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Boomer's Blueprint: 4 ways algorithms can improve your firm

Accounting Today

For example, a checklist algorithm can analyze client data and past interactions to recommend advisory services, such as financial planning or strategic tax consultations. Gary Boomer Visionary and strategist, Boomer Consulting Inc. By Paige Hagy June 6 Like what you see?

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Tech news: Audit Sight releases Management Meeting Module

Accounting Today

The solution is built off Audit Sights AI engine: FARS (Financial Anomaly Risk Score), an AI model trained by CPAs and informed by millions of financial transactions, which leverages multidimensional pattern recognition to surface unusual entries often buried in raw accounting data. By Michael Cohn July 10 Like what you see?

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Rethink expense report workflows for company credit cards

Accounting Today

Technology Expense management software Expense management MORE FROM ACCOUNTING TODAY Audit PCAOB sanctions three firms The Public Company Accounting Oversight Board today sanctioned Goldman & Company, CPAs, Raymond Chabot Grant Thornton, and PWR CPAs. By Michael Cohn July 10 Like what you see?

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On the move: REDW appoints first OKC principal-in-charge

Accounting Today

GEORGIA Shelly Carmichael Smith + Howard, Atlanta, launched two new tax practices: site selection + incentives, led by Shelly Carmichael, and state and local income tax consulting, led by Brandee Tilman. Read the full story.) ILLINOIS Jason Van de Loo was appointed CEO at Choreo, Chicago.

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Florida Institute of CPAs Names 2024 Women to Watch Honorees

CPA Practice

She is a member of the FICPA, AICPA and Community Association Institute and serves on the FICPA’s CIRA Committee, Young CPAs Committee and Women in Leadership Committee. The Experienced Leader Award is reserved for women who have risen to leadership positions after more than 10 years in the profession. 1, 2024, through Jan.

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CLA Acquires Axiom CPAs in New Mexico

CPA Practice

Top 10 accounting firm CliftonLarsonAllen (CLA) has acquired Axiom CPAs & Business Advisors, an Albuquerque, NM-based full-service accounting firm. Financial terms of the deal weren’t disclosed. Four partners and 16 team members from Axiom officially joined CLA on Aug.

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Cohen & Co. to Move Into Buffalo After Acquiring CPA and Consulting Firms

CPA Practice

will be entering the Buffalo market when a deal to acquire Szymkowiak & Associates CPAs and its sister firm PEAR Consultants closes next month. All professionals of Szymkowiak and PEAR Consulting, which share an office in Buffalo, will join Cohen & Co. PEAR’s tax consulting work complements much of Cohen & Co.’s

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