CPA Practice

JUNE 11, 2025

Jason Bramwell Outsourced accounting and artificial intelligence bookkeeping software provider Integra Global Solutions this week launched its AI Answering Services, an always-on receptionist solution tailored exclusively for accounting firms. AI Answering Services is now available to all accounting firms across the U.S.

accounting firms

CPA Practice

NOVEMBER 11, 2024

This webinar will be held on Tuesday, December 3, 2024 at 1:00pm ET Sponsor: Avalara Duration: 1 Hour Register Now We’ll demonstrate how automation integrates with popular accounting platforms to save time, reduce risk, and enhance efficiency. Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor.

Tax

Accounting Today

JUNE 6, 2025

Accounting Accounting firm services Accounting education International accounting Career planning MORE FROM ACCOUNTING TODAY Technology XcelLabs launches to help accountants use AI Jody Padar and Katie Tolin debuted a training and technology platform, in partnership with the Pennsylvania Institute of CPAs and CPA Crossings.

Account

CPA Practice

JUNE 26, 2025

OBannon A new study from Thomson Reuters comes with a stark warning to the tax and accounting industry: firms without artificial intelligence strategies could fall irrevocably behind in the next 12 months as competing firms leverage the technology to transform faster, serve better, and hire smarter.​ © 2025 Firmworks, LLC.

Technology

CPA Practice

OCTOBER 24, 2024

1, A Firm’s System of Quality Management , adopted by the AICPA. Webinar : This webinar, led by expert staff in the PCAOB’s Office of the Chief Auditor, provides an overview of QC 1000 requirements and is designed to help auditors prepare for the standard’s implementation.

auditor

Accounting Today

JUNE 11, 2025

accountants who advise small and midsized businesses are feeling less confident this year, according to a new survey. Between January and April, the net sentiment among accountants swung from a positive 19% to a negative 39%. Accountants are sounding an urgent alarm," said CPA Trendlines founder Rick Telberg in a statement Wednesday.

Technology

CPA Practice

JULY 15, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Auditing July 15, 2025  Three Accounting Firms Got in Trouble for Breaking PCAOB Rules The three firms censured and fined by the PCAOB on July 11 for violating U.S. CPAs ($25,000), Raymond Chabot Grant Thornton in Canada ($30,000), and PWR CPA ($60,000).

Technology

CPA Practice

JULY 24, 2025

Pricing a firm’s strategies for growth: Subscription-based pricing models can lead to consistent revenue growth and better cash flow management. Thanks for reading CPA Practice Advisor! CPA Practice Advisor has products that deliver powerful content to you in a variety of forms including online, email and social media.

Technology

CPA Practice

JUNE 25, 2025

The expanded competency framework is also scheduled to be discussed during the American Accounting Association’s Annual Meeting in Chicago, Aug. Thanks for reading CPA Practice Advisor! Studer CPA PC, had its PCAOB registration revoked after the accountant was found to be a repeat violator of U.S. 2 to 6, 2025.

management accounting

Accounting Today

JUNE 10, 2025

By Paige Hagy 6h ago Technology RSM announces $1B agentic AI investment The Top 10 Firm is expanding its AI strategy and offerings over the next three years, particularly where it concerns semi-autonomous agents. across four sections of the exam.

Technology

Accounting Today

AUGUST 1, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Wipfli's offices in Wausau, Wisconsin Courtesy of Wipfli LLP Wipfli, a Top 20 Firm based in Milwaukee, received a minority investment of roughly 40% from New Mountain Capital, making it the latest accounting firm to score private equity funding.

Technology

CPA Practice

JUNE 6, 2025

The Resource Center expands that commitment by equipping accountants with the resources they need to grow, adapt, and lead in a complex market.” Thanks for reading CPA Practice Advisor! CPA Practice Advisor has products that deliver powerful content to you in a variety of forms including online, email and social media.

Technology

CPA Practice

JUNE 12, 2025

Closer to home, accounting firm leaders face hiring challenges, succession planning woes and the very real question: what role will humans play as AI and automation take over more of our work? Thanks for reading CPA Practice Advisor! Wars in Europe and the Middle East, rising trade tensions and tariffs add to global instability.

Technology

Accounting Today

JULY 23, 2025

I said, I can fix this; Im a CPA — this is what I do. When the call was over, Crabtree got his marketing team together and began laying the groundwork for Bridging the Gap, which places a strong emphasis on issues of mental health, burnout, and modelling a better kind of accounting firm for future generations. I fix things.

Technology

CPA Practice

JULY 8, 2025

Jason Bramwell Practice management software provider Ignition said Tuesday it has launched an enhanced integration with practice intelligence platform Karbon, bringing together solutions that help accounting firms streamline how they engage and onboard clients—and get paid. A webinar about the integration will be held on July 10.

Technology

CPA Practice

JULY 16, 2025

Jason Bramwell Top 20 accounting firm Armanino has expanded its managed service offerings by joining forces with Strategic Accounting Outsourced Solutions, a specialized outsourced accounting firm. Thanks for reading CPA Practice Advisor! Financial terms of the deal weren’t disclosed.

Technology

Accounting Today

JULY 9, 2025

By Chris Gaetano July 9 Practice management Franklin Alliance acquires second firm The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms.

Tax

Accounting Today

JULY 9, 2025

By Chris Gaetano July 9 Practice management Franklin Alliance acquires second firm The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms.

