CPA Practice

DECEMBER 6, 2024

Brian Tankersley, CPA, and Randy Johnston provide a recap of the 2024 CCH Connections user conference. 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. Ai, so think about it, General. Ai, productivity. Ai, industry.

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Technology accounted Account accountant 98

CPA Practice

JUNE 25, 2025

Empowering Finance Teams to Work Smarter The integration is designed for the unique needs of today’s finance leaders, allowing users to: Map general ledger (GL) accounts, dimensions, and Sage-specific fields to align expense data with an organization’s financial structure. Thanks for reading CPA Practice Advisor!

Technology 71

Technology accounting and finance payroll payroll tax 71

CPA Practice

DECEMBER 3, 2024

Availability: Early adopter in all regions Localised Features for France: Sage Intacct manual lettrage allows for tracking the evolution of general ledger accounts and production of accurate entries.

general ledger 59

general ledger Non-Profits accounting and finance Finance 59

Analytix Finance & Accounting

JUNE 24, 2025

Ready to streamline your CPA firm’s operations and boost growth? Download our free whitepaper , “How to Enhance Operational Efficiency in CPA Firms” and start transforming your processes today. Concluding Notes As we’ve learned, outsourcing your accounting services offers significant advantages for businesses of all sizes in 2025.

accounted 52

accounted Account accountant bookkeeping 52

SkagitCountyTaxServices

DECEMBER 6, 2024

Then pull out your general ledger or bookkeeping software for comparison. Get Payroll Records in Order Make sure everything is squared away with your payroll records by comparing them with your general ledger and bank statements. Youll want to check that Your opening and closing balances for the year match.

general ledger 52

general ledger accounted Account accountant 52

Shay CPA

MARCH 19, 2025

Campfire breaks its products into two main categories: Core accounting On the core accounting side of Campfire, companies get tools for their: General ledger Chart of accounts Trial balance Journal entries Accounts receivable (AR) Accounts payable (AP) Treasury management Campfire offers fully automated account reconciliation.

quickbooks 52

quickbooks Technology general ledger accounting and finance 52

CPA Practice

DECEMBER 3, 2024

Both IRIS and Dext share a general ledger (GL)-agnostic strategy, ensuring their platforms can integrate with a wide array of accounting software and every bookkeeping provider – connecting multiple workflow streams and providing customers with unparalleled freedom of choice.

bookkeeping 52

bookkeeping general ledger bookkeeping software tax return 52

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 (..)

Real Estate 52

Real Estate Tax accounted Account 52

Insightful Accountant

JUNE 12, 2025

Deliver clarity that powers CFO/CPA strategies and drives confident owner decisions. It’s deepened CFO/CPA partnerships, expanded our networks, and inspired our team to further master evolving systems. Based in the mountain ranges of Wyoming, Fiscaleze remotely transforms finances for small and medium businesses nationwide.

Wyoming 52

Wyoming general ledger bookkeeping quickbooks 52

CPA Practice

JULY 11, 2025

Tankersley, CPA.CITP, CGMA 00:00 Randy, welcome to the accounting Technology Lab, sponsored by CPA practice advisor. See, I actually did a video interview for him yesterday, but we’ve started the week with the CPA practice advisors, accounting leaders, Think Tank Symposium on Sunday, June 8. SPEAKERS Brian F. I’m your host.

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Technology accounted Account accountant 98

Insightful Accountant

JUNE 30, 2025

Expand Christine Gervais is a licensed CPA, using her skills to help businesses grow and achieve their fullest potential. Christine has a Master’s degree in accounting from Southern New Hampshire University in addition to holding her CPA license for over a decade.

general ledger 52

general ledger Alaska New Hampshire Construction 52

Insightful Accountant

JUNE 19, 2025

She collaborates with CPA firms seeking QuickBooks Online (QBO) experts and supports peers eager to master the trade. It opens doors to partnerships with CPA firms and business owners seeking trusted QuickBooks guidance.

general ledger 59

general ledger New York quickbooks cpa firm 59

CPA Practice

MARCH 11, 2025

AGL acts as a proactive bookkeeper, automatically categorizing transactions, reconciling accounts, and delivering real-time financial insights with unmatched speed and accuracy.

