Isaac M. O'Bannon

Managing Editor

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

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.

May. 21, 2024

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.

May. 21, 2024

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.

May. 20, 2024

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.

May. 20, 2024

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.

May. 17, 2024

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.

May. 17, 2024

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.

May. 16, 2024

Accounting Standards

AICPA Auditing Standards Board Approves Revisions to Attestation Standards

The changes are intended to align them with the AICPA standards pertaining to quality management, and related financial statement audit and non-audit standards.

May. 16, 2024

Accounting

Updated CPA Pipeline Report Show Top Reasons Some Decide Not to Pursue Credential

Among all respondents surveyed, “time” emerged as the top-ranked challenge—or deterrent—to becoming a CPA.

May. 16, 2024

Firm Management

TaxDome Rolls Out Client-Facing Status Feature, Elevating Project Transparency and Communication

This addition to the TaxDome platform is designed to enhance transparency, foster trust, and streamline communication between tax firms and their clients.

May. 16, 2024

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model

Since closing the acquisition, $400 million in GA client assets have been onboarded to the Avantax platform, and 10 GA employees are now W-2 employees of Avantax.

May. 16, 2024

Firm Management

Cincinnati CPA Firm Cassady Schiller Joins KSM

Cassady Schiller, a well-regarded firm ranked among Greater Cincinnati’s top 10 largest accounting firms, brings more than 70 employees and eight partners to KSM.

May. 16, 2024

Read more

Massachusetts Society of CPAs Names 19 to Board of Directors

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

Cetrom Launches Complete Managed Security Services Offering for Accounting Firms

Expensify Offers Unlimited Virtual Cards for Business Spend Management

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

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

Lili Launches New Accountant AI for Small Business Financial Management

AICPA Auditing Standards Board Approves Revisions to Attestation Standards

Updated CPA Pipeline Report Show Top Reasons Some Decide Not to Pursue Credential

TaxDome Rolls Out Client-Facing Status Feature, Elevating Project Transparency and Communication

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model

Cincinnati CPA Firm Cassady Schiller Joins KSM