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The rise of the remote accounting firm partner

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When Daren Daiga’s husband had to move to another state for his job, it looked at first like her time with CapinCrouse was over. 

Daiga had worked for the Indianapolis-based firm since 2013, eventually growing into a valued senior tax manager who specialized in tax-exempt organizations. She liked the firm, the firm liked her — but then her husband’s job necessitated a move to Dayton, Ohio.

In other circumstances, Daiga would have had to start looking for work at firms in the Dayton area, but CapinCrouse was loath to let an experienced manager go and Daiga herself wasn’t keen on changing employers either. Eventually, they came to an agreement that allowed her to work as a fully remote senior manager, which she did for five years before finally being promoted to partner in 2022. 

“To lose a manager who knows the work and who knows the training and who knows [how to] train people and have a big impact, that would have been difficult. … I love where I worked, so I could not imagine working anywhere else and since they were able to accommodate remote workers, even fully remote workers, well before COVID … we were able to make that transition,” she said. 

Daiga is a remote partner, a designation becoming more common in the wake of the pandemic lockdowns. Like remote workers in general, remote partners at accounting firms are not necessarily new, but in recent years their numbers have certainly grown. While still rare compared to their onsite counterparts, the remote partner is no longer a novel curiosity but a key part of a changing professional landscape that, increasingly, extends beyond a firm’s local geography. Experts believe they make up about 5% of the total share of accounting firm partners; if one counts those who started as on-site partners and then went remote, the estimate grows to about 10-15%. 

These leaders can be found all over the country, at firms big and small, working in a variety of different practice areas and possessed of a wide range of motivations for why they chose the path of the remote partner. Some, like Andrew Pitt, a Buffalo, New York-based tax partner with Los Angeles-headquartered Top 100 Firm GHJ, wanted to change firms and had some very specific needs that, in the end, could only be met by one over 3,000 miles away. 

“I knew exactly what I was looking for, so I was targeting this specific position … In looking for firms, [a recruiter and I] decided to look outside Buffalo because we didn’t think we could find what we were looking for there,” he said, noting, “It really was the culture and diversity of leadership I was looking for.” 

Tabatha Broussard, a Baton Rouge-based partner at Oklahoma-based Top 100 firm HoganTaylor, was also looking for a specific kind of practice. Having already been a partner at another firm for seven years, the shift to remote work during the lockdowns opened her eyes to the career possibilities. But she didn’t want to work remotely for just anyone— she specifically wanted a firm that matched her own expertise with the energy industry, and found that HoganTaylor was what she needed. 

I wanted the opportunity to work in the field I enjoy, which is the energy industry, and HT’s energy practice is impressively developed, stacked with exceptionally smart professionals serving exciting clients, so it was kind of like ‘check that mark right there,”’ she said. 

For Vivian Gant, a partner at Florida-based De La Hoz, Perez & Barbeito, the reasons were more personal: two small children. Unlike other remote partners, she is not especially far from the office, just a half-hour drive, but the way her schedule worked with her family, it was much easier to go fully remote. 

“[Younger people] maybe think public accounting is just going in and getting burnt out for a few years so it looks good on your resume, then work for a private company until you die; that is not necessarily what it can be, you can still be a mom, you can still do different things,” she said. 

And sometimes people become remote partners without intending it. Tom Corfin, who lives in New Hampshire, was working at a firm in the Northeast when it was acquired in 2018 by Atlanta-based Top 100 Firm Aprio. Having already worked remotely for almost a decade prior, he was well positioned to be a leader when Aprio — which had already been supportive of remote work — leaned even harder into the position during the COVID lockdown. He was officially made partner at the beginning of January 2023. “Once the pandemic hit, I didn’t have to learn to be remote … It took me probably two solid years of figuring out how to turn the switch off, how to adjust internally, how to be outside the office, the whole mentality — most people had to figure this out during and after COVID, where I was already six years ahead of the curve,” he said. 

