Accounting Today

JULY 21, 2025

Paramus, New Jersey: CPA Ofer Gabbay has pleaded guilty to conspiring to defraud the U.S. Los Angeles: Real estate broker Gabriel David Guerrero has pleaded guilty to obstructing IRS efforts to collect hundreds of thousands of dollars in unpaid taxes. An immigration detainer has also been lodged by ICE.

Tax 222

Tax Corporation Tax Auditing Deposits 222

Accounting Today

JULY 2, 2025

Digital payment systems serve as a cost-effective solution designed to collectively enhance fraud detection and prevention, improve customer and vendor experiences, and enhance overall operations. Josh Stein signed into law a bill that adds an additional pathway to CPA licensure, effective Jan. By Paige Hagy 7h ago Like what you see?

Corporation Tax 130

Corporation Tax Auditing Accounting Software Tax 130

Accounting Today

JUNE 6, 2025

Bureau of Labor Statistics itself has been cutting back on its collection of consumer data for measures such as the Consumer Price Index, which could affect the reliability of some of its data. Moreover, the DOGE-led effort to trim government bureaucrats is having real effects, with a -22K job contraction in the federal workforce."

Accounting 147

Accounting Accounting Corporation Tax Auditing 147

Intuit

JUNE 17, 2025

Most areas have networking events for entrepreneurs or industry-specific meetups you can attend. Show up at these events, shake hands, and make connections. This is a good way to build excitement, test demand, and collect contact information like email addresses or phone numbers. Lean on the knowledge of experts with this step.

CPA 277

CPA Tax Collections Accounting 277

Accounting Today

JULY 11, 2025

The Abacus platform, which just went through its first tax season, automates data collection by pulling from client documents, past returns and standard forms—without a 7216 consent form required—and classifies, reconciles and pushes data directly into CPA workflows for review and filing. Abacus announces $6.6

Auditing 162

Auditing Corporation Tax Accounting Software Tax 162

Accounting Today

JULY 2, 2025

Refinancing demand should also accelerate with the resumption of debt collection and higher payments," said Devin Ryan, head of fintech research at Citizens Financial Group Inc. Josh Stein signed into law a bill that adds an additional pathway to CPA licensure, effective Jan. By Paige Hagy 7h ago Like what you see?

Billing 130

Billing Tax Corporation Tax Auditing 130

Intuit

AUGUST 30, 2023

Gather the Necessary Financial Documents It’s time to start collecting the required documents. In addition, you can attend large business events that your clients are likely to be interested in. Other Career Opportunities for Tax Accountants and CPA Striking out on your own in the tax preparation business is a tall order.

Tax 130

Tax Accounting Accounting CPA 130

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. Reducing Audit Risk With Proper Documentation Detailed record-keeping provides critical support and protection in the event of an audit.

Tax 80

Tax Accounting Accounting Record Keeping 80

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. Collect business cards from every new business owner you meet.

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’ll be providing lunch and offering tours of our new digs too.

Accounts Payable 52

Accounts Payable Accounts Payable Billing AP 52

Future Firm

JUNE 8, 2023

There’s a bunch of users sharing their pet peeves, CPA exam tips, investment strategies, and even complaints about certain jobs or the government. There is seemingly not much moderation, meaning members can post just about anything, from CPA exam questions to technical queries. They are capping membership at 500 members.

Accounting 52

Accounting Accounting CPA Tax 52

Jetpack Workflow

DECEMBER 27, 2023

We also share where to collect and file their responses to avoid delays during the busy tax season ahead. You may also be able to identify deductions and credits available to them overlooked by their previous CPA or tax preparer. Anticipating future events can help with tax planning for the following year.

Tax 52

Tax CPA Financial Reporting Collections 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. Insightly organizes your business data, reports, projects, emails, events, and more… all in one place. Automated lead capture automatically collects contacts through landing pages and lead forms.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

IMA's Count Me

JULY 19, 2020

I'm your host, Adam Larson, and today you will hear my cohost Rouba talk with Heather Bain, owner of Bain CPA Business strategies, and IMA a Small Business Committee Chair. So it can be washed over and over and doesn't collect bacteria, and it was really a unique selling point for this particular company.

Computation 40

Computation CPA Collections Accounting 40

Future Firm

AUGUST 22, 2022

Important categories to evaluate when choosing a workflow management software for your CPA firm. Senta has 3 main building blocks for your projects which you’ll need to be familiar with: Services: A collection of jobs (ex: a quarterly sales tax filing). Jobs: A collection of tasks (ex: 1 sales tax filing). Set dependencies.

