CPA Related Topics 
CPA Practice
NOVEMBER 19, 2024
By Monte Swain, PhD, CMA, CPA, CGMA. Invest your time and effort into stacking the Certified Public Accountant (CPA) and Certified Management Accountant (CMA) letters behind your name. When I learn that someone has “CPA” or “CMA” behind their name, I immediately know a lot about that individual.
CPA Practice
JULY 15, 2025
The accounting profession is undergoing a significant transformation as more non-CPAs acquire CPA firms. While private equity firms buying large CPA practices may make headlines, a more impactful shift is happening beneath the surface. The Trend: Why Are Non-CPAs Buying CPA Firms?
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CPA Practice
NOVEMBER 11, 2024
Succession planning is a crucial element in the strategic management of any organization, and CPA firms are no exception. Prioritizing succession planning can help you improve your talent management while building a sustainable future for your CPA firm. By Steve Saah.
CPA Practice
DECEMBER 5, 2024
Following the November presidential election, CPA business leaders have a much more positive outlook about the U.S. The quarterly survey includes 273 qualified responses from CPAs and Chartered Global Management Accountants (CGMAs) who hold leadership positions, such as CFO or controller, in their companies. projection last quarter.
Speaker: Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown
Protecting data does not and should not result in a massive disruption to our business model, but instead, should be viewed as an opportunity to get to better know our clients and help them by delivering new services that in the past were never associated with a CPA firm.
CPA Practice
JULY 8, 2025
CPA firms across the country know they need to modernize, but what are the real blockers standing in the way? In this CPE-eligible panel, we’ll unpack firsthand insights from the field.
CPA Practice
NOVEMBER 27, 2024
However, in 2025, many CPA firms will be dealing with a challenge that is far from new: attracting skilled talent. Meanwhile, the talent shortage in public accounting is worsening as more baby boomers retire, and fewer young professionals enter the field and pursue the CPA designation.
Speaker: Amy Vetter, CEO of The B3 Method Institute
As a CPA, consultant and entrepreneur, Amy will share insights and best practices from her own experience starting and growing an advisory services practice on her own and as a Partner in accounting, and from her 10+ years of advising thousands of firm leaders on how to grow and scale their businesses.
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As a CPA, your expertise is invaluable to your clients. By partnering with Fincent, you can enhance your service offerings and streamline financial management for your clients. Our platform provides real-time financial reports, cash flow tracking, automated posting of banking transactions to reduce errors, and powerful search capabilities.
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Most CPA firms know that they need to offer payroll services to their clients or risk losing them to another firm that will. "Offer payroll and do it yourself,” they said. It’ll be fun!” Spoiler alert: It was not fun. However, many don’t really want to.
Speaker: Rita Keller - President of Keller Advisors, LLC
For some, the transition will be easy. For others, it will be a significant challenge. No matter where you are in the process, you need to be aware of the challenges and opportunities.
Speaker: Debra L. Robinson
CPAs know the drill: taxes, compliance, rinse, repeat. But what about the sneaky cash flow that’s quietly messing with your organization’s success? It’s time to step into the spotlight and expose the “dirty little secrets” of cash flow to fuel strategic growth.
Speaker: Tom Bowman, CPA of Bowman & Company
Tom Bowman, Owner of Bowman & Company, CPA, PC shares his journey and 10 step process for going from Technician to Business Owner. Our CEUs count toward the Certified Public Accountant (CPA) program. Attendance of this webinar will earn (1) CLE toward your CPA license.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. Are you ready to elevate your accounting processes for 2025?
Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker
Your CFO vs. your CPA Statement of Cash Flows vs. Cash Flow Statements, and which one is more important to your business April 6th, 2023 at 9:30am PST, 12:30pm EST, 5:30pm GMT Join Wayne Spivak, experienced CFO and corporate finance expert, for an insightful discussion on managing cash flow and company profitability.
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