CPA Practice

MARCH 1, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss Stanford Tax , which leverages AI to understand your clients’ prior year tax data, features broad integration options, and can import data from thousands of clients in under 10 minutes. And we have an interesting portal product to discuss with you today from Stanford tax.

Technology 111

Technology Tax Account accountant 111

ThomsonReuters

APRIL 8, 2024

It can cause anxiety, but may also present tremendous opportunities, according to panelists for the Thomson Reuters webinar: “ From Compliance Necessity to Strategic Advantage: How can you master the tax provision process?” “The Cesar says she and her colleagues have been focusing on how the data is gathered and whether it’s qualified.

Tax 52

Tax Technology accounting and finance Gaming 52

CPA Practice

MARCH 27, 2024

Use the video player below to watch, or the podcast player below to listen to the podcast. Or use this podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) With your hosts, Randy Johnston, and Brian Tankersley. Now, I’ve had the pleasure of attending these events since 2011.

Technology 59

Technology Account accountant accounted 59

ThomsonReuters

JANUARY 4, 2024

Jump to: Utilize short-term staffing solutions Incorporate AI and automation into your workflow Become a strategic advisor As accounting firms usher in 2024, it’s important to take a fresh look at the business landscape — both its challenges and its opportunities — to best prepare for the year ahead.

tax planning 78

tax planning Tax Technology tax return 78

CPA Practice

NOVEMBER 3, 2023

College graduates with accounting degrees , CPA exam takers , new entrants to the accounting workforce —all these metrics and our experience make us feel there’s a lack of interest in our industry. You can sense the collective anxiety brewing: Is our industry running low on accounting talent? However, let me offer another perspective.

Account 124

Account accountant accounted Technology 124

CPA Practice

JULY 27, 2023

A Top Technology Initiative Article – August 2023, With so much coverage of Artificial Intelligence (AI), ChatGPT, and many trying to be “the expert,” I thought it was past time to turn to help you with your AI strategy. How can AI make you a more effective and efficient accountant?

Technology 98

Technology audit Education accounting and finance 98

Going Concern

DECEMBER 7, 2022

For a good decade we’ve heard about the robots that are going to render accountants obsolete, now we finally get a peek at the glorious technology that will transform the industry as we know it. Meet Steve: Steve is what happens when you combine Jason Staats ( @JStaatsCPA ) and ChatGPT ( happy now, Brandon?

Account 119

Account accountant accounted accounting jobs 119

Ryan Lazanis

APRIL 18, 2023

Table of Contents What is AI in Accounting? Can AI Replace Accountants? Benefits of Artificial Intelligence How is AI Used in Accounting? How to Get Started With Accounting Intelligence How AI Was Used to Write This Article What is AI in Accounting?

Account 96

Account accountant accounted Technology 96

Accounting Insight

MAY 1, 2024

The best bookkeepers are expected to pinpoint how an organisation can get ahead and are considered increasingly critical to its growth, alongside technology. How can these tools position you as the best in bookkeeping? Bookkeeping evolution So, how are the responsibilities of a bookkeeper changing?

bookkeeping 59

bookkeeping Technology payroll Account 59

CPA Practice

DECEMBER 30, 2023

The AI has shown itself capable of composing everything from college essays to copywriting. In finance and accounting, early adopters have seen the potential of language-based AI interfaces to create scripts and formulas and draft responses to clients. By Christopher Stark, Founder & CEO, Cetrom. ChatGPT is deceptively simple.

accounting firms 69

accounting firms Account accountant accounted 69

CPA Practice

AUGUST 11, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the 2023 Accounting Firm Operations and Technology Survey (AFOT). Use the podcast player below to listen. Today we’d like to talk to you about the accounting firm Operations and Technology Survey. So, you know, that’s a long setup.

Technology 98

Technology accounting firms Account accountant 98

Ryan Lazanis

MAY 24, 2023

In this guide, you’ll learn about the top accounting technology in the profession along with some tips and tricks on how to leverage them. So if you’re looking to leverage software to automate your accounting work, you’ll love this guide. Take all of your accounting functions into the cloud, not just your general ledger.