The day to day 

The remote partners we spoke with reported that, in terms of their day-to-day work, there are not that many differences between themselves and their onsite counterparts. More of their meetings are online versus in-person but much of the work is the same. This is because even on-site accountants are increasingly serving clients remotely, and even if they’re not, there is still a large degree of asynchronous communication (e.g., asking for and getting specific documentation) that generally does not require physical presence. For instance, Kevin Loiselle, a tax partner with Aprio based in the San Francisco area, noted that the firm’s German clients are handled out of the Atlanta office, which works with them remotely anyway. 

“I think from a client perspective, it’s a lot of the same … Our German practice partners are based out of Atlanta and work primarily with contacts in Germany, so [the lead partner] is kind of in the same boat as me. She deals with calls primarily with clients around and in Germany,” he said, adding that his own client base primarily comes from Australia and New Zealand. 

Daiga, from CapinCrouse, also said her day as a remote partner does not significantly differ from the day of an on-site one. The main difference is that, as a remote partner at a smaller firm, she does not have some of the office management responsibilities that others do. In fact, she is more struck by the differences between tax partners and audit partners than by remote versus onsite ones. 

“Compared to the 20-plus audit partners, we have three tax partners, so not quite as many across the firm and clients. Because tax jobs are smaller jobs, you have more jobs you handle as a partner. But also audit partners who are on site may have some office management responsibilities I don’t have. … Otherwise, I don’t know if there’s a whole lot of difference,” she said. 

Similarly, Gant, the DBP partner in Miami, said the main difference between being remote and being on-site as a partner is that it is easier to print things at the office. “The big thing there: I can print things. But that’s really the only difference. But I bought myself a big professional printer recently, so now I have that. There were also free sodas and coffee [at the office], but otherwise it was pretty much the same. I can do anything from my house that I can do from my office,” she said. 

Remote partners raised similar points regarding partner meetings. None of them reported feeling especially left out of key communications and decisions among the firm leaders. Many said that this was because the partners would mostly meet online anyway, due to being dispersed among several offices. So while remote partners aren’t sitting in the conference room for partner meetings, neither are the on-site ones typically. Kimberly Hastings, a Colorado-based remote partner for LA-based HCVT, noted that this is largely due to the investment firms made in communications and collaboration technology. 

“Technology is an amazing thing, so even when we have monthly partner meetings for various groups — I’m on multiple committees for the firm and I’m our practice lead — a lot of these calls are already happening via Teams or Zoom because you have people in different offices. So I work with partners out in Orange County, Encino, West LA, Westlake Village and southern Pasadena, so even if we were all in the office, we’d still be on Teams calls anyway since we all have different offices,” she said. 

Not everything is exactly the same, though: Remote partners say they need to be more on top of maintaining connections than people who are in an office, seeing each other every day. Danielle McGee, a Michigan-based partner for Los Angeles-based Katz Cassidy, said that, as a remote leader who is responsible for managing remote staff, she needs to be more intentional in keeping contact with people, as there aren’t those serendipitous hallway moments in the office. 

“Since I came on as a remote partner, we’ve hired a bunch of remote employees and now we have them in Nebraska, Colorado, Seattle and Texas. I tend to do a little more intentional outreach to them because I know if you don’t, it’s easy for someone to not feel connected. I probably do that more than the folks in the office,” she said, though she didn’t want to imply those on-site aren’t doing this as well. “They’re doing more outreach with folks in the office or folks who are local in LA.”  

Hastings, the HCVT partner, raised a similar point, saying that as a remote partner she needs to be more proactive in maintaining communications than someone on site, though she also said on site partners also have to maintain contact with people too, so it’s not dramatically different. 

“I do find I’m more intentional about connecting with my team because there isn’t seeing someone in the break room or scheduling a lunch. I didn’t want to lose that, because it’s really an amazing team and I want us to keep that … . But I’d hesitate to say that’s different from other partners since my team is spread out so much, so even if I were sitting in my office in Encino, I would still not be in the office with most people on most days,” she said. 

