Practice Management

What CPAs need to know to succeed in new tech age

The Paul Reveres of accounting have been on their horses for the past couple of years, crying out that technologies such as AI and blockchain are set to invade the profession. “The robots are coming! The robots are coming!” Very well, but what should CPAs be doing about it? Find out in Part 1 of our annual Accounting Technology Roundtable.

The human skill CPAs need to leverage technology

As technology provides more and more real-time business information, CPAs will have the opportunity to provide valuable business advice to clients. To do that, however, CPAs need to ask the right questions of the right people to understand how the client’s business really functions, advises Amy Vetter, CPA/CITP, CGMA, CEO, The B3 Method Institute.

Don’t be scared of the robots; embrace them

While some view robotics and automation as a threat to accounting jobs, technology expert Amy Vetter, CPA/CITP, CGMA, sees these technologies helping accountants do their jobs more efficiently and effectively.

CPAs’ route to high-tech starts in the cloud

The ability to access data and applications through the internet is essential for CPAs and their employers to leverage technology advances such as robotic process automation, artificial intelligence, and blockchain, explains technology expert Amy Vetter, CPA/CITP, CGMA, CEO, The B3 Method Institute.

12 common technology mistakes you should avoid

A typical technology review can uncover dozens of technological shortcomings at your organization. This article describes 12 common shortcomings and offers advice for avoiding them.

Steve Palomino, CPA/CITP, CGMA

Defining the requirements and the measure of success is the first step in a successful technology overhaul, according to Steve Palomino, CPA/CITP, CGMA.

Building a state-of-the-art M&A target

A firm can enrich its value to prospective suitors by investing in a top-notch IT infrastructure and exhibiting a willingness to embrace new technologies.

Accounting firms: The next generation

The article provides a glimpse into a future dominated by fast access to big data and driven by intelligent technology applications deployed by a new breed of CPA practices.

A new staffing model for accounting firms

What will accounting firms and accounting departments look like after lower-level, repetitive tasks are automated and unprecedented amounts of data can be mined for business insights? That topic takes center stage in the second part of our annual accounting technology roundtable podcast.

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FEATURE

Tackling TCJA changes this tax season

Return preparers must be ready for how the Tax Cuts and Jobs Act has modified many common features of individual and business returns.