CPA.com

Charting Your Sales & Use Tax Business Model

mmartello — Fri, 19 Apr 2019 19:30:31 +0000

The sales tax landscape has dramatically changed since the Supreme Court overturned Quill in June 2018. Almost all states have responded by updating their remote seller nexus rules over the past year. With these changes, comes an opportunity to support clients that need help navigating these changes. Many firms are expanding their sales and use tax services, but like most other practice areas, developing a business model and plan is critical for success.

Join us for a webinar as we explore different business models that firms have established to provide sales and use tax services. We will take a look at the types of services firms are offering to help clients comply with changing sales and use tax laws. During the webinar we will discuss how to:

Identify a business model that works best for your firm
Determine the services your firm can offer
Find opportunities for internal firm collaboration
Leverage automation to provide services

This on-demand webinar does not offer CPE credit.

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Get Smart With B2B International Payments

Anonymous — Mon, 04 Mar 2019 15:49:51 +0000

https://www.cpa.com/system/files/cpa/infographics/bdcinternationalpayments_infographic.pdf

Top Challenges Facing Firms Performing PCR Services

Anonymous — Fri, 25 Jan 2019 16:54:39 +0000

https://www.cpa.com/system/files/cpa/infographics/top-challenges-facing-firms-performing-pcr-services-onpoint-cpacom_0.pdf

How Much Should I Save for Retirement?

jesse.turner@cpa2biz.com — Fri, 12 Jan 2018 21:16:36 +0000

Determining how much to save for retirement is challenging, given the high uncertainty about income, portfolio returns, and spending needs many years into the future. Given this uncertainty, and the high heterogeneity of earning potential and spending needs, what works well on average does not work well for everyone. A one-size-fits-all solution is unlikely to work.

Our free webinar has Dr. Marlena Lee discussing the different retirement strategies to help you and your firm reach your retirement goals.

In this presentation Dr. Lee will help examine:

Target income replacement rates
Saving more as income grows
The importance of starting early and saving consistently

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Harnessing the Power of Trust: The Future of Client Communications for Your Retirement Plan

jesse.turner@cpa2biz.com — Thu, 07 Dec 2017 16:50:29 +0000

Join Warren Cormier, CEO and co-founder of Boston Research Technologies for an exciting presentation that will highlight advances in the science of communications, focusing on how we can better connect with defined contribution plan participants and clients through trust-based communications, intuitive decision making and Enhanced Active Choice.

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Bill.com and CPA.com Expand Accountant Partner Program

jesse.turner@cpa2biz.com — Mon, 04 Dec 2017 05:00:00 +0000

Bill.com and CPA.com have expanded their Accountant Partner Program. The program offers services, resources and technology to help accounting firms solve bill payment challenges for their clients.

The program has been updated to offer services tailored to the needs of large firms. Enhancements include dedicated Bill.com implementers for client portfolios, educational and training resources, and Bill.com accountant-specific features.

The upgrades come in response to a 2017 Bill Payment Trends Survey from Bill.com and CPA.com, which found 77 percent of large accounting firms wish their clients would eliminate paper checks, 75 percent recommend their clients pay their bills online, yet only 25 percent require clients to use a specific solution for digital bill payment. According to Bill.com, this disconnect illustrates an opportunity for client accounting services to be more efficient and demonstrate more value to clients.

The Bill.com Accountant Partner Program now offers:

● Dedicated Bill.com implementation consulting and support for client adoption, including implementers experienced with bill payment in large accounting firms; and

● New features for the Bill.com Accountant Console, a portal that helps firms manage client bill payments. Firms can add and remove staff from multiple clients at once, assign customer roles and permissions, and create reports on billing and system access.

These additions join existing educational resources Bill.com already offers to small and midsize accounting firms.

“The enhanced Accountant Partner Program allows greater collaboration between Bill.com, CPA.com, and accounting firms at every stage of client accounting services,” said Michael Cerami, CPA.com’s vice president of strategic alliances and business development, in a statement. “Whether a firm is targeting prospective or existing clients, the program delivers the tools and resources necessary for firm-wide adoption of digital bill payments.”

The Accountant Partner Program is available for all Bill.com clients. To learn more, visit https://www.bill.com/for-accountants/.

https://www.accountingtoday.com/news/billcom-and-cpacom-expands-accountant-partner-programAccounting TodayDec 4th, 2017Media Coverage

AICPA and Wall Street Blockchain Alliance Announce Collaboration

jesse.turner@cpa2biz.com — Mon, 23 Oct 2017 15:05:58 +0000

Associations Plan Joint Effort to Advance Blockchain Technology for Accounting Profession

NEW YORK (Oct. 23, 2017) – The American Institute of CPAs (AICPA) and Wall Street Blockchain Alliance (WSBA), a leading nonprofit trade association promoting the comprehensive adoption of blockchain technology across global markets, today announced plans to work together to define the impact of blockchain technology for the accounting profession and advance the interests of both the public and profession in this area.

