Accounting Today

JULY 9, 2025

By Chris Gaetano July 9 Practice management Franklin Alliance acquires second firm The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms.

Accounting 182

Accounting Accounting Corporation Tax Auditing 182

Accounting Today

JUNE 6, 2025

Accounting Accounting firm services Accounting education International accounting Career planning MORE FROM ACCOUNTING TODAY Technology XcelLabs launches to help accountants use AI Jody Padar and Katie Tolin debuted a training and technology platform, in partnership with the Pennsylvania Institute of CPAs and CPA Crossings.

Accounting 219

Accounting Accounting Corporation Tax Auditing 219

Accounting Today

JUNE 9, 2025

Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPA firms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. Transforming tax practices with algorithms jd-photodesign - stock.adobe.com Tax season places immense pressure on CPA firms.

CPA 147

CPA Corporation Tax Auditing Tax 147

Accounting Today

JUNE 9, 2025

By Danielle Lee 8h ago Practice management Accountants expect firms to shrink headcount by 20% Fifty-two percent of accountants expect their firms to shrink in headcount by 20% in the next five years, according to a report by the Indiana CPA Society. By Paige Hagy June 6 Like what you see?

Auditing 147

Auditing Corporation Tax CPA Accounting Software 147

Accounting Today

JUNE 13, 2025

The company is also offering a 100% money-back guarantee for subscribers to its TaxPlanIQ Growth Plan who, over 12 months, complete 12 trainings, present 10 tax plans to verifiable clients or prospects, and participate in five 1:1 tax plan reviews with a TaxPlanIQ Concierge CPA Consultant.

Corporation Tax 207

Corporation Tax Tax Auditing Billing 207

Accounting Today

JUNE 13, 2025

By Michael Cohn 5h ago Accounting SEC taps new chief accountant The Securities and Exchange Commission appointed Kurt Hohl, a former partner at Ernst & Young, as its new chief accountant, effective July 7.

Corporation Tax 173

Corporation Tax Auditing XERO Accounting Software 173

Accounting Today

JUNE 9, 2025

By Danielle Lee 8h ago Practice management Accountants expect firms to shrink headcount by 20% Fifty-two percent of accountants expect their firms to shrink in headcount by 20% in the next five years, according to a report by the Indiana CPA Society. By Paige Hagy June 6 Like what you see?

Tax 130

Tax Corporation Tax CPA Auditing 130

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.

Corporation Tax 130

Corporation Tax Accounting Accounting CPA 130

Intuit

JUNE 5, 2025

That’s where accounting conferences come in. These events bring together top minds in tax, audit, and financial technology, offering insights that can shape the future of your career. You might be looking to earn continuing professional education (CPE) credits or explore new software solutions.

Accounting 130

Accounting Accounting Tax AR 130

Accounting Today

JUNE 16, 2025

This current business environment — exacerbated by economic uncertainty, fee pressures and the ongoing CPA talent shortage — is exposing the growing cracks in the traditional accounting model. They expect strategic insights, thoughtful planning and a reliable partnership year-round.

Corporation Tax 162

Corporation Tax Auditing Billing Tax 162

Accounting Today

JULY 9, 2025

By Chris Gaetano July 9 Practice management Franklin Alliance acquires second firm The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms.

Corporation Tax 147

Corporation Tax Accounting Accounting Auditing 147

Intuit

APRIL 29, 2025

Do you have to be a Chartered Professional Accountant (CPA) to be a tax preparer in Canada? No, you dont need to become a CPA to be a tax preparer. While a CPA designation isnt required, obtaining certification as a tax preparer can improve your credibility and make you more competitive in the job market.

Tax 130

Tax CPA Financial Services Financial Analysis 130

Intuit

APRIL 21, 2025

Average annual salary (BLS): $93,060 Certified public accountant (CPA) A certified public accountant is a licensed professional who provides a wide range of accounting services. This role requires extensive accounting principles, auditing, and tax regulations knowledge.

Financial Statements 130

Financial Statements Accounting Accounting Budgeting 130

Accounting Today

JUNE 9, 2025

To start, ownership in a CPA firm is more expensive today than it ever has been. Heres what I mean: If you take the time to forecast the next 10 years of public accounting supply (i.e., credentialed CPAs in America) and demand (i.e., Heres a crash course. What is happening to the partnership model? What does that mean for you?

