CPA Practice

AUGUST 16, 2023

During a recent CPA firm technology assessment, I repeatedly heard the term software exhaustion. The firm had tried to innovate with lots of tools and platform changes in a short time without a strategic plan in place. You pick one product after another that promises AI benefits, whiter teeth, and improved relationships.

Tax 97

Tax tax preparation cpa firm Technology 97

Going Concern

JUNE 14, 2022

12 years ago my former colleague Caleb Newquist published a post titled “Do Accounting Firms Care if You’re On Drugs?” note: I have absolutely no idea what he’s referring to here. note: I have absolutely no idea what he’s referring to here. Reminder this was written 12 years ago.

accounting firms 105

accounting firms Account accountant accounted 105

Going Concern

APRIL 1, 2024

A belated Happy Easter to those who celebrate and an on-time Happy April Fools’ Day to all. Plus who can even tell what’s real and what’s fake on the internet these days? Plus who can even tell what’s real and what’s fake on the internet these days?

Account 105

Account accountant accounted audit 105

CPA Practice

OCTOBER 18, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss how a new generation of computing will impact accounting firms. He’s kind of with me on it. Now, first friends, you have to remember I’ve got kind of a strange background because I actually have a light physics degree. I love learning new stuff. I’m excited.

Technology 126

Technology Account accountant accounted 126

Mark Lee

FEBRUARY 27, 2024

There is an old adage: Worry is like a rocking horse; it gives you something to do, but it doesn’t get you anywhere. I know it doesn’t work for everybody but I always try to keep that old adage in mind. To stop worrying and, instead, to think about what actions I can take to improve my situation. Larger firms?

Management Consulting 52

Management Consulting bookkeeping Account accountant 52

CPA Practice

JULY 6, 2023

So as I’m doing this zoom, zoom, what was that? Randy Johnston 00:34 Well, it turns out that, you know, I know you’re a big Formula One racing fan. And, you know, I actually watched the Indianapolis 500. I hadn’t done that in a while. But I did enjoy it. Use the podcast player below to listen.

Technology 98

Technology Government audit quickbooks 98

Xero

JULY 3, 2022

This is a guest post by accountant Daniel Hardy of Xero Platinum Partner firm Caveo Partners. Recently, Caveo Partners was named the best boutique firm of the year at the Australian Accounting Awards. . How often should I see my advisor at tax time? . Do I need an accountant and a bookkeeper, or just one of the two? .

business tax 111

business tax Tax bookkeeping accounting and finance 111

CPA Practice

APRIL 11, 2024

Randy Johnston 00:59 So as you as you as our regular listeners know, our sessions on security are basically trying to provide practical guidance. Now I know that you’ve written an article for grain currency, which we could refer and I think our lead readers can find that as well. Thank 00:33 you very much, Randy.

Technology 64

Technology Account accountant accounted 64

Going Concern

NOVEMBER 2, 2022

Although the accounting talent shortage seems like something that just popped out of nowhere and couldn’t possibly have been predicted, oh, a decade ago, I feel compelled to remind everyone that we here at Going Concern saw this coming. The word “oversaturated” comes to mind. This is old news.

Account 126

Account accountant accounted accounting degree 126

Mark Lee

OCTOBER 17, 2023

If you did some work for a client but they weren’t happy because you made a big mess of it, would you insist on charging them extra to correct your mistake? I hope you wouldn’t even consider trying to charge extra to resolve a mistake of your own making. I have shared 8 distinct examples below.

Account 94

Account accountant accounted tax return 94

CPA Practice

OCTOBER 27, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, have a chat about firm technologies, and which upgrades they see as beneficial to firms, allowing them to accomplish more even if facing talent shortages. And we know that you are being faced with all sorts of upgrade opportunities on all sorts of platforms.

Technology 59

Technology Start-ups audit quickbooks 59

CPA Practice

OCTOBER 25, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, have a chat about firm technologies, and which upgrades they see as beneficial to firms, allowing them to accomplish more even if facing talent shortages. And we know that you are being faced with all sorts of upgrade opportunities on all sorts of platforms.

