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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. The awards highlight the most useful technology for firms and clients.
Lucas Heilman (Kentucky), a graduate of The University of Kentucky with a Bachelor of Science in accounting and a Bachelor of Business Administration in finance, is employed with Dean Dorton in Lexington, KY. Johnson & Son and is currently actively pursuing professional opportunities in the U.S. accounting and finance industry.
Founded in 1971, MS&P provides services such as taxplanning and compliance, advisory and consulting, business valuation, forensic and fraud investigation, auditing, reviews and compilations, and estate, financial, and retirement planning, according to the firm’s LinkedIn page. Blue & Co. Blue & Co.’s
So, thats part of the challenge." ( Watch: "Dean Dortons early adoption pays off" ) The right skills and experience are also paramount for Lexington, Kentucky-based Top 100 Firm Dean Dorton, according to president and CEO David Bundy, who reports positive traction on that front thus far. "I
Brown and other ghost preparers who worked with him falsified 63 federal income tax returns for clients, causing the Treasury to issue $1,003,631 in false tax refunds. Lexington, Kentucky: Business owner Matthew Buresh has been sentenced to two years in prison for two counts of failure to pay taxes.
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team further enhances our service offerings and allows us to expand our Kentucky presence, where we currently serve over 100 clients across the state.” is a full-service accounting and advisory firm serving clients in Kentucky, Indiana, and elsewhere. “The Strothman & Co. Strothman & Co.
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million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve?
million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces? million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces?
million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use?
million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system? million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?
And they’re launching, they will launch in the cloud audit suite, a smart analysis capability to find anomalies or high risk transactions, that’s going to streamline the data ingestion, use AI to identify transactions, and then automate testing and confirmations back. So even those types of announcements were made throughout the process.
Bowling Green, Kentucky: Resident Kenneth Ray Moore has been sentenced to 46 months in prison, to be followed by two years of supervised release, for wire fraud, money laundering and tax evasion. He faces up to five years in prison for each of the 10 counts to which he pleaded.
million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces? million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces?
million – $4,999,999 $5 million – $10,000,000 Over $10 million What software or tools are you using to manage your engagements, or how does your team currently manage client engagements and reporting processes?
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