CPA Practice

JUNE 26, 2025

OBannon A new study from Thomson Reuters comes with a stark warning to the tax and accounting industry: firms without artificial intelligence strategies could fall irrevocably behind in the next 12 months as competing firms leverage the technology to transform faster, serve better, and hire smarter.​

Technology 94

Technology Tax Tennessee payroll 94

Going Concern

JULY 11, 2025

They’re hand-picked for their skills, tech stacks, certifications, and general all-around awesomeness. Technology Abacus raises $6.6M The post Friday Footnotes: CPAs Disappearing From CPA Firms; Grant Thornton Tries to Win Grant Thornton | 7.11.25 appeared first on Going Concern.

cpa firm 58

cpa firm cpas CPA auditor 58

Accounting Today

JUNE 9, 2025

Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPA firms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. Gather and analyze data Evaluate the availability of client and internal data to support automation.

Technology 59

Technology cpa firm audit tax preparation 59

CPA Practice

JUNE 25, 2025

These skills also help the IMA connect with professionals in related fields, such as data analysis, business operations, information technology, and project management, who work closely with finance teams and share similar goals and challenges, the organization added. Customers U.S. Customers U.S.

management accounting 83

management accounting management accounts Technology accountant 83

CPA Practice

JUNE 12, 2025

Closer to home, accounting firm leaders face hiring challenges, succession planning woes and the very real question: what role will humans play as AI and automation take over more of our work? The firms that emerge stronger from this season treat today’s disruptions not as threats, but as signals. They need clarity.

Technology 110

Technology payroll audit Education 110

Canopy Accounting

MAY 26, 2025

Keeping up with technologys evolution is easier said than done. However, when you future-proof your accounting firm's tech stack, you stay competitive while giving your team some breathing room. With a dynamic and flexible tech stack, youre able to simplify business operations without sacrificing trust or quality.

Technology 52

Technology cpa firm CPA Maine 52

ThomsonReuters

JUNE 4, 2025

Jump to Addressing the technology gap in CPA firms Key strategies for UltraTax CS implementation The hidden costs of not changing Are you ready to transform your CPA firm with UltraTax CS? Addressing the technology gap in CPA firms Every accounting firm has its unique set of challenges and inefficiencies.

cpa firm 52

cpa firm CPA tax preparation Technology 52

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.

cpa firm 59

cpa firm CPA Technology accounted 59

Accounting Today

JULY 9, 2025

By Michael Cohn 11h ago Technology Accountants well positioned to meet growing demand for AI assurance A joint report by the AICPA and Chartered Professional Accountants Canada said the rapid rise of AI opens up opportunities to provide independent assurance.

Tax 107

Tax tax preparation Technology corporation tax 107

Accounting Today

JUNE 11, 2025

As is common among many accounting firms taking PE capital, Elliott Davis will operate in an alternative practice structure. 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.

Technology 105

Technology South Carolina tax preparation audit 105

CPA Practice

JULY 1, 2025

audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025. audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025. audit, tax and advisory firm, today announced its next Management Committee, effective July 1, 2025. OBannon KPMG LLP, the U.S.

Technology 89

Technology Ohio payroll payroll tax 89

CPA Practice

JULY 1, 2025

Subscribe Tags:  audit , ceo Recommended Auditing Articles View All Auditing Articles Accounting June 27, 2025  Nominations Open for 2025 Innovation Awards The Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.

Technology 104

Technology audit payroll CPA 104

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 58

Real Estate accountant accounted Account 58

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.

auditor 98

auditor audit Rhode Island cpa firm 98

CPA Practice

JULY 2, 2025

Jason Bramwell Fort Lauderdale, FL-based accounting firm Alpine Mar has expanded its client offerings to include assurance services after acquiring Elliot Melamed PA, a boutique CPA firm in Coral Springs, FL. in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co.

Florida 90

Florida Technology Tennessee payroll 90

CPA Practice

JUNE 17, 2025

This list ranks the top CPA firms by the number of SEC-registered hedge funds audited. Following the recent acquisition of the business of Spicer Jeffries LLP , Cherry Bekaert is now ranked first among middle-market accounting firms. Jason Bramwell Auditing June 9, 2025  AuditPro.ai

auditor 72

auditor Technology audit payroll 72

CPA Practice

JULY 14, 2025

At this global industrial automation leader, he served as vice president of strategy and planning and later as general manager of the semiconductor segment. Burrows brings more than two decades of experience leading marketing strategy at high-growth technology companies.

