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

JULY 18, 2025

These new features are an addition to the softwares already-present ability to streamline control documentation, automate testing and monitoring, and provide real time insights. Bloomberg announces new features for AI Assistant Bloomberg Tax and Accounting announced a bevy of new features for its AI Assistant.

Technology 59

Technology sage accounting accounting and finance audit 59

CPA Practice

JUNE 30, 2025

The awards highlight the most useful technology for firms and clients. From tax prep to asset management, invoicing and portals, and auditing to remote CFO functions, the services the accounting and tax pros provide are dependent on the technologies they use.

Technology 104

Technology Rhode Island West Virginia South Dakota 104

CPA Practice

JUNE 12, 2025

Closer to home, accounting firm leaders face hiring challenges, succession planning woes and the very real question: what role will humans play as AI and automation take over more of our work? They pay attention, adapt and align their leadership, technology and talent strategies to stay agile. Don’t panic, lead The fear is real.

Technology 110

Technology payroll audit Education 110

CPA Practice

JULY 15, 2025

These buyers see opportunities to modernize operations, leverage technology, and implement new service models that traditional CPA firm owners may not have explored. A growing number of financial advisors, tech entrepreneurs, and small investment groups are acquiring CPA firms. The Trend: Why Are Non-CPAs Buying CPA Firms?

cpa firm 83

cpa firm CPA cpas Technology 83

CPA Practice

JUNE 25, 2025

These skills also help the IMA connect with professionals in related fields, such as data analysis, business operations, information technology, and project management, who work closely with finance teams and share similar goals and challenges, the organization added. Customers U.S.

management accounting 83

management accounting management accounts Technology accountant 83

Accounting Today

JUNE 11, 2025

The shift signifies growing apprehension across Main Street accounting firms serving as advisors on tax, payroll and compliance decisions amid a backdrop of historic tariff actions, continued inflation and unpredictable tax and trade policies.

Technology 107

Technology accountant accounted Account 107

CPA Practice

JUNE 30, 2025

OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. CPA Practice Advisor has products that deliver powerful content to you in a variety of forms including online, email and social media.

bookkeeping 93

bookkeeping Sales Tax Technology 93

CPA Practice

JUNE 6, 2025

Certifications empower accountants to better meet their clients’ demands by covering a range of topics, from mastering payroll essentials and becoming proficient in the ADP Accountant Connect SM platform to innovative selling strategies.

Technology 93

Technology payroll accountant accounted 93

Reckon

NOVEMBER 5, 2024

Holiday payroll checklist Having a game plan for the holidays ensures you are on the same page as your employees and ready to trade. Breaking down your payroll into parts will help you focus and tackle your holiday budget. Breaking down your payroll into parts will help you focus and tackle your holiday budget.

payroll 52

payroll Technology Gaming Retail 52

CPA Practice

JUNE 18, 2025

She brings more than 20 years of leadership experience in operational strategy, technology consulting, and full P&L management across the public, private, and startup sectors. Most recently, she served as president of North America at QuickFee, a payment technology platform.

Technology 115

Technology audit Healthcare payroll 115

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 9, 2025

Subscribe Tags:  BDO USA , ceo , Firm Management , leadership Recommended Firm Management Articles View All Firm Management Articles Payroll July 9, 2025  Career Reinvention is Necessary Due to AI Transformation Automation and AI-driven disruption is making reemployment harder, while many workers underestimate the role of AI in job loss.

Technology 109

Technology payroll audit payroll tax 109

Accounting Today

JUNE 16, 2025

Accountants manage a high volume of sensitive information daily, covering everything from client tax details and payroll reports to audit documentation and financial disclosures. The confidentiality of this information is paramount, not just for legal compliance, but also to maintain client trust and operational integrity. of their salary.

Technology 64

Technology accountant accounted Account 64

CPA Practice

JULY 1, 2025

Subscribe Tags:  audit , ceo Recommended Auditing Articles View All Auditing Articles Accounting June 27, 2025  Nominations Open for 2025 Innovation Awards The Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.

Technology 104

Technology audit payroll CPA 104

CPA Practice

NOVEMBER 12, 2024

11 that it has acquired Jubilant, an Ann Arbor, MI-based HR technology consultancy focused on implementing and supporting human capital management, payroll, and workforce management systems. The acquisition will build on Jubilant’s market reputation and enhance EY US’s HR technology delivery capabilities, the accounting firm said.

Technology 52

Technology payroll accounting firms accounted 52

SchoolofBookkeeping

JULY 9, 2025

Advanced Everything in Plus, + Finance Agent + Projects Agent + Analytics Agent + Payroll Agent + Custom Reports & Spreadsheet Sync Finance Agent: Analyzes data, creates forecasts, highlights variances. Payroll Agent: Prepares payroll runs and requests approval. Analytics Agent: Delivers on-demand reports and insights.

quickbooks 90

quickbooks accounting and finance payroll Technology 90

CPA Practice

OCTOBER 14, 2024

Respondents who had little idea what GenAI was a little more than a year ago are now considering how the technology can help redefine what a modern tax and finance function looks like, EY says. Smarter chatbots are also helping payroll departments provide better, more customized answers to worker queries.

corporation tax 117

corporation tax Tax Finance Technology 117

Acterys

DECEMBER 20, 2024

Business leaders, including CFOs, are well aware of these technologies. Rising data volumes The task of consolidating and controlling data from various sources, technologies, and formats has reached a point where it is exceedingly challenging. The need for timely action has never been more paramount. applications.

