Accounting Today

JUNE 9, 2025

audit clients are ready to change firms within the next three years, according to a new report. audit clients are ready to change firms within the next three years, according to a new report. Inflos "Creating a New Audit Experience for U.S. EDT 2 Min Read Facebook Twitter LinkedIn Email More than two-thirds (70%) of U.S.

Auditing 147

Auditing Corporation Tax CPA Accounting Software 147

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. Identify opportunities Assess pain points in tax, audit, scheduling, and advisory workflows. Mindset is paramount.

CPA 147

CPA Corporation Tax Auditing Tax 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 9h ago Accounting New York passes licensure changes bill The New York State Legislature passed a bill establishing an additional pathway to CPA licensure, and another bill authorizing the use of electronic signatures.

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 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

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

These events bring together top minds in tax, audit, and financial technology, offering insights that can shape the future of your career. The best events deliver real value—through CPE credits, hands-on training, or connections that can take your career to the next level. This list covers major in-person and virtual events.

Accounting 130

Accounting Accounting AR Tax 130

Accounting Today

JULY 9, 2025

Madison Street Advisors offers tax planning and preparation, focusing on audit mitigation strategies and reduction of audit profiles. Its team of attorneys, CPAs, and enrolled agents represents clients in disputes with the IRS and state agencies.

Corporation Tax 147

Corporation Tax Accounting Accounting Auditing 147

Intuit

APRIL 21, 2025

While many accounting graduates pursue careers in finance, this degree provides a solid foundation for roles in auditing, tax, and other sectors of the financial world. This role requires extensive accounting principles, auditing, and tax regulations knowledge. Why choose a career in accounting?

Financial Statements 130

Financial Statements Accounting Accounting Budgeting 130

Accounting Today

JUNE 6, 2025

Wolters Kluwer releases AI audit documentation solution Wolters Kluwer HQ Wolters Klower announced TeamMate+ AI Editor, a generative AI writing engine designed to enhance the quality of audit documentation with data protection and safeguards.

XERO 147

XERO Auditing Corporation Tax Tax 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 laws change often.

Tax 130

Tax CPA Financial Services Financial Analysis 130

Accounting Today

JUNE 9, 2025

To start, ownership in a CPA firm is more expensive today than it ever has been. credentialed CPAs in America) and demand (i.e., total addressable market), the well-documented conclusions are: 75% of todays CPAs will have retired in the next decade; and, Revenue per CPA is projected to 2.7x Heres a crash course.

Accounting 130

Accounting Accounting CPA Corporation Tax 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. By Michael Cohn 11h ago Audit Auditors' pessimism about economy surges Audit partners pessimism about the U.S. Washington, D.C.:

Tax 147

Tax Corporation Tax Auditing Accounting Software 147

Intuit

APRIL 25, 2025

Others bring in specialists to automate financial workflows or conduct forensic audits to investigate potential fraud. For example, a company might hire an accountant to optimize tax planning, conduct a compliance audit, or integrate a new accounting system. Short-term engagements with a clear objective call for consultancy.

Auditing 130

Auditing Accounting Software Tax CPA 130

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 130

Corporation Tax Auditing CPA Accounting Software 130

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 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. Both firms strongly believe in providing the best client service to drive the most successful outcomes on all audit engagements, so we feel confident that GHJ is the perfect home for Hacker Douglas."

Corporation Tax 130

Corporation Tax Auditing Tax Accounting Software 130

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 Chris Gaetano 2h ago Accounting Pennsylvania passes licensure changes bill The Pennsylvania Legislature passed a bill that establishes an additional path to CPA licensure, and it awaits Gov.

Corporation Tax 147

Corporation Tax Auditing Accounting Software CPA 147

Accounting Today

JUNE 27, 2025

Ledgy combines automation with CPA‑level tax knowledge to help landlords. By Chris Gaetano 2h ago Accounting Pennsylvania passes licensure changes bill The Pennsylvania Legislature passed a bill that establishes an additional path to CPA licensure, and it awaits Gov. Josh Shapiros signature.

AP 113

AP Corporation Tax Auditing Tax 113

Accounting Today

JUNE 23, 2025

Im going to name a couple of em just because I, its fascinating the range of them from technology to audit to international audit to a host of other areas before combining it just last year from CBIZ in one of the biggest deals the profession has seen in a long while. Then in 19 89, 1 of our partners brought in a $50,000 audit client.