Technology

Accounting Today

JUNE 13, 2025

There he wrote what became the Financial Reporting Manual, a primary guide for the SEC accounting staff and practitioners in the application of the federal securities laws. in accounting from James Madison University and is a CPA in Virginia. He began his professional career at Deloitte Haskins & Sells. He received a B.B.S.

Account

CPA Practice

JUNE 30, 2025

Δ Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. Email This field is for validation purposes and should be left unchanged. Δ © 2025 Firmworks, LLC.

Technology

CPA Practice

JULY 22, 2025

Smart Intake puts an end to “portal overload,” delivering a seamless client and staff experience for accounting firms that leverages all of the information inside the system firms already use to run their practices. Thanks for reading CPA Practice Advisor! More information about Smart Intake can be found here.

Technology

CPA Practice

OCTOBER 31, 2024

Businesses also are adopting various methods to manage sales tax compliance, with 56% using specialized software and tools, 40% relying on in-house accounting teams, 32% handling it manually, and 31% outsourcing to accounting firms, according to Avalara. The survey, which was conducted from Oct.

Sales

CPA Practice

JUNE 17, 2025

This list ranks the top CPA firms by the number of SEC-registered hedge funds audited. Following the recent acquisition of the business of Spicer Jeffries LLP , Cherry Bekaert is now ranked first among middle-market accounting firms. hedge fund auditors, marking a significant milestone in the Firm’s history.

auditor

CPA Practice

JULY 7, 2025

AICPA and NASBA Recognize Top CPA Exam Performers with Elijah Watt Sells Award The American Institute of CPAs (AICPA) and the National Association of State Boards of Accountancy (NASBA) congratulate this year’s winners of the Elijah Watt Sells Award. Yoshioka has applied for his CPA licensure in the U.S.

cpas

CPA Practice

JULY 1, 2025

audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025. audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025. ” Thanks for reading CPA Practice Advisor! The awards highlight the most useful technology for firms and clients.

Technology

Accounting Today

JUNE 16, 2025

EDT 4 Min Read Facebook Twitter LinkedIn Email For decades, accounting firms have operated on a rhythm as reliable as a metronome: a rush of activity from January through April, followed by a lull that stretches through the summer and beyond. This is a pivotal moment for accounting firms.

Technology

Accounting Today

JUNE 9, 2025

Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPA firms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. Mindset is paramount. Think — plan — grow!

Technology

Accounting Today

JUNE 13, 2025

EDT 1 Min Read Facebook Twitter LinkedIn Email Accounting firms are reporting bigger profits and more clients, according to a new report. Michael Cohn Editor-in-chief, AccountingToday.com twitter mailto linkedin For reprint and licensing requests for this article, click here.

Technology

Nancy McClelland, LLC

APRIL 5, 2025

Apps & Solutions Something that no webinar, demo or virtual conference can fully emulate is the unmatched experience of being able to research and compare various products, apps, and other tools, all under one roof with countless colleagues surrounding you who have actually implemented one or the other solution.

Account

ThomsonReuters

JUNE 4, 2025

Jump to Addressing the technology gap in CPA firms Key strategies for UltraTax CS implementation The hidden costs of not changing Are you ready to transform your CPA firm with UltraTax CS? However, for many small and medium-sized accounting firms, implementation can seem overwhelming. Lets take a look.

cpa firm

CPA Practice

JULY 28, 2025

Jason Bramwell Big Four accounting firm KPMG recently announced its roster of national managing partners and principals, as well as its chief strategy officer. The firm’s national managing partners and principals are: Scott Buckley, National Managing Partner, Advisory Operations. . ” Photo caption: KPMG office in Chicago.

Technology

Accounting Today

JUNE 9, 2025

By Danielle Lee 8h ago Practice management Accountants expect firms to shrink headcount by 20% Fifty-two percent of accountants expect their firms to shrink in headcount by 20% in the next five years, according to a report by the Indiana CPA Society. By Paige Hagy June 6 Like what you see?

Tax

Accounting Today

JUNE 6, 2025

EDT 1 Min Read Facebook Twitter LinkedIn Email Jody Padar, an author and speaker known as "The Radical CPA," and Katie Tolin, a growth strategist for CPAs, together launched a training and technology platform called XcelLabs. XcelLabs provides solutions to help accountants use artificial technology fluently and strategically.

Technology

CPA Practice

JULY 14, 2025

Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. in Accounting from West Virginia University, and is a member of the American and Pennsylvania Institutes of Certified Public Accountants. She received her B.A. from West Virginia University.

West Virginia

CPA Practice

JULY 2, 2025

Jason Bramwell Fort Lauderdale, FL-based accounting firm Alpine Mar has expanded its client offerings to include assurance services after acquiring Elliot Melamed PA, a boutique CPA firm in Coral Springs, FL. accounting and finance firms within the next five years. Thanks for reading CPA Practice Advisor!

Florida

Accounting Today

JUNE 11, 2025

As is common among many accounting firms taking PE capital, Elliott Davis will operate in an alternative practice structure. Elliott Davis, a licensed CPA firm, will continue to provide attest services. Flexpoint had evaluated other CPA firm platforms but with Elliott Davis it was love at first sight.

Technology

Accounting Today

JUNE 9, 2025

By Danielle Lee 8h ago Practice management Accountants expect firms to shrink headcount by 20% Fifty-two percent of accountants expect their firms to shrink in headcount by 20% in the next five years, according to a report by the Indiana CPA Society. By Paige Hagy June 6 Like what you see?

auditor