CPA Practice

JULY 7, 2025

Rosen is a member of the AICPA Tax Section and is a past member of the AICPA Trust, Estate and Gift Technical Resource Panel and Tax Reform Resource Task Force and has more than 43 years of experience in public accounting, speaks locally and nationally on tax planning and related issues and has published more than 100 articles.

cpas

CPA Practice

JULY 14, 2025

The new promotions reach across several areas of the firm’s service offerings, including the firm’s tax, audit and consulting practices, as well as the growing wealth management practice. His areas of tax expertise include partnerships, including allocations, tax planning and structuring.

West Virginia

CPA Practice

JULY 25, 2025

The new promotions reach across several areas of the firm’s service offerings, including the firm’s tax, audit and consulting practices, as well as the growing wealth management practice. His areas of tax expertise include partnerships, including allocations, tax planning and structuring.

West Virginia

CPA Practice

JULY 7, 2025

Grant Thornton Appoints Rick Surrett as CFO, Succeeding Longtime Leader Muhammad Bhayat Grant Thornton, one of America’s largest brands of professionals providing end-to-end audit, assurance, tax and advisory services, recently named Rick Surett as its new chief financial officer (CFO).

North Carolina

CPA Practice

JUNE 18, 2025

Mary Girsch-Bock Firm Management June 18, 2025  Burgess Hodgson Announces Strategic Partnership with Abry Partners to Accelerate Growth BH’s team of over 200 professionals provides a comprehensive suite of services, including audit, tax, accounts advisory, outsourced finance, payroll and corporate advisory solutions.

Technology

CPA Practice

JUNE 19, 2025

Based in Denver, Nocco brings more than 25 years of experience in financial analysis and reporting, auditing, internal control policies and procedures, and strategic planning. A former QuickBooks beta tester, Mary’s work has appeared in The Motley Fool , The Blueprint , and Property Manager.com.

Real Estate

Accounting Today

JUNE 26, 2025

By Chris Gaetano 50m ago Technology Intuit debuts AI agents for QuickBooks Intuit has created a team of artificial intelligence-powered agents for QuickBooks to help businesses and their accountants.

Tax

Going Concern

NOVEMBER 21, 2024

Sign up now to find your next hire. Drop your information here , and we’ll reach out to schedule a call to discuss how Accountingfly can work for you.

Real Estate

CPA Practice

JULY 11, 2025

And it was he got even worse, because, unfortunately, the person was using QuickBooks Desktop and Brian F. You know, you can see these things coming, and it’s very interesting to to be able to talk to the people that are making things happen in those spaces, and to understand their why and to understand the why behind the products.

Technology

CPA Practice

AUGUST 7, 2025

AICPA Seeks Comment on Proposed Update to Auditors’ Responsibilities Related to Fraud The American Institute of CPAs’ Auditing Standards Board (ASB) is currently seeking public comment on a proposed standard updating auditors’ responsibilities related to fraud. Comments on the draft are due by Oct.

audit

Accounting Today

JUNE 24, 2025

Yeo & Yeo ( [link] ): What to remind QuickBooks clients about a good mid-year review. Taxjar ( [link] ): Changes in sales tax laws nationwide as of mid-year. Trout CPA ( [link] ): How taxes and many other considerations figure into valuations for owners of trucking businesses.

tax preparation

Going Concern

JULY 24, 2025

Whether you’re looking for talent in tax, audit, accounting, or project-based roles, we’ve got candidates worth your time. Accountingfly’s Always-On Recruiting gives you immediate access to a curated pool of top remote candidates— with no upfront cost.

Real Estate

CPA Practice

JUNE 27, 2025

Technology June 27, 2025  Intuit Rolls Out AI Agents for QuickBooks Intuit said the new AI agents will automate workflows and, when combined with human experts, deliver real-time insights and improve cash flow for businesses. Jason Bramwell Small Business June 27, 2025  U.S.

Technology

Accounting Today

JUNE 26, 2025

The giant tax measure is now being considered by the Senate, and that chambers rule keepers have yet to determine whether Section 899 comports with budget rules. Daniel Flatley Bloomberg News Tax Trump tax plan International taxes Treasury Department Corporate taxes MORE FROM ACCOUNTING TODAY Technology Does your app share client data?

Technology

Going Concern

FEBRUARY 13, 2025

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accounted

Going Concern

MAY 15, 2025

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Real Estate

Going Concern

MARCH 13, 2025

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Real Estate

CPA Practice

APRIL 17, 2023

But even basic tax planning can make a big difference in reducing future tax liability. This makes having a reliable tax planning system that can look forward several years a valuable addition to a practice. We call these tools that fill in the gaps or help increase your firm productivity, “specialty systems.”

quickbooks

Going Concern

OCTOBER 3, 2024

Sign up now to view the complete candidate list and connect with potential hires.

Real Estate

CPA Practice

MAY 15, 2024

But even basic tax planning can make a big difference in reducing future tax liability. This makes having a reliable tax planning system that can look forward several years a valuable addition to a practice. We call these tools that fill in the gaps or help increase your firm productivity, “specialty systems.”

Technology

Going Concern

AUGUST 29, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164759 Certifications: CPA in process Education: BA and MA Accounting Experience (years): 20 years business experience Work experience (detail): 6+ in public accounting Provides accounting services for multiple clients Payroll processing and tax filing Prepares Federal filings for SMBs, S-Corps (..)

