How to Master MTD in 60 Minutes: The Practical Blueprint for Busy Accounting Firms
Accounting Web
JULY 24, 2025
HMRC & policy Tags HMRC Income tax Making tax digital
CAS accounting and the next generation of accountants
Accounting Today
JUNE 5, 2025
We need to continue nurturing this aspect of accounting, helping students gain confidence in articulating financial insights so they can provide greater value to clients. CAS isnt widely recognized outside of industry professionals.
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AI In Accounting: A Practical Roadmap For Smarter AP
How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology
Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future
Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026
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Passion, vision and hard work: Inside Jeff Weiner's success
Accounting Today
JUNE 23, 2025
I think that the concept of what a managing partner is at accounting firms has changed a little bit over the years to be more really leadership oriented. I mean, I think for a lot of accounting firms, they say, well, I couldnt take on a $50,000 client if all Im doing is a thousand dollars clients because what if I cant serve them?
Webinars
AI In Accounting: A Practical Roadmap For Smarter AP
How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology
Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future
Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026
Tech news: Karbon Practice Management evolves into Practice Intelligence
Accounting Today
JUNE 6, 2025
Accounting solutions provider Sage announced a partnership with CPA.com , which licenses select AICPA resources to train Sage Copilot, its generative AI assistant designed to support accountants and finance teams with authoritative, context-aware guidance. This acquisition offers users up-to-date U.S.
Friday Footnotes: AICPA Gets Around to Addressing Outsourcing; Prison-Bound CEO Updates His LinkedIn Hilariously; Big 4 Split | 10.11.24
Going Concern
OCTOBER 11, 2024
Remaining Downtown: While others move on, an accounting firm is expanding in the Golden Triangle [ Pittsburgh Post-Gazette ] At a time when many firms are downsizing their office space, Louis Plung & Company is going against the flow. and conducts most of its business offshore, it has never undergone a full audit by a U.S.
Small Business Hiring Continued to Be Weak in October, CBIZ Index Shows
CPA Practice
NOVEMBER 12, 2024
The Small Business Employment Index (SBEI) from top 15 accounting firm CBIZ reported a seasonally adjusted decrease of 0.58% in October , marking the second straight month of hiring declines and the fourth negative month out of the past six.
M&A roundup: Platform, Earned, Prosperity and RRBB expand
Accounting Today
AUGUST 5, 2025
Platform Accounting adds AWG Wine Advisors Platform Accounting Group building in Holladay, Utah Platform Accounting Group has added AWG Wine Advisors, formerly Allen Wine Group, based in Santa Rosa, California, expanding Platforms business accounting services to the wine industry.
Prosperity Partners Acquires Pipaya in Virginia
CPA Practice
AUGUST 5, 2025
Jason Bramwell Private equity-backed tax and accounting firm Prosperity Partners said Tuesday it has acquired Vienna, VA-based transaction services firm Pipaya. 1, in a deal involving two of the 100 largest accounting firms by revenue in the U.S.
Platform Accounting Uncorks New Opportunities
CPA Practice
AUGUST 5, 2025
The Northern California-based accounting firm AWG Wine Advisors, formerly Allen Wine Group, has joined Platform Accounting Group. AWG is based in Santa Rosa and expands Platform’s business accounting services to the wine industry.
Monday Morning Accounting News Brief: KPMG Wins in Losing Clients; PwC Supports Alternative Pathways (We Know) | 12.2.24
Going Concern
DECEMBER 2, 2024
. … A Hypothetical Ethical Performance Audit of a PE Firm If one were to perform an “ethical audit” on a private equity firm that is planning to spend billions of dollars to acquire a majority stake in a global accounting firm, what might be observed?
Remitly Launches International Business Payments for U.S. Customers
CPA Practice
JUNE 25, 2025
Unlike some providers, we don’t charge extra to access a business account. Get dedicated business support. Remitly’s business account comes with fast, knowledgeable help from specialists who understand your business. Send without surprise costs.
Top Remote Accountants of the Week | February 13, 2025
Going Concern
FEBRUARY 13, 2025
TAX AND ACCOUNTING CANDIDATES FTE Senior Tax and Accounting | Candidate ID#23814240 Certifications: CPA Education: BA, MA Financial Accounting Experience (years): 15+ years accounting experience Work experience (detail): 3+ in public accounting Accounting, payroll and tax filing with 40+ clients Client advisory, tax planning, financial review Prepares (..)
2024 Accounting Firm Technology Predictions
CPA Practice
DECEMBER 11, 2023
which is having a significant impact on our businesses and personal lives. I believe the changes we are going to experience in the next 12 months will be exponential, creating a significant gap in the capabilities of modern vs. legacy accounting firms. ChatGPT, Bard, LLaMA, etc.)
Beyond Tax Season: How Accounting Firms Can Grow Sustainably
CPA Practice
FEBRUARY 24, 2023
Tax season is already in full swing and accounting firms across the country are working non-stop to meet the April filing deadline. However, many firms will struggle to keep their existing team busy when May rolls around and the last return has been filed. By Matt Bowen.
