Jetpack Workflow

JUNE 19, 2025

Other examples of responsibilities which should be defined include gathering statements, interacting with the client’s CPA, and handling financial matters. Confidentiality agreement This part of the engagement letter is included to protect the client and assure them you want to maintain the confidentiality of their books and finances.

Bookkeeping

Jetpack Workflow

JULY 9, 2025

You read accounting books, plus news stories on tax issues and pending regulations. Want to learn more about how to develop consistent CPA pipeline? The Best Accounting Podcasts (Packed With Great Episodes) Here are some of the best accounting podcasts to queue up – whether you’re studying for your CPA exam or growing your own firm.

Accounting

CapActix

MAY 16, 2025

Some of the popular examples of the best AI accounting software solutions that adopted AI include platforms like Xero, Zoho Books, and QuickBooks. According to a 2024 report by CPA Practice Advisor, 58% of U.S. It’s like having a virtual financial consultant built into your books. Automated audits. Tax filing by AI.

Accounting Software

Accounting Today

JULY 24, 2025

If an online shipping company can inject that much personality into something as mundane as postage, whats stopping CPA firms from doing the same? Personality is a differentiator, not a liability Clients dont just hire CPA firms for tax prep or financial statements. Here are five ways CPA firms can embrace that idea: 1.

Corporation Tax

CapActix

JUNE 26, 2025

Otherwise, those taxpayers inclined to play catch-up will pay hefty fines or even face an audit. An accounting firm for real estate businesses , prepare your statements along the lines of GAAP to have uniform, clear, and auditable financial statements no matter the land or structure type.

Tax

Jetpack Workflow

JUNE 17, 2025

Amy, a CPA with a background in Big Four auditing, brings her extensive experience to the table as well. By focusing on the needs of non-CPA professionals who are integral to the CAS ecosystem, Deneen addresses a critical gap in traditional accounting education.

Bookkeeping

CapActix

JUNE 12, 2025

Lack of Financial Expertise Not every small business can afford an in-house CPA. These experts would regularly review your books, point out issues that could condition your finances poorly, and make recommendations on how to solve them. Tax Planning Support and CPA Aid Be aware that certain providers offer consultations with CPAs.

Bookkeeping Services

accountingfly

FEBRUARY 20, 2025

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23761013 Certifications: CPA Candidate Education: BBA Accounting, MA Accounting Experience (years): 5+ years of public accounting experience Work experience (detail): A senior associate with a CPA firm Prepares individual, partnership, corporate, fiduciary and gift returns Provides (..)

CPA

accountingfly

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, (..)

CPA

Accounting Today

JULY 7, 2025

Accounting Practice management Ed Mendlowitz MORE FROM ACCOUNTING TODAY Audit PCAOB posts engagement acceptance reminders The Public Company Accounting Oversight Board gave reminders for auditors who audit smaller public companies in its latest staff publication, "Audit Focus: Engagement Acceptance."

Accounting

accountingfly

JULY 17, 2025

Here are some of this week’s top remote tax and accounting candidates. Sign up now to receive the full list of available top candidates on a weekly basis!

Tax

Accounting Today

JUNE 24, 2025

She is the author of a book called "Fighting Corruption is Dangerous," which she learned firsthand when investigating a fuel subsidy scam and her mother was kidnapped. "It Studer CPA and Michael Studer for repeat violations related to a 2019 audit.

Corporation Tax

Cloud Accounting Podcast

JUNE 5, 2025

What happens when a major newspaper publishes a summer reading list where only five of the 15 books actually exist? Blake and David explore this real example of AI-generated content gone wrong and what it means for accounting professionals who increasingly rely on automated tools.

Microsoft Excel

Accounting Today

JUNE 6, 2025

CANADA CPA Canada and FP Canada, Toronto, signed a new memorandum of understanding to enhance collaboration between the accounting and financial planning professions, offering professional accountants who are part of CPA Canada opportunities to enhance their credentials, along with improved access to FP Canada courses and conferences.

Corporation Tax

CapActix

MAY 8, 2025

In short, it is necessary to have an experienced accountant taking care of your financial books. In fact, more and more enterprises and CPA firms have started replacing their in-house bookkeeping team with professional bookkeeping services. Interestingly, it is not what several businesses think, just managing books.

Bookkeeping Services

accountingfly

JULY 10, 2025

Sign up now to receive the full list of available top candidates on a weekly basis!

Tax

accountingfly

JUNE 5, 2025

Sign up now to receive the full list of available top candidates on a weekly basis!

Tax

Intuit

JANUARY 19, 2024

Table of Contents What Is a CPA? CPA Jobs and Specializations CPA Job Description How to Become a CPA CPA Job Outlook CPA Job Salaries Remote CPA Jobs Freelance CPA Jobs Available Jobs for CPAs at Intuit Entry-Level CPA Jobs What is a Certified Public Accountant’s job?

CPA

Accounting Tools

AUGUST 19, 2024

A CPA is a certified public accountant , and is engaged in a number of advisory roles for his or her clients. Of the following activities, the only one that a CPA is specifically certified to do is the audit. The choice may be to only provide audit services, or to provide everything but audit services.