Technology 98

Technology Account accountant accounted 98

CPA Practice

MARCH 22, 2024

Use the video player below to watch, or the podcast player below to listen to the podcast. == Or use this podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) I’m your host, Randy Johnson with co host, Brian Tankersley. And that is fed now now fed now went live July 20, of 2023.

Technology 64

Technology Account accountant accounted 64

ThomsonReuters

JUNE 9, 2023

In today’s rapidly changing business environment, firms need to stay on top of their audit compliance. In this blog post, we’ll provide some tips on how to ensure your firm is audit compliant and up to date with the latest industry changes. How do you ensure audit compliance? compatible.

audit 98

audit Non-Profits Technology auditor 98

Going Concern

APRIL 15, 2024

You made it! We’re so proud of you. Now, some news. In response, the Public Company Accounting Oversight Board has drafted a rule that the accounting firms can have public trust or private financials—but they can’t have both. Public accounting firms operate in a unique space in our society. Well, almost.

audit 64

audit Account accountant accounted 64

Going Concern

JUNE 8, 2023

Google Discover recently threw a Mashable article at me about using ChatGPT to help write cover letters and how HR professionals are apparently displeased by this so I figured let’s talk about it since some of you might be looking for a job in the coming months. ChatGPT detectors aren’t great at the moment.

Technology 52

Technology Texas Washington 52

Going Concern

NOVEMBER 6, 2023

Or whatever kind of Monday you choose to have. So this dropped on Sunday, a possible merger of KPMG India, US, and UK advisory practices? Just a rumor for now. Bain Capital said it would acquire Guidehouse, a consulting firm that advises government organizations and businesses, in a deal valuing it at $5.3

audit 107

audit Account accountant accounted 107

Going Concern

JUNE 30, 2023

While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. The Market Accounting firms question the partnership model [ Financial Times ] Several US accounting firms have taken investments from private equity groups to pay for acquisitions. “We

audit 105

audit accounting firms Real Estate New Jersey 105

ThomsonReuters

FEBRUARY 8, 2022

When you seek to win new tax clients, it’s best to start at the beginning. Do you know what your clients and prospects want, especially in terms of communication? You have so many options for interacting with prospects, from traditional face-to-face meetings and letters to email , instant messaging and social media.

Tax 105

Tax Entertainment payroll bookkeeping 105

CPA Practice

MARCH 27, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss and review SOBI Analytics , an AI-driven platform, built specifically with CAS (Client Advisory Services) accounting firms in mind. Use the video player below to watch, or the podcast player below to listen to the podcast. So you certainly can try it out that way.

Technology 52

Technology Account accountant accounted 52

CPA Practice

MARCH 15, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, talk about the most productive and cost-efficient ways to use Microsoft 365 in public accounting firms. I’m your host, Randy, Justin with co host, Brian Tankersley. Because, you know, I’ve been on OEM Microsoft products for a long time, or I’ve been on Software Assurance.

Technology 59

Technology Account accountant accounted 59

Going Concern

JUNE 16, 2023

While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. One of the many revelations to emerge from the current PwC tax scandal is just how deeply the tentacles of private consultancy companies have penetrated our national institutions.

Technology 98

Technology quickbooks accounting and finance Tax 98

Going Concern

JUNE 9, 2023

While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. Dumpster Fires PwC’s head of reputation quits as firm’s horror show continues [ WAtoday ] The public relations department of embattled consulting giant PwC has not been a happy place of late.

audit 101

audit auditor Virginia accounting and finance 101

Going Concern

MARCH 22, 2024

While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. If you have something to say about any stories linked here you are welcome to contact the editor or hit us up on Twitter @going_concern. This S**t Is Still Going On?

Minnesota 108

Minnesota cpas audit CPA 108

CPA Practice

JANUARY 31, 2024

The vast majority of professionals no longer provide “one and done” tax preparation services during tax season; instead, they work with their clients year-round to ensure they are using proper tax planning strategies to reduce their liability year after year. The evolving landscape calls for strategic foresight and adaptability.

