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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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.

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Going Concern

FEBRUARY 9, 2024

However, the professional services firm refused, after claiming the report contained privileged and confidential information. Accounting software startup Pennylane becomes France’s latest unicorn [ TechCrunch ] Just like clockwork, Pennylane is raising another €40 million ($43 million at today’s exchange rate).

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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

JANUARY 23, 2023

How to Find Virtual Assistants for Your CPA Firm Now that we know what VAs can do and how they can help CPAs, it’s time to find a virtual assistant for your firm. You can pretty much offload a lot of your daily tasks as long as you are able to hire and train them according to company standards.

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Ryan Lazanis

SEPTEMBER 19, 2023

Whirks Whirks integrates exceptional personnel and the latest accounting software available to provide comprehensive human capital management solutions. The Allen CPA Firm Located in Houston, TX, The Allen CPA Firm is a forward-looking provider of tax, accounting, and business consulting services.

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Snyder

JANUARY 10, 2023

The cost of accounting might greatly depend on how you keep your books and the character of your relations with accounting specialists. However, we can break down some costs to give you a clearer picture of what your small business accounting expenses can be. Cost of accounting software.

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CPA Practice

JUNE 8, 2023

Many accounting software can automate a wide range of tasks, such as data entry and report generation, providing accurate and efficient deliverables throughout the accounting process. One mistake means going back and redoing the work. Taxfyle ranked within the top 15% in the Inc.

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ThomsonReuters

AUGUST 3, 2021

While working with the programmer, I remember the moment I found myself thinking that I could build my own accounting software. With this new accounting software, I thought I could get the software to do the things I needed to do which were specific to my firm. Visit their website for more information.

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ThomsonReuters

DECEMBER 5, 2022

It wasn’t so long ago that tax and accounting professionals spent most of their days manually inputting data and sifting through paperwork. In the last few years, however, technologies like automation and accounting software have changed the profession dramatically.

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CPA Practice

MAY 25, 2023

With the ongoing talent crisis, many firms lack the internal resources or qualifications to launch a compliance initiative of this magnitude, the likes of which firms have not seen since the original quality control standards were introduced.

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CPA Practice

JULY 27, 2023

As an example of the ChatGPT response to “What are the most time-consuming items in a CPA Firm,” ChatGPT suggested the following (completely unedited): Accounting or Certified Public Accountant (CPA) firms often have to manage numerous tasks, some of which can be quite time-consuming.

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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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Anders CPA

JANUARY 8, 2024

But at a certain point, they’ll grow to a size where they can’t get any further on their own — or they realize that they need more than just the latest version of some law firm accounting software. Small to mid-sized firms and firms in a major growth stage are best suited to working with a Virtual CFO.

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Anders CPA

JANUARY 8, 2024

But at a certain point, they’ll grow to a size where they can’t get any further on their own — or they realize that they need more than just the latest version of some law firm accounting software. Small to mid-sized firms and firms in a major growth stage are best suited to working with a Virtual CFO.

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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.

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PYMNTS

SEPTEMBER 28, 2017

According to Right Networks, the data shows “accounting professionals feel confident about the prospects for increased business growth and stability, throughout their industry and the economy as a whole.”. These professionals do not appear concerned that accounting software solutions will replace their jobs.

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Snyder

NOVEMBER 17, 2022

No one can be an expert in all those areas, that’s why finding a helpful blog for accountants is such a great idea. We’ve compiled some great examples of accounting blogs to help you stay up to date on breaking news, the latest accounting software, cloud accounting, taxes, finance trends and so much more.

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CPA Practice

JANUARY 24, 2023

myPay by IRIS provides comprehensive outsourced payroll and associated banking and tax services via CPA firms to small and medium-sized businesses across all 50 states in the United States. Key milestones included: myPay solutions – IRIS acquired myPay solutions in October 2022 to strengthen the company’s payroll offerings.

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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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Ryan Lazanis

NOVEMBER 17, 2022

Some CRMs also have a feature that reminds clients to submit their documents on time, this is important, especially for CPA firms. 8 Main Features Your Accounting CRM Needs. A popular CRM for mostly larger accounting firms, it offers powerful features like lead tracking, task management, and workflow automation.

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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. The way that integrates is improved with this methodology.

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CPA Practice

MARCH 27, 2024

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. And I think that, I think that everybody here is starting to see it. So the roll up is clearly happening.

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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. In no particular order, check out the 17 best accounting practice management software products on the market.

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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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Ryan Lazanis

APRIL 4, 2022

While you have a ton of different excellent cloud accounting software apps to choose from , in Chapter 5, I provide specific technology recommendations for two cloud accounting apps that you should start with. Include these bookkeeping apps in your productized accounting and bookkeeping services. Let’s make this simple.

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Ryan Lazanis

APRIL 20, 2022

Example: Founder’s CPA. Crypto is one target sector of Founder’s CPA (another is obviously startups). They’re delivering tailored content on how to file taxes, crypto accounting software, and other key terms crypto buyers are searching for. 6) Law Firms. Example: The Fitness CPA .

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CPA Practice

MARCH 1, 2024

Now, just Randy Johnston 06:21 to that point, we’re in early in my career, I always encourage CPA firms to have the primary product that they were using and a backup product. And again, Brian, I consider you one of the pros in the country on add ons to accounting software.

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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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Snyder

OCTOBER 20, 2022

The volume of transactions might affect the work of an accounting solution slowing it down, or the import of data may fail due to the limit of the number of transactions per import that some accounting software might have. More benefits?

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xendoo

OCTOBER 11, 2021

What Accounting Software Do You Have Experience With? Our final question can reveal a lot about your prospective accounting partner. We are not encouraging you to choose your CPA services provider based solely on what software they use. These tiers are divided based on your company’s monthly expenses.

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CPA Practice

MARCH 8, 2024

Now, just Randy Johnston 06:21 to that point, we’re in early in my career, I always encourage CPA firms to have the primary product that they were using and a backup product. And again, Brian, I consider you one of the pros in the country on add ons to accounting software.

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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. But they list out all the categories.

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CPA Practice

OCTOBER 6, 2023

Now in the accounting software world. Online Zoho books and accounting software. But if you’d like to see the a partial list of these 52 products, you can look at CPA firm tech, and go to the practice management section.

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Going Concern

MARCH 4, 2024

The Press-Enterprise of Southern California shares the story of a property management firm accountant getting creative with the accounting software : The chief accountant for an Inland Empire property management firm was sentenced Friday to four years, nine months in federal prison for embezzling close to $1 million from clients. “She

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Ryan Lazanis

APRIL 10, 2022

As artificial intelligence and machine learning evolves in accounting, it is becoming more and more able to predict the future. And with all the financial data that accounting software providers like Xero & Quickbooks have at their disposal, they’re now able to predict things like a company’s cash flow position.

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