ThomsonReuters

NOVEMBER 26, 2024

What is tax workflow automation? It eliminates the need for paper-based processes and manual data entry, replacing them with cloud-based systems, automation, and electronic communication. What is tax workflow automation? Key components of tax workflow automation include: Automated tax data collection and input.

Technology 52

Technology accounting firms Tax tax return 52

Accounting Today

JUNE 23, 2025

In late 2023, GASB issued Statement 102 , "Certain Risk Disclosures," requiring state and local governments to provide financial statement users with information about specific risks when circumstances make a government vulnerable to a heightened possibility of loss or harm. That is effective for 2025 financial statements."

accounting standards 101

accounting standards Government Technology audit 101

Going Concern

JUNE 2, 2025

Amid accusations of financial statement malfeasance, VerSe brought Deloitte in for an audit in 2024. Despite the risk of material misstatement, Deloitte said the company’s consolidated financial statements presented as true and fair. ” Defamatory even. ” “We see Builder.ai

Technology 97

Technology financial statements New York audit 97

Accounting Today

JUNE 16, 2025

And for evaluating audit results, firms did not sufficiently evaluate whether the broker-dealer financial statements were presented fairly in accordance with GAAP. For journal entries, firms did not consider the characteristics of potentially fraudulent journal entries when identifying and did not perform journal entry procedures.

audit 59

audit Technology tax preparation corporation tax 59

Shay CPA

MAY 21, 2025

Automated billing software, such as Stripe or Chargebee, can streamline the process and reduce errors. Automated tax software can help manage these obligations, but bookkeepers must ensure tax liabilities are recorded accurately. This data feeds into financial statements and cap table management.

bookkeeping 52

bookkeeping CPA Technology NetSuite 52

ThomsonReuters

DECEMBER 4, 2024

By implementing a digital tax workflow that automates repetitive tasks and integrates cloud-based collaboration tools, accounting firms and tax preparers can streamline the entire business tax return process from start to finish. Financial statements, dividend records, and documentation of corporate-specific deductions for Form 1120.

tax return 52

tax return business tax accounting firms Tax 52

Going Concern

MARCH 21, 2025

But as the profession is reshaped by market and technological changesand now a pipeline crisiswe must be reminded of our responsibility to produce highly skilled professional accountants capable of succeeding in their careers. Technology has always transformed work and society. The question is: Will you be ready?

Technology 52

Technology Non-Profits audit CPA 52

CPA Practice

JULY 7, 2025

They are (in alphabetical order): Andrew Christakos, CPA/PFS, CFP — Christakos Financial, Cranford, NJ Matthew Kidd, CPA/PFS — Blunden & Kidd Accounting & Consulting, Livonia, MI Technology Advisory Standing Ovation The two recipients of the 2025 Technology Advisory Standing Ovation award all hold the CITP credential.

cpas 85

cpas accounting and finance CPA Technology 85

Going Concern

JANUARY 3, 2025

Technology Heres What PwCs New AI Head Thinks About AI at Work [ AP via Inc. ] Technology Heres What PwCs New AI Head Thinks About AI at Work [ AP via Inc. ] The San Francisco-based HR tech company Employer.com focuses on payroll and onboarding, in contrast to Bench, which specializes in accounting and tax.

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auditor audit Rhode Island cpa firm 98

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

ThomsonReuters

DECEMBER 27, 2024

This update provides guidance for financial statement reporting, effective for fiscal years beginning after December 15, 2024, requiring crypto assets to be measured at fair value, with changes recognized in net income each reporting period. What should accountants look for in cryptocurrency audit software?

audit 52

audit auditor financial statements Technology 52

Analytix Finance & Accounting

JUNE 24, 2025

Professional accounting firms use streamlined processes, specialized software, and automation tools that increase accuracy and efficiency. They establish systematic processes to ensure your financial records remain accurate, organized, and up-to-date, giving you a clear picture of your daily financial position.

Account 52

Account accounted accountant bookkeeping 52

ThomsonReuters

JUNE 4, 2025

Highlights: Pillar Two introduces unprecedented complexity, requiring sophisticated technology software. Orbitax Global Minimum Tax (Orbitax GMT) automates data collection and validation, reducing manual entry errors while ensuring regulatory compliance. Continuous tracking of local legislation is essential.

