AdviceForTaxpreparers

JUNE 15, 2014

One of the constant problems for CPA firms with individual clients is getting all of their information in time to prepare, review and file their return before the October 15 th deadline no matter how many times they are asked for their information. click to keep reading.].

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CPA Practice

DECEMBER 13, 2023

Mention a broad solution (payroll management, for example) and ask if they would like to book an appointment now to work on resolving their challenge after tax season. Separate planning sessions from work sessions: Co-mingling tax planning and tax preparation ultimately provides less value to the client and reduced revenue for your firm.

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TaxConnex

APRIL 20, 2021

This time of year, everybody’s mind is on income tax preparation. And for many accountants and CPA firms, this time of year means extra-long hours and more time spent managing clients’ finances. Either those that they’ve hired internally or the trusted CPA firm they’ve utilized for years.

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CPA Practice

SEPTEMBER 5, 2023

(DBS), a global provider of outsourced accounting, bookkeeping, finance, tax preparation, audit & assurance, payroll and demand generation & data services, has announced the appointment of Hitendra Patil as the President of its global CPA outsourcing services business.

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MyIRSRelief

FEBRUARY 1, 2022

A CPA or Certified Public Accountant, or EA Enrolled Agent is a specially trained professional who knows all of the necessary rules and regulations regarding business finances. This includes the very important topic of taxes (preparation, planning and representation).

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Going Concern

AUGUST 31, 2023

Top Candidates of this week: Up-and-coming professional with a great balance of tax & accounting experience FT Tax & Accounting (Permanent) Certifications: currently preparing for CPA, intends to take exams after 2024 busy season Experience (years): 2, all in public accounting at a small (10-15 employee) CPA firm Work experience highlight: (..)

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Accounting Today

NOVEMBER 29, 2023

The company has added outsourced tax and advisory services for CPA firms as part of the renaming.

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Going Concern

JUNE 28, 2023

According to the recently released Thomson Reuters 2023 State of the Tax Professionals Report [ PDF ], talent is no longer firms’ most important priority.

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ThomsonReuters

JANUARY 29, 2024

The challenge for CPA firms is to create an environment and a career path that talented young people find appealing. This is where technology, particularly tax automation, plays a pivotal role. The role of tax automation Automation is a strategic asset in recruitment and retention.

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ThomsonReuters

JUNE 15, 2021

Starting your own CPA firm may seem like a distant fantasy, but with barriers to entry lower than they’ve ever been, it could be closer than you think. Most small CPA firm owners have years of experience working for larger firms and find themselves wanting to utilize that experience to serve clients in their own way.

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RitaKeller

AUGUST 31, 2021

Here is the landing page for Paro For CPA Firms. They already have an onboarding process so that they can make sure it is a successful bridge between the firm and the freelancer. Following is information from their promo material: The CPA Firm Solution to Staffing Capacity Challenges. What Paro Delivers.

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Basis 365

MARCH 30, 2023

Many business owners didn't even know this existed and were comparing our pricing against bookkeepers or CPA firms and needing to understand why there were such extremes. CPA firm : CPAs are generally going to be the most expensive option. CPA firm : CPAs should be capable of full GAAP accrual financials.

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ThomsonReuters

JUNE 8, 2023

Consider technology to improve your tax process Technology can be a powerful asset to any tax practice, particularly when utilizing automation tools such as UltraTax CS or SurePrep to reduce manual data entry and streamline processes. Are you ready to take your CPA firm to the next level and stay ahead of the competition?

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ThomsonReuters

FEBRUARY 13, 2024

3 ways to stay organized with invoices during busy season Busy season tends to make everything more challenging, so your firm needs to have a firmly established workflow. Here are some basic ways to keep your tax preparation invoice process moving smoothly through the most demanding time of year: Establish file-naming conventions.

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Ryan Lazanis

JANUARY 23, 2023

How to Find Virtual Assistants for Your CPA Firm Now that we know what VAs can do and how they can help CPAs, it’s time to find a virtual assistant for your firm. Keep in mind that experienced CPA VAs may have additional skills, such as tax preparation, but may charge a higher rate.

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ThomsonReuters

AUGUST 2, 2022

With cloud-based technology, you and your staff have the ability to share data and documents directly and securely, automatically extract data from client source documents, or easily transfer account balances from integrated business tax preparation software. How do you attract and retain talent with tax technology?

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Nancy McClelland, LLC

DECEMBER 1, 2023

It’s about the trend toward co-firming and other ways to work together in order to serve the clients better, add value/charge more, and develop professional relationships that will bring you more business.

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Nancy McClelland, LLC

DECEMBER 1, 2023

It’s about the trend toward co-firming and other ways to work together in order to serve the clients better, add value/charge more, and develop professional relationships that will bring you more business.

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CPA Practice

MAY 12, 2023

Expanding Teams with Outsourced Professionals It wasn’t that long ago that accounting firms were reluctant to bring in offshore resources to round out their teams and meet client needs. By partnering with an outsourced provider, CPA firms can deliver vital data using technology-driven resources that deepen client “stickiness” and commitment.