accounting and finance 130

accounting and finance Technology accounting software Finance 130

CPA Practice

JULY 1, 2025

Over the past five years, KPMG’s leadership team has driven sustained investments in technology and talent, creating strong momentum across our business,” said Chair and CEO-elect Tim Walsh. “As The awards highlight the most useful technology for firms and clients. OBannon KPMG LLP, the U.S. Managing Principal-elect Atif Zaim. “We

Technology 89

Technology Ohio payroll payroll tax 89

CPA Practice

JUNE 11, 2025

Our AI Answering Services bring intelligent automation to the front desk so firms can stay responsive without increasing headcount or costs,” he said in a statement. Firms often struggle to provide consistent phone coverage, especially during tax season, after business hours, or when staff are away. “

accounting firms 52

accounting firms Technology accountant accounted 52

CPA Practice

JUNE 26, 2025

For example, asset managers and construction and real estate respondents were more likely to be implementing technology to reduce costs — and conducting proactive, high-frequency scenario planning. debt on the economy. debt on the economy. Supply chain adjustments were the most common response, but solutions varied by industry.

Finance 91

Finance Technology accounting and finance payroll 91

Accounting Today

JUNE 20, 2025

Penalties on payroll and excise tax deposits due on or after March 14 and before April 10 in Mississippi will be abated as long as the tax deposits were made by April 10. In Texas, penalties on payroll and excise tax deposits due on or after March 26 and before April 10 will be abated as long as the tax deposits were made by April 10.

Mississippi 94

Mississippi Texas Tax Technology 94

CPA Practice

OCTOBER 31, 2024

Sage , a provider of accounting, financial, HR and payroll technology for small and mid-sized businesses (SMBs), has announced a partnership with Artis Trade Systems “Artis”, to automate document data entry and accelerate financial and document workflows for Secured Finance Lenders, Transportation and Commercial Companies.

Technology 52

Technology accounting and finance Transportation Finance 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

CPA Practice

JUNE 18, 2025

Jason Bramwell Payroll June 18, 2025  Hiring Process Takes Longer Now Than Two Years Ago, Managers Say New research from Robert Half shows that hiring is becoming increasingly time-consuming, as 93% of hiring managers said the process takes more time now than it did just two years ago. © 2025 Firmworks, LLC.

Technology 88

Technology accounting and finance cpas payroll 88

Accounting Today

JUNE 5, 2025

More than anything, they are eager to see how everything theyve learned in other courses — finance, business strategy or technology — applies in a business setting. Theyre engaged and want to know how to become more involved in technology-driven accounting and advisory work. Another takeaway is how crucial hands-on learning is.

accountant 88

accountant accounted Account Technology 88

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

Shay CPA

MARCH 26, 2025

If you dont, your tech company could come back to haunt you. To ensure your tech company doesnt cause issues in your future, follow these steps. #1: your own technology or a unique intellectual property), you might be able to find an interested buyer. The post Shutting Down Your Tech Company? Thats why were here.

Technology 52

Technology Legal Real Estate Tax 52

CPA Practice

JULY 14, 2025

At this global industrial automation leader, he served as vice president of strategy and planning and later as general manager of the semiconductor segment. Burrows brings more than two decades of experience leading marketing strategy at high-growth technology companies.

West Virginia 51

West Virginia Technology Pennsylvania accounting and finance 51

CPA Practice

JUNE 17, 2025

is an intuitive and affordable assurance platform where accounting and finance professionals can easily discover and quickly benefit from the most advanced technologies. companies are navigating a period marked by economic uncertainty, geopolitical tension, and rapid technological change.

auditor 72

auditor Technology audit payroll 72

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

CPA Practice

JULY 7, 2025

She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. She currently writes a monthly accounting and technology-related blog for PLANERGY , and ghostwrites several blogs for various software companies.

North Carolina 55

North Carolina Technology payroll New York 55

CPA Practice

JUNE 24, 2025

OBannon Firm Management June 24, 2025  When Teams Need More Than Technology: The Missing Piece in Firm Transformation Because advisory firms don’t thrive on technology, they thrive on people—people who are clear, connected, and capable of using the tools with confidence.

Technology 71

Technology payroll payroll tax audit 71

Basis 365

MARCH 23, 2025

By leveraging cloud-based technology and expert financial support, businesses can reduce costs, improve accuracy, and gain real-time financial insights. As automation, AI, and remote work reshape industries, companies need scalable, cost-effective financial solutions. Automated Bookkeeping Reduced human error.

accountant 52

accountant accounted Account Technology 52

CPA Practice

JUNE 20, 2025

Subscribe Tags:  accountants , Accounting , COVID , fraud , PPP scam , Small Business Recommended Accounting Articles View All Accounting Articles Payroll June 19, 2025  Will Employers be Targeted for Hiring Undocumented Workers? million in COVID-19 relief loans in Pennsylvania. million in COVID-19 relief loans in Pennsylvania.

Pennsylvania 72

Pennsylvania CPA Technology payroll 72

CPA Practice

JULY 2, 2025

Martell started Alpine Mar in 2020 with a mission of defining the modern-day accounting firm—one that breaks traditional molds by leveraging technology, expertise, communication, and clients’ needs to create more personalized experiences, the firm says in the media release.

Florida 90

Florida Technology Tennessee payroll 90