The Best Tech for Accounting Firms: The 2024 Tax and Accounting Innovation Awards Announced!
CPA Practice
AUGUST 28, 2024
The advent of artificial intelligence and machine learning have also started to have a dramatic impact on the practice of public accounting and business management, and we are continuing to see an increased adoption of practical operational uses for these professionals. AuditFile AI is like the self-driving car of auditing.
How to Use ChatGPT to Create Forms and Templates for Accounting Firms
CPA Practice
JUNE 24, 2024
I asked ChatGPT what forms it recommended for a CPA firm. Here is the answer I got (since ChatGPT is nondeterministic, you won’t get the exact same answer I got.): For a CPA (Certified Public Accountant) firm, creating and utilizing various forms and templates can significantly streamline practice management tasks.
The Best Tech for Accounting Firms: CPAs Voted for Readers Choice Tech Awards
CPA Practice
MAY 15, 2024
The technologies used in professional accounting firms continue to evolve and shape how practices function, from client service, to staffing issues, and overall management and growth. has become a massive challenge for most small and mid-sized businesses. WINNER: TheTaxBook – Tax Materials Inc.
Fractional CFOs: Bringing Big Business Accounting Insights to Smaller Enterprises
Insightful Accountant
JULY 17, 2024
Ben Richmond, the Managing Director of Xero for North America, gives valuable insights into accounting firms providing 'Fractional CFO' services.
How SEO Can Drive CAS Growth for Accounting Firms
CPA Practice
JUNE 27, 2024
This is no different for a potential client looking for an accounting firm. Chances are pretty good that they’re going online to find an accounting firm. Leveraging Local SEO If your firm is serving your local community, local SEO is a powerful tool for accounting firms. Be one step ahead.
Demand is Increasing for Accountants to Help with Human Resources Issues
PASBA
AUGUST 29, 2019
Today’s small business owner faces a significantly greater challenge in managing human resources regulations at the federal and state levels along with increased regulation in all aspects of their business. Clients Already Trust Their Accountants. Is Your Accounting Firm Considering Adding These Services?
Platform Accounting Group Acquires NorCal Accounting Firm DHS
CPA Practice
DECEMBER 6, 2024
the firm is one of the largest CPA firms in the area with nearly 30 employees and has been in operation for nearly 40 years. DHS Advisorshas built a reputation as an aggressive CPA firm employing accountants with advanced degrees and prior experience with national accounting firms.
5 Small Business Accounting Trends for 2023
Basis 365
DECEMBER 28, 2022
Technology is constantly evolving, so there are many small business accounting trends. Accountants must understand how to make the most of these new trends to provide clients with the best possible services. Small businesses can benefit from automation by having accountants use it internally.
Three Ways Your Firm Can Offer More Value to Your Accounting Clients
PASBA
SEPTEMBER 25, 2019
As you can see, none of these issues have anything to do with filing an annual business tax return. While many accounting firms still charge hourly rates, the practice is becoming less common all the time. Take a More Aggressive Approach with Marketing Your Accounting Firm.
How Payroll Automation Can Empower Accounting Firms (and their Clients.)
Accounting Insight
MAY 5, 2022
In a world where clients expect high levels of efficiency from their external providers, automating recurring tasks, like payroll, doesn’t just make sense – it’s smart business. It’s also where accountant firms can win big by partnering with their own external provider to expedite monthly payroll runs.
Become a Member of PASBA to Enjoy These Benefits
PASBA
DECEMBER 15, 2019
If so, we invite you to learn more about the many benefits of joining the Professional Accounting Small Business Administration (PASBA). At PASBA, it’s our goal to transform the way our members think about their role as an accountant. We believe that you’re really the CEO of your own accounting firm.
Why Accountants Should Be Using the Cloud | Canopy
Canopy Accounting
AUGUST 15, 2022
In a short time, cloud computing has emerged as an efficient and advanced way to boost the success of just about every type of business. Accounting firms are not alone in harnessing this practice and many are seeing tremendous savings in time and money.
4 steps to evaluate and improve your firm’s accounting software
ThomsonReuters
APRIL 26, 2022
Tax and accounting firms of all sizes need dependable systems and procedures to deliver the best value to their clients. Finding the right accounting software for your firm will keep business records organized, improve operational efficiency, identify areas for improvement, and help you manage growth over time.
Finding Your Financial Compass: Why Small Businesses in Los Angeles Thrive with Specialized Tax and Accounting Support
MyIRSRelief
APRIL 29, 2024
But for these go-getters, navigating the complexities of running a business, especially the ever-challenging world of taxes and accounting, can feel overwhelming. This is where specialized tax and accounting firms step in, becoming a crucial partner for small businesses with under 100 employees.