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Going Concern

OCTOBER 20, 2023

The strategic acquisition also encompasses Mueller dotKonnect, a business process outsourcing firm specializing in finance, accounting, tax and payroll functions. Brentwood-based LBMC, a business consulting and financial services firm, will welcome Louisville-based accounting firm Strothman & Co under its family of companies.

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Going Concern

FEBRUARY 9, 2024

However, the professional services firm refused, after claiming the report contained privileged and confidential information. These thieves attempt to steal client data and tax preparers’ identities, creating the potential for them to file fraudulent tax returns for refunds.

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CPA Practice

JULY 31, 2023

Offshore accounting solutions offers a lot of benefits to CPA firms such as lower labor costs in offshore locations while maintaining a high level of service quality. Common examples include bookkeeping, data entry, tax preparation, payroll processing, accounts payable/receivable, and financial analysis.

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ThomsonReuters

JUNE 15, 2022

Now more than ever, your tax and accounting staff require a robust system or framework that leverages technology so that they can keep up with regulatory developments in a timely manner. Top CPA firms have long understood the need to elevate their staff from being tax preparers to tax advisors.

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Nancy McClelland, LLC

JANUARY 30, 2024

Tax preparers everywhere spent the past two months gearing up for yesterday’s “opening day” of tax season, January 29th. (Many thanks to the AICPA Town Hall for allowing members to leverage their resources, such as the slides included in this article.

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Ryan Lazanis

SEPTEMBER 27, 2023

If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. In this article, I’ll run through some of the more modern options that might make the most sense for your firm at the moment.

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CPA Practice

JUNE 8, 2023

Richard and his team set out in 2015 to modernize accounting and have transformed Taxfyle over the years into a platform that serves tens of thousands of taxpayers each year, hundreds of CPA firms around the United States, and counts a Big Four accounting firm and international accounting corporations among its enterprise clientele.

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AdviceForTaxpreparers

JULY 22, 2014

Can I quit and get a better job or move to a better CPA firm? But we are really only looking for a few things. How do I get my first accounting job? How do I make my current job easier? What do I need to do to get promoted? click to keep reading.].

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CPA Practice

JULY 27, 2023

As an example of the ChatGPT response to “What are the most time-consuming items in a CPA Firm,” ChatGPT suggested the following (completely unedited): Accounting or Certified Public Accountant (CPA) firms often have to manage numerous tasks, some of which can be quite time-consuming.

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Ryan Lazanis

JULY 21, 2022

How a future-ready firm can seamlessly share the engagement letter. Engagement letters for your accounting or CPA firm is a legal document agreement sent to your clients that describes the overall business relationship with your client, clearly defining: Services included and how they’ll play out. Let’s get started.

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ThomsonReuters

JANUARY 12, 2023

The primary role of an accountant is to handle a variety of tasks including tax preparation, financial planning and audits. . Accounting and auditing software and guidance for accountants and CPA firms.

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KROST

APRIL 12, 2022

One of the many benefits of using the FRF for SME framework is that it was designed with business owners in mind, and it forms a meeting point between accrual accounting standards preferred by tax preparers and lenders and real-world business concerns like liquidity and cash flows. If you are tired of keeping up with new standards.

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Going Concern

NOVEMBER 11, 2022

Scottsdale, Paradise Valley residents merge consulting and accounting firms [ Daily Independent ]. REDW LLC, which is led by Scottsdale resident Mike Allen and is one of the Southwest’s largest advisory and CPA firms, announced that tax and accounting firm Edwards, Largay, Mihaylo & Co.,

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Xero

OCTOBER 4, 2022

I reached out to CPA firms who told me our business was too small or I would not be able to afford them. I finally received help from a tax preparation office who told me they would help with accounting and to bring in all my receipts.

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Snyder

NOVEMBER 17, 2022

This magazine deals with all the crucial matters of accounting like tax preparation and tax law, bookkeeping and accounting standards, auditing, financial planning, wealth management, and the latest accounting technology. Why we love this blog: Accounting Today is a reliable source with 35 years of experience in the field.

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KROST

FEBRUARY 23, 2021

Hence, taxpayers and tax preparers should be aware of how they interact with other tax incentives such as cost segregation. As a result, a cost segregation study may have significant benefit for state purposes. There has been a lot of investor interest in Opportunity Zones.

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ThomsonReuters

JUNE 15, 2023

By comparing a tax return with last year’s documents, the right software like UltraTax CS flags problems before it’s too late to fix them. Listen to what Tim Downing, Owner of Downing & Company, had to say about UltraTax CS and how it changed his company’s tax preparation process.

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CPA Practice

AUGUST 1, 2023

Cetrom , an IT provider of custom cloud hosting solutions for CPA firms, has rolled out a new universal API technology – Cetrom Connect – which enables secure and reliable communication between both local and cloud networks over the internet.

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