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CPA Practice
NOVEMBER 27, 2024
The field of public accounting is undergoing significant change, from rapid advancements in technology to evolving client expectations, including increasing demand for strategic advisory services. However, in 2025, many CPA firms will be dealing with a challenge that is far from new: attracting skilled talent. By Steve Saah.
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CPA Practice
NOVEMBER 26, 2024
Brian Tankersley, CPA, and Randy Johnston review HubSync , an all-in-one, modern client platform which automates the tax return and other key processes and provides a single gateway to drive “Best-in-Class” collaboration between professionals and their clients. Randy Johnston 00:04 Welcome to the accounting Technology Lab.
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Automation, Evolved: Your New Playbook for Smarter Knowledge Work
Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management
Doing More With Less: The Modern Finance Miracle
The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It
Protect What Matters: Rethinking Finance Ops In A Digital World
Accounting Today
MAY 16, 2025
While CPA firms far and wide have made major technology investments over the years, the vast majority of accountants say they're not being used to their full potential.
52 Automation, Evolved: Your New Playbook for Smarter Knowledge Work
Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management
Doing More With Less: The Modern Finance Miracle
The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It
Protect What Matters: Rethinking Finance Ops In A Digital World
CPA Practice
NOVEMBER 11, 2024
A Top Technology Initiative Article by Randy Johnston. The outlook couldn’t be brighter with new opportunities, technologies, challenges, and clients looking to take advantage of your service offerings. In this column, I will illustrate portal and AI support with some new platforms that are examples of improved automation and AI.
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CPA Practice
FEBRUARY 27, 2025
With the current staffing shortage in the accounting profession, more and more firms are turning to technology to maintain productivity and service quality.
106 
Accounting Today
MAY 8, 2025
Tech-forward CPA firms reported a variety of areas in need of a tech upgrade, especially practice management systems and tech infrastructure.
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CPA Practice
APRIL 9, 2024
Competitive firms looking to seize that opportunity need to modernize their approach to investing in both technology and staff development to enable professionals at all levels of the firm to elevate how they serve clients and dive into their professional purpose as accountants.
122 
CPA Practice
JULY 30, 2024
Hiring contract talent is an effective solution to overcome staffing gaps, and one that many CPA firms are conditioned to using, especially during peak workload periods like tax season. A scalable talent model allows your CPA firm to access specialized skills when and for as long as you need them.
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ThomsonReuters
MARCH 8, 2024
It can take some effort to think outside the box to grow your CPA firm into a truly successful firm of the future. How can you build your service offerings to better serve your clients and grow your CPA firm through accountability? The first step is to identify your current areas of expertise and core competencies.
96 
CPA Practice
AUGUST 5, 2024
CPA firm leaders that view their multigenerational workforce as a source of competitive advantage have the right outlook. But harnessing the strengths of each group, from the Silent Generation to Generation Z, can create significant upside for your business — and help position your firm for future success. By Steve Saah.
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Accounting Today
JULY 28, 2023
Since automation in the accounting profession has been a huge win for firms, it's no surprise that most of us are automating many different processes.
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CPA Practice
NOVEMBER 8, 2024
They tactically deliver ROI by centralizing, optimizing, and automating key business processes with sustainable and elegant solutions. Keystone Business Services is a trusted partner in maximizing the power of NetSuite ERP for industries including manufacturing, technology, services, wholesale, e-tail, and food & beverage.
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CPA Practice
APRIL 20, 2023
Please ensure you have checked out these AI podcasts and our podcast discussions of various other products at The Technology Lab. We believe the significant CPA firm publishers will extend the tools you routinely use with AI capabilities in 2023 and beyond. What Are the AI Trends That Can Affect Your Practice and Tech Stack?
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Accounting Today
OCTOBER 16, 2024
While other industries rapidly adopt data-driven solutions like artificial intelligence (AI), many CPA firms still rely on spreadsheets and processes that merely digitize the traditional paper-based approach.
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Accounting Today
JUNE 25, 2024
Collecting payments is essential for business operations, but it's often not a top priority for business owners who are juggling numerous other tasks and demands daily.
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CPA Practice
APRIL 22, 2024
Large accounting firms have made substantial strides in using AI to augment their services and deliver high quality outcomes. Yet, for many CPA firms, particularly small to mid-sized organizations, the current pace of technological advancement can seem dauting. Tech cycles are measured in years, not weeks or months.
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Going Concern
JANUARY 3, 2025
Technology Heres What PwCs New AI Head Thinks About AI at Work [ AP via Inc. ] Technology Heres What PwCs New AI Head Thinks About AI at Work [ AP via Inc. ] The San Francisco-based HR tech company Employer.com focuses on payroll and onboarding, in contrast to Bench, which specializes in accounting and tax.
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CPA Practice
SEPTEMBER 4, 2024
As we move toward 2025, the importance for CPA firms to leverage technology for streamlined operations and enhanced productivity has never been more critical. Staying ahead in a rapidly evolving industry requires embracing automation to transform audit processes, enhance collaboration and drive growth.
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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 (..)
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CPA Practice
AUGUST 28, 2024
CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. Now in their 21st year, the awards highlight technologies that advance the profession. It’s an honor to share all of these new technologies with our readers each year.”
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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
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: (..)
