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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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Accounting

AICPA Honors Robert J. Kueppers With Gold Medal of Distinction

The Gold Medal is the highest honor granted by the AICPA. Since 1944, it has been bestowed upon CPAs whose influence on the accounting profession has been especially notable.

Accounting

Barry Melancon to Retire from AICPA

Melancon joined as CEO of AICPA in 1995 at age 37, making him the youngest CEO of the organization in its history, and served as the longest serving CEO since its formation in 1887.

Small Business

Sage's Net-Zero Target Receives SBTi Validation

Sage’s net-zero targets span all three emission scopes, aiming to achieve net-zero greenhouse gas (GHG) emissions across the value chain by 2040.

Accounting

Indiana Accounting and Tax Professional Societies Collaborate on Pipeline and Workforce Challenges

Accounting profession leaders from across the country attended Vision 2027 on May 10, 2024, in Indianapolis to collaborate on developing the CPA pipeline and workforce.

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Payroll

Patriot Software Adds Integration with Stripe for 2-Day ACH Payments

This new feature allows clients of businesses a convenient and flexible way of paying through ACH payments directly on their invoices.

MassCPAs

Accounting

Massachusetts Society of CPAs Names 19 to Board of Directors

The MassCPAs board of directors is a group of elected members that sets policies, manages programs and oversees activities that benefit the 11,500-member organization and accounting profession in Massachusetts.

Accounting

Australian Payments Business QuickFee Raises Capital to Expand U.S. Footprint

QuickFee now services a quarter of the $400 million accounting and legal market in Australia, which is equivalent to approximately 40 per cent of the ‘fee funding’ market.

Technology

Cetrom Launches Complete Managed Security Services Offering for Accounting Firms

Cetrom’s security methodologies help protect client data, networks, systems, and applications from various cyber threats, such as ransomware, phishing, denial-of-service attacks, malware, and unauthorized access.

Accounting

Expensify Offers Unlimited Virtual Cards for Business Spend Management

Expensify members can now issue an unlimited number of virtual cards, providing unmatched flexibility in managing expenses across employees and merchants.

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Small Business

Sales Tax Exemption Certificate Management Remains a Risk Factor for Many Businesses

Automation technologies have evolved to meet these challenges, and adept professionals have honed their skills to guide clients through these complex tasks.

Firm Management

Canopy Secures $35 Million in Funding to Enhance AI-Powered Practice Management for Accounting Firms

The $35 million investment will be channeled towards doubling down on Canopy’s vision for leveraging AI to make firms exponentially more efficient.

Small Business

Lili Launches New Accountant AI for Small Business Financial Management

Lili also partnered with Amazon Bedrock to ensure Accountant AI has robust privacy and security measures to keep businesses’ data safe from potential leaks or misuse.