Accounting May 20, 2024
Expensify Offers Unlimited Virtual Cards for Business Spend Management
Expensify members can now issue an unlimited number of virtual cards, providing unmatched flexibility in managing expenses across employees and merchants.
Small Business May 17, 2024
Sales Tax Exemption Certificate Management Remains a Risk Factor for Many Businesses
Automation technologies have evolved to meet these challenges, and adept professionals have honed their skills to guide clients through these complex tasks.
Firm Management May 17, 2024
Canopy Secures $35 Million in Funding to Enhance AI-Powered Practice Management for Accounting Firms
The $35 million investment will be channeled towards doubling down on Canopy’s vision for leveraging AI to make firms exponentially more efficient.
Small Business May 16, 2024
Lili Launches New Accountant AI for Small Business Financial Management
Lili also partnered with Amazon Bedrock to ensure Accountant AI has robust privacy and security measures to keep businesses’ data safe from potential leaks or misuse.
Accounting Standards May 16, 2024
AICPA Auditing Standards Board Approves Revisions to Attestation Standards
The changes are intended to align them with the AICPA standards pertaining to quality management, and related financial statement audit and non-audit standards.
Accounting May 16, 2024
Updated CPA Pipeline Report Show Top Reasons Some Decide Not to Pursue Credential
Among all respondents surveyed, “time” emerged as the top-ranked challenge—or deterrent—to becoming a CPA.
Firm Management May 16, 2024
TaxDome Rolls Out Client-Facing Status Feature, Elevating Project Transparency and Communication
This addition to the TaxDome platform is designed to enhance transparency, foster trust, and streamline communication between tax firms and their clients.
May 16, 2024
Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model
Since closing the acquisition, $400 million in GA client assets have been onboarded to the Avantax platform, and 10 GA employees are now W-2 employees of Avantax.
Firm Management May 16, 2024
Cincinnati CPA Firm Cassady Schiller Joins KSM
Cassady Schiller, a well-regarded firm ranked among Greater Cincinnati’s top 10 largest accounting firms, brings more than 70 employees and eight partners to KSM.
Advisory May 15, 2024
The Votes Are In: 2024 Readers Choice Awards
The Readers' Choice Awards give readers the chance to spotlight the technologies they most respect and trust to provide client services, manage their firms, and help their clients run their businesses.
Small Business May 15, 2024
U.S. Wineries Hopeful about Sustained Sales Growth Over Next 5 Years
While headwinds still persist in the industry, the survey results show wineries are feeling cautiously optimistic about sales growth over the next five years after a challenging destocking phase.
Accounting May 14, 2024
Avalara Honored as BigCommerce Tech Partner Award Winner
The BigCommerce Global Partner Awards recognize the top-performing partners among BigCommerce’s global network of thousands of agency and technology partners in its open ecosystem.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
