CPA Practice

JUNE 7, 2024

Growth is often top of mind for accounting firm leaders, but what does sustainable growth actually look like in practice? In this Q&A, I asked Jason Blumer, CPA to discuss firm growth and what firms truly need to be able to scale and succeed. This is a majority of our work when we consult with larger firms.

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CPA Practice

JULY 10, 2024

As the firm celebrates its 40th anniversary, Cincinnati-based accounting firm Burke & Schindler changed its name on July 1 to Burke CPAs & Advisors a year after the retirement of one of its partners. It has three offices, with locations in Fort Mitchell and Richmond in addition to its main office.

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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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Canopy Accounting

MAY 26, 2025

However, when you future-proof your accounting firm's tech stack, you stay competitive while giving your team some breathing room. The main problem is: How can you future-proof something as versatile as technology? Keeping up with technologys evolution is easier said than done.

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Going Concern

JANUARY 6, 2023

So customers have filed more than a half-dozen proposed class actions against the NFL’s Tom Brady, accounting firm Prager Metis and Bankman-Fried as an individual, among others. Bureau of Labor Statistics reported Friday, but employment in accounting and bookkeeping services fell by 1,100 jobs. Melanson, P.C.

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CPA Practice

SEPTEMBER 25, 2023

Troegner earned her bachelor’s degree in accounting from Saint Joseph’s College of Maine. Robinson earned his bachelor’s degree in accounting and finance, and his master’s degree in accounting from The University of New Hampshire. Uhl joined BNN in 2022, after spending several years at a Massachusetts- based CPA firm.

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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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CPA Practice

MAY 18, 2023

The AICPA said considerable attention, discussion, investment, and research is being focused on a variety of initiatives at each stage of the CPA pipeline—from the Center for Audit Quality-led Accounting+ student awareness campaign to CPA Evolution and the launch of the new CPA exam in January 2024.

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Going Concern

AUGUST 26, 2022

Accounting Firm and Two Partners Conducted Deficient Custody Exams [ SEC ] The SEC’s order finds that Farber Hass Hurley LLP and its partners, Michel Abedian and Michael Hurley, departed from applicable standards for attestation engagements and compliance examinations when conducting surprise examinations of clients.

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CPA Practice

FEBRUARY 27, 2023

Watson, The Buffalo News, NY (TNS) The two partners who own a Buffalo-based accounting firm are waging a bitter fight over the company’s future. Ritter wrote that the accusations of misconduct toward other employees were “speculative” and “irrelevant” to the main issues at play. By Stephen T. Soucia denied wrongdoing.

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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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Ryan Lazanis

SEPTEMBER 19, 2023

Explain what sets you apart from other accounting sites and how your services address the specific needs of your target audience. If you don’t include a clear value proposition in your website design, you risk leaving visitors confused about what sets your accounting firm apart from others.

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CPA Practice

SEPTEMBER 20, 2024

CPA firms constantly seek ways to boost efficiency, enhance client satisfaction, and drive growth. While technology and strategies play crucial roles, one often overlooked element can be the key to unlocking your firm’s full potential: document management.

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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. They’re mainly focused on the US.

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CPA Practice

JANUARY 16, 2023

In 2020, the World Economic Forum predicted a decline in accounting jobs by 2025. CPA firms said they expected to hire more new accounting graduates — 36 percent in 2022 compared to 28 percent in 2021. Accounting positions remain in demand, even in the current job market. Yet this year, a higher number of U.S.

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ThomsonReuters

JUNE 15, 2023

You work to improve your tax and accounting firm — increase profitability, expand into new areas, and find a better work-life balance. Tax firms are feeling the pressure of changing tax regulations, along with clients who expect greater accuracy and faster responses in the digital age.

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CPA Practice

SEPTEMBER 7, 2023

Breaking Down WorkflowCon 2023 Date: Tuesday, October 24, 2023, to Wednesday, October 25, 2023 Time: 10:00 AM – 5:00 PM (Daily) Financial Cents, a leading name in the accounting industry, is spearheading this inaugural event, and they have lined up an impressive array of speakers to share their expertise.

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Ryan Lazanis

AUGUST 22, 2022

Get to know the top accounting practice management software and why it is essential for your business. Important categories to evaluate when choosing a workflow management software for your CPA firm. Helpful features that could benefit accounting firms’ productivity to make sure that tasks are delegated and completed on time.

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CPA Practice

JULY 19, 2024

It exists to take the pain out of processes and let professionals working in CPA fi rms and businesses comply with regulations, drive productivity, and better engage with key stakeholders. million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?

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Withum

DECEMBER 12, 2023

In fact, a Center for Audit Quality (CAQ) analysis found that 90% of US companies that trusted their non-financial auditing to a publicly traded auditor used the same firm for their financial auditing. These are the main factors contributing to the growing need for ESG data auditing.

