Shay CPA

MAY 21, 2025

Popular options include: Accounting Software: QuickBooks Online, Xero, or NetSuite. Disclaimer: The content provided on this blog is for general informational purposes only and does not constitute professional accounting, tax, or legal advice. Bookkeepers must track expenses closely and provide regular updates to management.

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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.

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inDinero Tax Tips

JANUARY 13, 2025

Its prone to errors, time-consuming, and will cost you money through missed deductions or higher CPA fees come tax season. It will be important to choose bookkeeping and receipt tracking software, but before we get there, lets start on the right footing. Begin by choosing your legal entity and separating business and personal finances.

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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.

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Shay CPA

JULY 2, 2025

Adjusting these figures in your accounting software can require detailed information, such as specific customer or vendor identifiers, to ensure the records remain accurate. Disclaimer: The content provided on this blog is for general informational purposes only and does not constitute professional accounting, tax, or legal advice.

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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.

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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. Transforming tax practices with algorithms jd-photodesign - stock.adobe.com Tax season places immense pressure on CPA firms.

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CPA Practice

JUNE 30, 2025

From tax prep to asset management, invoicing and portals, and auditing to remote CFO functions, the services the accounting and tax pros provide are dependent on the technologies they use. Δ Thanks for reading CPA Practice Advisor! The awards highlight the most useful technology for firms and clients. © 2025 Firmworks, LLC.

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Going Concern

OCTOBER 10, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID # 22574493 Certifications: EA in process Education: BA Business Experience (years): 20+ years accounting experience Work experience (detail): Currently Accountant & Office Manager at a CPA firm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)

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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?

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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.

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Accounting Today

JUNE 13, 2025

By Michael Cohn 5h ago Accounting SEC taps new chief accountant The Securities and Exchange Commission appointed Kurt Hohl, a former partner at Ernst & Young, as its new chief accountant, effective July 7.

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Accounting Today

JUNE 13, 2025

The company is also offering a 100% money-back guarantee for subscribers to its TaxPlanIQ Growth Plan who, over 12 months, complete 12 trainings, present 10 tax plans to verifiable clients or prospects, and participate in five 1:1 tax plan reviews with a TaxPlanIQ Concierge CPA Consultant.

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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?

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Shay CPA

DECEMBER 11, 2024

For the vast majority of startups, the first component you lay down in your fintech stack should be accounting software. Still, its a lift to get a new accounting software deployed. Be choosy about the software you deploy. Be choosy about the software you deploy. So well use that as an example here.

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Going Concern

JANUARY 3, 2025

Talent Using podcasting to attract accounting talent [ Journal of Accountancy ] Two Boise State University accounting professors created a podcast series to attract new talent by taking students on professional journeys. To Be Continued… Oh do we have things to say about this.

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CPA Practice

JUNE 25, 2025

OBannon LeaseCrunch, a provider of cloud-based accounting software for CPA firms, today announces its rebrand as Crunchafi. The new identity signals a renewed commitment to providing purpose-built solutions that reduce friction, automate complex tasks and empower CPA firms with actionable financial insights.

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Accounting Today

JUNE 16, 2025

This current business environment — exacerbated by economic uncertainty, fee pressures and the ongoing CPA talent shortage — is exposing the growing cracks in the traditional accounting model. They expect strategic insights, thoughtful planning and a reliable partnership year-round.

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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.

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Withum

APRIL 14, 2025

Author: Deepa Patel , CPA | deepa.patel@withum.com Contact Us Engage Withum’s Outsourced Accounting Systems and Services Team to bridge the gaps by offering bespoke solutions, month-end close services, accounting software and process recommendations, or serving as your CFO advisor.

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Nancy McClelland, LLC

APRIL 5, 2025

This is how my Senior Accountant and I finally landed on Keeper a few years back which has been a game-changer for our CPA and bookkeeping firm and its what led me to Gusto payroll and Relay banking back in the day. Its also how I finally decided to focus on QuickBooks rather than diversify into other platforms.

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Accounting Today

JULY 18, 2025

By Michael Cohn 31m ago Practice management On the move: Whitley Penn names global talent partner Indiana CPA Society awards $24,550 in scholarships; Weaver and Herbein + Co. relocate offices; and more news from across the profession.