As part of this collaboration, the AICPA – through its technology arm, CPA.com – will administer the WSBA’s working group on tax and accounting, a focal point for advocacy and education on blockchain adoption within the profession. Other existing WSBA working groups include research and innovation, legal, and technology and product. The working group model is designed to provide a forum for experts to share information, guide advocacy and technical efforts and create broader educational opportunities—such as webcasts, roundtables and other content—to address issues arising from the adoption of blockchain, distributed ledgers and smart contract technologies.

“The accounting profession is built on confirmation and verification, and that’s what blockchain is all about,” said AICPA President and CEO Barry C. Melancon, CPA, CGMA. “This technology can have a profound impact on accounting and finance going forward, and it’s important we make sure that its adoption proceeds in a way that’s in the best interest of the public and our financial markets. Our working relationship with the WSBA, combined with our expanded global reach through the Association of International Certified Professional Accountants, will help further that goal.”

The collaboration was announced at the fall meeting of the AICPA’s governing Council in San Antonio, Tex.

“The WSBA is very pleased to be collaborating with the AICPA and CPA.com to guide the evolution of the global accounting profession in a future with blockchain technology,” said Ron Quaranta, chairman of the WSBA. “We look forward to working together to advance the world of accountancy and its use of blockchain, as accountants become integral participants in the adoption of this innovative technology for global markets.”

As a first step in collaboration, the AICPA will be part of an accounting-related panel at the WSBA’s Blockchain for Wall Street education day on Nov. 14, 2017.

“Blockchain is one of several innovations that are reshaping the accounting profession,” said Erik Asgeirsson, president and CEO of CPA.com, one of the participants in the upcoming panel. “Our role with the WSBA working group is to guide and speed the use of blockchain technology as it applies to the core areas of an accounting practice.”

About the Wall Street Blockchain Alliance

The Wall Street Blockchain Alliance (WSBA) is an industry leading 501(c)(6) non-profit trade association created for financial market professionals, by financial market professionals. Its mission is to guide and promote comprehensive adoption of blockchain and distributed ledger technology across global financial markets.

For information about the WSBA, including membership, visit www.wsba.co or email to info@wsba.co.

About the American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for its members and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, offers specialized credentials, builds the pipeline of future talent and drives professional competency development to advance the vitality, relevance and quality of the profession.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Media representatives are invited to visit the AICPA Press Center at www.aicpa.org/press.

About the Association of International Certified Professional Accountants

The Association of International Certified Professional Accountants (the Association) is the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to power opportunity, trust and prosperity for people, businesses and economies worldwide. It represents 650,000 members and students in public and management accounting and advocates for the public interest and business sustainability on current and emerging issues. With broad reach, rigor and resources, the Association advances the reputation, employability and quality of CPAs, CGMAs and accounting and finance professionals globally.

CPA.comOct 23rd, 2017Press Releases

Productivity Enablement: Simplifying the Most Challenging Parts of Your Job and Becoming Future-Ready

jesse.turner@cpa2biz.com — Mon, 16 Oct 2017 14:17:01 +0000

With 12 words, Seth Godin has captured one of the biggest, most frustrating and difficult-to-overcome challenges of our time: “We’re so busy doing our jobs, we can’t get any work done.”

Until a clear return on investment is defined, many leaders fall back on the status quo, thinking we can dig ourselves out from the avalanche of busy-ness if we just work a little harder. But there are two problems with that line of thinking:

We’ll never have less work to do. The problem isn’t what we’re doing; it’s how we’re doing it.
Instead of worrying about the ROI, we should focus on the RONI—the risk of not investing. Today, that risk is huge. Our competitors are working to become future ready. If we don’t, we risk irrelevance at best…and extinction at worst.

Mike Sabbatis, CEO of XCM™, discusses how new productivity enablement and workflow solutions can help leadership teams work smarter, not harder—and increase their resource capacity to focus on strategies that prepare them for the future and deliver higher business performance.

In this webinar, you will learn:

How connecting your people and processes through technology can result in higher productivity
Techniques to create a work environment that is structured to attract and retain the best talent
Benefits of capturing the Who, What, When, Where & Why of your business practices

NOTE: This on-demand webinar does not offer CPE credit.