Loiselle, the San Francisco-based Aprio partner, also said he had to slightly modify how he fulfills his staff development and coaching responsibilities, since he can’t be in the office all the time, focusing more on several large sessions a year versus lots of smaller day-to-day interactions. 

“There is definitely a difference in terms of staff training and development because, obviously, I’m not in the office on a day-to-day basis where someone can just swing by and say, ‘I’ve got a question about this.’ … I do end up going to Atlanta several times a year to lead technical training for wider groups of people who all get together at our headquarters; that is one of the major differences I would see,” he said. 

The future

The remote partner has gone from being almost unheard-of to appearing in firms across the country and, overall, those who currently occupy these positions see themselves as part of a wider trend. While technological enablement is one reason, another commonly mentioned factor is the talent shortage. More firms are experiencing difficulty finding qualified candidates in their local geographies, and so are increasingly opening their minds to remote workers who can be leaders in their organization. 

“Talent is getting harder and harder to find in the accounting profession and the pipeline is shrinking and our clients are demanding more and more,” said Randy Nail, HoganTaylor’s CEO. “So we’ve got some good old supply and demand economics going on: Accounting firms need to serve their clients, and to do that you have to be open to finding talent in different places and figuring out how to make it work within their culture. We’re already doing that and will continue doing that, and I think other firms will as well.” 

McGee raised a similar point by noting the declining number of accounting graduates but also added that there’s an increasing number of retirements in the field as well that is driving the greater acceptance of remote partners. 

“Firms need to be open-minded to having employees that are remote. I think our field as a whole has to have trust in our employees to begin with. They have access to Social Security numbers and all sorts of personally identifiable information for our clients, so if we can trust our employees with that, we ought to be able to trust them to get their work done,” she said. 

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Zoho touts payments with risk and compliance support

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Business management solutions provider Zoho announced the general release of a new payments solution, Zoho Payments, promised to be the first step in a broader move into financial services. 

The new Zoho Payments solution focuses specifically on incoming, not outgoing, payments. While there are already several options to accept payments from within the Zoho ecosystem, Sivaramakrishnan Iswaran, Zoho’s global head of finance and operations, said what makes this product different is that it works through its own payment gateway instead of integrating with someone else’s. This gateway (basically the software needed to accept debit or credit card purchases from customers) will also be integrated with all the other solutions in the Zoho ecosystem, as well as their workflows. However, he later added that it will still support third-party integrations in case a customer wanted to use another one. 

Zoho Payments will also be available as a standalone offer, with Iswaran saying Zoho will be directly competing with incumbent payment solutions providers like Stripe and PayPal. 

Zoho's HQ

Zoho headquarters

“The obvious question is why are you getting into this area? Honestly, there is no one particular vendor who can actually address all the problems for [every] customer,” he said during an interview. “The market is huge. There is room for a lot of players, and each market player can find their own niche.” 

In the case of Zoho Payments, the major differentiating factor will be the amount of support happening in the background to facilitate all the major checks and balances typically needed for secure payments. Accepting payments can entail a lot more than just receiving the money and sending a receipt. Before the payment, businesses might need to consider things like identity verification, know-your-customer rules, sanctions and anti-money laundering screening, fraud and risk management; after the payment, they might need to think about transaction settlements, bank reconciliation, tax reporting and dispute resolution. 

Iswaran said this typically requires a lot of manual processes on the part of the user, which can delay the onboarding of new customers, sometimes severely so. By using its own dedicated payment portal, Zoho can do a lot of the heavy lifting without the user even noticing. While a transaction might seem simple to those sending and receiving the payment, it is supported by extensive support — both automated and manual — happening in the background.

