CPA Practice

APRIL 9, 2024

With the plethora of highly sensitive personal and financial data being shared between firms and clients, it’s the perfect time for bad actors to strike, especially as the April 15th deadline inches closer and CPAs push to get more done with less time. In order to safeguard your CPA firm’s reputation and integrity, security is paramount.

cpas 118

cpas Tax cpa firm tax return 118

Anders CPA

FEBRUARY 12, 2024

Anders Technology, a service line of Anders CPAs + Advisors, is proud to be recognized on CRN’s Managed Service Provider (MSP) 500 list in the Pioneer 250 category for 2024. As a Microsoft Gold Partner and a Dell Gold Partner, Anders Technology can provide mid-size to large companies the highest level of technology expertise.

Technology 119

Technology cpas CPA 119

Going Concern

MAY 2, 2024

The Pennsylvania Institute of CPAs (PIPCA) has released a new report called CPA Talent Retention 2024: Keeping Your Best Performers , free to read for PIPCA members but we’ll have to settle for browsing the press release. “We want to make sure that the ‘Current Talent’ group does not become ‘Career Changers’. .

cpas 62

cpas Pennsylvania Technology CPA 62

CPA Practice

NOVEMBER 20, 2023

A new study on how accounting professionals feel about their profession, job satisfaction, and automation has found that, while they are overwhelmingly positive about the profession, there is a clear need for more automation.

Technology 128

Technology Account accountant accounted 128

CPA Practice

APRIL 15, 2024

Sangeeta Chhabra CPAs and finance professionals today understand the importance of transparency and collaboration; however, lack of uniformity acts as an obstacle to seamless coherence in data management processes. Advancements in NLP technology will likely lead to even more sophisticated applications in accountancy.

CPA 122

CPA Technology accounting and finance cpas 122

CPA Practice

JUNE 8, 2023

The American Institute of CPAs and Chartered Institute of Management Accountants honored eleven CPAs during AICPA & CIMA ENGAGE 2023 in Las Vegas this week. The awards highlight CPA efforts in a specific accounting specialty area, excellence in volunteer efforts or significant contributions to the accounting profession.

cpas 98

cpas CPA forensic accounting Education 98

CPA Practice

OCTOBER 10, 2023

This surge in demand for CPA services comes at a time when experienced public accountants are exploring alternative career options, and fewer graduates are entering the profession. Automation has emerged as a crucial and necessary tool rather than a luxury, and the development of these resources is revolutionizing the way firms operate.

Technology 105

Technology accounting firms Account accountant 105

CPA Practice

JUNE 28, 2023

Small- and medium-sized businesses (SMBs) are looking to invest $10,000 more in their suite of technology solutions this year than they were in 2022, a new study finds. SMBs are already planning to up their spend on AI-based technology. This is true not just for business owners, but for accountants too,” said Shimamoto.

Technology 118

Technology E-commerce quickbooks cpas 118

CPA Practice

APRIL 7, 2023

Despite high demand for CPAs, accounting firms struggle to hire accountants. With an onslaught of economic disruptions and complexities on their plate, a CPA shortage proves especially burdensome for middle market companies. Technology also gives staff real-time access to their data, from anywhere at any time. By Cameron White.

accounting firms 139

accounting firms CPA Technology Account 139

CPA Practice

APRIL 3, 2023

Despite high demand for CPAs, accounting firms struggle to hire accountants. With an onslaught of economic disruptions and complexities on their plate, a CPA shortage proves especially burdensome for middle market companies. Technology also gives staff real-time access to their data, from anywhere at any time. By Cameron White.

accounting firms 135

accounting firms CPA Technology Account 135

CPA Practice

AUGUST 29, 2023

Rapid technological advancement and innovation present an enormous opportunity for the accounting profession to reimagine its role as trusted business advisors, and the Digital CPA (DCPA) conference connects CPAs and firm leaders with insights, business model strategies and tools to transform their practices to maximize the opportunity.

