CPA Practice

NOVEMBER 11, 2024

A Top Technology Initiative Article by Randy Johnston. The outlook couldn’t be brighter with new opportunities, technologies, challenges, and clients looking to take advantage of your service offerings. In this column, I will illustrate portal and AI support with some new platforms that are examples of improved automation and AI.

accounting firms 111

accounting firms Technology accountant accounted 111

ThomsonReuters

FEBRUARY 6, 2025

Here are five time management tips for accountants and CPAs that can transform the way you work, so you can focus on what truly matters and achieve better results with less stress. Use technology to automate repetitive tasks 4. Jump to 1. Prioritize tasks with the Eisenhower Matrix 2.

cpas 52

cpas accountant Account accounted 52

CPA Practice

JULY 15, 2025

OBannon Billtrust , a B2B accounts receivable workflow and payment software market leader, has added new innovations in its Collections solution, delivering a new standard for AR teams by unifying advanced automation, AI-driven insights, and seamless agentic AI workflows.

Technology 79

Technology accountant accounted Account 79

Accounting Today

JUNE 6, 2025

Critical thinking, sustainable finance, technology and human behavior are not just supplementary topics; they are essential components in the education of any professional seeking to remain relevant. This new program positions analytical thinking, strategic business partnering and technology application at the core of accounting education.

accountant 87

accountant accounted Account Technology 87

Accounting Today

JULY 23, 2025

As firms and CPAs continue to face the pressures of tightened margins, maintaining steady streams of cash flow and meeting evolving client expectations, the invoicing process in particular has quietly become a key friction point. Look at your firms tech stack — a term we use quite loosely. Where do you start?

Technology 59

Technology cpas audit tax preparation 59

Accounting Today

JUNE 6, 2025

CEO Mary Delaney described it as combining everything Karbon Practice Management already is, with a new intelligence layer woven throughout the platform to power deeper insights, smarter automation and bolder strategic decisions. Karbon Practice Management evolves into Practice Intelligence product Karbon accepts Talent Visionary Award.

Technology 59

Technology audit E-commerce tax preparation 59

CPA Practice

JULY 7, 2025

Mary Girsch-Bock AICPA News is a collection of recent news briefs from the American Institute of CPAs and the Chartered Institute of Management Accountants. The survey polls chief executive officers, chief financial officers, controllers, and other CPAs in U.S. companies who hold executive and senior management accounting roles.

cpas 85

cpas accounting and finance CPA Technology 85

Going Concern

JULY 11, 2025

Larger firms, which tend to offer a broader array of advisory and consulting services, report even lower CPA ratios, with only 41.5 They’re hand-picked for their skills, tech stacks, certifications, and general all-around awesomeness. Technology Abacus raises $6.6M percent of staff holding licenses in 2024.

cpa firm 59

cpa firm cpas CPA auditor 59

Accounting Today

JUNE 9, 2025

By automating repetitive tasks, algorithms can save hundreds of hours during the busiest times, allowing staff to focus on high-value activities and improving client satisfaction. Gather and analyze data Evaluate the availability of client and internal data to support automation. Refine based on results and user feedback.

Technology 59

Technology cpa firm audit tax preparation 59

CPA Practice

JUNE 18, 2025

Mary Girsch-Bock AICPA News is a collection of recent announcements and news briefs from the American Institute of CPAs. AICPA Announces Retirement of Carl Peterson, Longtime Advocate for Small CPA Firms The American Institute of CPAs (AICPA) recently announced that Carl Peterson, vice president of small firm interests, will retire June 30.

accounting and finance 88

accounting and finance Technology cpas payroll 88

CPA Practice

NOVEMBER 12, 2024

Combined with Navan’s award-winning travel and expense management platform, the automated experience enables accountants to advise clients on T&E spend and focus on work that provides the most value to their clients. There are more than 86,000 CPA and accounting firms in the U.S.

Expense Management 52

Expense Management accounting firms Technology accountant 52

Accounting Today

JUNE 6, 2025

EDT 1 Min Read Facebook Twitter LinkedIn Email Jody Padar, an author and speaker known as "The Radical CPA," and Katie Tolin, a growth strategist for CPAs, together launched a training and technology platform called XcelLabs. XcelLabs provides solutions to help accountants use artificial technology fluently and strategically.

