Jetpack Workflow

JUNE 5, 2025

Download our Definitive Guide to Remote Work for Accounting to ramp up the success of your remote firm. Josh Bauerle, founder of CPA on Fire, offers evergreen insights on his Growing Your Firm podcast episode on getting the initial clients for your new business.

Bookkeeping 52

Bookkeeping Virtual Bookkeeping Billing Bookkeeping Services 52

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

You or at what point did you know you wanted to be managing partner of a CPA firm? Jeff Weiner (11:07): Yeah, its definitely changed and its changed based on size of 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.

Auditing 237

Auditing Tax Accounting Accounting 237

Accounting Today

JULY 1, 2025

If you look at some other data, you definitely start to see a few cracks and some softness," said Fiorille. By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1.

Corporation Tax 232

Corporation Tax Payroll Auditing Accounting Software 232

Intuit

NOVEMBER 20, 2023

Table of Contents What is a CPA? What does a CPA do? What is a CPA License? How to Become a CPA? CPA Requirements by States Available Career Opportunities at Intuit for CPA Entry-Level CPA Jobs Are you ready for an exciting new career as a Certified Public Accountant (CPA)? What is a CPA?

CPA 130

CPA Bookkeeping QuickBooks Tax 130

Intuit

MARCH 21, 2023

He credits his wife, a CPA and director of tax at a large corporation, with helping the business succeed. I’m definitely the hands.” That’s it in its simplest form.” Using Intuit QuickBooks , she helps him stay organized and handles the financials and taxes. She’s pretty much the brains behind it,” he says.

CPA 245

CPA QuickBooks Tax 245

CapActix

JULY 17, 2023

This has uplifted the market of CPAs and somewhere, it has also increased the workload on businesses offering CPA services in the USA and worldwide. All this has started increasing pressure on companies offering CPA services to local businesses. For example, during tax season, the workload on CPA firms increases like anything.

Outsourced Bookkeeping 52

Outsourced Bookkeeping CPA Bookkeeping Bookkeeping Services 52

Accounting Tools

AUGUST 14, 2024

Related AccountingTools Courses Business Combinations and Consolidations CPA Firm Mergers and Acquisitions Divestitures and Spin-Offs Mergers and Acquisitions Related Articles Acquisition Accounting Business Valuation Formula The Purchase Accounting Adjustment

Financial Statements 98

Financial Statements CPA Accounting Accounting 98

Insightful Accountant

SEPTEMBER 3, 2024

Accounting is evolving along with the rest of the world, and it's definitely one of those industries that will keep expanding. However, there are certain trends you should pay attention to if you want to succeed more quickly.

CPA 52

CPA Accounting Accounting 52

Accounting Tools

JANUARY 30, 2024

A certified public accountant is an accountant who has passed all parts of the CPA examination, as administered by the American Institute of Certified Public Accountants , and who has completed all additional work and educational requirements of their local state accounting regulatory agency. How to Become a CPA

CPA 40

CPA Accounting Accounting Financial Statements 40

Future Firm

APRIL 6, 2023

A business and CPA coach can be a great asset for accounting firms that want to not only grow their business but also improve their work-life balance. In this blog post, I’ll be exploring the power of a CPA coach as a tool for driving success. Table of Contents Why My Coaching Experience Might Matter To You What is a CPA Coach?

CPA 52

CPA Accounting Accounting Tax 52

Xero

OCTOBER 4, 2022

I reached out to CPA firms who told me our business was too small or I would not be able to afford them. I’m still trying to grasp how much I want to grow this business, but that’s definitely in our future. My next venture exposed me to a gap in the market that led me to start JPG.

XERO 246

XERO Bookkeeping CPA Accounting 246

Accounting Tools

JULY 17, 2024

Impact of CPE on Certification If a CPA does not meet the CPE requirements of the governing state board of public accountancy, there is usually a requirement to make up the missing training time. If this does not happen within a reasonable period of time, then the person's CPA certificate is revoked.