Technology 59

Technology Start-ups audit quickbooks 59

Going Concern

FEBRUARY 12, 2024

EY piled more than $700mn of extra debt on to its global operating business to deal with the costs of the failed plan to spin off its consulting arm, according to newly filed accounts. The extra debt is designed to smooth the costs of Project Everest across more than one financial year. Do you have room?’

auditor 72

auditor Account accountant accounted 72

CPA Practice

JANUARY 19, 2024

And we’re going to run a session today on the business technology from CES. Now on this one, Brian, you and I both saw lots of different technology all throughout the days that we were on site. So I thought to me that just felt like a, you know, a high quality way to get a computer, not from one of the big vendors.

Technology 69

Technology Account accountant accounted 69

ThomsonReuters

JUNE 22, 2021

No one enjoys being told what to do or feeling powerless. How then can IT leaders in large tax and accounting firms best make their case for new technology? Getting people to change is a huge hurdle with firms. If you’re the head of IT wondering, “How can I really help push our firm forward?

accounting firms 89

accounting firms Tax Account accountant 89

ThomsonReuters

DECEMBER 17, 2020

But what does this mean for small CPA firms who don’t perform audits? In this episode of Pulse of Practice “Should a Small Firm Care?”, Paul Miller, CPA from Business by Design , and I are joined by Brian Fox, Founder of Confirmation, part of Thomson Reuters. How public company fraud affects the small CPA firm.

cpa firm 95

cpa firm CPA audit auditor 95

PANALITIX

AUGUST 23, 2020

Michael started in audit with KPMG in Melbourne, Australia though he always planned to go into industry. Having met his wife back at KPMG, there was talk about starting their own firm and they finally took the plunge (shortly after the Global Financial Crisis!) Michael’s Background. starting with no clients and no fees. Target Clients.

chartered accountant 130

chartered accountant accounting and finance Manufacturing management accounting 130

CPA Practice

DECEMBER 15, 2023

Now, as it turns out, Brian and I get the privilege of being guest and presenters at lots of different conferences. So Brian, I know that you and I both went through the AI Lab and several other pieces, but there were some pretty big announcements. Just to reminder here that with AI, one of the major concerns is privacy.

Technology 52

Technology CPA New York Kansas 52

Snyder

NOVEMBER 14, 2022

From January to April, there are few things that accountants do besides tax filing. If you’re a busy accountant seeking useful tips on how to survive this turbulent tax season and make your workflow as easy and stress-free as possible, you’ll find this article helpful. How many hours do accountants work during busy season?

Account 98

Account accountant accounted Tax 98

CPA Practice

JANUARY 5, 2024

Now, Brian and I have followed the company that we’re going to talk about for a long time, Zoho. But in particular, their new release of Zoho practice on November 14, is a breakthrough for the company. They’ve created a browser called Oulu that Brian and I have used, it’s just good No, no trach tracks tracking in there.

Technology 40

Technology Account accountant accounted 40

Ryan Lazanis

JULY 21, 2022

In this post, I’ll be outlining strategies your firm can take today for how to get accounting clients and land new business in a rapidly changing world. Everything discussed is my honest opinion based on personal experience. Strategies on How to Get Accounting Clients Today. Note: This post was sponsored by Xero.

Account 98

Account accountant accounted bookkeeping 98

CPA Practice

JUNE 29, 2023

Now, Brian claims that he is a recovering auditor, I don’t think you ever get audit blood out of yourself at least listening to him, that’s for sure. Now, Brian claims that he is a recovering auditor, I don’t think you ever get audit blood out of yourself at least listening to him, that’s for sure. Randy Johnston 00:03 Well, good day.

Technology 52

Technology audit general ledger Start-ups 52

CPA Practice

FEBRUARY 2, 2024

In this podcast, they highlight some of their favorite personal tech they saw on display. We’ve been attending the Consumer Electronics Show this week, and wanted you to get an update on personal technology that might make a difference for you. Use the podcast player below to listen to the podcast. SPEAKERS Brian F.

Technology 72

Technology Account accountant accounted 72

SkagitCountyTaxServices

JUNE 15, 2022

[1] Because we’re talking cash flow management today… with a recession looming on the horizon and the effects of inflation being felt so hard in everyday life, it’s difficult not to freak out over what lies ahead for your Skagit County small business. While that remains to be seen, one thing I can say is, don’t panic.

