CPA Practice

FEBRUARY 8, 2024

To alleviate accountants’ tedious—but essential—tasks, firms must adopt automation technology, an increasingly essential resource in the profession. A recent ShareFile survey that examined automation in accounting found that 96% of accountants consider automation important to the profession.

Technology 111

Technology accounting firms Account accountant 111

CPA Practice

MAY 15, 2024

The technologies used in professional accounting firms continue to evolve and shape how practices function, from client service, to staffing issues, and overall management and growth. Thank you to the more than 5,500 readers who participated in voting this year. Now, on to the results! WINNER: TheTaxBook – Tax Materials Inc.

Technology 69

Technology accounting firms cpas Account 69

CPA Practice

APRIL 7, 2023

With an onslaught of economic disruptions and complexities on their plate, a CPA shortage proves especially burdensome for middle market companies. While there’s an urgency for organizations to scale back investments to offset the higher costs of doing business, they can’t afford to cut spending on technology during trying times.

accounting firms 139

accounting firms CPA Technology Account 139

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

CPA Practice

FEBRUARY 23, 2024

However, there is greater room for technology to assist in these efforts. Automated financial technology can help firms prioritize incentives that will help them secure and keep the CPA-certified professionals they need to succeed.

Technology 75

Technology cpas CPA public accounting 75

CPA Practice

APRIL 3, 2023

With an onslaught of economic disruptions and complexities on their plate, a CPA shortage proves especially burdensome for middle market companies. While there’s an urgency for organizations to scale back investments to offset the higher costs of doing business, they can’t afford to cut spending on technology during trying times.

accounting firms 135

accounting firms CPA Technology Account 135

CPA Practice

MARCH 9, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA, share a series of podcasts about the accounting and practice technologies they discovered at the 2023 Consumer Electronics Show (CES) in Las Vegas earlier this year. They also highlight some tech that can improve your clients’ productivity.

Technology 98

Technology CPA Account accountant 98

CPA Practice

APRIL 9, 2024

The adoption of a new product or technology tends to follow a familiar cycle. Before we reach the final stage where the technology is widely adopted, we pass through a period of uncertainty, where we wonder if this technology will be too helpful — to the point of being a threat to job security. By Irana Wasti.

Technology 119

Technology Account accountant accounted 119

TaxConnex

NOVEMBER 5, 2020

Whether you manage it all internally, work with a CPA, or use an outsourced provider or technology, you know that there are many moving parts. Automating part or all of the sales tax process is sometimes necessary to maintain compliance. Even in this step, automation has some potential drawbacks.

Technology 222

Technology Sales Tax tax return 222

CPA Practice

JUNE 6, 2023

Dozens of the accounting profession’s top thought leaders, influencers and technology pioneers met in Las Vegas ahead of the 2023 AICPA Engage conference to discuss the technologies, trends and other factors that will affect the profession and commerce in the coming years. But steps must be made to anonymize the information.

Technology 119

Technology E-commerce accounting careers CPA 119

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

CPA Practice

MAY 17, 2024

As of this writing, I’m particularly anticipating the CPA Practice Advisor Mashup event at AICPA Engage, where I’ll present a version of Tech Update, which is the motivation for this column. Technology continues to march on, and hardware and software are making progress. So, What New Technologies Should We Anticipate?

Technology 52

Technology accounting firms Account accountant 52

CPA Practice

SEPTEMBER 12, 2023

The fourteenth annual Sarbanes-Oxley (SOX) Compliance Survey , conducted by global consulting firm Protiviti, has found that 74% of organizations are seeking opportunities to further enable automation, while 58% reported an increase in hours spent on SOX compliance in the last year. Otherwise, they will struggle to reap the benefits.

Technology 112

Technology audit auditor Government 112

CPA Practice

APRIL 22, 2024

Yet, for many CPA firms, particularly small to mid-sized organizations, the current pace of technological advancement can seem dauting. The majority of tech giants today are former tech underdogs from 20 years ago, and all of them started their journey through tackling existing issues first, one piece at a time.

cpas 124

cpas Technology cpa firm CPA 124

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? To move forward and truly grow your CPA firm, you first have to know exactly where and who your firm is.

cpa firm 96

cpa firm CPA Technology Tax 96

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.

cpa firm 122

cpa firm CPA Technology Legal 122

ThomsonReuters

JANUARY 29, 2024

The challenge for CPA firms is to create an environment and a career path that talented young people find appealing. This is where technology, particularly tax automation, plays a pivotal role. The role of tax automation Automation is a strategic asset in recruitment and retention.