Accounting 106

Accounting Accounting QuickBooks Accounting Software 106

Nanonets

JANUARY 17, 2024

Client Entertainment: Maximum of $100 per person per event. With a culture emphasizing transparency and responsibility, Salesforce has cultivated an environment where expense management is not seen as a bureaucratic hurdle but as a reflection of their collective values. Office Supplies: Not exceeding $50 per month per employee.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

Accounting Tools

JUNE 20, 2023

A practice continuation agreement (PCA) allows another firm or trusted staff person to take over an accounting practice for a period of time, depending on certain triggering events, such as the illness or permanent disability of the CPA. Related Courses CPA Firm Mergers and Acquisitions

CPA 40

CPA Collections Billing Accounting 40

IMA's Count Me

FEBRUARY 10, 2021

And, you know, the sheer fact that IMA together with CaLCPA, how was your panel discussion on diversity, equity, and inclusion on, I think it was January 14th, if I'm not mistaken and you gave me the honor and the opportunity to speak at that event, and I appreciate that as my thank you for that.

Accounting 40

Accounting Accounting Management Accounting Auditing 40

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. These allow you to collect payments on fixed-price items and services using a simple URL.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Cloud Accounting Podcast

JULY 7, 2020

Blake Oliver: [00:03:12] I'm in my new place in Scottsdale, and I found out, of Fourth of July, that WestWorld, which is the event space in North Scottsdale, where they have horse shows and stuff, was doing fireworks. He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA. David Leary: [00:03:11] To a hotel.

Tax 40

Tax Auditing Deposits Accounting 40

Cloud Accounting Podcast

APRIL 11, 2020

The business advisor, to the CPA firm can help navigate that with the client. It's somebody who has a finance professional, or a CPA, who can mobilize them very quickly, but that is- Erik Asgeirsson: [00:34:44] That's right. The Accounting Salon has turned into a virtual event called SALONv, and it's open to the world.

Payroll 40

Payroll Accounting Accounting Bookkeeping 40

Accounting Today

JUNE 27, 2025

The Constitution affords only our elected representatives the power to decide which taxes the government can collect and at what rates," Justice Neil Gorsuch wrote in his dissent. "As telecom subsidy fund By Greg Stohr June 27, 2025, 12:34 p.m. EDT 2 Min Read Facebook Twitter LinkedIn Email The U.S. Josh Shapiros signature.

Corporation Tax 130

Corporation Tax Auditing Tax Accounting Software 130

Cloud Accounting Podcast

APRIL 19, 2020

SmartBooks Genie grants your wish for a streamlined practice. __ Blake Oliver: [00:25:07] Here you have less than 20 percent of the money going to 80 percent of the businesses, and the top 20 percent of the businesses collected 80 percent of the money. 169: It was Bird, not Lime! It flipped.

Payroll 40

Payroll Bookkeeping Accounting Accounting 40

Cloud Accounting Podcast

APRIL 27, 2020

So, if you owe money to the IRS, they are suspending all of their collections activities. The IRS agents have been told by the director of the Collections Department for Small Business and Self-employed that they're gonna temporarily not collect. I've got a good one related to this.

Accounting 40

Accounting Accounting Deposits Tax 40

Cloud Accounting Podcast

JUNE 16, 2020

On May 6, Square emailed the owner saying that it would start holding 30 percent of each of Bluebonnet's transactions for 120 days to, "Protect you and Square from unexpected loss events." Normally they do, but sometimes they can't collect because the merchant then goes out of business. They're out. They have to cover that.

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 40

Cloud Accounting Podcast

AUGUST 25, 2020

This virtual event even includes a bundle of resources, like meeting scripts, marketing collateral, packages and pricing. Blake Oliver: [00:03:59] Oh, yeah. David Leary: [00:03:59] Then, there's the things you'd typically go to school in the evening to attend some event with your children. I can't even keep up.

Accounting 40

Accounting Accounting QuickBooks XERO 40

Cloud Accounting Podcast

OCTOBER 1, 2020

The Cloud Accounting Podcast has been a great way to get up to speed with the current events happening in the Accounting space. I did not because then I ended up taking that long arduous path to the CPA, but I'm curious to know if anyone out there is a certified public bookkeeper who's listening, and if you have any thoughts on that.

Accounting 40

Accounting Accounting QuickBooks XERO 40