Technology November 26, 2025
The Accounting Tech Lab is an ongoing series that explores the intersection of public accounting and technology. Subscribe to The Accounting Tech Lab videos on YouTube.
December 4, 2025
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January 12, 2019
CEO Loretta Doon, CPA, will be retiring in June 2019. After an extensive nationwide search, the CalCPA board of directors and the foundation board of trustees have named Anthony Pugliese, CPA, CGMA, CITP, as the new incoming CEO of both organizations.
January 10, 2019
Your sales process for acquiring prospects may be the most important interaction you have with your clients throughout the life of the engagement, because this is the time to truly find out not only their needs, but how much they value the solution.
January 10, 2019
EVAN combats these issues with a non-traditional approach. Dubbed “The Uber for IT support,” EVAN provides modern solutions for businesses’ most pressing IT needs. EVAN diagnoses problems in less than five minutes and resolves them in an average of 33 ...
January 9, 2019
The audit, tax and consulting services firm RSM US LLP has joined the Sheltered Harbor alliance partner community in both an assurance and advisory capacity. A not-for-profit subsidiary of Financial Services Information Sharing and Analysis Center (FS-ISAC), Sheltered Harbor is the industry standard for protecting and recovering customer account data in the event that a...…
January 9, 2019
The OECD, European Commission and others have been studying this for many years. The AICPA recently released a policy paper that explains the topic, issues and lists what some countries are doing or proposing. See AICPA Policy Report – Taxation ...
January 8, 2019
Enhanced disclosures, along with related metrics, can promote important dialogue and deepen the understanding of audit quality, according to a new resource published by the Center for Audit Quality (CAQ). The Audit Quality Disclosure Framework assists ...
January 8, 2019
The ITA is an independent, not-for-profit, professional association of leading CPA firms, consulting firms and technology vendors whose purpose is to share information and build relationships that improve the way its member firms, and their clients, ...
January 7, 2019
From the introduction of innovative technologies to a continuing demand for skilled talent, many factors affected the way businesses across all sectors managed their workforces in 2018. For finance and accounting firms, here are the factors that will ...
January 1, 2019
December has come again, and it’s time to predict the big stories for 2019. Here are the seven trends I think will have transformational impact on practitioners and their firms in the coming year:
December 26, 2018
As employers and job seekers look ahead to the new year, many experts are offering their predictions outlining the trends and changes 2019 will bring to the world of work.
December 26, 2018
Many accountants are throwing away paper checks in favor of digital business payments when it comes time to pay the bills, according to the Rise of Modern Business Payments report prepared by Bill.com, the digital business payments leader.
December 21, 2018
We’ve moved past the basics of cloud—it’s no longer just a buzzword—but there’s still a significant need for education. While initial adoption may have swung in the direction of public cloud, this is largely due to a lack of understanding when it ...