“We do a lot of heavy lifting in the background,” said Iswaran during the product announcement. “For example, before giving a merchant account to a customer, we have to do the complete [know-your-customer] check, identity verification, [anti-money laundering] and various sanction screenings, abide by various compliance rules that are set by the card networks like Visa and by the various central banks and the banks, manage risk and fraud, a whole lot of things. … So the product definition might look simple, but underneath, the underlying product is very complex.”  

Beyond this dedicated support, he said that integrating Payments into the wider Zoho ecosystem means the solution both supports, and is supported by, other products in the suite. By working together, he said they can create a true end-to-end solution that covers every step of the process from start to finish. 

“So we will actually embed the Zoho Payments natively in all these products, into the entire ecosystem, making accepting payments very simple and easy. And we will also be supporting the various flows in which the payments can be collected. That is sending out an invoice and collecting the payment, or maybe sending out a payment link, or just collecting payment through hosted pages or subscription-related payments, or maybe just embedding a checkout form to collect payment from the e-commerce website. So we’ll be supporting all these scenarios. So with this payment launch, we actually cover the end to end of the spectrum,” he said at the product launch. 

Zoho Payments launched last year in India before becoming generally available now. Iswaran, in an interview, said that India (where Zoho is based) was a good place to start because the Central Bank of India imposes an unusually large amount of financial regulation and reporting requirements to regulate the payment industry there. The thinking was that if Zoho could build a product to satisfy regulators in India, it could be successful in many other countries as well. 

“Being a regulated business, the central bank actually asks for a lot of things,” said Iswaran. For example, it often asks companies how they’ll respond to particular scenarios that arise over the course of its work, “so that’s the kind of environment we have in involvement with the central bank in India. So that actually prepares us a lot, and that is definitely helping us with the launch this year as well,” he said. 

Iswaran said the release is just the first step in a larger push into the fintech/financial services space. 

“We have more products to follow. Zoho will have more exciting launches, so stay tuned,” he said at the end of the product launch. 

Zoho Payments helps businesses accept card payments in over 135 currencies and ACH payments for transactions within the U.S. The payment solution works out-of-the-box with Zoho’s apps from finance and operations, sales and marketing, low-code and collaboration platforms. Businesses can also connect to any third-party systems via APIs to collect payments. The solution is PCI DSS Level 1 compliant. 

Zoho Payments is now available for use. Pricing for domestic cards is 2.9% + 30¢ per transaction, which includes Visa, Mastercard, Amex, Discover, JCB, UnionPay and Diners Club. The pricing for international cards is 1.5% plus the domestic card fee.

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IRS opens LITC grant application period May 15

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A woman receives help from a volunteer preparer through the IRS VITA Program

JAY MALLIN/BLOOMBERG NEWS

The Internal Revenue Service will begin taking applications for 2026 Low Income Taxpayer Clinic matching grants from qualified organizations this Thursday, May 15, through July 14.

Organizations may request up to $200,000 for the 2026 grant year. For every dollar of funding awarded by the IRS, a taxpayer clinic must provide a dollar in matching funds, and it must provide services for free or at a nominal fee.

For 2026, the IRS is looking to obtain LITC coverage for Hawaii, Kansas, Montana and West Virginia. Florida, Nevada and South Dakota are also only partially covered by LITCs; uncovered counties in these states include:

  • Florida: Brevard, Citrus, Glades, Hamilton, Hardee, Hendry, Hernando, Highlands, Indian River, Lafayette, Lake, Madison, Martin, Nassau, Okeechobee, Orange, Osceola, Polk, Seminole, St. Johns, St. Lucie, Sumter, Suwannee, Taylor and Volusia.
  • Nevada: Carson City, Churchill, Douglas, Elko, Esmeralda, Eureka, Humboldt, Lander, Lincoln, Lyon, Mineral, Nye, Pershing, Storey and White Pine.
  • South Dakota: Aurora, Beadle, Bennett, Bon Homme, Brookings, Brown, Brule, Buffalo, Butte, Campbell, Charles Mix, Clark, Clay, Codington, Corson, Custer, Davison, Deuel, Dewey, Douglas, Edmunds, Fall River, Faulk, Grant, Gregory, Haakon, Hamlin, Hand, Hanson, Harding, Hughes, Hutchinson, Hyde, Jackson, Jerauld, Jones, Kingsbury, Lake, Lawrence, Lincoln, Lyman, McCook, McPherson, Meade, Mellette, Miner, Minnehaha, Moody, Oglala Lakota, Pennington, Perkins, Potter, Sanborn, Shannon, Spink, Stanley, Sully, Todd, Tripp, Turner, Union, Walworth, Yankton and Ziebach.