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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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Going Concern

APRIL 20, 2022

Ongoing difficulty recruiting diverse candidates to the profession, thereby missing out on an entire pool of potential accountants. The 2019 Trends report revealed an interesting shift in accounting industry hiring trends: 31% of new hires at accounting firms were non-accounting graduates. Doctorate: 39.

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Account accounted accountant CPA 52

Cherry Bekaert

FEBRUARY 2, 2024

Unlike megadeals, where the main contributor to declining deal flow was limited access to debt, middle-market lending is in ample supply. In the last few years, the accounting industry has caught the eyes of private fund investors due to its high levels of recurring revenue, industry fragmentation and opportunities to scale quickly.

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ThomsonReuters

JANUARY 12, 2023

Auditing makes certain that companies represent their financial positioning fairly and accurately, and in accordance with accounting standards. . Are there different types of auditing in accounting? In accounting, there are three main types of audits: external, internal, and Internal Revenue Service (IRS) audits. .

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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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ThomsonReuters

FEBRUARY 29, 2024

AICPA Code of Professional Conduct summary The AICPA Code of Conduct is comprehensive and divided into three main parts (outside of the preface). For example, members who work for a CPA firm. accounting firms are performing multinational audits. Those three parts are as follows: Part 1: Members in public practice.

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Account accounted accountant cpas 52

Anders CPA

DECEMBER 11, 2023

In this podcast episode from the Summit Virtual CFO by Anders Modern CPA Success Show , Tom Wadelton is joined by colleagues, Christy Buchanan and Guillermo Rodriguez , as they discuss the cannabis industry as a niche for accounting firms. And I have been in this role for two years and five years with CPA firms.

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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 of course, the E three plan has been real common in CPA firms at $23. March 2024. Now, copilot 365? But that’s been a big grays in this world.

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Technology Account accountant accounted 59

Anders CPA

DECEMBER 7, 2023

Intro (00:00:00) – Welcome to the Modern CPA Success Show. The podcast dedicated to helping accounting firms stay ahead of the curve. Visit our website SummitCPA.Net to get more tips and strategy for achieving modern CPA firm success. Check out the full transcript of the episode below.

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Going Concern

NOVEMBER 11, 2022

The Big Four accounting firms are even reaching out to high school students to share that message and creating more flexible work environments, Lansford says. Behemoth’ big four consulting firms keep getting bigger [ Australian Financial Review ]. Income at the big four consulting firms jumped 17 per cent to hit $9.91

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Going Concern

SEPTEMBER 15, 2023

A number of accounting firms,1 public companies, professional membership associations and other key stakeholders raised concerns. In addition, in a rare occurrence, PCAOB board members Christina Ho and Duane DesParte — the only two certified public accountants on the board — issued public dissents when the PCAOB issued the proposal.

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CPA Practice

SEPTEMBER 18, 2023

He was tireless—and successful—in his commitment to making the accounting profession better for all of us,” said Gail Perry, CPA, editor-in-chief of CPA Practice Advisor. Robert Keebler, a partner at Green Bay, WI-based CPA firm Keebler and Associates, called Kess “a wonderful man and one of the visionaries of the profession.”

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CPA Practice

DECEMBER 14, 2023

Vickie Croteau, Maine Erick Enriquez, N.J. Vickie Croteau, Maine Angela Cunningham, Texas Sandra Cutting, R.I. Johnny Welborn, Texas Tracy Willard, Maine Christophe Wilson, N.C. Johnny Welborn, Texas Elite 25 Teresa Barton, Utah Jeri Beckham, Texas Frank Calise, Ariz. Amber Canales, Mich. Becky Carney, Tenn. Nathan Cour, Conn.

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Anders CPA

DECEMBER 1, 2023

Intro (00:00:00) – Welcome to the Modern CPA Success Show, the podcast dedicated to helping accounting firms stay ahead of the curve. So, when we talk about profit focused accounting, we talk about cash production, you know, financial statements and, pipeline, or the four different main areas.

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CPA Practice

OCTOBER 27, 2023

I had the good pleasure of being in multiple CPA firms in the very, very recent past. Because, you know, again, that’s, that’s something that hasn’t made its way to Main Street. Just giving you insights with practice management, tax, audit tools, workflow portals, really, I concluded nothing was off topic.

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Technology Start-ups accounting firms quickbooks 59

CPA Practice

OCTOBER 25, 2023

I had the good pleasure of being in multiple CPA firms in the very, very recent past. Because, you know, again, that’s, that’s something that hasn’t made its way to Main Street. Just giving you insights with practice management, tax, audit tools, workflow portals, really, I concluded nothing was off topic.

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Technology Start-ups accounting firms quickbooks 59

CPA Practice

JULY 3, 2024

And I think the group consensus really did land that for CPA firms right now the safest landing zone is copilot 365, because of the indemnity and integration with the applications in use. But we also tried to differentiate the various models, the Microsoft, copilot 365, versus Chad GPT versus club three, versus Jim and I.

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