Auditing 237

Auditing Tax Accounting Accounting 237

CapActix

MAY 8, 2023

Managing tax extensions can be a challenging task for CPA firms, especially during the busy tax season. Here are some best practices for managing tax extensions in your CPA firm: Plan Ahead Start preparing for tax extensions early in the tax season. This can help protect your firm in the event of an audit or other regulatory inquiry.

CPA 98

CPA Tax Auditing Record Keeping 98

Jetpack Workflow

JULY 9, 2025

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. The best podcasts give all sorts of practical insights into practice management.

Accounting 64

Accounting Accounting CPA Tax 64

CapActix

MARCH 29, 2023

Because violating section 7216 and its regulations is a federal criminal, CPAs should become familiar with these laws. When offshoring services, CPA tax preparation firms are often concerned with sharing client data overseas. It allows CPA firms to assure their clients of protected data and no safety breaches.

CPA 98

CPA Tax Payroll Accounting 98

Analytix Finance & Accounting

JUNE 24, 2025

These typically include advanced encryption, secure cloud storage, regular security audits, and strict access controls. When you outsource your accounting, tax preparation becomes an ongoing process rather than a stressful annual event.

Accounting 52

Accounting Accounting Bookkeeping Financial Analysis 52

Intuit

APRIL 25, 2025

Others bring in specialists to automate financial workflows or conduct forensic audits to investigate potential fraud. For example, a company might hire an accountant to optimize tax planning, conduct a compliance audit, or integrate a new accounting system. Short-term engagements with a clear objective call for consultancy.

Auditing 130

Auditing Accounting Software Tax CPA 130

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. All this and more, right here, right now!

CPA 64

CPA Auditing Computation Accounting Software 64

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. However, in the event a client sues you for non-performance, having an engagement letter can help you make your case. Classifying all transactions according to your business needs.

Bookkeeping 52

Bookkeeping Accounting Accounting Bookkeeping Services 52

Blake Oliver

JANUARY 10, 2024

With over a decade specializing in gambling taxes, this Las Vegas CPA has worked with everyone from professional poker players to casual sports bettors. Thorough record-keeping is critical to validating one’s professional gambling status if audited. From W-2Gs to 1099-Ks, the IRS reporting requirements leave much confusion.

Tax 80

Tax Accounting Accounting Record Keeping 80

Cloud Accounting Podcast

JANUARY 20, 2023

(21:15) - Thank you to our sponsor, Zoho (22:40) - Not enough firms are offering remote work (25:38) - Accountants don't need help getting clients (27:56) - Blake shares a story about his friend switching firms (29:44) - Blake shares a chart from CPA Trendlines (33:35) - What is the starting salary for a CPA at a medium to large firm? (37:16)

Tax 52

Tax CPA QuickBooks Expense Reports 52

AvidXchange

SEPTEMBER 12, 2016

Continuing Professional Education (CPE) is required for CPAs to maintain their professional competence and provide quality accounting services. With the end of the year rapidly approaching, we know that some CPAs are trying to find time to fulfill their remaining CPE credits for the year.

CPA 52

CPA Tax Auditing Financial Accounting 52

Jetpack Workflow

AUGUST 14, 2024

Laurence specializes in helping CPA firms build successful outsourced teams. Guest Bio Laurence Whittam is a seasoned professional in the field of outsourcing and talent management, with a wealth of experience and expertise in helping CPA firms build successful outsource teams.

Accounting 52

Accounting Accounting CPA Auditing 52

Jetpack Workflow

JULY 25, 2024

He acknowledged the historical lack of diversity in leadership roles within CPA firms and advocated for increased representation to foster an inclusive environment. He noted that starting salaries for entry-level positions, such as Associate Audit and Assurance Services and Tax Associate, typically range from $49,000 to $52,750.

Accounting 52

Accounting Accounting Auditing CPA 52

Accounting Tools

JUNE 19, 2023

Related Courses Business Combinations and Consolidations CPA Firm Mergers and Acquisitions Divestitures and Spin-Offs Mergers and Acquisitions What is an Acquisition Due Diligence Checklist? One-Time Events See if there were any operational events that are unlikely to occur again, and strip them out of the results of operations.

Financial Statements 73

Financial Statements Auditing Accounts Payable Accounts Payable 73

Future Firm

APRIL 4, 2022

If you’re just starting your own cpa firm, you may not have any, but add some later when you do get them. Hit Up Local Networking Events Be prepared to hit the streets to mingle with new business owners to acquire your first few new clients. Here’s an example from Bench: 3) Add testimonials to give you some social proofing.

Bookkeeping 98

Bookkeeping Bookkeeping Services XERO QuickBooks 98