CPA 98

CPA North Carolina Technology cpas 98

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. Check it out: Outsourced Bookkeeping for CPAs Terminology Before continuing, there are 3 terms that I want to briefly define which will have an impact on the option you select.

bookkeeping 98

bookkeeping cpas quickbooks bookkeeping services 98

CPA Practice

FEBRUARY 12, 2024

Once upon a time, tax preparation was a document-heavy practice, requiring people to send their sensitive documents to their CPAs. It also introduces unique challenges that CPAs and tax professionals can’t ignore. It also introduces unique challenges that CPAs and tax professionals can’t ignore. Those days are long gone.

cpas 105

cpas Tax tax preparation Technology 105

Ryan Lazanis

JANUARY 23, 2023

It’s my belief that hiring a virtual assistant for CPAs is one of the best choices you can make when scaling your firm. 4) They Free Up Your Time Too many CPAs and firm owners have a whole host of tasks they’re handling that are eating up their precious time. Let’s get started.

cpas 97

cpas cpa firm bookkeeping CPA 97

CPA Practice

MAY 2, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, look at Datamatics , a digital technologies, operations, and experiences company that enables hundreds of global enterprises to go “Deep in Digital” to enhance their productivity and customer experience to create a sustainable competitive advantage. And they are GDPR and ISO certified.

Technology 105

Technology Account accountant accounted 105

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.

cpa firm 52

cpa firm CPA Technology cpas 52

CPA Practice

JUNE 7, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Black Ore Tax Autopilot, an AI tax prep system for CPAs, which features complete 1040 tax preparation automation. Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) . –

Technology 64

Technology Tax Account accountant 64

CPA Practice

APRIL 25, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, look at AssurancePrep , a practice management resource system for audit firms. 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 the accounting Technology Lab.

Technology 111

Technology audit Account accountant 111

CPA Practice

FEBRUARY 27, 2024

By Crystal Blythe, IDology Once upon a time, tax preparation was a document-heavy practice, requiring people to send their sensitive documents to their CPAs. It also introduces unique challenges that CPAs and tax professionals can’t ignore. It also introduces unique challenges that CPAs and tax professionals can’t ignore.

cpas 69

cpas Tax tax preparation Technology 69

CPA Practice

FEBRUARY 23, 2024

In the 2000s and 2010s, CPAs witnessed technology advancements that largely accrued to accounting-centric workflows. Many staff are still reliant on the exact same technology and processes they leveraged at the turn of the century. AI is a powerful tool for automating data entry. By Eyal Shinar.

Technology 64

Technology Tax cpas tax preparation 64

CPA Practice

MAY 6, 2024

Its current firm partners include RRBB Accountants & Advisors; Mendonca & Partners CPAs; Skwiersky, Alpert & Bressler CPAs; AbitOs Accountants & Advisors; and Reid. While many firms are talking about this industry’s rapidly evolving technology, Crete is acting on it, and we’re excited to support them in that mission.”

Technology 52

Technology cpas CPA cpa firm 52

ThomsonReuters

AUGUST 3, 2021

But why are APIs so important to CPAs and how does an accountant learn about APIs if they don’t have a technical background? . Ford developed Baco Tech which is a transaction-based workflow system using Excel and various other off the shelf utilities that make gathering and working with data more real-time.

CPA 59

CPA Technology cpas accounting software 59

CPA Practice

JUNE 8, 2023

However, with the rapid evolution of technology, navigating the high-density workloads brought in annually by tax season can improve. In return, your firm can have CPAs or enrolled agents acting as independent contractors from the service provider’s network to prepare or review tax returns.

Technology 98

Technology Tax cpas cpa firm 98

CPA Practice

JULY 31, 2023

As a CPA firm owner, you understand the importance of delivering high-value insights to your clients. For CPA firm owners, understanding and discussing these KPIs with clients is a crucial part of the advisory process. As a CPA firm owner, your role extends beyond just providing accounting services.

cpa firm 52

cpa firm CPA cpas Technology 52

ThomsonReuters

JULY 11, 2023

They are also experiencing an internal struggle to cope with the decreasing talent pool and growing need to use technology to stay efficient. For many firms, a more economical solution lies in improving the processes and workflow through automation. Technology is stepping up to address several of the issues.

