inDinero Tax Tips

JANUARY 13, 2025

The Hidden Costs of Automated Bookkeeping Discover why AI-powered solutions could be costing your business $$$ Download Here Prepare for Success With Good Fundamentals Unless your business has virtually no expenses, manually tracking with a spreadsheet is a poor idea. The first step is to choose your general accounting and bookkeeping tool.

bookkeeping

CPA Practice

OCTOBER 17, 2024

An accounting undergraduate will take 30 more credit hours than their peers in other majors, and the “reward” for that sacrifice is paying thousands of dollars for CPA exam prep classes, not to mention another $1k+ just to take the test. Evolve the role of accountants from bookkeepers to strategic partners.

Technology

Shay CPA

APRIL 16, 2025

Finding an experienced CPA firm with expertise in supporting VC-backed companies benefits you in a number of ways. Here are a few things to look for when youre trying to pick the best CPA for your company. In other words, when you choose a CPA, youre choosing someone who has proven their expertise through rigorous testing.

CPA

Accounting Today

JUNE 11, 2025

The 2025 Avalara Accountants Confidence Report , produced by Avalara in conjunction with CPA Trendlines, polled 623 accounting professionals and found a shift from cautious optimism to greater pessimism, thanks to various economic pressures and policy uncertainty. EDT 3 Min Read Facebook Twitter LinkedIn Email U.S.

Technology

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. Tantalizing freebie download for readers: an abbreviated version of our Bookkeepers Guide to Annual Reviews.)

Account

Nancy McClelland, LLC

JANUARY 9, 2025

You need a system to move you from idea to impact Velocity is an annual planning virtual retreat for bookkeepers and accountants who are SO DONE with task overwhelm, to-do list drama, and missing their goals every single year. We see you, bookkeepers and accountants… we know January’s a rough month. You are not alone.

Education

CPA Practice

OCTOBER 31, 2024

This new library offers access to a diverse range of templates curated by industry experts and tailored to the unique needs of accounting and bookkeeping professionals. Those who share the most and provide the highest-quality templates are recognized as top Workflow Champions, and celebrated as the industry’s most helpful experts.

bookkeeping

CPA Practice

NOVEMBER 20, 2024

85% plan to increase fees for bookkeeping and accounting services. 79% use fixed-fee or value-based pricing for bookkeeping and accounting services. Key findings include: 57% plan to increase fees across all services. 90% plan to increase fees for individual tax returns. 87% plan to increase fees for business tax returns.

accounting firms

ThomsonReuters

DECEMBER 10, 2024

AI-powered tax technology can also streamline tax preparation, bookkeeping, and audit workflows, significantly reducing errors and improving efficiency. For example, predictive analytics can identify potential financial risks or opportunities for clients, helping you move from reactive problem-solving to proactive strategy-building.

Technology

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 (..)

Real Estate

Going Concern

JANUARY 22, 2025

According to the indictment, Jerkins, a Certified Public Accountant, owned Jerkins Business Solutions (JBS) which provided tax preparation, bookkeeping, and payroll services, among other accounting and financial services, for individuals and businesses since 2015. JBS was a sole proprietorship, and Jerkins controlled its bank accounts.

Tennessee

CPA Practice

JUNE 30, 2025

Δ Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. Email This field is for validation purposes and should be left unchanged. Δ © 2025 Firmworks, LLC.

Technology

ThomsonReuters

DECEMBER 16, 2024

I know accountants and change dont go together, but you wont get a different result unless you do something different, says Sharon Theriot Macke, CPA & Founding Owner of Macke & Company, CPAs. This shift, however, demands a new mindset. They need it.

cpas

Shay CPA

JULY 2, 2025

Reading or accessing this material does not create a CPA-client relationship, nor should it be construed as a substitute for individualized guidance from a qualified professional. Shay CPA PC is under no obligation to update this content and disclaims responsibility for decisions made in reliance on it.

CPA

Analytix Finance & Accounting

JUNE 24, 2025

In this comprehensive guide, you’ll discover exactly how outsourced accounting services have evolved beyond basic bookkeeping into strategic financial partnerships. Bookkeeping Services Bookkeeping serves as the foundation of your financial management system, and it’s one of the most outsourced accounting functions.

Account

CTP

OCTOBER 28, 2024

Many large CPA firms offer financial advisory services including family office services for high-net-worth families. First, let’s start with a simple definition of a family office: A family office is a specialized company that is focused on managing the wealth and the personal affairs of a family.