Technology 52

Technology accountant accounted Account 52

Accounting Today

JUNE 23, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Research shows that only one in four CPAs (26%) feel their pay is "very competitive" today. With technology playing a greater role in firm productivity, the cost of training new employees keeps rising because there is more training to do for each piece of software.

Technology 116

Technology accounting standards tax preparation audit 116

Accounting Today

JULY 24, 2025

Kyle Walters Partner, L&H CPAs and Advisors For reprint and licensing requests for this article, click here. In a sea of sameness, showing a little personality might be the most professional thing you can do to differentiate yourself, your team and your firm. Id love to hear from you.

cpas 45

cpas Technology tax preparation cpa firm 45

CPA Practice

JULY 16, 2025

In addition, SAOS and its clients will benefit from the full lineup of Armanino’s services, including specific solutions such as reporting automation and deeper consulting support. Armanino’s last M&A deal was in May when it acquired Cooper Savas , a full-service public accounting firm based in Salt Lake City.

Technology 89

Technology accountant accounted Account 89

ThomsonReuters

DECEMBER 16, 2024

Ushering in this shift is the fact that AI-driven tax technology can automate most traditional compliance work and provide data-driven insights that enable firms to engage clients in a more profitable and impactful way. This shift, however, demands a new mindset. They need it.

cpas 52

cpas Education Technology CPA 52

Accounting Today

JUNE 20, 2025

By Jeff Stimpson 7h ago Practice management On the move: MACPA names next board chair CBIZ appoints next national leader of advisory services; Tennessee Society of CPAs distributes annual member awards; and more news from across the profession.

Mississippi 94

Mississippi Texas Tax Technology 94

Accounting Today

JUNE 25, 2025

EDT 1 Min Read Facebook Twitter LinkedIn Email Top 100 Firm Prager Metis CPAs partnered with Kearns Technology Inc. Clients ask us tech questions every day," Steven Topal, chief collaboration officer at Prager Metis, said in a statement. By Michael Cohn 5h ago Technology Xero to buy payments platform Melio for $2.5B

Technology 59

Technology tax preparation corporation tax audit 59

Going Concern

OCTOBER 21, 2024

Defense One argues this is a good thing : Far from a mere compliance exercise, the cultural and technological changes required to pass an audit are the same ones necessary to keep U.S. Cyber security must be improved, systems integrated, processes and automation deployed to ensure the accuracy of data, and more. forces dominant.

accountant 59

accountant Account accounted South Dakota 59

Accounting Today

JUNE 9, 2025

Technology Tax prep software Artificial intelligence MORE FROM ACCOUNTING TODAY Accounting Koziel: There's more upside than downside for accountants The profession faces plenty of issues — but many come with strong opportunities, says the AICPA chief. By Paige Hagy June 6 Like what you see?

Tax 52

Tax Technology tax return tax preparation 52

Accounting Today

JULY 9, 2025

The acquisition promises to bolster Meaden & Moores continued expansion into business intelligence, technology-enabled advisory, operational excellence and outsourced services. Its team of attorneys, CPAs, and enrolled agents represents clients in disputes with the IRS and state agencies. Canada, and the U.K.

accountant 59

accountant accounted Account Utah 59

Accounting Today

JUNE 9, 2025

Read more: Average audit fees grew 6.41% ) The second most common reason causing a client to switch auditors was communication (28%), followed by quality and rigor of the work (24%), technical knowledge and support (22%), project management (21%), lack of innovation (21%) and lack of technology adoption (20%).

auditor 59

auditor audit Technology tax preparation 59

Accounting Today

JUNE 6, 2025

CANADA CPA Canada and FP Canada, Toronto, signed a new memorandum of understanding to enhance collaboration between the accounting and financial planning professions, offering professional accountants who are part of CPA Canada opportunities to enhance their credentials, along with improved access to FP Canada courses and conferences.

New Jersey 52

New Jersey Technology Connecticut North Carolina 52

CPA Practice

JULY 17, 2025

OBannon Mergers and Acquisitions July 17, 2025  Doeren Mayhew Acquires Reimer McGuinness Hess in Texas The top 60 accounting firm has acquired Houston CPA firm Reimer McGuinness Hess CPAs & Advisors, growing its presence in the market, effective July 1.

Technology 60

Technology Georgia payroll payroll tax 60

CPA Practice

JULY 7, 2025

Jason Bramwell Accounting July 7, 2025  AICPA News – July 2025 AICPA News is a collection of recent news briefs from the American Institute of CPAs and the Chartered Institute of Management Accountants.