Tax 49

Tax Account accountant accounted 49

Going Concern

MAY 12, 2023

While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. The decrease is minimal, but firms cannot afford to be losing additional staff while applicants for new positions are down. Investment banking was more versatile, he said.

CPA 111

CPA Account accountant accounted 111

Basis 365

DECEMBER 28, 2022

Accountants must understand how to make the most of these new trends to provide clients with the best possible services. Small businesses can benefit from automation by having accountants use it internally. For example, accounting firms have yet to be able to assist clients with accounts receivables traditionally.

small business accounting 52

small business accounting business accounting Technology Account 52

Mark Lee

OCTOBER 31, 2023

You’re not alone if you’re fed up of hearing commentators, software vendors and app developers tell you what your clients are thinking. They are speculating and many are simply repeating what they have heard others say; and then mistakenly think these messages resonate with you. Not that they know of course.

tax return 92

tax return bookkeeping bookkeeping software accounting and finance 92

Going Concern

JANUARY 22, 2024

Let’s start with this lively discussion you may have missed on Twitter (do we really have to call it X?). I don’t know about you but I love when old-timers swing by to school us on how things used to be. Anderson declined to identify the firm, and the school’s leader did not return calls.

intermediate accounting 59

intermediate accounting Minnesota Account accountant 59

CPA Practice

JANUARY 19, 2024

We now offer this podcast with video: [link] Transcript (Note: There may be typos due to automated transcription errors.) Intro: Welcome to the technology lab presented by CPA Practice Advisor with your hosts, Randy Johnston and Brian Tankersley. And we’re coming to you live from Las Vegas for CES Consumer Electronics Show 2024.

Technology 69

Technology Account accountant accounted 69

Going Concern

MAY 5, 2023

While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. Nearly all firms in the survey raised fees. The firm did not disclose the size of its bonus or salary increases. PwC did not disclose how many staff members would be cut.

audit 111

audit cpas auditor Mississippi 111

CPA Practice

MARCH 17, 2023

That’s not something you’ll hear from most five-year-olds when you ask what they want to be when they grow up. And as most people dream of reaching such a pinnacle early in their careers, a finance-related education is the right path to get there. That should come as no surprise. By Francois Lacas. “I I want to be a CFO.”

Technology 115

Technology accounting and finance AP Processes Finance 115

Going Concern

JULY 21, 2023

While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. News Battle accountancy firm urges others to offer opportunities to Ukrainian professionals after successful placement [ SussexWorld via Yahoo! Six new search filters, including Part I.A

audit 98

audit Tax Manufacturing Government 98

CPA Practice

MARCH 15, 2023

In the past several decades, few topics have driven as much conversation among accounting professionals and firm leaders as has ongoing private equity investment in firms. This phenomenon has caused the profession to rethink the very model of firm ownership, success, partnership and hierarchy. However, there are complications.

accounting firms 132

accounting firms Account accountant accounted 132

Mark Lee

JULY 18, 2023

‘How to deliver advisory services for maximum success’ is the sub-title of a superb new book for accountants that I read recently. In her introduction, the author asks if, like her, you are sick of hearing “compliance is dead” and that all accountants should move into advisory work? Is it right for me?

tax return 52

tax return Account accountant accounted 52

Accounting Insight

JULY 4, 2023

Will Farnell (Founder and director, Farnell Clarke) examines how digitalisation can provide the foundations for the evolution of accountancy firms, so that we can offer a unique offering to the clients. We are also witnessing technology shifting into areas that risk dehumanising us. What do these terms mean to you?

Technology 52

Technology bookkeeping general ledger Start-ups 52

Ryan Lazanis

SEPTEMBER 1, 2023

If you want to see the best cloud accounting software apps all in one place, then you’ll LOVE this ultimate list. Each item in the list will contain a brief description and will focus on how you can level up your accounting automation. You probably can’t go wrong with the best-known web-based option.

accounting software 98

accounting software quickbooks Account accountant 98