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CPA Practice

JULY 1, 2025

” Thanks for reading CPA Practice Advisor! in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co. Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals.

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Withum

FEBRUARY 5, 2025

Tax Readiness and Filings Reconciling accounts on a timely basis each month or quarter will help you understand your company’s financial performance.Conduct recurring (either monthly or quarterly) financial close processes to review accounts, reconcile discrepancies and create adjusting entries as necessary.

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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.

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Going Concern

OCTOBER 21, 2024

Press release : State and local governments are being squeezed by a shortage of accounting professionals, making it difficult at times to find staff CPAs who can prepare critical financial information or outside firms to conduct audits. Allegedly the problem is some issue with their accounting software. Time stopped.

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Accounting Today

JUNE 6, 2025

CALIFORNIA Janet Shepard Janet Shepard was hired as a business management partner and co-leader of the client accounting services practice at HCVT, Irvine.

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Accounting Today

JUNE 17, 2025

Sikich ( [link] ): What to tell law clients about choosing case-management software. Trout CPA ( [link] ): Financial management, with a heavy dose of tax considerations, for funeral homes. Taxjar ( [link] ): July sales tax due dates. The Sales Tax People ( [link] ): Whats up with subscription services and sales tax?

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Accounting Today

JULY 18, 2025

Audit Accounting education Accounting students Deloitte MORE FROM ACCOUNTING TODAY Tax IRS enforcement efforts hit by cutbacks The IRSs progress in improving tax compliance in recent years has been threatened by cuts in funding and hiring, according to a new report. relocate offices; and more news from across the profession.

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ThomsonReuters

FEBRUARY 6, 2025

In the fast-paced world of accounting and tax preparation, every minute counts. As an accountant or CPA, youre often juggling multiple clients, deadlines, and tasks, which can lead to overwhelming stress and burnout.

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CPA Practice

NOVEMBER 1, 2024

Hosts Brian Tankersley, CPA, and Randy Johnston review Syft Analytics , which lets professionals generate everything from reports through integrated forecasts and consolidations, to make better business decisions with their financial data. We’ll be back next Saturday with a new episode of the technology lab from CPA practice advisor.

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Accounting Today

JULY 23, 2025

By Michael Cohn July 22 Audit PCAOB revokes Hong Kong firm's registration The Public Company Accounting Oversight Board sanctioned Centurion ZD CPA & Co. billion, threatening taxpayer service and enforcement. and Chan Kam Fuk, permanently revoking the firms registration and permanently barring the owner.

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CPA Practice

DECEMBER 4, 2024

LeaseCrunch LLC , a leading lease accounting software company with over 650 CPA firm customers, has merged with Finagraph, a software provider specializing in real-time data collection and analysis through integration with industry-leading ERP and accounting systems.

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Analytix Finance & Accounting

JUNE 24, 2025

Ready to streamline your CPA firm’s operations and boost growth? Download our free whitepaper , “How to Enhance Operational Efficiency in CPA Firms” and start transforming your processes today. Concluding Notes As we’ve learned, outsourcing your accounting services offers significant advantages for businesses of all sizes in 2025.

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Accounting Today

JULY 17, 2025

As is common with PE deals, Sax will restructure to accommodate the investment, providing attest services through Sax LLP, a licensed CPA firm, and advisory, consulting and other professional services through Sax Advisory Group. Sax is in discussions with three other CPA firms and three wealth management firms. billion fund. "I

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Accounting Today

JUNE 10, 2025

In 2023, Sax merged in Schall & Ashenfarb CPAs , a firm based in New York. In 2022, Sax acquired David Weiss CPA , also in New York. a firm that specializes in profit participation and entertainment accounting and is also based in Los Angeles. Will Walsh of 1LifeConsulting LLC consulted on the transaction.

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Accounting Today

JULY 16, 2025

In May, Armanino expanded into Utah by adding Cooper Savas LLC , a CPA firm based in Salt Lake City. Following the deal, Armanino adopted an alternative practice structure. In February of this year, Armanino acquired Boca Raton, Florida-based ERP and technology consulting firm Complete Business Solutions.

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