North Carolina 55

North Carolina Technology payroll New York 55

CPA Practice

JUNE 25, 2025

OBannon Emburse, a maker of travel and expense solutions, has launched its new Sage Intacct Connector for Emburse Professional, an enhanced, out-of-the-box integration with Sage , a maker of accounting, financial, HR, and payroll technology for small and mid-sized businesses.

Technology 71

Technology accounting and finance payroll payroll tax 71

Going Concern

MARCH 21, 2025

Talent Navigating the Accounting Pipeline Crisis [ CPA Journal ] Anthony J. This bold proposal aims to reduce accounting education costs by empowering CPA firms to step in the shoes of educational institutions, offering candidates the equivalent of 30 credit hours traditionally granted by accredited colleges and universities.

Technology 52

Technology Non-Profits audit CPA 52

CPA Practice

NOVEMBER 1, 2024

SafeSend, the leading provider of automation technology for tax and accounting professionals, announced Client Portal, a new feature within its flagship product, SafeSend One. SafeSend One helps CPAs meet clients’ expectations.” Client Portal is available for each tier of SafeSend One at no additional cost.

cpas 59

cpas Technology Tax accountant 59

Going Concern

DECEMBER 20, 2024

Technology A bad experience with an accounting firm spurred this founder to start Aiwyn [ TechCrunch ] This is basically an ad but it has an interesting figure about the accounting tech market: According to Verified Market Research, the sector for accounting practice management software was worth $1.29 billion by 2031. billion by 2031.

Rhode Island 52

Rhode Island accountant accounted Account 52

Accounting Today

JUNE 9, 2025

Historically, this has taken periodic reinvestment to sustain — hiring talent from competitors before clients follow; putting up working capital to tuck in a new firm; sampling a la carte technology products like SafeSend and Aiwyn that hit the market. credentialed CPAs in America) and demand (i.e.,

accountant 52

accountant accounted Account Technology 52

CPA Practice

JULY 2, 2025

” Founded in 1991 by Elliot Melamed and Steve Karp, Elliot Melamed PA includes five CPAs and a support staff, and serves hundreds of clients by providing assurance services, tax services, and consulting. Alpine Mar says one of its biggest advantages is that its partners all started their careers with the Big Four accounting firms.

Florida 90

Florida Technology Tennessee payroll 90

Withum

JULY 9, 2025

His dedication and contributions to the profession have earned him numerous accolades, including a spot on the inaugural Forbes Top 200 CPAs in America list in 2024 and its subsequent Best-in-State CPA list in 2025.

Finance 71

Finance accounting and finance New Jersey cpas 71

Going Concern

JUNE 27, 2025

The watchdog found that audit teams in the Big Four firms — Deloitte, EY, KPMG and PwC — as well as BDO and Forvis Mazars were increasingly using this technology to perform risk assessments and obtain evidence. Technology A.I. Instead, it creates a window to tighten controls before scrutiny resumes. But with A.I.

audit 59

audit Technology accounting and finance Florida 59

CPA Practice

JUNE 18, 2025

Over the next 12 months, Graham will be engaging with members and candidates in Africa, Asia, Europe, and North America to highlight the expanding career opportunities in accounting and finance driven by new technology, such as artificial intelligence, and fast-growing areas, such as business sustainability.

Technology 85

Technology accounting and finance payroll payroll tax 85

Accounting Today

JUNE 10, 2025

Sax acquires Sewald & Anastasia Sax, a Top 75 Firm based in Parsippany, New Jersey, has acquired Sewald & Anastasia CPAs, based in Morganville, New Jersey, effective June 1. In 2023, Sax merged in Schall & Ashenfarb CPAs , a firm based in New York. In 2022, Sax acquired David Weiss CPA , also in New York.

New Jersey 52

New Jersey Entertainment Real Estate Technology 52

Accounting Today

JUNE 27, 2025

OREGON Lori Woodbury Lori Woodbury was appointed the first-ever principal-in-charge of the Pacific Northwest office at REDW Advisors & CPAs, Salem. By Paige Hagy 2h ago Technology Does your app share client data? Pittsburgh. Josh Shapiros signature. By Chris Gaetano June 26 Like what you see?

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Technology Pennsylvania tax preparation Illinois 59