Tax 59

Tax Technology corporation tax general ledger 59

Basis 365

JULY 22, 2025

Those safeguards run quietly in the background, catching issues before they reach the financial statements. Optimization , Integrated technology, and the rest of the pillars work behind the scenes to turn “have my back” from a comforting phrase into a predictable system. All of this is woven together by our P-R-O-F-I-T approach.

Account 52

Account accounted accountant accounting and finance 52

ThomsonReuters

NOVEMBER 7, 2024

As stewards of financial integrity and sustainability, CFOs and sustainability officers are at the forefront of this transformation, tasked with integrating ESG into the core of daily business operations. Here, we explore the key insights from the report, focusing on the essential integration of ERP systems in ESG software deployment. .”

Technology 52

Technology Manufacturing financial statements Government 52

Shay CPA

JUNE 11, 2025

Some CFOs arrive with deep familiarity with a particular tech stack. Over-Reliance on Vendor Marketing The Automation Promise. Every software vendor boasts streamlined workflows, automation, and time savings. Many vendors label their enhanced analytics or rule-based automations as “AI.” The AI Factor: Are We There Yet?

accounting and finance 52

accounting and finance Technology CPA Finance 52

Going Concern

DECEMBER 20, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #23636747 Certifications: EA Education: BS Experience (years): 5 years tax experience Work experience (detail): All in public accounting 5 tax seasons preparing returns for HNWIs and SMBs 300+ returns per season, 50-50 individuals, businesses Client-facing with S-Corps, partnerships, trusts Business development (..)

Real Estate 52

Real Estate Account accounted accountant 52

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

Basis 365

DECEMBER 26, 2024

Imagine you run a small technology firm. automate some support tasks, cap commissions at certain thresholds, etc.). Informed Decision-Making Ultimately, when you start looking at your financial statements through the lens of fixed, variable, and hybrid costs, your decisions become more data-driven.

Sales 59

Sales Technology Manufacturing financial statements 59

ThomsonReuters

OCTOBER 25, 2024

While many accounting firms find a shifting regulatory environment to be a significant challenge, forward-looking firms are harnessing the latest technology to give their firm a competitive advantage. ← Blog home When it comes to tax legislation, change is the only constant. But how do you know where to start?  Let’s take a look at how.

Tax 52

Tax Technology accounting firms tax return 52

Going Concern

JUNE 5, 2025

TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting / Senior | Candidate ID #18173947 Certifications: CPA Education: BBA Finance Experience (years): 5 years accounting and tax experience Work experience (detail): All in public accounting 6 tax seasons experience, 3 working remotely Prepared complex returns for HNWIs, partnerships, S and C Corps (..)

Real Estate 52

Real Estate Tax Account accounted 52

Accounting Insight

JANUARY 22, 2025

offers solutions that understand and process accounting and financial documents, delivering actionable results and enabling automated workflows. Validates AI-powered algorithms automate the financial statement review process. Founded in 2021, Extractly.ai Wright continued, As Extractly.ai

Technology 52

Technology audit financial statements accounting and finance 52

Going Concern

NOVEMBER 27, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #9084031 Certifications: CFE, CPA Education: BS, MS Accounting Experience (years): 20+ years of tax and accounting experience Work experience (detail): 5+ years in public accounting Controller experience with multiple entities 5+ years in senior tax roles Client tax advisory, planning and resolution Client (..)

Real Estate 52

Real Estate Account accounted accountant 52

ThomsonReuters

JULY 21, 2025

This reality has created an urgent need for technological advancement that can liberate audit professionals from routine work while amplifying their analytical capabilities. It leverages advanced artificial intelligence to automate repetitive, low-value tasks that traditionally consume vast amounts of auditor time.

audit 40

audit auditor Technology Gaming 40

Going Concern

JULY 17, 2025

TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID # 24420440 Certifications: CPA Education: BS Accounting Experience (years): 6+ accounting and tax experience Work experience (detail): All in public accounting Leads accounting and tax teams Full cycle accounting, month end, financial reporting Tax preparation and review SMBs, estates, trusts, (..)