Real Estate 79

Real Estate CPA tax return Tax 79

Ryan Lazanis

MAY 17, 2022

Most of these methods I’ve personally used myself to help take my cloud accounting firm from scratch to sale in just 5 years. Before we move on, I think it’s important for me to state a few things on the topic of marketing for accountants: None of these strategies are magic. Let’s check them out! Table of Contents.

Account 98

Account accountant accounted accounting firms 98

CPA Practice

JUNE 21, 2023

SUMMARY KEYWORDS people, audit, ai, trends, talking, folks, practice, year, prep, vendor, products, tax, brian, firms, aicpa, understand, thompson, accounting, companies, engaged SPEAKERS Randy Johnston, Brian F. Now, Brian, I know you attended the 40, under 40, this year, and you’ve been on the 40, under 40.

Technology 59

Technology audit CPA Tax 59

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. In it, I’ll be sharing 147 of the best cloud accounting software apps on the market. Each item in the list will contain a brief description and will focus on how you can level up your accounting automation.

accounting software 98

accounting software quickbooks Account accountant 98

Going Concern

DECEMBER 31, 2022

With just seconds left in 2022 (this is scheduled to publish on 11:59 PM on December 31st), let’s take a quick look back on the ten stories that seemed to have the most buzz this past year. Corporate Overlords Try to Scare Us Back Into the Office With Figures on How Much WFH is Costing You. Their chairs.

accountant salary 105

accountant salary audit accounting and finance Tax 105

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. If you are primarily a tax firm, consider what questions and applications from AI would be helpful for tax.

Technology 98

Technology audit Education accounting and finance 98

CPA Practice

FEBRUARY 5, 2024

In this podcast, they highlight some of their favorite personal tech they saw on display. We’ve been attending the Consumer Electronics Show this week, and wanted you to get an update on personal technology that might make a difference for you. Use the podcast player below to listen to the podcast. SPEAKERS Brian F.

Technology 52

Technology Account accountant accounted 52

Mark Lee

SEPTEMBER 19, 2023

And, if you have a clear focus, the easier it will be for other people you know to recognise when they can recommend and refer you to people who need your services. Having said that though, you are not alone if you find the idea of focusing on a single niche or target audience too limiting.

Account 52

Account accountant accounted Construction 52

Mark Lee

SEPTEMBER 19, 2023

And, if you have a clear focus, the easier it will be for other people you know to recognise when they can recommend and refer you to people who need your services. Having said that though, you are not alone if you find the idea of focusing on a single niche or target audience too limiting.

Account 52

Account accountant accounted Construction 52

Going Concern

FEBRUARY 9, 2023

In our research for this article, a public accounting firm revealed that it spent up to 30% of its time collecting documents in a typical engagement. We can picture it now: The client takes three months to get you the documents you need—then demands immediate results. And yes, two of the co-founders of UpLink are named Alex.

auditor 59

auditor cpas public accounting Sports 59

Ryan Lazanis

FEBRUARY 6, 2023

Luckily there are ways to reduce stress in an accounting firm and maintain a healthy work-life balance. In this article, I will discuss 15 methods for overcoming accounting stress. Read on for more… Table of Contents Why is the Accounting Profession Stressful? said it always affected their well-being.

Account 52

Account accountant accounted Non-Profits 52

Going Concern

DECEMBER 5, 2022

In an article for CoinDesk , Francine McKenna took a crack at why the FTX debacle happened, and like she always does when there ’s really bad accounting at a company going through a financial crisis, who are/were the auditors: It’s not clear why FTX commissioned two different audit firms to audit its 2020 and 2021 financial statements.

audit 52

audit auditor financial statements public accounting 52

Going Concern

APRIL 19, 2023

Honestly, we could just end the article here but there are minimum word counts to hit so in a moment we’re going to give you a few reasons why you need to raise your fees, though you don’t need them. That idea sounds better on paper than in real life, of course. You’re still not ready to do it, are you? Just raise them.

public accounting 59

public accounting Start-ups B2B tax return 59

PYMNTS

APRIL 21, 2020

It was that shortage of ventilators, hospital beds and other necessary equipment, Karen Webster noted in a conversation with ResMed ’s Chief Medical Officer Dr. It also has been what has elicited the most shock: How did the largest economy on earth get caught so flat-footed when it came to such critical supplies?

Healthcare 60

Healthcare Hospitality New York California 60