Accounting
Zone & Co Launches ZoneBilling AI Assistant
The AI Assistant allows users to ask real-time questions and receive tailored responses by drawing from the vast ZoneBilling Knowledge Base and external resources.
Isaac M. O'Bannon
Managing Editor
isaac.obannon@cpapracticeadvisor.com
Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies.
Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran.
Email: isaac.obannon - @ - cpapracticeadvisor.com
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Financial Planning
Avantax Acquires SEP Financial Services
Avantax has acquired SEP Financial Services, which was founded by veteran independent financial advisor Stephen E. Plain.
Sales Tax
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
The Indirect Tax Suite is also fully aligned with SAP’s clean core strategy, ensuring businesses can maintain complete and continuous compliance across all tax and regulatory processes without compromising the integrity of their ERP systems.
Technology
Solver Releases xFP&A Construction, SaaS and Senior Living Solutions Models to Meet Industry Challenges
Solver has released three industry solutions designed to improve productivity in construction, software-as-a-service (SaaS), and senior living companies.
Technology
Deloitte and Pramata Partner for Contract Management and Analytics
The organizations’ mutual clients can leverage Pramata’s simple, Generative AI-powered contract management and analytics solution with Deloitte’s corporate Risk, Regulatory, and Forensic advisory services
Taxes
IRS Offers Tax Relief to Farmers and Ranchers Hit by Drought in 41 States
Under the guidance, farmers and ranchers may have an extended period of time to replace their livestock and defer tax on any gains from the forced sales or exchanges.
Advisory
CPA Challenge: How Do You Build a Firm Culture?
What is firm culture? What makes it positive? How can a firm foster it? How do staff, clients and others react? This is a challenge for all firms, and a requirement for those that want to thrive.
Accounting
AICPA and NASBA Propose Changes to Uniform Accountancy Act
The Uniform Accountancy Act (UAA) provides state legislatures and boards of accountancy with a national model that can be adopted in full or partially adapted to meet the needs of each jurisdiction.
Accounting
Avalara Named IDC Leader for European-Compliant Invoicing
Avalara has been positioned in the Leaders Category in the IDC MarketScape: European Compliant e-Invoicing Solutions 2024 Vendor Assessment.
Firm Management
Why Are Employers Having a Hard Time with Gen Z College Grads?
A new report shows that six out of 10 employers have fired or otherwise dismissed recent Gen Z college graduates they had hired only a few months ago when they graduated.
Firm Management
Vasquez & Company Celebrates 55th Anniversary as Largest Latino-Owned U.S. Accounting Firm
Founded in 1969, the firm has distinguished itself through its personalized approach and unwavering dedication to client service.
Auditing
Digital Disruption and Climate Change Are the Fastest-Growing Risks for Companies Worldwide, Report Says
Neither digital disruption nor climate change were named among the top five areas where internal audit functions allocate the most time and effort, with both ranked in the lower half of audit priorities.