Analytix Finance & Accounting

APRIL 28, 2023

The role of technology in modern CPA firms has been growing rapidly in recent years. The adoption of new technologies has brought significant benefits to CPA firms, including increased efficiency, improved accuracy, and better client service. Opportunities: 1. Challenges: 1.

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Going Concern

MARCH 21, 2025

Talent Navigating the Accounting Pipeline Crisis [ CPA Journal ] Anthony J. On September 12, 2024, NASBA and AICPA unveiled their CPA Competency-Based Experience Pathway for public comment. Technology has always transformed work and society. People rioted against automation, desperate to halt progress.

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Insightful Accountant

JULY 8, 2024

The Pennsylvania Institute of CPAs has published a 29-page CPA firm Tech Report with insightful information on the use of technology and where firms are moving related to tech.

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CPA Practice

JUNE 8, 2023

Due to the increasing demand for bookkeeping, taxes, compliance, consulting, and audits, especially with more people and businesses in the United States, tax season becomes increasingly difficult for short-staffed firms across the U.S. However, there’s a challenge when it comes to expanding your firm’s existing staff.

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Analytix Finance & Accounting

OCTOBER 6, 2023

It transcends industries, and everyone is trying to find new ways to adopt the technology for its task automation and analytical capabilities, including certified professional accountants (CPAs). There’s also the entire automated component of AI.

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ThomsonReuters

MAY 12, 2023

As CPA firms navigate the ever-evolving digital economy, they are faced with various challenges that threaten their profitability and longevity. From leveraging automation and artificial intelligence to recruiting and retaining top talent, CPA firms must find innovative solutions in order to stay competitive.

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Going Concern

OCTOBER 21, 2024

Defense One argues this is a good thing : Far from a mere compliance exercise, the cultural and technological changes required to pass an audit are the same ones necessary to keep U.S. Cyber security must be improved, systems integrated, processes and automation deployed to ensure the accuracy of data, and more. forces dominant.

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CPA Practice

AUGUST 19, 2024

The firm’s commitment to listening to employees’ needs and supporting community involvement promotes a culture of well-being, accountability and work-life balance. Process Visionary Award: Anders CPAs + Advisors [link] Anders CPAs + Advisors has revolutionized client data management by implementing a full-cycle CRM.

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PYMNTS

AUGUST 27, 2019

The Certified Personal Accountant (CPA) today now has a plethora of FinTech solutions they can use to manage their clients’ money, with the number of digital tools — including cloud accounting portals, cash flow forecasting solutions and intelligent technologies like artificial intelligence (AI) — continuing to rise.

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CPA Practice

MARCH 15, 2023

They often focus their efforts to maximize the eventual sales value of the acquired business via a combination of targeted acquisitions of other firms, capital investments, expansion into profitable niches, waste reduction, tech adaptation, streamlining and other measures. Do they flip to venture capital, or to another CPA firm?

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CPA Practice

JULY 31, 2023

As a CPA firm owner, you understand the importance of delivering high-value insights to your clients. For CPA firm owners, understanding and discussing these KPIs with clients is a crucial part of the advisory process. As a CPA firm owner, your role extends beyond just providing accounting services.

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CPA Practice

DECEMBER 28, 2023

ChatGPT ushered in a new era of automation in accounting (link goes to YouTube), for better or worse. While technology has made many content-based tasks much easier, questions remain about its accuracy and security. This article will better explain how your accounting firm should (and should not) use tools like ChatGPT.

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Accounting Insight

FEBRUARY 20, 2023

Several factors contribute to the shortage, like mid-career CPAs changing professions, or early retirements spurred by the pandemic. We’ve gathered three reasons for the shortage of accountants, as well as solutions for CPA firms to consider. The best candidates for automation include administrative and repetitive job functions.

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CPA Practice

SEPTEMBER 19, 2023

There is no need to alert this audience to the acute shortage of CPA talent. But it’s still worth underscoring how important it is for CPA firm leaders to closely monitor the job satisfaction of these precious resources — especially at a time when many of these professionals might be thinking about making a job change soon.

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Analytix Finance & Accounting

DECEMBER 30, 2024

As a CPA firm, you already know that tax season brings the need for organization, meticulous attention to detail, and efficient processes to ensure success. CPA firms grappling with staff shortages may find these challenges even more daunting. All of these serve to highlight the importance of preparation for tax firms.

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PYMNTS

SEPTEMBER 24, 2020

CPA.com President and CEO Erik Asgeirsson said in the announcement that CPA firms have “played a defining role” with their customers when it comes to business relief initiatives, particularly the PPP during the last six months. “We In July, the AICPA and CPA launched the PPPForgivenessTool.com website.

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Going Concern

MAY 3, 2024

Practice The PCPS CPA Firm Top Issues Survey is open! AICPA via Twitter ] Link to the survey on Qualtrics The past few years have brought unprecedented change to accounting firms. We are working on these five fronts so as to empower Indian firms to become global,” said ICAI President Ranjeet Kumar Agarwal.