Technology 52

Technology accounting degree tax preparation cpa firm 52

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.

cpa firm 74

cpa firm Technology CPA Account 74

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

MAY 18, 2023

Technology will play a key role in driving value for businesses in the face of new and current challenges. Expect to see a bigger push for digital automation. Make sure your goals are clear before jumping into any new tech. A great example of divisions trending toward automation is tax departments and government agencies.

Technology 126

Technology Tax B2C audit 126

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

CPA Practice

MAY 14, 2024

a leading provider of cloud-based tax compliance automation for businesses of all sizes, today announced that the company has been named BigCommerce 2023 Americas Tech Partner of the Year for seamlessly solving tax compliance challenges for ecommerce merchants. Avalara, Inc. ,

Technology 64

Technology Tax 64

CPA Practice

MARCH 9, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA, a series of podcasts about the accounting and practice technologies they discovered at the 2023 Consumer Electronics Show (CES) in Las Vegas earlier this year. They also highlight some tech that can improve your client’s productivity.

Technology 52

Technology CPA Account accountant 52

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

SEPTEMBER 27, 2023

For accounting firms, automation gathers scattered information and turns it into valuable insights. So, it should come as no surprise that firms using technology and software to streamline certain practices and processes are reaping the growth and financial benefits of automation.

accounting firms 122

accounting firms Technology Gaming accounts payable 122

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.

audit 111

audit Technology auditor sage accounting 111

CPA Practice

FEBRUARY 16, 2023

Join SafeSend as we examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few.

Technology 52

Technology Tax Indiana CPA 52

CPA Practice

APRIL 24, 2023

Whether you’re in the midst of digital transformation or just beginning to explore, you’re probably seeing new opportunities to improve your company’s AP processes with the help of technology. Speak to the costs of manual invoice processing and the benefits of automating it. Build consensus for automation within your business.

Technology 80

Technology AP Processes Indiana CPA 80

CPA Practice

MAY 17, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, look at MakersHub.ai , an automated AP system serving construction, construction services, industrial contractors, automation, and manufacturers, as well as bookkeepers and accounting professionals who serve these clients. I’m host, Randy Johnson with my co host, Brian Tankersley.

Technology 52

Technology Account accountant accounted 52

CPA Practice

MARCH 30, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review FloQast , an accounting workflow automation solution, designed by accountants for accountants. Use the podcast player below to listen to the podcast.

Technology 112

Technology CPA Account accountant 112

CPA Practice

SEPTEMBER 14, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, talk about how they keep up with the latest accounting, business, and advanced technology. Transcript (Note: There may be typos due to automated transcription errors. Randy Johnston 00:02 G’day friends, welcome to our technology lab. Tankersley, CPA.CITP, CGMA.

Technology 59

Technology Kansas Tennessee Start-ups 59

CPA Practice

FEBRUARY 24, 2023

Technology has made significant contributions to the practice of accounting and is on the verge of another evolution with the advent of artificial intelligence tools coming into the mainstream. This is not to say that existing accounting applications and the tools we use to run our practices do not have some intelligence built in.

Technology 131

Technology Account accountant accounted 131

CPA Practice

APRIL 18, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, look at the practice management, billing and collections platform Aiwyn. Or use this podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Randy Johnston 00:00 Hey, welcome to Technology Lab. So that internally is a tough thing.

Technology 115

Technology Account accountant accounted 115

CPA Practice

MARCH 31, 2023

Technology continues to be a driver of growth for today’s successful accounting practices, and professionals know it, with a recent survey showing that 86% of respondents agree that technology will play a significant role in the growth and expansion of their practices in the next year. The survey was sponsored by Intuit Inc.,

Technology 128

Technology quickbooks Account accountant 128

CPA Practice

JUNE 13, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss DataSnipper, an Intelligent Automation Platform within Excel that accelerates Audit and Finance teams' productivity.

Technology 98

Technology audit CPA Finance 98

CPA Practice

JANUARY 17, 2024

By Ane Ohm, LeaseCrunch As we step into 2024, it’s crystal clear: leveraging technology and software is an absolute must for any organization eyeing substantial growth. An insightful takeaway from 2023 is that for CPA firms and entities handling the intricate world of ongoing lease accounting this becomes even more critical.

Technology 59

Technology Account accountant accounted 59