Accounting 130

Accounting Accounting CPA Corporation Tax 130

Intuit

APRIL 25, 2025

Experience-driven; may include certified financial planner (CFP) or strategic expertise Example use case Implementing accounting software Advising on business growth and risk management Breaking it down further Once a consultants project is complete, so is the engagement. Looking to grow in these areas? The post Advisor vs.

Auditing 130

Auditing Accounting Software Tax CPA 130

Accounting Today

JUNE 6, 2025

Accounting solutions provider Sage announced a partnership with CPA.com , which licenses select AICPA resources to train Sage Copilot, its generative AI assistant designed to support accountants and finance teams with authoritative, context-aware guidance.

XERO 147

XERO Auditing Corporation Tax Tax 147

Accounting Today

JUNE 6, 2025

CALIFORNIA Janet Shepard Janet Shepard was hired as a business management partner and co-leader of the client accounting services practice at HCVT, Irvine.

Corporation Tax 130

Corporation Tax Auditing CPA Accounting Software 130

Accounting Today

JUNE 5, 2025

CPA Timothy Trifilo has been sentenced to 20 months in prison for making a false statement on a mortgage loan application and for not filing an income tax return. EDT 6 Min Read Facebook Twitter LinkedIn Email Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases. Washington, D.C.:

Tax 147

Tax Corporation Tax Auditing Accounting Software 147

Accounting Today

JUNE 13, 2025

FLORIDA The Florida Institute of CPAs announced its annual Women to Watch Awards on June 12 during its MEGA 2025 event, presenting the Experienced Leader award to Kristen Brand, office managing partner of Baker Tilly in Tampa, and Emerging Leader honor to Alex Welsh, senior manager of service delivery operations at A-LIGN.

CPA 113

CPA Corporation Tax Auditing Tax 113

Accounting Today

JUNE 27, 2025

ILLINOIS Joseph Bigane Joseph Bigane III was named the recipient of the Illinois CPA Societys 2025 Lifetime Achievement Award. By Danielle Lee 50m ago Technology Tech News: Prager Metis teams with Kearns Technology Plus, K1x launches 1099 aggregator; Ledgre announces tax assistant for rental property owners; and other accounting tech news.

Corporation Tax 147

Corporation Tax Auditing Accounting Software CPA 147

Accounting Today

JUNE 10, 2025

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. a firm that specializes in profit participation and entertainment accounting and is also based in Los Angeles. Will Walsh of 1LifeConsulting LLC consulted on the transaction.

Corporation Tax 130

Corporation Tax Auditing Tax Accounting Software 130

Accounting Today

JUNE 27, 2025

Ledgre announces 'Ledgy' tax assistant for rental property owners andia-faith/andiafaith - stock.adobe.com Ledgre , an AI-driven accounting platform built for landlords and real estate investors, announced the rollout of Ledgy, a new AI tax assistant that supports the tax and bookkeeping experience for rental property owners.

AP 113

AP Corporation Tax Auditing Tax 113

Accounting Today

JUNE 23, 2025

You or at what point did you know you wanted to be managing partner of a CPA firm? Theres vision for you as an individual and then theres vision for your firm. But lets talk a little bit about the vision for yourself. Was that always the goal or is that something that developed over time or Jeff Weiner (08:17): No?

Auditing 237

Auditing Tax Accounting Accounting 237

Intuit

APRIL 25, 2025

Experience-driven; may include certified financial planner (CFP) or strategic expertise Example use case Implementing accounting software Advising on business growth and risk management Breaking it down further Once a consultants project is complete, so is the engagement. Looking to grow in these areas? The post Advisor vs.

Auditing 130

Auditing Accounting Software Tax CPA 130

Analytix Finance & Accounting

JUNE 24, 2025

When you outsource your accounting, tax preparation becomes an ongoing process rather than a stressful annual event. Your accounting team will track deductions throughout the year, maintain organized documentation, and implement tax planning strategies to optimize your position.