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Two CPA.com Staffers Named to CPA Practice Advisor's 'Top 20 Under 40 Superstars' List

jesse.turner@cpa2biz.com — Fri, 08 Sep 2017 13:46:13 +0000

NEW YORK (Sept. 8, 2017) – Two CPA.com staffers have been named to CPA Practice Advisor’s Top 20 Under 40 Superstars list, which the trade publication said is composed of “young leaders helping advance the profession through their roles in technology, education, consulting and firm development.”

Representing CPA.com on the list are Samantha Mansfield, the company’s director of professional development and community, and Kalil Merhib, director of sales. Mansfield is a driving force behind the Digital CPA Conference and the curriculum and training it offers to firms, including the recently launched Client Accounting Advisory Services (CAAS) certificate and CPA.com’s popular CAAS workshops. Merhib’s key responsibilities include rollout of the RIVIO Clearinghouse, a private company financial information hub jointly developed by CPA.com and Confirmation.com, and working with firms across the country in building effective strategies for outsourced accounting practices.

“This year’s 40 Under 40 and 20 Under 40 honorees are visibly and incrementally changing the accounting profession through their exemplary leadership, their innovative thinking, their collaborative efforts guaranteed to provide unity to the profession across the generations, and their community outreach which extends the visibility of the profession outside the workplace” Gail Perry, CPA Practice Advisor’s editor-in-chief, wrote in an article announcing the winners.

“It’s a great honor for CPA.com to have two employees on this list,” said Erik Asgeirsson, president and CEO of CPA.com. “We’re grateful to see validation of our staff’s hard work in helping CPA firms embrace change and thrive.”

The full list of winners can be found on CPA Practice Advisor’s website.

About CPA.com

CPA.com offers a growing list of products and services for practice management, client advisory services and professional development. The company has established itself as a thought leader on cloud technology and has been a driving force around the reemergence of virtual CFO/controller services by firms. The RIVIO Clearinghouse, a joint venture between CPA.com and Confirmation.com, is an online financial document clearinghouse that enables private businesses to exchange key financial information with lenders and investors.

CPA.com is a subsidiary of the American Institute of CPAs, the world’s largest member body representing the CPA profession. For more information, visit CPA.com.

CPA.comSep 8th, 2017Press Releases

BDO Executive is Winner of CPA.com's 2017 Innovative Practitioner Award

jesse.turner@cpa2biz.com — Thu, 07 Sep 2017 13:00:00 +0000

CPAs from SC&H and Cherry Bekaert LLP Named Runners-Up

NEW YORK (Sept. 7, 2017) – BDO executive Kelly Johnson, CPA, is the winner of CPA.com’s 2017 Innovative Practitioner Award, which recognizes innovation in process, services or technology implementation in public accounting firms.

Johnson, BDO’s national leader of business services and outsourcing, led the development of BDODrive, a cloud-based, integrated solution for financial management, accounting services and business intelligence. The platform provides real-time, streamlined accounting information via dashboards for clients, operational efficiencies and access to the Top 10 accounting firm’s specialized expertise for businesses. While CPA.com administers the voting process online, winners of the Innovative Practitioner Award are chosen by their peers.

“The tangible growth in client accounting services that’s been documented in research by the AICPA and CPA.com is due to the kind of fully realized offerings being developed by BDO and others,” said Erik Asgeirsson, president and CEO of CPA.com. “Kelly is a deserving standard-bearer for our Innovative Practitioner Award, and I want to thank all our finalists in the competition who are helping drive innovation in the profession. It was a strong field this year.”

Johnson will be recognized as the award winner at the 2017 Digital CPA Conference, which she will be invited to attend as a guest. The event will be held Dec. 4-6, 2017, at the Marriott Marquis in San Francisco.

Among the finalist group, two other runners-up were recognized for their innovative work. They are:

First Runner Up

Michael Lynch, CPA, principal of SC&H Group’s CFO Advisory Services practice, developed an outsourced accounting practice focused in part on emerging life science and software-as-a-service companies. He uses technology to automate workflow and transactional processing, and acts as a trusted advisor for management on business development, financial leadership and strategy.

Second Runner-Up

Jonathan Kraftchick, CPA, managing director, Cherry Bekaert LLP, developed training programs to educate auditors on coming changes in artificial intelligence and machine learning and how these innovations might impact the profession. Within his firm, he is also involved with two beta projects with vendors to improve data analytics and machine learning in audit applications.

To read more about these practitioners, please visit the award page. More information about the Digital CPA Conference can be found at digitalcpa.com.

About CPA.com

The RIVIO Clearinghouse, a joint venture between CPA.com and Confirmation.com, is an online financial document clearinghouse that enables private businesses to exchange key financial information with lenders and investors.

CPA.com is a majority-owned subsidiary of the American Institute of CPAs, the world’s largest member body representing the accounting profession. For more information, visit CPA.com.

CPA.comSep 7th, 2017Press Releases