CPA 75

CPA Auditing Accounting Accounting 75

Future Firm

JANUARY 23, 2023

In my previous firm, I never had a VA to help me out, but I would definitely hire one had I known about the benefits they bring and what they could do. Virtual assistants for CPAs can also handle invoicing and billing, oversee deadlines, and are capable of creating documents and spreadsheets.

CPA 97

CPA Data Entry Bookkeeping Invoicing 97

Accounting Tools

JULY 11, 2023

Related Courses Business Combinations and Consolidations CPA Firm Mergers and Acquisitions Divestitures and Spin-Offs Mergers and Acquisitions What is Going Concern Value? This is the default valuation assumption for a business.

CPA 74

CPA 74

Accounting Tools

MAY 21, 2023

The position can be assisted by an outside CPA who advises on how to record certain of the more complicated business transactions. This means that the full charge bookkeeper reports straight to a senior manager, such as the president, and may interact directly with the company's board of directors and auditors.

Bookkeeping 76

Bookkeeping Petty cash Payroll Reconciling 76

Accounting Tools

OCTOBER 20, 2023

Related Courses Business Combinations and Consolidations CPA Firm Mergers and Acquisitions Divestitures and Spin-Offs Mergers and Acquisitions What is a Creeping Tender Offer?

CPA 75

CPA 75

Accounting Tools

APRIL 12, 2023

However, this may not be the case for a small business that cannot afford the services of a CPA to prepare its books. Lenders do not feel that the cash basis generates overly accurate financial statements , and so may refuse to lend money to a business reporting under the cash basis. Audited financial statements.

Accruals 75

Accruals Financial Statements Accounting Accounting 75

accountingfly

SEPTEMBER 27, 2023

Think about Your Licensure Requirements Day to day, we’re seeing that firms still have an appetite for hiring a CPA. Accountants still see the value of the CPA license, but busy season hours prevent them from investing the time to do that. However, fewer accountants are becoming certified. That’s not truly hybrid.

CPA 105

CPA Budgeting Tax Bookkeeping 105

Accounting Tools

AUGUST 19, 2024

Negative assurance is a statement by a CPA that no adverse issues have been found regarding the accuracy of a client's financial statements. This approach is usually taken in order to confirm that the CPA has found no evidence of fraud, or evidence that any required accounting practices were breached. What is Negative Assurance?

Financial Statements 40

Financial Statements CPA Auditing Collections 40

Earmark Accounting Podcast

SEPTEMBER 14, 2023

Sponsor Check out our Sponsor LiveFlow — Advanced Financial Reporting on Autopilot Chapters (00:46) - Blake's first impressions of Scott (07:17) - The definition of a successful firm (11:31) - Scott works an hour a week on his firm (12:12) - The bottom line: What Scott takes home (13:35) - Are you planning to grow the firm? (15:36)

Accounting 59

Accounting Accounting XERO CPA 59

Cloud Accounting Podcast

JANUARY 31, 2019

Kelly Mann (@TheCPAMann) January 24, 2019 Why we are calling for the definition of the word ‘accountant’ to be changed — Xero — Xero is calling for The Oxford English Dictionary to "change its out of date definition of the word ‘accountant’ to something that truly reflects what it means to be an accountant in 2019."

Expense Reports 40

Expense Reports XERO CPA Payroll 40

Future Firm

JULY 21, 2022

Engagement letters for your accounting or CPA firm is a legal document agreement sent to your clients that describes the overall business relationship with your client, clearly defining: Services included and how they’ll play out. These definitions are crucial to success in starting a bookkeeping business. . Let’s get started.

Accounting 98

Accounting Accounting Accruals Bookkeeping 98

Jetpack Workflow

JUNE 18, 2024

Not only doing that individually, but as employees or contractors are added teaching them how to handle this issue in a way that keeps clients happy without sacrificing the amount of work that has to happen.” – Gabriel Malavolti, JD, LLM, CPA, CPCU Mike Payne, JD – CPA also chimed in with similar thoughts. Drawdy, Jr.,

CPA 52

CPA Accounting Accounting Billing 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. How to Qualify as a Professional Gambler There is no black-and-white definition of a professional gambler versus a recreational gambler. It is addressed on a case-by-case basis.