Technology 73

Technology Account accountant accounted 73

CPA Practice

AUGUST 21, 2023

As stewards of financial integrity, CPAs bear the responsibility of preparing businesses for unforeseen challenges. For CPAs, it means protecting essential financial data, ensuring uninterrupted client services, and mitigating risks that could jeopardize business stability. But how does one combat the unpredictable?

cpas 94

cpas Technology bookkeeping bookkeeping services 94

ThomsonReuters

MAY 15, 2023

As AI technology becomes increasingly sophisticated, it presents CPAs with a range of opportunities to enhance their advisory services through automated processes, real-time insights, and personalized advice. This technology offers a range of advantages that CPAs can leverage to provide better services to their clients.

Tax 98

Tax cpas Account accountant 98

CPA Practice

APRIL 19, 2024

A Top Technology Initiative Article By Randy Johnston. As business tax season winds down in the US Market, many leading partners have contacted me for strategic technology guidance for 2024 and beyond. So, What Are the Common Issues in CPA Firms? Automate notice handling: Select and implement technology for this purpose.

Technology 72

Technology cpa firm CPA Non-Profits 72

Accounting Insight

FEBRUARY 20, 2023

Several factors contribute to the shortage, like mid-career CPAs changing professions, or early retirements spurred by the pandemic. We’ve gathered three reasons for the shortage of accountants, as well as solutions for CPA firms to consider. The best candidates for automation include administrative and repetitive job functions.

cpa firm 52

cpa firm CPA accounting careers Technology 52

PYMNTS

AUGUST 27, 2019

The Certified Personal Accountant (CPA) today now has a plethora of FinTech solutions they can use to manage their clients’ money, with the number of digital tools — including cloud accounting portals, cash flow forecasting solutions and intelligent technologies like artificial intelligence (AI) — continuing to rise.

cpas 60

cpas CPA Technology accounting standards 60

Snyder

OCTOBER 18, 2022

As technology has advanced, so have accountants. In this article I’ll review all things automation and how its rise is forever going to change the accounting industry. While many industries have begun to utilize new technology, accountants have struggled to keep up with the changes through no real fault of their own.

Technology 59

Technology bookkeeping quickbooks accounting software 59

CPA Practice

MAY 30, 2024

and provider of the ShareFile secure, collaborative client experience technology. Created specifically with accountants and CPAs in mind, the new capabilities help manage and automate document and client-centric workflows. ShareFile is a business unit of Cloud Software Group, Inc.,

Technology 64

Technology Account accountant accounted 64

Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

bookkeeping 52

bookkeeping quickbooks Technology Tax 52

Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

bookkeeping 52

bookkeeping quickbooks Technology Tax 52

CPA Practice

DECEMBER 1, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss TeamMate Document Linker for External Audit, a solution from Wolters Kluwer designed for CPAs, saving junior auditors time, strengthening audit quality, and improving auditor satisfaction. Transcript (Note: There may be typos due to automated transcription errors.)

Technology 98

Technology auditor audit CPA 98

Going Concern

MAY 20, 2022

For the generations that have provided free technical support to grandparents everywhere since the ’80s and ’90s, it can be difficult to admit that the rapid pace of technological innovation is intimidating at times. There’s no denying things are changing fast. To open your eyes and ears to the possibilities.

Pennsylvania 98

Pennsylvania Technology cpas CPA 98

CPA Practice

FEBRUARY 9, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the Acumatica Summit, which they attended in Las Vegas in late January. Transcript (Note: There may be typos due to automated transcription errors.) Tankersley, CPA.CITP, CGMA, Randy Johnston Randy Johnston 00:03 Well, good day, and welcome to the counting Technology Lab.

Technology 64

Technology Account accountant accounted 64