American Institute of CPAs

Put Excel to work on your AP reviews. Learn how to automatically flag potential exceptions — such as duplicate invoices, missing data, and high-dollar unapproved transactions — and generate a dynamic report that focuses attention where it's needed most.

In the @AICPA_JofA newest monthly column, the AICPA’s small firm advocate, Stephanie Otero, CPA, shares the No. 1 cybersecurity tip for sole practitioners, and she also offers guidance on how to improve client service without adding staff.

Liquidation accounting usually happens under tough conditions, but getting it right is important. A CFO shares lessons learned in a real-world dissolution.

Refresh what you know about going concern to avoid missing red flags amid economic uncertainty and rising liquidity risks.

In this article with embedded video, follow step-by-step how an agentic AI tool prepares 59,157 rows of general ledger data for audit use in about 10 minutes. Would such data-preparation speed help you deliver a more effective audit?

Find out how a new, accountant-developed checklist can help you assess your preparedness to handle cybersecurity in the age of AI.

Year-end planning starts now. Encourage clients to schedule check-ins to review income, deductions, and multi-year projections for smarter tax decisions. Learn more.

Professional liability risks can haunt CPA firms in unexpected ways. Learn how accountants can respond, prepare, and protect their practice.

👻 Boo! The October @AICPA_JofA delivers AI cyber risk advice, a CPA-designed checklist, cybersecurity tips for sole practitioners, and lessons from costly liability claims. Read more.

In her latest @AICPA_JofA column, the AICPA’s small firm advocate, Stephanie Otero, CPA, shares insights on AI, navigating change, and what matters most.

Reviewing massive spreadsheets doesn’t have to mean endless scrolling and tab switching. Excel has built-in tools that can dramatically simplify the process — helping you stay focused on what matters most: the analysis.

The IRS’s motion for a more definite statement was denied because it had sufficient information to respond to the taxpayers’ complaint for a refund claim.

Looking to get more from Windows 11? The September Tech Q&A column shows how Microsoft PowerToys offers a few standout features that can upgrade your setup.

Find out how CPAs rated the leading software brands for professional tax return preparation in this @AICPA_JofA and The Tax Adviser annual survey.

On top of the damage they cause, natural disasters also attract fraudsters who increasingly wield AI tools. Find out how CPAs can help well-intentioned donors and clients dealing with natural disaster damage spot scams before they lose money.

Learn how to expand from tax prep into financial planning and build deeper client relationships.

Incomplete information may cause a CPA to exclaim “Why me?” This article explores how you can go from asking “What now?” to confidently saying “Wow — I handled that!”

Don’t wait until December. Elevate client strategy with proactive planning calls to review income, retirement contributions, and charitable giving to optimize year-end results. Read more.

The September @AICPA_JofA is hot off the (digital) press with features on adding PFP to tax, AI-hallucinated tax citations, the annual Tax Software Survey results, small firm and technology Q&As and the Professional Liability Spotlight. Check it out! ☁️ ↗️

Stop reentering the same info in multiple systems. This Technology Q&A walkthrough from the August @AICPA_JofA shows how Zapier can automate workflows between everyday business apps.