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Xero
SEPTEMBER 18, 2024
Based in the US, Ashley is a well-known speaker, teacher and writer in the accounting industry on the value of incorporating generative AI (GenAI) and automation into practices. Ashley builds prompts and uses AI to automate routine tasks. As a child, my mother worked for a CPA firm. I needed to find a way to cut through.
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Going Concern
MARCH 21, 2025
On September 12, 2024, NASBA and AICPA unveiled their CPA Competency-Based Experience Pathway for public comment. But as the profession is reshaped by market and technological changesand now a pipeline crisiswe must be reminded of our responsibility to produce highly skilled professional accountants capable of succeeding in their careers.
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Going Concern
OCTOBER 17, 2024
ACCOUNTING CANDIDATES FTE Accounting / Bookkeeping | Candidate ID #18014117 Certifications: QBO ProAdvisor, Xero Certified Education: BA, MBA Accounting Experience (years): 9+ years accounting experience Work experience (detail): Currently a Senior Bookkeeper/Team Lead with a public firm 5+ years managing outsourced accounting for multiple clients (..)
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CPA Practice
SEPTEMBER 13, 2024
Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) I’m Randy Johnston with my co host Brian Tankersley, you know that we have a pension for advisory services and CPA firms, and there’s not very many tools in the market that actually do this.
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Accounting Insight
JANUARY 14, 2025
The company continues to demonstrate deep innovation in technology through initiatives like the Dynamic Audit Solution (in partnership with AICPA and CPA.com) in the US, and AiDA, Casewares AI digital assistant which saves time and maintains the highest data security and compliance standards that Caseware has always delivered for the profession.
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CPA Practice
SEPTEMBER 12, 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss Audit Sight , a technology platform that eliminates manual work for auditors, diligence and private equity providers by automating financial transaction verification. Transcript (Note: There may be typos due to automated transcription errors.
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CPA Practice
JULY 6, 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss models for technology governance. Tankersley, CPA.CITP, CGMA, Randy Johnston Randy Johnston 00:00 Good day Welcome to Technology Lab. Today we’d like to talk about technology governance. And I think this is a interesting model for technology governance.
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CPA Practice
OCTOBER 25, 2024
Watch the video, or listen to the audio podcast below: Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Randy Johnston 00:10 Welcome to today’s Accounting Technology Lab. It’s a it’s always good for me because I learned something new.
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Going Concern
NOVEMBER 21, 2024
TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)
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ThomsonReuters
AUGUST 2, 2022
Even as accounting firms emerge from the COVID-19 pandemic with a new appreciation for technology’s ability to enable remote work and seamless collaboration, a new challenge has surfaced. Increasing productivity with tax technology. So, how can tax technology boost the agility of your firm?
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Going Concern
NOVEMBER 27, 2024
TAX CANDIDATES FTE Tax Senior | Candidate ID #9084031 Certifications: CFE, CPA Education: BS, MS Accounting Experience (years): 20+ years of tax and accounting experience Work experience (detail): 5+ years in public accounting Controller experience with multiple entities 5+ years in senior tax roles Client tax advisory, planning and resolution Client (..)
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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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Analytix Finance & Accounting
JULY 18, 2023
CPA firms play a critical role in today’s complex financial landscape. However, operating a successful CPA firm comes with its fair share of challenges. From constantly changing regulatory requirements to fierce competition, CPA firms often face obstacles that can hinder their growth and profitability.
52 
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.
52 
CPA Practice
JUNE 24, 2024
Hiring contract talent is an effective solution to overcome staffing gaps, and one that many CPA firms are conditioned to using, especially during peak workload periods like tax season. A scalable talent model allows your CPA firm to access specialized skills when and for as long as you need them.
116 
CPA Practice
FEBRUARY 9, 2023
AuditClub, the Audit Service Center, and AuditFile, developer of the award-winning cloud-based audit automation platform, will collaborate to combine audit technology with fractional auditors to ease the challenges faced by CPA firms and internal audit teams in performing audits and reviews.
105 
CPA Practice
MARCH 1, 2024
Or use this podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor with your hosts, Randy Johnston, and Brian Tankersley. SPEAKERS Brian F. Have a great week = END =
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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?
132 
Going Concern
APRIL 24, 2025
TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting Senior | Candidate ID #24143645 Certifications: EA Education: BA Accounting Experience (years): 9+ years accounting and tax experience Work experience (detail): All in public accounting Currently a tax senior 200+ SMB and HNWI returns per season Review of 40%, prepares more complex returns Tax (..)
52 
Accounting Insight
AUGUST 16, 2023
All too often, CPA firms focus the bulk of their efforts on lead gen, which tends to create compromises in other critical areas of the business – namely recruiting exceptional accounting talent. CPA firms – by nature – deal with extremely sensitive information that has a direct impact on their clients’ livelihoods.
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CPA Practice
FEBRUARY 2, 2024
In this podcast, they highlight some of their favorite personal tech they saw on display. Transcript (Note: There may be typos due to automated transcription errors.) Tankersley, CPA.CITP, CGMA, Randy Johnston Randy Johnston 00:03 Hey, welcome to Technology Lab. Use the podcast player below to listen to the podcast.
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ThomsonReuters
AUGUST 10, 2021
Progress in technology, changes in policy, and changes public opinion are a few of the factors that impact CPA firms and how they work within their team and with clients. . Many preventative measures can be taken to ‘future-proof’ your firm, making certain you will not be left behind as changes occur.
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