Tax 80

Tax Accounting Accounting Record Keeping 80

Accounting Tools

SEPTEMBER 29, 2023

An attorney’s letter is issued by a CPA to the attorney of a client, requesting verification of pending litigation information provided by the client to the CPA. In essence, the letter seeks to confirm that the information provided by the client is accurate and complete.

CPA 40

CPA Financial Statements Auditing Accounting 40

Future Firm

NOVEMBER 30, 2022

Professional organizations like Accounting Association of International Accountants (AICPA), American Payroll Association, or CPA Canada host events every month. You can definitely put something on your calendar so you can meet other accounting experts in person and be able to talk about your firm.

Accounting 98

Accounting Accounting CPA QuickBooks 98

Accounting Tools

SEPTEMBER 7, 2023

Accountant Certifications Accountants with sufficient training and experience can take either the CMA or CPA certification exams. Related Articles CPA vs. CMA - Which Certification is Better? If not, the applicable certifying body will revoke the certification.

Financial Statements 40

Financial Statements Accounting Accounting CPA 40

Accounting Tools

SEPTEMBER 25, 2023

The Difference Between the CMA and CPA Certifications The CMA is one of the two major accounting certifications, the other being the certified public accountant (CPA) designation. Related Articles CPA vs. CMA - Which Certification is Better?

Management Accounting 40

Management Accounting CPA Accounting Accounting 40

Accounting Tools

JUNE 8, 2023

The attest function of a CPA is highly valued by the investment community, which relies upon it to make investment decisions. Attest is a statement made by a certified public accountant that the financial statements of a client fairly represent the client’s financial results and financial position.

Financial Statements 40

Financial Statements CPA Auditing Accounting 40

Accounting Tools

SEPTEMBER 27, 2023

If performed by a certified public accountant (CPA), the CPA can express an opinion on the fairness of the entity's financial statements. 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.

Auditing 40

Auditing Financial Statements CPA Accounting 40

Accounting Tools

MAY 8, 2023

Privileged communications can also be held between a CPA and a client, a doctor and a patient, a reporter and a source, a priest and a parishioner, and so forth. If a CPA divulges a privileged communication, his or her license may be revoked by the applicable state board of accountancy.

CPA 40

CPA Accounting Accounting 40

Accounting Tools

SEPTEMBER 21, 2023

The services may address any of the following areas: Asset valuation Business strategy Computer systems Litigation support Mergers and acquisitions Organizational structure Process analysis Risk management A CPA firm may provide management advisory services if this group is separated from the auditing and tax functions.

Computation 40

Computation CPA Auditing Tax 40

Jetpack Workflow

MAY 13, 2024

Corey Lord, CPA chimed in and shared these few nuggets related to our question. Mike Payne, JD – CPA wrote: “We all try to do everything that a client needs instead of just focusing on what we do best.” And then Corey Lord, CPA dropped some additional thoughts on this one: “I am just going to challenge you on semantics here.

Accounting 59

Accounting Accounting CPA Bookkeeping 59

Accounting Tools

AUGUST 8, 2023

Related Courses Business Combinations and Consolidations CPA Firm Mergers and Acquisitions Divestitures and Spin-Offs Mergers and Acquisitions What is a Merger? A merger is the combination of two or more entities into a single entity, with the resources of the original entities being pooled into the new entity.

CPA 40

CPA 40

Accounting Tools

OCTOBER 14, 2023

Related Courses Business Combinations and Consolidations CPA Firm Mergers and Acquisitions Divestitures and Spin-Offs Mergers and Acquisitions What is a Statutory Consolidation? A statutory consolidation is a combination of two companies through a merger transaction, where both entities are replaced by a new entity.

CPA 40

CPA 40

CapActix

SEPTEMBER 21, 2023

The business of CPAs is blossoming in the USA, the UK, and several other parts of the world due to increasing statutory requirements, the emphasis on data-driven business decision-making, better resource management, and other aspects. Even CPAs have started outsourcing accounting jobs to offshore companies to augment their ROI model.

CPA 59

CPA Accounting Accounting Outsourced Bookkeeping 59