Accounting Today

JULY 19, 2024

Intelligize announces AI solution for SEC filing; Bloomberg Tax and Accounting unveils new AI features; and other news from the accounting technology world.

Technology 100

Technology Tax accountant accounted 100

CPA Practice

JULY 19, 2024

Forvis Mazars last month held its annual IMPACT Days event, a weeklong initiative in which the top 10 accounting firm supports local nonprofit organizations across the country. During the week of June 24, the firm dedicated time for team members to engage in volunteerism and community service. Forvis Mazars offices from Boston to Phoenix hosted more than 100 events with local nonprofits, as employees volunteered at food banks, beautified community spaces, and championed children’s causes, among

accounting firms 114

accounting firms accounted Account accountant 114

Accounting Today

JULY 19, 2024

Accounting firms are helping clients navigate the tax incentives available under the Inflation Reduction Act.

Tax 128

Tax accounting firms accountant accounted 128

CPA Practice

JULY 19, 2024

Intelligize has launched Intelligize + AI, which adds generative artificial intelligence-driven capabilities and new search technologies to its Securities and Exchange Commission (SEC) compliance analytics and research platform. This new rollout enables users to quickly and easily find, analyze, and compare documents using natural language processing.

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Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

financial statements

Accounting Today

JULY 19, 2024

You need to be on your toes if you work in sales tax, as states are known to make substantial sales tax policy changes with little to no notice. Vermont, North Carolina, New Jersey and Ohio provide standout examples this summer.

North Carolina 101

North Carolina Vermont Sales New Jersey 101

Randal DeHart

JULY 19, 2024

Employee fraud can seriously affect any business; the construction industry is no exception. We have discussed this numerous times in our podcasts and blog posts. Unfortunately, we still get calls from construction business owners who unknowingly become victims of this financial nightmare. That is why it is important to revisit this topic and emphasize the need to be proactive and vigilant so it doesn't happen to you.

bookkeeping 95

bookkeeping accounts payable Construction accountant 95

Accounting Today

JULY 19, 2024

Weaver appoints regional executive partners; Plante Moran adds 25 partners; and more news from across the profession.

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83

ThomsonReuters

JULY 19, 2024

Like most industries impacted by technology, the audit landscape is transforming. Survey results from our latest State of the Tax Professionals Report show that firms are rethinking their priorities in order to adapt to evolving technology, compliance requirements, and client demands. Jump to: Staff perspective on moving to the cloud Cloud strategies: Challenges and opportunities for staff Preparing audit staff for success Staff perspective on moving to the cloud For staff at accounting and audi

audit 81

audit Technology Tax accounted 81

Accounting Today

JULY 19, 2024

If CFOs were students, their grades would be taking a hit due to late homework.

accountant 78

accountant accounted Account 78

Withum

JULY 19, 2024

Not everything works out and sometimes things just come out great. Here are three little things I did that worked out great. Hand drill: 50 years ago when I moved into my first ever house I purchased a hand drill. I always lived in an apartment first with my parents and then in Manhattan after I was working a few years. I never had to fix anything; we just called the super.

Tax 59

Tax 59

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

Finance

CPA Practice

JULY 19, 2024

interVal, a provider of software for accounting firms and financial institutions, has launched its new Business Overview Dashboard tool, which is now available to all interVal advisor users. It’s designed to give accountants and advisors access to their SMB clients’ business health insights, such as business valuation, key metrics, valuation timeline, goals, and sellability score, in one easy view.

accounting firms 52

accounting firms accounted Account accountant 52

Withum

JULY 19, 2024

The Michigan Senate passed legislation in March 2024 expanding the state’s Research and Development (R&D) Tax Credit from the past credit that offered a mere 1.9% credit on qualifying expenses incurred in Michigan. This new legislation has been expanded to provide up to 15% of the qualifying expenses, making it a far more advantageous program for taxpayers.

Michigan 52

Michigan Tax income tax audit 52

CPA Practice

JULY 19, 2024

A document management solution (DMS) helps streamline every branch of your firm by making it easy to find the document you need whenever you need it. If you’re new to document management, or you’re not quite satisfied with your existing solution, here is your quick guide to help you learn more about whether you need a DMS, the benefits a DMS can provide, and how IRIS is the best DMS solution.

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

Canopy Accounting

JULY 19, 2024

The Golden AGE (Average, Good, Excellent) Model for Talent Management - Growing your firm is not a linear process. In fact, in order to succeed over the long-term flexibility in mindset, processes, and people is critical, but as accounting professionals, this approach is often difficult to adopt, until you see the results. The key is to be strategic about your firm and create a structure that will accommodate the dynamic nature of the professional and personal lives of you, your team, and your c

accounted 52

accounted Account accountant 52

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

Technology

Going Concern

JULY 19, 2024

RSM has released its FY24 Impact Report and we just have to recognize how much work they put into making this thing pretty. Not that we read most of it of course. The parts we do read look nice and the excessive animations are snazzy. Does anyone know if they have in-house graphic designers or are they shopping this thing out to an agency? Just curious.

Tax 111

Tax Finance 111