Accounting 52

Accounting Accounting Bookkeeping Financial Analysis 52

Cloud Accounting Podcast

JANUARY 19, 2024

Blake and David mull over the Arizona CPA Society's survey revealing that 80% of Arizona CPAs support 150-hour-rule alternatives. Wrapping things up, some reflections on the need for major reforms in auditing and regulation of the accounting profession. 09:38) - Are firms facing an accounting shortage? (14:49)

CPA 64

CPA Auditing Computation Accounting Software 64

Intuit

AUGUST 30, 2023

Some of the most popular tax preparation platforms include: TurboTax TaxSlayer H&R Block TaxAct Knowing how to choose the best tax preparation and accounting software for small businesses can be tricky. In addition, you can attend large business events that your clients are likely to be interested in.

Tax 130

Tax Accounting Accounting CPA 130

Future Firm

AUGUST 22, 2022

Get to know the top accounting practice management software and why it is essential for your business. Important categories to evaluate when choosing a workflow management software for your CPA firm. In no particular order, check out the 17 best accounting practice management software products on the market.

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

Future Firm

APRIL 4, 2022

While you have a ton of different excellent cloud accounting software apps to choose from , in Chapter 5, I provide specific technology recommendations for two cloud accounting apps that you should start with. Include these bookkeeping apps in your productized accounting and bookkeeping services. Let’s make this simple.

Bookkeeping 98

Bookkeeping Bookkeeping Services XERO QuickBooks 98

AvidXchange

SEPTEMBER 6, 2017

This live event, Tips & Tricks to Prepare for Year-End Close , will take place on September 21 at our new corporate campus located at the AvidXchange Music Factory. I am a licensed CPA and was a partner in a firm for 14 years before joining REDICO in 2000. We used Sage Timberline’s software, Timberscan, to try to eliminate paper.

Accounts Payable 52

Accounts Payable Accounts Payable Billing AP 52

Future Firm

JUNE 8, 2023

Within accounting forums, you have access to a diverse community of accounting and finance professionals qualified to provide technical help and tips. Best 14 Accountants Forums With a myriad of choices available, I understand that selecting the forums to join can be confusing. They are capping membership at 500 members.

Accounting 52

Accounting Accounting CPA Tax 52

Future Firm

NOVEMBER 17, 2022

Some CRMs also have a feature that reminds clients to submit their documents on time, this is important, especially for CPA firms. 8 Main Features Your Accounting CRM Needs. Insightly organizes your business data, reports, projects, emails, events, and more… all in one place. 5) Higher Productivity and Efficiency.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

Accounting Today

JUNE 10, 2025

By Michael Cohn 5h ago Audit Climate risk could slash earnings 7% by 2035 Extreme weather events like wildfires and hurricanes could drop corporate earnings up to 7.3% by 2035, KPMGs 2025 Futures Report found. across four sections of the exam.

Corporation Tax 130

Corporation Tax Auditing Tax Accounting Software 130

Nanonets

JANUARY 17, 2024

In a world where your expense management system needs to talk to your accounting software, your ERP system, and maybe even your CRM, integration is key. Link your expense system with accounting software like QuickBooks or Xero for seamless data flow and error reduction. And let's not forget about integration issues.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

Cloud Accounting Podcast

AUGUST 3, 2020

I'm gonna read the letter, itself - Accounting firms should repay PPP loans - "As a practicing CPA I was glad to see July 15 finally arrive and signal the end of a long busy season. I was shocked when I heard that CPA firms had received PPP loans. It's a letter to the editor. It has provided some time to reflect.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Accounting Today

JUNE 9, 2025

Koziel added some valuable advice for firm leaders from his time working at a Buffalo-based CPA firm in the 1990s: "When I was in charge of recruiting, Id ask our partners, Is this firm the right place for your kids? I encourage everyone to change the story theyre telling," she told the audience. And if its not, fix it."

Accounting 248

Accounting Accounting Corporation Tax Auditing 248

Accounting Today

JUNE 24, 2025

Technology Artificial intelligence Accounting students Accounting education MORE FROM ACCOUNTING TODAY Audit PCAOB permanently bars repeat offender The Public Company Accounting Oversight Board sanctioned the firm Michael T. Studer CPA and Michael Studer for repeat violations related to a 2019 audit.

Accounting 251

Accounting Accounting Corporation Tax Auditing 251