CPA

Xero

MARCH 1, 2023

We’re huge advocates of cloud Software as a Service (SaaS) business products, as we want to help Irish business owners get back to focusing on their business by introducing automation, to spend less time on the books.” This webinar is suitable for both Xero partners and customers.

XERO

Cloud Accounting Podcast

APRIL 26, 2023

Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.

CPA

accountingfly

APRIL 4, 2024

Tech Stack: QBO, QBD, Bill.com (Certified), Gusto (Certified), automatic bank feeds, etc.

Financial Statements

Cloud Accounting Podcast

JULY 11, 2023

Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.

CPA

Cloud Accounting Podcast

APRIL 19, 2023

The M-Score is warning that the chance of fraud is the highest in over 40 years; Did KPMG fail to issue a critical audit matter for Silicon Valley Bank?; 57:50) - Blake co-wrote an article for CPA Practice Advisor (01:02:31) - Wrap up and where to reach us Need CPE? Hit the link below to get more info.

CPA

Cloud Accounting Podcast

DECEMBER 22, 2023

They also talk about an accounting reference in the new Trolls movie and the need for more diverse and positive CPA portrayals in media. 28:25) - Berkshire Hathaway lawsuit (38:51) - SmileDirectClub declares bankruptcy (45:37) - Thoughts on accountants doing IT audits (51:03) - How much money do Americans need to be happy? (01:04:24)

CPA

Cloud Accounting Podcast

SEPTEMBER 27, 2023

Blake and David discuss the potential for AI to replace CEOs of CPA firms. Then, on to cryptocurrency scams and criticisms of the 150-hour rule for becoming a CPA, with listener emails sharing personal experiences and concerns about the rule. (27:13) Hit the link below to get more info. Hit the link below to get more info.

CPA

Cloud Accounting Podcast

MARCH 28, 2023

billion error (11:30) - Blake and David talked to Linda about alternative CPA pathway (15:37) - Blog Post on NASBA website on CPA pipeline problem (19:11) - Are salaries the bigger issue? (21:24) Show Notes Texas Close to Allowing CPA Candidates to Test with 120 Credits [link] South Carolina's Top Accountant to Step Down After $3.5

CPA

Cloud Accounting Podcast

APRIL 12, 2023

(13:59) - Breakdown on how the IRS plans to spend that money (24:01) - Tax advice from TikTok (34:39) - What is the accounting pro's role in advising a client on taxes (37:47) - Accounting Today's April Fools Day post (39:40) - Minnestoa CPA Society gets a big supporter in CLA on the 150 rule (45:39) - Should we move the tax deadlines? (49:56)

Tax

Blake Oliver

SEPTEMBER 29, 2023

Jerry Maginnis, former office managing partner of KPMG in Philadelphia and author of the new book Advice for a Successful Career in the Accounting Profession: How to Make Your Assets Greatly Exceed Your Liabilities , told me on my podcast that younger professionals have short attention spans and they’re very interested in what’s next.

Accounting

Cloud Accounting Podcast

MAY 16, 2023

Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes KPMG pens deal with MindBridge to apply AI to digital audits | Accounting Today [link] We ran the CPA exam through ChatGPT and it failed miserably | Accounting Today [link] I Cloned Myself With AI.

CPA

Cloud Accounting Podcast

OCTOBER 4, 2024

Blake and David discuss a controversial TurboTax ad campaign encouraging people to "break up" with their tax professionals, analyze survey data on AI adoption in accounting firms, and critically examine proposed changes to CPA licensure requirements. Let the listeners of The Accounting Podcast know by running a classified ad.

Auditing

Intuit

JUNE 23, 2023

It could mean that you keep the accounting records or books for nonprofit companies or that you help local governments gain a better understanding of their cash flow. In fact, these entities are tax-exempt, but that doesn’t mean they don’t need an accountant to help with their books.

Accounting

Accounting Tools

SEPTEMBER 27, 2023

Related Courses How to Conduct an Audit Engagement What is an Audit? An audit is the examination of an entity's accounting records , as well as the physical inspection of its assets. If performed by a certified public accountant (CPA), the CPA can express an opinion on the fairness of the entity's financial statements.

Auditing

Less Accounting

DECEMBER 1, 2023

Reconcile Accounts You won’t get far if your books aren’t up to date. This will affect your financial reporting and your tax preparation so get those books nice and tidy. Tax Planning Get your questions into your CPA before the tax season mania begins. Ask your CPA for additional help preparing if needed.

Accounting

Cloud Accounting Podcast

JUNE 20, 2023

Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.

Auditing

Cloud Accounting Podcast

MAY 25, 2022

link] 52:32 – Reckon sells accounting division for $100m [link] 53:30 – Audit and accounting software company Caseware rebrands [link] 54:22 – This Seattle startup backed by American Express wants to be the 'LinkedIn of accounting' – GeekWire [link] Get in Touch Thanks for listening and for the great reviews!

Auditing

Accounting Tools

NOVEMBER 1, 2023

Accountant Certifications An accountant may choose to pursue a certification, of which the most prestigious is the certified public accountant (CPA) designation. A CPA license is required before a person can audit the books of a client organization.

General Ledger