting software compatible with their operating system. Although the market for accounting software for PCs is still much wider, it doesn’t mean accounting solutions for Mac are a rare finding today. Why might small businesses choose Mac?

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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.

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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. You know, I just look at a system like TPS that’s integrated QuickBooks Online and Power BI and several other systems. Now in the accounting software world.

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Technology Account accountant accounted 52

Ryan Lazanis

APRIL 4, 2022

Do you want to know how to start a bookkeeping business or accounting firm in 2022? In fact, these are the very steps that I followed to help take my heavily bookkeeping-focused accounting business from scratch to sale in only 5 years. You pick the date that makes the most sense for you and your accounting firm.

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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. But the accountant program is also very interesting. Use the podcast player below to listen.

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CPA Practice

DECEMBER 29, 2023

I think one of the major shots over the bow that happened here in late 2023, is the impending cancellation of new sales of QuickBooks Desktop. But if you take that into a QuickBooks Desktop discontinuance even with the sun setting, it means all of the Intuit QuickBooks Desktop products except enterprise would be gone by 2027.

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CPA Practice

JULY 6, 2023

And I’ve done major models in most years, like my accounting software pyramid, or the five component model of computing, or the one that you and I spent so much time on the emerging technology model, and so forth. Because again, that’s where that’s where the problems are in a lot of cases. That’s what this session is really about.

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CPA Practice

AUGUST 16, 2023

You know, gramm leach Bliley has affected accounting firms for a while, but the Federal Trade Commission now has decided that they are going to be the nation’s privacy’s are, much like the European Union, Canada have these privacy commissioners or privacy ministers in many of those countries. day away FTC at bit.li/j j away FTC.

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