West Virginia 51

West Virginia Technology Pennsylvania accounting and finance 51

Accounting Today

JUNE 9, 2025

Technology Tax prep software Artificial intelligence MORE FROM ACCOUNTING TODAY Accounting Koziel: There's more upside than downside for accountants The profession faces plenty of issues — but many come with strong opportunities, says the AICPA chief. By Paige Hagy June 6 Like what you see?

Tax 52

Tax Technology tax return tax preparation 52

Accounting Today

JULY 16, 2025

The deal will enable SAOS to enhance its reporting capabilities for clients and robotic processing automation tools. Armanino has always stood out for its client-centric philosophy and forward-thinking mindset, which sets them apart from other large accounting and consulting firms. SAOS has one partner, Brittany Russell, and 26 staff.

Technology 59

Technology tax preparation audit auditor 59

CPA Practice

JUNE 18, 2025

AICPA Announces Retirement of Carl Peterson, Longtime Advocate for Small CPA Firms The American Institute of CPAs (AICPA) recently announced that Carl Peterson, vice president of small firm interests, will retire June 30. Some 297 business schools worldwide provided responses representing 1,090 programs.

Technology 88

Technology accounting and finance cpas payroll 88

Accounting Today

JULY 9, 2025

The acquisition promises to bolster Meaden & Moores continued expansion into business intelligence, technology-enabled advisory, operational excellence and outsourced services. Were thrilled to welcome him to the firm as we continue to build forward-thinking solutions that deliver measurable value to our clients."

accountant 59

accountant accounted Account Utah 59

Accounting Today

JUNE 9, 2025

Read more: Average audit fees grew 6.41% ) The second most common reason causing a client to switch auditors was communication (28%), followed by quality and rigor of the work (24%), technical knowledge and support (22%), project management (21%), lack of innovation (21%) and lack of technology adoption (20%).

auditor 59

auditor audit Technology tax preparation 59

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.

Technology 52

Technology Non-Profits audit CPA 52

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 58

Real Estate accountant accounted Account 58

Shay CPA

JUNE 11, 2025

Some CFOs arrive with deep familiarity with a particular tech stack. Over-Reliance on Vendor Marketing The Automation Promise. Every software vendor boasts streamlined workflows, automation, and time savings. Many vendors label their enhanced analytics or rule-based automations as “AI.” Shay CPA P.C.

accounting and finance 52

accounting and finance Technology CPA Finance 52

CPA Practice

JULY 16, 2025

In addition, SAOS and its clients will benefit from the full lineup of Armanino’s services, including specific solutions such as reporting automation and deeper consulting support. Armanino’s last M&A deal was in May when it acquired Cooper Savas , a full-service public accounting firm based in Salt Lake City.

Technology 59

Technology accountant accounted Account 59

Accounting Today

JULY 17, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Sax, a Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, a private equity firm with offices in Brussels and New York, the latest firm to receive a PE investment. It currently has a little under $4 billion in assets under management.

New Jersey 59

New Jersey Technology tax preparation audit 59

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.

Technology 52

Technology audit cpa firm accounting software 52

Analytix Finance & Accounting

JUNE 24, 2025

Professional accounting firms use streamlined processes, specialized software, and automation tools that increase accuracy and efficiency. They can design an integrated technology ecosystem that reduces manual data entry, minimizes errors, and provides real-time financial visibility. Why does this matter?

accountant 52

accountant accounted Account bookkeeping 52

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 (..)

Real Estate 63

Real Estate accountant accounted Account 63

Accounting Today

JUNE 9, 2025

To start, ownership in a CPA firm is more expensive today than it ever has been. There is more than $15 billion of private capital (more than 1x revenue for the remaining, independent G400) that has decided an ownership stake is worth more than what your firms partnership agreement says it is. Heres a crash course.

accountant 52

accountant accounted Account Technology 52

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 (..)

Real Estate 52

Real Estate accountant accounted Account 52

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 52

Real Estate accountant accounted Account 52

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, (..)

Real Estate 52

Real Estate accountant accounted Account 52

CPA Practice

JULY 1, 2025

The initiative leverages Deloitte’s expansive global alliances and technology relationships to create a connected ecosystem of AI business agent offerings, which will augment and automate client operations. in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co.

Technology 66

Technology payroll Ohio audit 66

CPA Practice

JULY 1, 2025

in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co. in Ohio The top 30 accounting firm has its first location in Ohio after merging in Cincinnati-based CPA firm Flynn & Co. Louis-area accounting firm Botz Deal & Co.

Ohio 72

Ohio Technology Tennessee cpa firm 72

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.

accountant 58

accountant accounted Account South Dakota 58