Real Estate

CPA Practice

AUGUST 28, 2024

Fieldguide Insights Fieldguide, the AI platform for audit and advisory firms, recently launched Fielguide Insights, the first end-to-end analytics solution for CPA and consulting firm leaders. QuickBooks ProAdvisor Patrice Diana’s experience highlights the significant impact of MakersHub on efficiency and productivity.

Technology

MyIRSRelief

NOVEMBER 15, 2024

Here are some strategies to ensure your records are precise and up-to-date: Use Accounting Software:Tools like QuickBooks, Xero, or FreshBooks can automate many aspects of bookkeeping, making it easier to track expenses and generate reports. Insurance:Premiums for business-related insurance policies.

bookkeeping

MyIRSRelief

MAY 16, 2025

Comprehensive Glendale, CA Tax Services for Individuals and Businesses Mike Habib, EA, offers a full spectrum of tax services designed to meet the diverse needs of Glendales residents and businesses. He helped negotiate down a large balance and get us on a payment plan that we can afford with no worries!

tax services

CPA Practice

APRIL 29, 2024

As an Intuit product, it seamlessly integrates with QuickBooks Online Accountant— the go-to software when working with a business owner’s books. Add on Intuit Tax Advisor, an integrated advisory tool that automatically generates strategies for client tax savings, and you come full circle from tax prep to tax planning.

Tax

xendoo

NOVEMBER 19, 2021

With better organization, you’ll find that your business is more streamlined and profitable, and you’ll be dealing with fewer headaches when tax season rolls around. . If you ever find yourself facing an IRS audit, proper tracking provides the documentation you need to validate your income and deductions. QuickBooks.

quickbooks

CPA Practice

NOVEMBER 2, 2023

Tax savings and credits provide an even better package to align your ideals and principles with like-minded companies. As you continue to provide your client advisory services and tax planning , consider ESG to be part of the conversation.

Tax

Going Concern

AUGUST 15, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164769 Certifications: EA in process Education: BS BA, MBA, MS Accountancy Experience (years): 5+ years accounting experience Work experience (detail): Senior Accountant/Controller at an accounting firm Writing and implementing client SOPs Client-facing financial reviews Leads 5 staff accountants (..)

Real Estate

Ryan Lazanis

MAY 24, 2023

For kicks, here’s the oldest Xero screenshot that can be found on record (from 2007): Here are some tips to leveraging cloud computing in accounting: Tip 1: Become Cloud Accounting Certified Master the popular cloud accounting systems , like Xero or QuickBooks Online, by becoming certified on their platforms.

Technology

Going Concern

MAY 23, 2024

FTE Senior Tax and Accounting | Candidate ID #20455103 Certifications: CPA in progress Education: BA, Accounting & Business Administration Experience (years): 4+ years in public accounting Work experience (highlight): Staff Accountant at a CPA firm Full client care including accounting, bookkeeping, tax and audit In 2024 completed 100+ returns, (..)

Real Estate

CPA Practice

SEPTEMBER 12, 2024

He also worked as an audit manager for a national accounting firm, managing public and private company audits. Allison Haug, CPA, joined the Firm as an Audit Senior Manager with 12 years of experience. She specializes in accounting and audits of insurance companies. She works remotely.

Kansas

Going Concern

MAY 16, 2024

FTE Senior Accounting and Tax | Candidate ID #5311425 Certifications: CPA, QB ProAdvisor Education: BA Accounting, MS Accountancy Experience (years): 10+ years public accounting Work experience (detail): 2+ with national firm 10 years working with large C-Corp clients 5+ years with SMB and HNWIs tax prep and advisory 4 years with own practice with (..)

Real Estate

Ryan Lazanis

NOVEMBER 9, 2022

As an example, just check out part of Xero’s App Marketplace : There’s a ton of cloud accounting systems to choose from , but the leaders have typically been Xero or QuickBooks Online. Here’s a good video of how MindBridge works in action: 15) Tax Planning. 2) Expense and Accounts Payable Processing. Easy peasy! Over to You.

Technology

Going Concern

AUGUST 22, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22103110 Certifications: CPA Candidate Education: BS, Accounting Experience (years): 7+ years of overall experience Work experience (detail): 6+ years with CPA firms Mentoring and training the accounting team Tax return preparation for individuals, SMBs and Nonprofits Prepared monthly, (..)

Real Estate

Going Concern

AUGUST 8, 2024

ACCOUNTING CANDIDATE FTE Accounting Manager | Candidate ID #21968103 Certifications: CPA Education: BSBA Accounting, MS Accounting Experience (years): 12+ years accounting experience Work experience (detail): 4 years with a national firm 5+ years private equity, asset management 3+ years ecommerce with multiple entities 6+ years accounting management (..)

Real Estate

Going Concern

JUNE 6, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #12942644 Certifications: CPA in process, certification goal in 2024 Education: BBA Accounting Experience (years): 12 years experience in tax and accounting with public firms Work experience (detail): Currently a Tax Senior with a regional firm Complex partnership return preparation and review Tax Associate (..)

Real Estate

xendoo

SEPTEMBER 10, 2021

As a small business owner, your time is best spent on the revenue-generating features of your business— not hunched over a computer screen scrolling through QuickBooks! . Getting behind in your books also can leave you vulnerable to fines and audits when it comes to taxes or payroll. . Financial Reporting and Insights.

bookkeeping