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general ledger quickbooks bookkeeping accounted 80

TaxConnex

NOVEMBER 29, 2022

Consider using a specialist such as a CPA or sales-tax expert. You can expect to provide copies of your filed returns and supporting data (including sales journals, exemption certificates and general ledger data supporting the returns).?There’s It happened. You received a sales tax audit notice from a jurisdiction.

audit 262

audit auditor general ledger Non-Profits 262

Withum

OCTOBER 21, 2024

Caruso , CPA, Partner While the certainty of taxes remains a constant, the landscape in which they operate is ever-changing. Authored by: Jen Moylan , Lead Consultant, Advisory OASys Annual physical inventories and monthly parts pad to general ledger reconciliations are essential for detecting and preventing fraud.

general ledger 98

general ledger CPA Retail Tax 98

Withum

APRIL 27, 2022

Accounts receivable balances in the general ledger should be reconciled to the subsidiary ledger monthly. Fixed assets schedules should be reconciled to the general ledger at least annually. . The organization should have a policy of reviewing past due balances each month and following up on its collection.

general ledger 119

general ledger audit auditor accounting and finance 119

CPA Practice

DECEMBER 22, 2023

By Kaitlin Accardi, CPA. In addition, as with all forms of fraud, segregation of duties and oversight of individuals with access to the general ledger are key to mitigating manipulation. According to the Federal Trade Commission (FTC), the Consumer Sentinel Network received 2.4 million fraud reports in 2022.

Expense Reimbursements 117

Expense Reimbursements payroll financial statements general ledger 117

Snyder

SEPTEMBER 20, 2022

However, the account reconciliation process usually takes place at the end of the accounting period to ensure the general ledger account balance is complete and accurate. Checking account reconciliations generally requires two pieces of data to match. Account Reconciliation Process Step #1: Checking general ledger.

general ledger 98

general ledger accounted Account accountant 98

CPA Practice

AUGUST 9, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review CYMA Payroll , a system designed for providers offering volume payroll processing and unique markets that process complex payroll. You know, in the old days, we used to say glamper, General Ledger, AP and so forth. They also have a not for profit addition. But Brian F.

payroll 119

payroll Technology accounted Account 119

Withum

OCTOBER 17, 2023

With all these different funding sources, it is imperative that healthcare-related not-for-profits have a general ledger system that can support both financial reporting and operational efficiency. A general ledger system is a software application that records and summarizes the financial transactions of an organization.

general ledger 64

general ledger Non-Profits Healthcare accounting principles 64

CPA Practice

JUNE 19, 2024

The integration of timekeeping data with the general ledger, as stipulated by DFARS and the Standard Form 1408 Preaward Survey, ensures a seamless flow of information from time recording to financial reporting. This aspect underscores the system’s flexibility while maintaining its rigor.

Government 115

Government general ledger audit accounting system 115

CPA Practice

SEPTEMBER 11, 2024

This Canopy and CPA Practice Advisor survey asked respondents to share where they currently were and where they thought their firms would be three to five years from now on topics like automation, AI integration, workforce dynamics, remote work models, client interaction, digital transformation, security and more.

accounted 121

accounted Account accountant Technology 121

CPA Practice

MAY 26, 2023

With an experienced and trusted tax professional providing assistance, you can resolve the matter expeditiously.

audit 138

audit general ledger income tax tax return 138

TaxConnex

APRIL 4, 2023

First, consider engaging a specialist such as a CPA or sales tax expert to both keep you clear of audit triggers and to prepare you in case the taxman does come knocking. No matter how it happens, being audited also ranked among our survey respondents’ biggest worries when it comes to sales tax. Presenting your information is a balance.