Tax

Going Concern

JANUARY 3, 2025

Benchs previous recommendation to file for a six-month extension with the Internal Revenue Service to look for a new bookkeeper is no longer needed if customers decide to stay on, Employer.com confirmed. Customers will be given the choice to port their data or keep their service under new ownership, Charney told TechCrunch.

auditor

Going Concern

OCTOBER 17, 2024

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

Real Estate

CPA Practice

OCTOBER 31, 2024

17, found that many of the 250 respondents —from accountants, bookkeepers, and directors of finance to business owners as well as managers—consider keeping up with changing sales tax laws to be their biggest compliance challenge. “At The survey, which was conducted from Oct.

Sales

inDinero Tax Tips

JANUARY 1, 2025

The fundamental balance sheet equation is: Equity = Assets – Liabilities Accounting vs Bookkeeping Most tech startup founders have backgrounds in coding rather than finance, so if youre new to this world, you might wonder about the difference between an accountant and a bookkeeper. In short, bookkeepers are record keepers.

accrual accounting

CPA Practice

JUNE 11, 2025

Jason Bramwell Outsourced accounting and artificial intelligence bookkeeping software provider Integra Global Solutions this week launched its AI Answering Services, an always-on receptionist solution tailored exclusively for accounting firms. Thanks for reading CPA Practice Advisor! Starts at just $28/month. and the United Kingdom.

accounting firms

Shay CPA

FEBRUARY 19, 2025

This means you can correct issues before they grow and before you have years of bookkeeping to rework. The post Preparing for Your First Financial Audit: A Checklist for Startups appeared first on Shay CPA. Getting an outside partner to take a thorough look at your books early on helps you refine your accounting practices.

audit

Accounting Today

JUNE 11, 2025

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. Elliott Davis is based in Greenville, South Carolina, with over 800 employees, 60 partners and eight offices.

Technology

Ronika Khanna CPA,CA

JULY 17, 2025

Journal entries can be perplexing for small business owners/non accountants, or accountants/bookkeepers in the early stages of their careers. In this post (and related video tutorial), my goal is to show you that they are relatively straightforward and, once understood, an incredibly useful bookkeeping tool.

quickbooks

Going Concern

OCTOBER 24, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22557459 Certifications: EA, Intuit Tax Academy Education: MBA Accounting, JD Experience (years): 6 years of overall experience Work experience (detail): Tax senior with a national tax service International tax experience National client tax practice Adept at tax research Client niches: (..)

Real Estate

Going Concern

DECEMBER 20, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #23636747 Certifications: EA Education: BS Experience (years): 5 years tax experience Work experience (detail): All in public accounting 5 tax seasons preparing returns for HNWIs and SMBs 300+ returns per season, 50-50 individuals, businesses Client-facing with S-Corps, partnerships, trusts Business development (..)

Real Estate

Accounting Today

JUNE 13, 2025

Currently, the most common use cases for AI include: delivering faster and more responsive client services (33%), enhancing accuracy by reducing bookkeeping and accounting errors (33%), and streamlining workflows through the automation of routine tasks (32%).

Technology

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.

Technology

CPA Practice

JULY 16, 2025

5000 fastest-growing firms list for three consecutive years, SAOS offers a flexible outsourced accounting model tailored to a business’s needs and financial requirements, including full or part-time bookkeeper, accountant, controller, or CFO. Thanks for reading CPA Practice Advisor! Founded in 2012 and recognized on the Inc.

Technology

Accounting Today

JULY 23, 2025

EDT 5 Min Read Facebook Twitter LinkedIn Email Accountants and bookkeepers spend hours per week on client communication, from scheduling and confirming appointments to flagging paperwork deadlines and chasing invoices, especially during peak seasons. Giving back time to CPAs, bookkeepers and clients alike should be the goal.

Technology

CPA Practice

JULY 28, 2025

Thanks for reading CPA Practice Advisor! OBannon CAS June 30, 2025  Sales Tax Hive Roundtable Launches to Help Bookkeepers and Accountants Tackle Sales Tax with Confidence The Sales Tax Sisters and Roundtable Labs partner to launch a supportive, educational space for accounting professionals struggling with sales tax.

Sales

CPA Practice

MAY 29, 2025

Companies like Brex, Bluevine, and Wave are already using Plaid's existing Transactions product to deliver real-time spend tracking, smarter capital access, and automated bookkeeping to businesses.

bookkeeping

Nancy McClelland, LLC

MARCH 7, 2025

If youre deep in the trenches of tax filings, bookkeeping clean-ups, and client questions that couldve-been-Google-searches, you know the struggle is real. Tax seasonthat special time of year when caffeine consumption triples, restful sleep becomes a scavenger hunt, and your spouse and friends begin to question your sanity.

Technology

Summit CPA

NOVEMBER 8, 2024

As a small business owner, you probably employ either a bookkeeper, accountant, or fractional CFO to keep track of your business’s financials. The financial statements these financial professionals generate give you insights into the performance of your business in the recent past.

bookkeeping