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.

CPA 130

CPA Corporation Tax Auditing Tax 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. All rights reserved.

Corporation Tax 130

Corporation Tax Accounting Accounting CPA 130

Accounting Today

JUNE 13, 2025

in accounting from James Madison University and is a CPA in Virginia. By Michael Cohn 31m 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. All rights reserved.

Accounting 130

Accounting Accounting Corporation Tax Auditing 130

Accounting Today

JUNE 9, 2025

To start, ownership in a CPA firm is more expensive today than it ever has been. The offer on display from smart money is tempting — access to liquidity much sooner, with better tax treatment, and the chance for "multiple bites at the apple," with resources to fuel future value creation. All rights reserved. Heres a crash course.

Accounting 130

Accounting Accounting CPA Auditing 130

Analytix Finance & Accounting

DECEMBER 30, 2024

As a CPA firm, you already know that tax season brings the need for organization, meticulous attention to detail, and efficient processes to ensure success. Balancing the need for precision while meeting tight tax deadlines can inadvertently result in errors. The good news is CPA firms can prepare for a smooth tax season.

CPA 52

CPA Tax Data Entry Bookkeeping 52

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. All rights reserved. By Jeff Stimpson June 12 Like what you see?

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Accounting Today

JUNE 13, 2025

TaxPlanIQ adds new features Pavel Bolotov/pashabo - stock.adobe.com Tax planning solutions provider TaxPlanIQ rolled out several new features. All rights reserved. A Multi-1040 Uploader and Opportunity Analyzer allows bulk upload of up to 100 client returns at once. Another feature will auto-redact client information on upload.

Corporation Tax 130

Corporation Tax Auditing Tax Billing 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

Xero

MARCH 1, 2023

By automating Irish returns, advisors will be able to eliminate some of the hassle during tax time and help small business clients with their tax obligations from day one. See Parolla Plugins and Xero in action Learn more about Parolla Plugins , or see Parolla Plugins and Xero in action by registering to our webinar on 9 March at 2pm.

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XERO Bookkeeping Reconciling CPA 279

Accounting Today

JUNE 6, 2025

The company also announced new tax workflows and features. All rights reserved.

Auditing 130

Auditing XERO Corporation Tax Tax 130

Accounting Today

JUNE 10, 2025

After nearly two years of growing their firm in South New Jersey, the two lifelong tax professionals and softball teammates saw the opportunity of joining Sax. 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. All rights reserved.

Corporation Tax 130

Corporation Tax Auditing Tax Accounting Software 130

Accounting Today

JUNE 13, 2025

INDIANA The Indiana CPA Society, Indianapolis, in collaboration with CPA Crossings, released the 2025 Workforce Transformation Report, examining the future of the accounting profession amid technological change and talent challenges. All rights reserved.

CPA 100

CPA Corporation Tax Auditing Tax 100

Cloud Accounting Podcast

MARCH 17, 2025

Is the CPA exam fundamentally flawed? Dr. Josh McGowan of Troy University joins Blake Oliver to dissect these troubling statistics and explore how the 2024 CPA Evolution model may be inadvertently pushing candidates toward "easier" disciplines. Meet Our Guest, Dr. Josh McGowan, CPA LinkedIn: [link] X: [link] Need CPE?

CPA 40

CPA Auditing Tax Accounting 40

Cloud Accounting Podcast

APRIL 12, 2023

We’re joined by Heidi Henderson, EVP at Engineered Tax Services, for our weekly roundup of news at the intersection of accounting and technology. Sponsors Zoho - [link] LiveFlow - [link] Client Hub - [link] Chapters (00:00) - CAP 327 (00:24) - PREVIEW: Breast implants are a tax write off? (01:08)

Tax 98

Tax CPA Auditing Accounting 98

Cloud Accounting Podcast

APRIL 26, 2023

52:48) - The IRS shows customer service improvements in 2023 (54:22) - Are accountants actually experiencing a better tax season? (01:01:49) 52:48) - The IRS shows customer service improvements in 2023 (54:22) - Are accountants actually experiencing a better tax season? (01:01:49)

CPA 98

CPA Financial Statements Accounting Accounting 98

Intuit

AUGUST 30, 2023

Its tax preparation and bookkeeping jobs provide many benefits. In addition to hourly wages and bonus opportunities, Intuit offers flexible work-from-home schedules, training and educational content to improve your skills, and an enthusiastic community of tax and bookkeeping experts. You can make a difference at Intuit.

Bookkeeping 130

Bookkeeping Tax QuickBooks CPA 130

Cloud Accounting Podcast

FEBRUARY 14, 2025

Let the listeners of The Accounting Podcast know by running a classified ad. Let the listeners of The Accounting Podcast know by running a classified ad.

Accounting 49

Accounting Accounting CPA Tax 49

Earmark Accounting Podcast

OCTOBER 6, 2024

Join Blake Oliver for an interview with Eric Azevedo, a California CPA who has set up his own international tax practice in rural Japan. expat issues, and strategies for effective cross-border tax preparation. Don’t miss this opportunity to enhance your international tax expertise!

CPA 45

CPA Tax Accounting Accounting 45

Cloud Accounting Podcast

APRIL 10, 2025

Earmark Media Presents a bonus episode of Earmark Podcast: Join Blake Oliver as he interviews Yuri Kapilovich, a CPA who's cracked the code on balancing work and life in accounting. Discover how Yuri maintains a thriving practice while working just 10-15 hours per week outside tax season and a maximum of 40 hours during crunch time.

