Ryan Lazanis
MARCH 14, 2023
If you’re curious how much your firm is worth and how to increase your firm’s valuation, you’ll want to read this article on how to value a CPA firm. I’ll also draw on my personal experience from selling my online accounting firm just a few years ago. Let’s go!
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, (..)
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Going Concern
MAY 2, 2024
FTE Accountant | Candidate ID #16071602 Certifications: NA Education: BA Accounting in progress Experience (years): 7+ years of overall experience Work experience (detail): Currently with a public accounting firm Services 15+ monthly clients and 75+ quarterly clients Team leadership and work review experience Prepares 100+ returns during tax season (..)
CPA Practice
DECEMBER 29, 2023
I think one of the major shots over the bow that happened here in late 2023, is the impending cancellation of new sales of QuickBooks Desktop. But if you take that into a QuickBooks Desktop discontinuance even with the sun setting, it means all of the Intuit QuickBooks Desktop products except enterprise would be gone by 2027.
CPA Practice
JULY 25, 2023
Prior to starting Tri-Merit, Randy was managing partner of a CPA firm in the greater Chicago area. He has more than 35 years of public accounting and tax consulting experience in a wide variety of industries and has worked closely with top executives to help them optimize their tax planning strategies.
Ryan Lazanis
APRIL 10, 2022
And with all the financial data that accounting software providers like Xero & Quickbooks have at their disposal, they’re now able to predict things like a company’s cash flow position. Check out QuickBooks Online can do this with their cash flow planner tool: This means you can leverage these kinds of features to help speed up your work.
Anders CPA
JANUARY 8, 2024
Small to mid-sized firms and firms in a major growth stage are best suited to working with a Virtual CFO. They may not be getting the best, timeliest information about the firm’s finances, but by the end of the year, they’ll get there. Zero-in on Leverage Of all the KPIs law firms need to work on, leverage is one of the biggest.
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