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.

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CPA Corporation Tax Auditing Tax 130

Accounting Today

JUNE 26, 2025

Fulton, Agoura Hills, indefinite from March 18, 2025; CPA Mark L. 1, 2024; and CPA Walter W. Tuggle, Duluth, indefinite from March 18, 2025; CPA William B. Tomasello, Forest Park, and CPA Victor C. Indiana: CPA Michael M. Missouri: CPA William R. New York: CPA Kimberly Johnson, Bronx, indefinite from Nov.

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Tax CPA Corporation Tax Auditing 130

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.

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Accounting Accounting Corporation Tax Auditing 219

Accounting Today

JUNE 17, 2025

Trout CPA ( [link] ): Financial management, with a heavy dose of tax considerations, for funeral homes. EDT 3 Min Read Facebook Twitter LinkedIn Email Private equity in the profession; green cards and exit taxes; governance for preparers; and other highlights from our favorite tax bloggers. Taxjar ( [link] ): July sales tax due dates.

Corporation Tax 207

Corporation Tax Auditing Tax Accounting Software 207

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.

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Tax CPA Financial Services Financial Analysis 130

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?

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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

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.

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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.

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Corporation Tax Auditing XERO Accounting Software 173

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. Its important to note that youll need to obtain a state CPA certification to be considered for these positions.

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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. 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.

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Accounting Accounting CPA Corporation Tax 130

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. Regarding business structure, you can talk to an attorney or certified public accountant (CPA) for guidance. Don’t make it harder on yourself by doing it alone.

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CPA Tax Collections Accounting 173

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.

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CPA Corporation Tax Auditing Tax 113

Xero

JULY 7, 2022

I plan to pursue the five year Masters of Accountancy program that will allow me to qualify for the CPA exam. As I mentioned, the ACAP played a major role in my pursuit of a CPA. At the Tippie College of Business, I work as a DEI ambassador, primarily serving as a student coordinator for the Black in Business Series.

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XERO CPA Bookkeeping Tax 246

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.

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Corporation Tax Auditing CPA Accounting Software 130

Accounting Today

JUNE 6, 2025

The announcement was made at Sage Future, the companys flagship global customer event, held this week in Atlanta. Small business accounting platform Xero announced that users who have an account with payments company Stripe can now use Tap To Pay on iPhone, enabling Xero customers in the U.S.

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XERO Auditing Corporation Tax Tax 147

Accounting Department

MARCH 7, 2024

Two decades ago, a brilliant CPA joined forces with a daring sales expert, united in their mission to revolutionize how entrepreneurs approached their accounting needs—and thus, AccountingDepartment.com came into existence.

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CPA Accounting Accounting 264

Accounting Department

FEBRUARY 8, 2024

Date: Friday, February 9, 2024 Time: 12:00 PM EST CPA: 1.00 Find out how their customers are scaling without adding headcount by building better processes and gaining insights with better reporting. Cost: FREE!

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QuickBooks CPA 264

Intuit

APRIL 25, 2025

Intuit Connect is the premier event for accounting professionals to exchange ideas, gain expert insights, and stay on top of industry trends. Consultants step in to tackle immediate challenges, while advisors build long-term relationships, helping businesses navigate strategy, risk, and growth over time. Looking to grow in these areas?

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Auditing Accounting Software Tax CPA 130

Insightful Accountant

JUNE 19, 2025

She collaborates with CPA firms seeking QuickBooks Online (QBO) experts and supports peers eager to master the trade. It opens doors to partnerships with CPA firms and business owners seeking trusted QuickBooks guidance.

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General Ledger QuickBooks CPA Payroll 59

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. 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%

Corporation Tax 130

Corporation Tax Auditing Tax Accounting Software 130

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.

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CPA Tax Payroll Accounting 98

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 130

Corporation Tax Auditing Billing Tax 130

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.

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CPA Tax Auditing Record Keeping 98

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.:

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Tax Corporation Tax Auditing Accounting Software 147

Outsourced Bookeeping

JANUARY 30, 2024

Certified Public Accountant (CPA) firms face numerous challenges, ranging from technological advancements to the complexities of globalization and regulatory changes. Striking a balance between business growth and managing accounting tasks is a daunting task for many CPA firms.

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CPA Outsourced Bookkeeping Accounting Accounting 52

Jetpack Workflow

MAY 1, 2025

Podcast Episode Round-Up In this episode of the Growing Your Firm podcast, David Cristello welcomes Dawn Goldberg , a seasoned CPA and a Certified Professional Coach. Dawn Goldberg is a CPA, Certified Professional Coach, and author who helps accountants eliminate stress from their professional lives. Then Dawn has solutions for you!

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Accounting Accounting CPA Tax 52

Analytix Finance & Accounting

MAY 24, 2023

Cybersecurity has become a growing concern for CPA firms as cyberattacks have increased in frequency and sophistication in recent years. Therefore, cybersecurity is a critical priority for CPA firms. Why is Cybersecurity Important for CPA Firms? It can help to prevent data loss in the event of a cyberattack or other disaster.

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CPA Tax Accounting Accounting 52

Future Firm

NOVEMBER 30, 2022

Whether it be at a local networking event, professional conferences, or via social networking sites, our objective is to establish and foster relationships with others to help you advance your career or find new opportunities for your firm. Make sure to update your social profiles before you go out to any networking event.

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Accounting Accounting CPA QuickBooks 98

Analytix Finance & Accounting

JUNE 24, 2025

When you outsource your accounting, tax preparation becomes an ongoing process rather than a stressful annual event. Ready to streamline your CPA firm’s operations and boost growth? Download our free whitepaper , “How to Enhance Operational Efficiency in CPA Firms” and start transforming your processes today.

Accounting 52

Accounting Accounting Bookkeeping Financial Analysis 52

Cloud Accounting Podcast

MAY 25, 2023

01:01:45) - Wendy's Fresh AI (01:04:13) - ChatGPT 4 passes CPA exam (01:05:36) - Wrap up and where to reach us Need CPE? 01:01:45) - Wendy's Fresh AI (01:04:13) - ChatGPT 4 passes CPA exam (01:05:36) - Wrap up and where to reach us Need CPE?

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CPA Accounting Accounting 98

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

Insightful Accountant

JUNE 12, 2025

Deliver clarity that powers CFO/CPA strategies and drives confident owner decisions. It’s deepened CFO/CPA partnerships, expanded our networks, and inspired our team to further master evolving systems. Based in the mountain ranges of Wyoming, Fiscaleze remotely transforms finances for small and medium businesses nationwide.

General Ledger 52

General Ledger QuickBooks CPA Bookkeeping 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. Sponsors Zoho - [link] Relay - [link] Client Hub - [link] Chapters (00:29) - Blake goes over the Arizona Society of CPA's survey results (06:09) - Do 150-hour employees do better work? (09:38)

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CPA Auditing Computation Accounting Software 64

Intuit

APRIL 25, 2025

Intuit Connect is the premier event for accounting professionals to exchange ideas, gain expert insights, and stay on top of industry trends. Consultants step in to tackle immediate challenges, while advisors build long-term relationships, helping businesses navigate strategy, risk, and growth over time. Looking to grow in these areas?

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Auditing Accounting Software Tax CPA 130

Insightful Accountant

JUNE 11, 2025

Expand Christine Gervais is a licensed CPA, using her skills to help businesses grow and achieve their fullest potential. Christine has a Master’s degree in accounting from Southern New Hampshire University in addition to holding her CPA license for over a decade. Like what youre reading?

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General Ledger CPA Tax Payroll 52

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?

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Auditing Tax Accounting Accounting 237