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Boomer's Blueprint: 4 ways algorithms can improve your firm

Accounting Today

Identify opportunities Assess pain points in tax, audit, scheduling, and advisory workflows. Audit data preparation : Use algorithms to download client data, generate trial balances, and perform risk analysis. Identify routine tasks that consume excessive time during peak periods.

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Tech news: Audit Sight releases Management Meeting Module

Accounting Today

Audit Sight releases Management Meeting Module Andrey Popov/stock.adobe.com Audit Sight , which makes accounting record verification software, announced the release of its new Management Meeting Module made for quality of earnings professionals in M&A transactions.

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Rethink expense report workflows for company credit cards

Accounting Today

Soft policy exceptions should be routed for manager review as part of an audit, not in the accounting workflow. The company must still pay the card issuer, but now lacks the accounting data and audit trail needed to properly report the expense. Once approved, purchases flow into the accounting system.

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On the move: REDW appoints first OKC principal-in-charge

Accounting Today

GEORGIA Shelly Carmichael Smith + Howard, Atlanta, launched two new tax practices: site selection + incentives, led by Shelly Carmichael, and state and local income tax consulting, led by Brandee Tilman. NEW JERSEY Matt Sampson Matt Sampson was hired as a senior manager in the audit and assurance department at RRBB, Somerset.

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Cohen & Co. to Move Into Buffalo After Acquiring CPA and Consulting Firms

CPA Practice

will be entering the Buffalo market when a deal to acquire Szymkowiak & Associates CPAs and its sister firm PEAR Consultants closes next month. All professionals of Szymkowiak and PEAR Consulting, which share an office in Buffalo, will join Cohen & Co. PEAR’s tax consulting work complements much of Cohen & Co.’s

CPA
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Illinois CPA Society Announces 2023 Outstanding Leadership Award Recipients

CPA Practice

Their achievements—and the positive change and contributions they help bring to us, their organizations, and their communities—are inspiring and illustrate in so many ways that CPAs are invaluable. Mueller, CPA | Partner, Deloitte Tax LLP Melissa E. Knight, CPA – Porte Brown LLC | Audit and Assurance Committee Daniel R.

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CLA Acquires Axiom CPAs in New Mexico

CPA Practice

Top 10 accounting firm CliftonLarsonAllen (CLA) has acquired Axiom CPAs & Business Advisors, an Albuquerque, NM-based full-service accounting firm. CLA provides audit, accounting, wealth management, digital, and tax services to its more than 200,000 clients. Financial terms of the deal weren’t disclosed.