Real Estate 52

Real Estate Tax accounted Account 52

ThomsonReuters

MARCH 17, 2025

To adapt to an industry in flux, audit professionals must harness modern solutions that offer robust documentation frameworks, advanced technology, and proven audit methodology. Thomson Reuters Audit Intelligence Analyze automates transaction analysis and enhances audit quality by focusing on high-risk areas. Lets take a look at how.

audit 52

audit auditor Technology financial statements 52

Accounting Insight

NOVEMBER 5, 2024

This comprehensive platform helps firms improve profitability and client satisfaction by streamlining operations and offering robust tools for producing financial statements and generating tax returns.

accounting firms 52

accounting firms tax return Account accounted 52

Going Concern

OCTOBER 11, 2024

News AICPA moves to amend financial statement standard [ CFO Dive ] Well this is a BFD! Sign up for Always-On Recruiting from Accountingfly and get great pre-screened candidates with the tech stacks and expertise you need in your inbox every week. Talent Is your firm hiring? Are you sick of getting lame resumes? It’s free!

audit 59

audit Technology Texas financial statements 59

Going Concern

OCTOBER 24, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22557459 Certifications: EA, Intuit Tax Academy Education: MBA Accounting, JD Experience (years): 6 years of overall experience Work experience (detail): Tax senior with a national tax service International tax experience National client tax practice Adept at tax research Client niches: (..)

Real Estate 59

Real Estate Account accounted accountant 59

Accounting Today

JULY 24, 2025

Personality is a differentiator, not a liability Clients dont just hire CPA firms for tax prep or financial statements. They hire professionals they can trust with their confidential financial information — people they enjoy working with. By Michael Cohn 7h ago Practice management Who's most likely to leave your firm?

cpas 45

cpas Technology tax preparation cpa firm 45

Accounting Today

JULY 24, 2025

By Paige Hagy 2h ago Accounting IFRS gives examples of reporting climate uncertainties The examples show how companies can improve the reporting of uncertainties in their financial statements using climate-related examples as practical illustrations. By Michael Cohn 7h ago Practice management Who's most likely to leave your firm?

Tax 59

Tax tax preparation Real Estate tax return 59

Going Concern

OCTOBER 17, 2024

ACCOUNTING CANDIDATES FTE Accounting / Bookkeeping | Candidate ID #18014117 Certifications: QBO ProAdvisor, Xero Certified Education: BA, MBA Accounting Experience (years): 9+ years accounting experience Work experience (detail): Currently a Senior Bookkeeper/Team Lead with a public firm 5+ years managing outsourced accounting for multiple clients (..)

Real Estate 64

Real Estate Account accounted accountant 64

Going Concern

JANUARY 2, 2025

TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID #23674176 Certifications: EA Education: BS Accounting, MS Accounting and Finance Experience (years): 20+ years accounting and tax Work experience (detail): 10+ years in public accounting Remote team management experience Tax planning and compliance, advisory 70% review during 2024 tax season Preparation (..)

Real Estate 52

Real Estate Account accounted accountant 52

Anders CPA

FEBRUARY 28, 2025

Automation tools can enable more efficiency, while practice management software, like Filevine for PI contingent firms or Clio for hourly billing firms, can help keep your administrative tasks to a minimum. Financial Statements Use the accrual basis to prepare your financial statements to match your revenue with expenses.

Non-Profits 59

Non-Profits Legal financial statements Manufacturing 59

Going Concern

NOVEMBER 22, 2024

Audit Large Accounting Firms Will Have to Submit Financial Statements to U.S. Regulator [ Wall Street Journal ] Large accounting firms will have to submit financial statements annually to the U.S. We’ve already had success with technology such as bots and robotics process automation.

auditor 52

auditor audit accounting and finance financial statements 52

Going Concern

JANUARY 9, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting 3 in healthcare industry Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review (..)

Real Estate 52

Real Estate Account accounted accountant 52

Going Concern

NOVEMBER 21, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)

Real Estate 52

Real Estate Account accounted accountant 52