CPA Practice

MARCH 21, 2023

LeaseCrunch LLC , a maker of lease accounting technologies, has nearly doubled its team as the company achieves record growth. LeaseCrunch now supports over 500 CPA firms (including 43% of the top 400 CPA firms as ranked by Inside Public Accounting ) and 15,000 companies across the nation on its lease accounting software.

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CPA Practice

MARCH 8, 2023

LeaseCrunch LLC , an accounting software company, and Allinial Global , a member-based association for independent accounting and consulting firms, are partnering for lease reporting. We are thrilled to be named a strategic partner for Allinial Global,” states Ane Ohm, co-founder and CEO of LeaseCrunch.

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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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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?

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Accounting Insight

MARCH 2, 2023

IRIS Software Group (IRIS), a leading global software provider of accountancy and payroll solutions, today announced it has acquired Apex HCM (Apex), a leading cloud-based HCM enterprise software provider for payroll service bureaus (PSBs) and Certified Public Accountant (CPA) firms.

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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.

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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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Ryan Lazanis

NOVEMBER 17, 2022

Every accounting firm owner knows that customer relationship management (CRM) is essential to success. Fortunately, there’s a lot of excellent software available right now that will help you stay on top of your game. What is a CRM for Accountants? Why Do Accounting Firms Use a CRM? Let’s go!

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CPA Practice

MARCH 6, 2023

The Bonadio Group, a nationally ranked Top 50 CPA firm and the largest independent provider of professional services in Upstate New York, has announced the acquisition of Rochester-based accounting firm, Webber CPA, which will now operate under The Bonadio Group name. and the U.K.

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Ryan Lazanis

JANUARY 23, 2023

Table of Contents What is a Virtual Assistant for Certified Public Accountants? What Can a Virtual Assistant Do at Your Firm? How to Find Virtual Assistants for Your Firm What is a Virtual Assistant for Certified Public Accountants? What Can a Virtual Assistant Do at Your Firm? Let’s get started.

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Going Concern

JUNE 17, 2022

VCs Target AI Accounting Startups as Companies Look to Control Spending in Uncertain Economy [ Wall Street Journal ] It’s finally happening! World-wide, startups making AI-powered accounting software amassed $233.3 Do mid-sized firms not know how to use email? Let the robot takeover commence!

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CPA Practice

MARCH 27, 2024

Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor. You know, you called to my attention yesterday that I think SEPA gave the stat that there were 16 CPA firms now, that had more than a billion in revenue, which was a a number I hadn’t heard before.

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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.

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PYMNTS

SEPTEMBER 28, 2017

The future of the corporate accountant is in flux. FinTechs are developing ways to automate accounting tasks, forcing human accountants to provide more strategic, value-added services. That doesn’t mean corporate accountants are jumping ship, however.

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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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ThomsonReuters

DECEMBER 5, 2022

For tax and accounting professionals, time is a precious commodity. By removing manual, time-consuming compliance tasks from workloads, tax and accounting professionals can reclaim those hours and use them for greater value activities such as advisory services. . How can automation help your firm achieve more? .

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CPA Practice

MAY 25, 2023

AuditClub, the Audit Service Center and creator of the auditors-as-a-service model, has announced new solutions to help accounting firms succeed in navigating and implementing the AICPA’s new quality management standards.

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CPA Practice

JULY 27, 2023

What is important is considering your firm, your team, and your clients and their needs and how AI is a tool that can be used for the good of all involved. How can AI make you a more effective and efficient accountant? This often involves research and training to ensure the firm and its clients are compliant.

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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. Randy Johnston 08:35 Yeah. So you know, they’re doing the sock two thing.

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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. The simplicity of use.

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CPA Practice

JANUARY 24, 2023

IRIS Software Group (IRIS), a leading global software provider of accountancy and document management solutions, today announced record growth in the Americas region for 2022. Barry Brown, CIO, MS Tiller says, “Historically, the accounting industry has had two major players that dominated the landscape.

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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. Key Takeaways. Client Hub.

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CPA Practice

DECEMBER 1, 2023

So what it means is you can let the AI do the first pass of matching documents up to your data that you’ve extracted out of the accounting software or the GL or whatever source you’ve you’ve extracted the data from. And it will do that on an automated basis. And I can see that these type of tools can be modified for that.

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CPA Practice

MARCH 1, 2024

Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor. 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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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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Ryan Lazanis

APRIL 20, 2022

Finding the right accounting niches is a tried, tested, and true way to quickly grow your firm. 10 great examples of accounting niches. What is an Accounting Niche? Accounting services are no exception (so long as you can communicate the benefits and value of said services). Disadvantages of Accounting Niches.

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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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Snyder

OCTOBER 20, 2022

Accounting – a backbone of any business – is a key to understanding a business’s cash flows and the language a business speaks to the owner. That’s why business owners must control their accounting and understand how the money moves through their business to be aware of how it performs and make informed decisions.

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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. Now in the accounting software world. Online Zoho books and accounting software. Use the podcast player below to listen. Also, due to the intro to the podcast, add apx.

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CPA Practice

AUGUST 16, 2023

During a recent CPA firm technology assessment, I repeatedly heard the term software exhaustion. The firm had tried to innovate with lots of tools and platform changes in a short time without a strategic plan in place. The fundamental software changes were good, but the execution? Not so much.

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Tax tax preparation cpa firm Technology 97

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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xendoo

OCTOBER 11, 2021

Between handling staffing issues, overseeing the procurement of essential resources, and planning your next marketing campaign, you might be stretched thin — not to mention all of that dreaded accounting work that you have to do to keep your books up to date! Tax laws are ever-changing, which means that you need CPA services that can keep up.

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CPA Practice

DECEMBER 29, 2023

I think in general, the the providers are going to start trying to force you on to cloud applications much more rapidly, you know, from from the stuff I’ve seen in the CPA firm survey and other places like that, it looks like a lot of the big firms have already switched to the CCH access platform.

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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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Going Concern

MARCH 4, 2024

BDO, the UK’s fifth largest accountancy firm, said graduates and school leavers were “strictly prohibited” from using AI-driven platforms such as ChatGPT under recently updated application guidelines. for “serious failings” after it didn’t spot an accounting scandal at ad agency M&C Saatchi. billion euro ($2.71

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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.

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