CPA 40

CPA Accounting Accounting Tax 40

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. Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad?

CPA 64

CPA QuickBooks Tax Billing 64

Cloud Accounting Podcast

DECEMBER 22, 2023

She also explains how her firm narrowed its service offerings to focus on core recurring services like tax planning and fractional CFO work. They also talk about an accounting reference in the new Trolls movie and the need for more diverse and positive CPA portrayals in media.

CPA 69

CPA Auditing Tax Accounting 69

Insightful Accountant

JUNE 9, 2025

Education Credits: Timing Is Everything The American Opportunity Tax Credit offers up to $2,500 per student for the first four years of undergraduate education, with 40% being refundable. Parents in higher tax brackets typically benefit more from claiming this credit than their newly graduated children.

General Ledger 52

General Ledger Tax CPA Payroll 52

Cloud Accounting Podcast

SEPTEMBER 28, 2023

The recent moratorium on Employee Retention Credit (ERC) claims has big implications for accounting and tax professionals. In this episode, we break down what the ERC moratorium means and the key things you need to know as an accountant or tax preparer. Arellano, CPA PFS CGMA LinkedIn: [link] Need CPE?

Tax 72

Tax Accounting Accounting CPA 72

Earmark Accounting Podcast

AUGUST 9, 2024

Join Blake Oliver, CPA, and Scott Hodge, President Emeritus and Senior Policy Advisor at the Tax Foundation, for an engaging and insightful webinar that delves into the complexities of tax policy as discussed in Scott's new book, "Taxocracy."

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Tax Corporation Tax CPA Bookkeeping 49

Analytix Finance & Accounting

JULY 18, 2023

CPA firms play a critical role in today’s complex financial landscape. They provide essential services ranging from audits and tax preparation to consulting and advisory services. However, operating a successful CPA firm comes with its fair share of challenges.

CPA 52

CPA Customer Service Tax Bookkeeping Services 52

Cloud Accounting Podcast

JANUARY 12, 2024

Next, Blake and David unpack a survey on the surprisingly low tax-preparer fees across the country, discuss the headaches still posed by interstate CPA licensing, and consider some solutions like modeling CPA reciprocity rules! 23:16) - How do tax preparers operate? (24:32) 24:32) - How do tax preparers price? (27:38)

Tax 64

Tax CPA Bookkeeping Accounting 64

accountingfly

MAY 16, 2022

CPA firm turnover is at record levels, leaving firm staff overwhelmed and struggling to deliver for clients. Jeff founded the staffing platform Accountingfly and is the CEO of Padgett , a large tax accounting firm. The post WEBINAR: Hiring and Keeping Your Talent In The Great Resignation appeared first on Accountingfly.

CPA 52

CPA Tax Accounting Accounting 52

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 52

CPA Auditing Tax Billing 52

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 49

Auditing Tax CPA Accounting 49

Insightful Accountant

JUNE 11, 2025

Most business owners feel overwhelmed, creating an ideal environment for advisory services that go far beyond traditional tax preparation. When theyre considering international operations, you can guide them through the maze of foreign entity elections and tax-efficient structures.

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Cloud Accounting Podcast

JULY 11, 2023

The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at earmarkcpe.com.

CPA 52

CPA Auditing Account Bookkeeping Tax 52

accountingfly

JANUARY 25, 2022

In this webinar we will teach you how to land an Accounting/Tax job you love. Join an interview with CPA Recruiter Beth Dierker of Accountingfly , who has advised hundreds of accountants in finding new roles. She will update you on the current job market for tax and accounting professionals. Jeff and Ms.

Tax 52

Tax Accounting Accounting CPA 52

Cloud Accounting Podcast

JULY 18, 2023

Join Blake Oliver, CPA, and David Leary as they review using TurboTax Live Full Service for their business taxes. See their candid reactions and feedback as they go through the process of filing their 2022 taxes with TurboTax for the first time.

Tax 52

Tax CPA Accounting Accounting 52

Earmark Accounting Podcast

MARCH 1, 2024

(Originally recorded on February 15, 2024 on Earmark Webinars+) Hector and Blake recount a brief history of QuickBooks Desktop vs QuickBooks Online through the end of 2023, the state of Intuit’s current offers and posturing in the market, and where they think QuickBooks is moving into for 2024 and beyond.

QuickBooks 59

QuickBooks CPA Bookkeeping Tax 59

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

Cloud Accounting Podcast

SEPTEMBER 6, 2023

Blake and David examine various applications of AI in accounting, including tools for extracting key information from emails and documents, an AI-powered tax analysis tool, and the potential for AI to enhance advisory services. But we’re at a historic moment where we can get this done—so let’s keep pushing.”

Accounting 64

Accounting Accounting CPA QuickBooks 64

Earmark Accounting Podcast

DECEMBER 14, 2024

Join Blake Oliver as he interviews Yuri Kapilovich, a CPA who's cracked the code on balancing work and life in accounting. Discover how Yuri maintains a thriving practice while working just 10-15 hours per week outside tax season and a maximum of 40 hours during crunch time.

CPA 45

CPA Accounting Accounting Tax 45