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audit Sales auditor Tax 130

CPA Practice

SEPTEMBER 6, 2023

From the advent of first-to-market generative AI systems like ChatGPT, to highly specialized, accounting-focused systems, proponents of AI are fervent in their belief that the technologies will dramatically improve client services, firm management, small business accounting and many other areas of operations.

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Technology accounting and finance Tax CPA 122

CPA Practice

OCTOBER 19, 2023

Transfer job cost and general ledger data to existing ERP. Automate applying prevailing wage and fringe rates for government funded projects. Manage and assign union wages and benefits. Create Certified Payroll and Union reports within the system.

Construction 119

Construction general ledger payroll payroll tax 119

Withum

JANUARY 24, 2023

Whether it be seeking a bank loan, meeting regulatory requirements, or preparing for sale or initial public offering, all avenues lead to CPA-audited, reviewed or compiled annual financial statements. Establishing an open line of communication and setting expectations with your CPA will lead to an effective and efficient audit process.

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audit auditor general ledger cpa firm 69

CPA Practice

MAY 25, 2023

With an experienced and trusted tax professional providing assistance, you can resolve the matter expeditiously.

audit 130

audit general ledger income tax tax return 130

Withum

JUNE 16, 2022

Outlier Detection for General Ledger. Once your bank or credit card transactions are imported you can easily record them into the general ledger and reconcile your accounts. Author: Amberlyn Casey , CPA | acasey@withum.com. The outlier detection will note if an entry is coded to an unusual account or dimension.

general ledger 59

general ledger Accounts Payable Automation accounts payable Approval Workflows 59

Cherry Bekaert

JUNE 5, 2024

In response to the talent shortage and the declining number of certified public accountants (CPA) professionals, many corporate accounting departments are relying on professional services firms to fill the gaps. billing, collections, procurement, accounts payable, payroll general ledger).

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accounted Account accountant general ledger 75

Anders CPA

MARCH 28, 2025

So, if your trust account has $19,500 in it, that is also reflected in your general ledger and your bank reconciliation. The post Common and Avoidable Mistakes in IOLTA Trust Account Management appeared first on Anders CPA.

account management 52

account management accounting manager general ledger accounted 52

Snyder

AUGUST 12, 2022

Those wishing to work for larger companies pass the examination necessary to become a CPA, a Certified Public Accountant, who can represent their clients before the IRS, work for a public company, and assist with an array of official bureaucratic and financial matters on all levels. Otherwise, you can outsource accounting to a CPA firm.

bookkeeping 98

bookkeeping accounted Account accountant 98

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. Use the podcast player below to listen. But it’s all inside the platform.

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Technology audit auditor general ledger 111

Going Concern

MARCH 17, 2023

Restoring Exam credits expired during COVID would help address CPA shortage [ AICPA ] The accounting profession is confronted with a talent shortage, and reinstating CPA exam credits that have expired since January 1, 2020, could have an immediate impact on our CPA pipeline.

Government 97

Government Gambling CPA audit 97

CPA Practice

APRIL 3, 2024

In addition, Botkeeper Infinite introduces the “Activity Hub” module—offering a centralized space within the platform for all comments, feedback, and interactions—and “Bot Review,” which automates searching through the general ledger to find variances and exceptions.

Technology 64

Technology general ledger bookkeeping accounting software 64

Anders CPA

JULY 12, 2022

While there is a lot of useful information in the accounting records, there is also a lot of evidence that is contained outside of the debits and credits of the general ledger. The post What to Expect During a Fraud Examination appeared first on Anders CPA. CONTACT ANDERS.

forensic accounting 97

forensic accounting general ledger Start-ups Sports 97

Snyder

OCTOBER 19, 2022

into the accounting general ledgers like QuickBooks Online (and more) without overloading them with excessive data. The Daily Summary feature allows the import of summarized daily totals of transactions from multiple sources, such as Stripe, PayPal, Amazon, Shopify, BigCommerce, Clover, etc.,

bookkeeping 97

bookkeeping E-commerce Sales general ledger 97