The IRS is “especially interested” in applications from organizations providing services in underserved areas. 
More information is in IRS Publication 3319, “2026 Grant Application Package and Guidelines.” The LITC Program Office will have a webinar about LITCs and the application process on May 22 from 1-3 p.m. EST. Details are on the LITC Grants website.

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AICPA, NASBA approve CPA licensure model legislation

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The American Institute of CPAs and the National Association of State Boards of Accountancy have given their approval to new model legislation providing an alternative path to a CPA license in an effort to attract more people to the accounting profession.

The optional path aims to maintain public protection while offering additional flexibility and options for CPA candidates. The changes will add an extra pathway to CPA licensure requiring a baccalaureate degree, including an accounting concentration, along with two years of experience, and passage of the Uniform CPA Examination. 

Other revisions to the model legislation, which can be used by states, include a shift from state-based mobility to an individual-based practice privilege that would maintain a CPA’s ability to practice across state lines with just one license. There’s also new safe harbor language allowing CPAs who were licensed under differing education, experience and exam requirements as of Dec. 31, 2024, to continue to have practice privileges under mobility.

The AICPA and NASBA proposed the changes to the UAA last September and an alternative path to CPA licensure in February.

“By aligning our model legislative framework with the laws recently adopted in certain states, we’re encouraging removal of outdated barriers and reaffirming our commitment to a truly mobile CPA profession,” said Susan Coffey, the AICPA’s CEO of public accounting, in a statement Wednesday. “Businesses today demand seamless practice across state lines, and this action provides legislators and regulators with a model under which CPAs can meet that need without disruption. This is how we protect the public while keeping the profession strong, relevant, and ready for what’s next.”

The additional path will be included in the amended Uniform Accountancy Act to be released early this summer by AICPA and NASBA. The UAA offers state legislatures and boards of accountancy a national model that can be adopted in whole or in part to meet the needs of each individual jurisdiction.

“NASBA and Boards of Accountancy remain committed to maintaining public protection while implementing these changes to the UAA,” said NASBA president and CEO Daniel Dustin in a statement. “We will continue to work closely with state boards as the new pathway and changes to CPA mobility are implemented.”

The new pathway envisions a wider role for experience to be determined at the jurisdiction level. Individual states will still need to formally enact legislation and/or adopt rules and regulations, depending on the jurisdiction, before candidates can pursue this path. To date, 14 states have done so.

The new pathway would be added to the existing pathways:

Post-baccalaureate degree with an accounting concentration plus one year of experience plus passage of the CPA Exam;

Baccalaureate degree with an accounting concentration plus 30 credits plus one year of experience + passage of the CPA Exam.

The updated edition of the UAA maintains that oversight and disciplinary authority over licensees continues with a state board of accountancy.

The AICPA and NASBA asked for feedback on the proposals in March, and the various comments on the proposals can be found on the NASBA and AICPA  websites. They intend to continue to have discussions on maintaining the relevance of the UAA while also exploring the knowledge and skills needed for a newly licensed CPA to serve the public, promote public protection, and be positioned for a career as a CPA. The organizations said they’re discussing conducting a wide-ranging study that will include research and engagement with stakeholders, including regulators and the CPA profession.

As they begin this new phase, the AICPA and NASBA are also exploring opportunities for how to help CPAs navigate practice mobility as states enact legislation.

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