Special Report: Technology Innovation Awards 2023
CPA Practice
OCTOBER 18, 2023
From the advent of first-to-market generative AI systems like ChatGPT, to highly specialized, accounting-focused systems, proponents of AI are fervent in their belief that the technologies will dramatically improve client services, firm management, small business accounting, and many other areas of operations.
Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms
CPA Practice
APRIL 22, 2024
This not only supports the community but also puts your firm in front of potential local clients. Host Informative Workshops: Organize free, educational workshops on financial wellness, tax planning, or small business accounting.
How the Accountant Shortage Is Rippling Through the Startup World
CPA Practice
JULY 17, 2024
The drought of talent has prompted a crisis in the industry, which has put the blame on stiff education requirements, sluggish pay, and tough competition from glitzier business school paths like investment banking and management consulting. Small businesses are out there going: I need this help.
How To Find The Right Online Accountant For Your Business
xendoo
SEPTEMBER 10, 2021
Every small business owner should have access to an accountant. A small business accountant can provide guidance at every stage of your company’s development, and they can be invaluable when it comes to tax preparation, succession planning, and more. What are other customers saying about this accounting service? .
AI Systems Take Center Stage in 2023 Innovation Awards
CPA Practice
SEPTEMBER 6, 2023
From the advent of first-to-market generative AI systems like ChatGPT, to highly specialized, accounting-focused systems, proponents of AI are fervent in their belief that the technologies will dramatically improve client services, firm management, small business accounting and many other areas of operations.
Interesting Niches under a COVID Cloud
BuildYourFirm
OCTOBER 28, 2020
Given this evolution during the COVID cloud, below are some niches we are seeing accountants starting to capitalize on. Accounting for Cyber Security and Technology. Accounting for Digital Media (YouTube, Amazon FBA, Bloggers, eCommerce businesses). Accounting for Public Relations and Online Marketing Agencies.
Meet five apps creating new ways to do business in 2022
Xero
MAY 30, 2022
Clarity: Bringing high-level advisory services to small businesses. Clarity is another app designed to help accountants help small businesses. Accounting advisory services have long been bespoke, expensive, and difficult to resource. XBert: Creating an automated future.
Appletree Business Services Awarded 2023 Clutch Global and Clutch Champion Awards
Steve Feinberg
NOVEMBER 29, 2023
That’s why we’re proud to announce that Appletree is the recipient of the Clutch Global and Clutch Champion awards for 2023 in recognition of our commitment to excellence in the small business accounting services field. Clutch stands as the authoritative global marketplace for B2B service providers.
How Personal Accountants Can Provide Personalized Client Experiences
CPA Practice
JULY 5, 2023
The financial services industry is a people-driven sector with professionals, like personal accountants, relying on healthy client relationships to fuel their bottom line. But going a level deeper, CRM platforms can be customized to even include individual client accounts or assets under management (AUMS) pages.
7 ways to attract and win new tax clients
ThomsonReuters
FEBRUARY 8, 2022
Adding services in the areas beyond filing tax returns, such as accounting, payroll, bookkeeping, business planning, payroll and audit solutions, will always be services clients need. Respondents also indicated interest in receiving other services from their accounting firms. This is the true future of accounting.
The Old Guys Want to Cash Out
Going Concern
FEBRUARY 9, 2024
A recent piece in Hartford Business talks about accounting firm mergers and the aging partners driving all this M&A activity. The TLDR is tons of firms are looking to sell, not many are eager to buy. Sounds like a great time to pick up an accounting firm or two at bargain basement prices.
SMB Tax Complexity Preserves Role For The Human Accountant
PYMNTS
MARCH 15, 2019
Anxieties that automation will replace humans have waned in the accounting sector, as industry players begin to realize that technology can actually help accountants play a more important role for their small business (SMB) customers as advisors and guides, rather than replacing their roles outright.
FLEETCOR Buys AP Platform Provider Roger
PYMNTS
JANUARY 31, 2021
The platform helps [small- to medium-sized businesses (SMBs)] gather and scan invoices and receipts, eliminate manual data entry using machine learning technology, approve and execute payments, set up automated workflows, and sync to accounting systems like QuickBooks Online, Sage Intacct, Xero, and others in real time.
How To Start a Bookkeeping Business in 2022 [Step by Step]
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. Without it, I would be steering a business without a rudder.
SEO for Accountants: 14 Tactics to Acquire Clients
Ryan Lazanis
FEBRUARY 14, 2023
If marketing is important in your firm , you’ll want to tap into Google’s massive estimated audience that’s performing this many Google searches every single second: And the accounting firms growing the fastest are leveraging SEO techniques to generate a ton of traffic and grow a super big online presence.
ADC’s Cathy Becker to Join Jirav at AICPA Engage
AccountingDepartment
JULY 23, 2021
This session promises insights from process innovators, sharing tips on how to develop a scalable forecasting and budgeting service offering for clients, opportunities to position it appropriately, and ultimately, create a new profit center within accounting firms and services.
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