Lisa Simpson
@LisaTSimpsonCPA
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Vice President - Firm Services AICPA
Charlotte, NC
Joined October 2011
Client advisory continues to be a high growth area for firms and has benefits for client satisfaction. Plus it can smooth out workloads. Want to learn more? Check out this @AICPA_JofA article for insights.
Want to launch or expand client advisory services at your firm? The July @AICPA_JofA has a guide that helps you do it. Check it out!
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This is the 2nd part of the @AICPA_JofA series on how firms of all sizes can transform for a changing #CPA environment. Great insight on WHY and HOW firms should define their future. AICPA PCPS has tools to help!.
Building a better firm begins with defining what you want and creating the strategic plan to make that happen. Find out how in part 2 of a 6-part @AICPA_JofA series.
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Join us Thurs, 3PM ET for a timely #AICPATownHall! We'll talk DC and technical, but also look at what #CPA practitioners should be doing now to help clients develop strategies for 2025 and beyond.
What’s in store for the next #AICPATownHall episode? . ⬇️Take a look. Free for @AICPA members. 🔗 Register. Featuring: @ErikAsgeirsson, @markkoziel, @TaxMVP, @LisaTSimpsonCPA, @MarkSGallegos, @PorteBrownLLC, @KeeblerRobert
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RT @AICPA_JofA: The new standard would enhance guidance on the auditor’s responsibilities related to potential fraud in financial statement….
journalofaccountancy.com
The AICPA board issued an exposure draft of a Statement on Auditing Standard (SAS), The Auditor’s Responsibilities Relating to Fraud in an Audit of Financial Statements.
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I'm so excited about this @AICPA_JofA series where we explore each of the 5 pillars of the @AICPA PCPS Transforming Your Business Model initiative. Curious to learn more about the turnkey resources we've developed? Email pcps@aicpa.org.
Building a better firm begins with defining what you want and creating the strategic plan to make that happen. Find out how in part 2 of a 6-part series.
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RT @AICPA_JofA: Treasury should extend the time frame for mandating the end of paper checks for federal disbursements or set rules that mak….
journalofaccountancy.com
An executive order issued in March requires the Treasury secretary to cease issuing paper checks for all federal disbursements and requires all payments made by the federal government to be electro...
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RT @wifemomcpa100: Friendly reminder: AICPA & CIMA.ENGAGE 2026 call for papers is open until August 1. SPEAKER INCLUSIONS. If you are app….
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RT @AICPA: The July @AICPA_JofA launches a 6-part series on building a better accounting firm business model. Also, learn 3 ways to use Cha….
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RT @AICPA_JofA: What does a modern accounting firm need to succeed? Find ideas for your practice in the first installment of a 6-part serie….
journalofaccountancy.com
In a time of dynamic change for the accounting profession, the AICPA Private Companies Practice Section has developed a road map for CPA practice modernization.
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RT @AICPA_JofA: After overnight negotiations, Vice President JD Vance cast the tie-breaking vote in the Senate just before noon Tuesday, se….
journalofaccountancy.com
The bill extends portions of the Tax Cuts and Jobs Act, provides deductions to eliminate income taxes on certain tips and overtime pay, and addresses other tax priorities of the Trump administration.
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Reminder: @AICPA PCPS Benchmarking Survey is a huge opportunity to get comparative data to help you evaluate your firm's performance. Deadline extended to July 18 but don't wait too much longer so you can get valuable insights. #CPA.
Enhanced firm management starts with tailored organisational tools. Learn more.
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RT @AICPA_JofA: In the next 30 days, choose one guardrail that protects your time, energy, and focus.
journalofaccountancy.com
Technology is responsible for creating decision fatigue, but a productivity expert shares how you can use those same technologies to reverse the impact and gain greater focus.
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RT @AICPA: Explore how small firms are applying systems to meet the new standards and how AICPA® can help you. http….
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Good info on recruiting #accounting talent. Do you have additional thoughts?.
Discover effective strategies to hire the best accounting students. This article from the June issue shows how to attract top talent to your organization.
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RT @AICPA: Attention CPAs: A new bill will strip PTET SALT deductions for some regional businesses — raising federal taxes, squeezing margi….
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RT @AICPA: Earn up to $1,000 in reimbursements for CPA Exam fees and preparatory coursework with the AICPA® Foundation CPA Exam Grant. http….
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RT @SnMansfield: Stay ahead in our ever-changing profession! The 2025 MAP Survey includes crucial new sections on AI and automation. Share….
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RT @AICPA_JofA: One theme of recent data on college enrollment: “More bright minds are choosing accounting.”
journalofaccountancy.com
Buoyed by a spike at two-year institutions, undergraduate enrollment in accounting programs is up 12% from the spring of 2024.
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RT @AICPA_JofA: CPAs should be encouraged to highlight their license in their business dealings. Susan S. Coffey, CPA, CGMA, CEO–Public Acc….
journalofaccountancy.com
CPAs should be encouraged to highlight their license in their business dealings. Susan S. Coffey, CPA, CGMA, CEO–Public Accounting at the Association of International Certified Professional Account...
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Please reach out to Congress by Wed regarding language in #tax legislation moving in the House that would reduce PTET benefit for #CPA and other service providers taxed as pass throughs.
A new bill would unfairly increase taxes for your local pharmacists, accountants, doctors, dentists, and lawyers — but retain deductions for large corporations. Learn why Congress should preserve the existing tax policy for all businesses:
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