Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
December 6, 2017
Cloud System Automates Creation of Sch. C Reports from Expense Data
Xero has launched Xero +C for self-employed clients. Xero is a maker of cloud accounting and management solutions for small businesses. Designed for the freelance workforce, Xero +C eliminates the need to manually sift through a year’s worth of expenses by providing an easy, automated way to create Schedule C reports with a customized chart...…
December 6, 2017
Advisory Services Take Off As Revenue Channel for Accounting Firms
In the study, 61% of firms had per-client revenues of $5,500 per year, showing that investing in advisory services has become a large source of revenue for firms.
December 6, 2017
CAQ Tool Aims to Help Audit Committees with Expanded Auditor’s Report
The Auditor’s Report: Considerations for Audit Committees explains changes to the auditor’s report and lists key questions on topics including auditor tenure, Critical Audit Matters (CAMs) and other new requirements. The new auditor’s reporting model ...
December 6, 2017
Finalists Announced for Accounting Technology Startup Accelerator
The startup accelerator was launched this past June to help jumpstart innovation in the accounting profession and provide insight into disruptive technologies and automation trends for CPAs and Chartered Global Management Accountants (CGMAs).
December 6, 2017
Pace of Technology Change Offers Great Opportunity to CPA Firms
Technology is rapidly transforming the practice of accounting, and there has never been a better opportunity for CPA firms to grow and thrive, the chief executive of CPA.com said in a keynote speech at the 2017 Digital CPA Conference.
December 6, 2017
Plooto and Xero Partner to Provide Payment Processes for Accounting Firms
The two organizations have strengthened their partnership with a software integration that gives accountants and bookkeepers the ability to send and collect payments electronically and sync all payment data into Xero HQ for automatic payment updates.
December 6, 2017
Google Sheets Adds Pivot Tables and Formulas to Online Smart Spreadsheets
When it comes to data in spreadsheets, deciphering meaningful insights can be a challenge whether you’re a spreadsheet guru or data analytics pro. But thanks to advances in the cloud and artificial intelligence, you can instantly uncover insights and ...
December 6, 2017
CPA.com and CaseWare Partner for Engagement Managment
The cloud-based solution, called OnPoint, eliminates repetitive tasks and integrates information from AICPA technical guides, giving practitioners a powerful, all-in-one tool for serving clients.
December 5, 2017
How to Remain Compliant on “Card Not Present” Transactions
The Electronic Funds Transfer Act and its implementing regulation (Reg E) establish the rights, liabilities and responsibilities of participants in 'electronic funds transactions' involving ACH payments and debit card transactions. Rule-making is ...
December 5, 2017
Bring Your Business into the Digital Age
Have you pondered the idea of an entirely paperless office, could you settle for the “less paper” office? It’s not merely a goal, it’s a fact and it is being implemented by many businesses. If it’s possible to envision your entire office with less ...
December 5, 2017
How to Easily Market Your Tax Services on Multiple Platforms
Marketing isn’t as easy as it used to be. If you’re a veteran tax preparer, you probably remember the days when you could you place an ad in the yellow pages, and then your phone would ring in January.
December 5, 2017
Right Networks Announces New Cloud Offer with Bill.com, Expensify, and TSheets
The Right Networks Business Cloud and Application Cloud are two new solution bundles that are part of the Right Networks Cloud. Launched in November, these two bundles feature a broad set of cloud accounting and business applications designed to ...