CPA Shivangi Agrawal

Every year, the IRS and its Security Summit partners remind tax professionals to protect client data and review their security

The firm owner told me, a little defensively, that she had already automated everything. She had QuickBooks with transaction rules,

It was Friday at 4 p.m., and one of the firm’s best CPAs was coding vendor invoices. Not reviewing them.

I once asked a managing partner a simple question: where does a particular client’s tax return stand right now? It

I sat in on a Tuesday morning at a firm that could not understand why its senior accountants were always

The partner had three proposals open on his desk, and the honest problem was that he could not tell them

A professional can reconcile a bank statement accurately and still have no experience preparing a substantive testing workpaper. That is

Many CPA firms assume that moving accounting work closer will give them more control. The concern is understandable. When a

AI Agents Every CPA Firm Needs in Its Bookkeeping Workflow A CPA firm had 140 active bookkeeping clients, a team

What Bookkeeping Tasks Should  Outsource First? It is 11 p.m. during Q1, and a partner is reviewing transaction coding that