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CPA Practice

APRIL 19, 2024

A Top Technology Initiative Article By Randy Johnston. As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. So, What Are the Common Issues in CPA Firms? Automate notice handling: Select and implement technology for this purpose.

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Going Concern

FEBRUARY 3, 2023

I love Grant Thornton and still refer to Grant Thornton as ‘we’,” he says, now sitting in the chief executive’s office of Irish tech company Ergo, where he has been for the past 17 months. Ironically, Ergo’s auditor is Mazars, a big rival of Grant Thornton among the second tier of Irish accounting firms. It was a big deal for us all.

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CPA Practice

JULY 27, 2023

A Top Technology Initiative Article – August 2023, With so much coverage of Artificial Intelligence (AI), ChatGPT, and many trying to be “the expert,” I thought it was past time to turn to help you with your AI strategy. I frequently claim that I’m a straightforward person when it comes to using technology.

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Going Concern

OCTOBER 24, 2022

Speaking of press releases, EY announced that it has expanded its technology ecosystem with the launch of business transformation platform, EY Nexus, which is optimized for financial services and designed for rapid deployment of new products and solutions. Q&A With Tetsuya Mogi , the new head of Japan Institute of CPAs.

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CPA Practice

MARCH 5, 2024

A Top Technology Initiative Article. As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. So, What Are the Common Issues in CPA Firms? Automate notice handling: Select and implement technology for this purpose.

Technology 64

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ThomsonReuters

AUGUST 3, 2021

But why are APIs so important to CPAs and how does an accountant learn about APIs if they don’t have a technical background? . Ford developed Baco Tech which is a transaction-based workflow system using Excel and various other off the shelf utilities that make gathering and working with data more real-time.

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CPA Practice

JUNE 7, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Black Ore Tax Autopilot, an AI tax prep system for CPAs, which features complete 1040 tax preparation automation. Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) So you’ve turned to outsourcing.

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Going Concern

AUGUST 16, 2024

This shift is largely due to the integration of AI and automation technologies, which streamline routine tasks and open up opportunities for auditors to engage in higher-value work. This transformation in the job market demands a workforce that is adept at leveraging technology for more complex and strategic tasks.

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CPA Practice

JANUARY 25, 2024

HubSync , a CPA firm technology platform, has launched an innovative new Research and Development (R&D) Tax Credit product to streamline the complex process of collecting, organizing, and submitting R&D tax credit data supporting taxpayer claims sent to the IRS for processing.

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CPA Practice

MAY 6, 2024

Its current firm partners include RRBB Accountants & Advisors; Mendonca & Partners CPAs; Skwiersky, Alpert & Bressler CPAs; AbitOs Accountants & Advisors; and Reid.

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CPA Practice

JANUARY 10, 2024

LeaseCrunch LLC , a lease accounting and lease management software provider, has announced a major growth investment from Aquiline Capital Partners LP, a private investment specialist with $10 billion in assets under management that invests across financial services and related technologies.

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CPA Practice

JANUARY 16, 2023

As technology rapidly transforms the accounting industry, online learning is helping professionals like Michelle build the skills needed to advance their careers — without needing to quit their jobs or relocate to a college campus. CPAs are becoming strategic advisors who must understand how to leverage technology to solve business problems.

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CPA Practice

JUNE 13, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Laurel.ai , automated timekeeping solution that uses real AI to not just track hours, but also to unlock a new level of profitability and efficiency. Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.)

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CPA Practice

FEBRUARY 28, 2023

The American Institute of CPAs (AICPA) and CPA.com announced its 2023 Startup Accelerator cohort at a kick-off meeting held at AICPA headquarters in New York. The Startup Accelerator supports the growth of early-stage technology companies benefiting the accounting and finance ecosystem. “The

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CPA Practice

JUNE 21, 2023

SUMMARY KEYWORDS people, audit, ai, trends, talking, folks, practice, year, prep, vendor, products, tax, brian, firms, aicpa, understand, thompson, accounting, companies, engaged SPEAKERS Randy Johnston, Brian F. Welcome to Technology Lab. But he started off his time attending the CPA practice advisor is 40, under 40.

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Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

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Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

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CPA Practice

DECEMBER 30, 2023

ChatGPT ushered in a new era of automation in accounting (link goes to YouTube), for better or worse. While technology has made many content-based tasks much easier, questions remain about its accuracy and security. This article will better explain how your accounting firm should (and should not) use tools like ChatGPT.

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CPA Practice

JUNE 7, 2024

In this Q&A, I asked Jason Blumer, CPA to discuss firm growth and what firms truly need to be able to scale and succeed. In my role at BILL, I have the opportunity to talk to accounting firms from across the country about the internal and external pressures they face. Technology is the backbone of a strong firm.

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Going Concern

FEBRUARY 23, 2024

Businesses favor gradual adoption of GenAI as they look to address knowledge gaps [ EY ] The latest EY Reimagining Industry Futures Study confirms generative AI’s (GenAI) status as a breakthrough technology, with 43% of the 1,405 enterprises surveyed investing in it. That is in the 19-story KPMG Plaza.

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