Laila Gallagher

We are one week into our pilot with DAS at AAFCPAs! During the month of May, our pilot teams are focused on planning parties. The AICPA methodology behind Caseware’s DAS audit software requires a thorough and intelligent planning process before you can move forward with audit steps. 💡 Of course this thinking process ties perfectly with adopting a risk based audit approach! 🎁 We are half way through our planning process and getting used to how it feels to be working in a cloud based product. Navigating a cloud based product takes some time to get used to but being able to work from anywhere is 🔥. We also structured our planning parties to have the entire team work through planning together. Our seniors have enjoyed the knowledge transfer from managers and partners and coming together to think about risks and our audit response has benefited the entire team. We are connecting the dots together, and seniors aren’t moving ahead to do substantive work without the partner’s approval of the audit procedures. This product will change ⏱️How much time we spend in each audit phase 📆How we manage our resources and schedule audits 📞How often we communicate with clients during the year ✅When review of the audit work occurs 🌟I’m really impressed and feel like this product helps all auditors connect the dots between the risk and why we do the audit procedures.

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With 2025 on the horizon, tax planning depends on the right accounting methods and periods. Leveraging cash or accrual methods, along with understanding new tax legislation, can reduce taxable income and improve cash flow. Read this article to inform your strategic planning ➡️ https://okt.to/aTML9W #TaxPlanning #legislation #taxes

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⚡Take Charge of Your Year-End Tax Planning.⚡ Get ahead of the curve to take full advantage of potential deductions, tax credits and incentives. Join our upcoming webinar on Tuesday, December 3 at 11 AM PT / 2 PM ET, where our experts will share essential year-end tax planning strategies tailored for privately held businesses and corporations. Ensure your tax strategy aligns with your financial goals for 2025 and is ready for any changes in the tax landscape with the new presidential administration. 🎫 Limited spaces available—reserve your spot today! https://ow.ly/J5qH50U5cEe #TaxPlanning #CorporateTaxes #TaxPolicy

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A report that all those interested in audit quality should read and digest , I would expect it not to be a pretty read, but full of challenging items for the audit profession.

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Tax Foundation breaks down what tax rates look like in 2026 if the TCJA are allowed to expire. #Wipfli #taxes #taxrates #manufacturing

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Join CRI Partners April Shuping, Sandi Guy, and Matthew Montemayor as they explore the AICPA’s innovative approaches to supporting aspiring CPAs on their certification journey. Discover how the AICPA is reimagining resources to help future accountants achieve their goals while maintaining work-life balance. Plus, get practical tips on contributing to a positive office culture, ensuring new CPAs can thrive both professionally and personally. #CRIPodcast #AICPA #ProfessionalGrowth

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Discover Microsoft Fabric's potential for your organization. Register for Eide Bailly's free webinar on September 18 to learn about its capabilities and key considerations. #Webinar #MicrosoftFabric

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Are you a small business looking to secure government contracts? Ensuring DCAA compliance can be challenging, but it doesn't have to break the bank! With the right accounting practices and tools, you can meet all necessary requirements without spending a fortune. Contact us to learn more about our DCAA-compliant bookkeeping services. Let's make compliance easy together! #compliance #DCAAcompliant

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Join CRI Partners April Shuping, Sandi Guy, and Matthew Montemayor as they explore the AICPA’s innovative approaches to supporting aspiring CPAs on their certification journey. Discover how the AICPA is reimagining resources to help future accountants achieve their goals while maintaining work-life balance. Plus, get practical tips on contributing to a positive office culture, ensuring new CPAs can thrive both professionally and personally. #CRIPodcast #AICPA #ProfessionalGrowth

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If you are doing business in California, it’s important to understand how new reporting requirements starting in 2026 could impact you. Reserve your spot for this webinar with Forvis Mazars US to learn more: https://lnkd.in/eEJC2TXw

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Prepare your organization for the 2025 busy season by staying ahead of new accounting standards. Cherry Bekaert's #CPE webinar equips you with the essential knowledge and tools to effectively understand and apply these updates, ensuring compliance and enhancing your financial reporting. Secure your spot and register now! https://okt.to/Qkh8wA #ASU #AccountingStandards #BusySeason2025 #FinancialReporting

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The Reporting Solution from Forvis Mazars allowed for staff from Indian River County, Florida, to save time and improve efficiencies by consolidating their ACFR files into one reporting platform. Discover how you might streamline your financial reporting process now. https://bit.ly/4cK8bt8

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The PCAOB's 2025 inspection priorities highlight the importance of quality control and auditor independence. Discover their key areas of focus via CPA Practice Advisor. https://bit.ly/49xJLm8

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