CPA Practice

NOVEMBER 10, 2023

With more than 100 years of experience, The Ohio Society of CPAs represents 85,000 CPAs and accounting professionals who are the strategic financial advisors to Ohio’s leading businesses. We work with public, private and not-for-profit organizations of every size and sector, leading healthy exchanges between business leaders and policy makers to drive initiatives such as a fair and predictable tax environment in Ohio. [ State CPA Societies in Action is a series of articles spotlighting the varie

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Accounting Today

NOVEMBER 10, 2023

Plus, Results Software returns to original ownership; Tax Autopilot applies generative AI to federal and state tax filing; and other accounting tech news.

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CPA Practice

NOVEMBER 10, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss SmartVault and DocDown. Use the podcast player below to listen. Transcript (Note: There may be typos due to automated transcription errors.) SPEAKERS Randy Johnston, Brian F. Tankersley, CPA.CITP, CGMA. Randy Johnston One. Welcome to today’s Tech Technology Lab. I’m Randy Johnson with co host, Brian Tankersley.

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Going Concern

NOVEMBER 10, 2023

The EY Accounting Professional of the Future survey has gotten some interest around the profession since it was publicized last week, as it should due to its unique approach of tapping the thoughts and feelings of different cohorts. To farm the results, EY surveyed and interviewed more than 1,000 people across two groups: college students with an academic focus in business or science, technology, engineering and/or math (STEM) fields and senior management leaders and executives from large, publi

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Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

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CPA Practice

NOVEMBER 10, 2023

By Eric Thornton. For many small business retailers, managing a point-of-sale (POS) system comes with the territory of owning a store. With these systems, owners are able to manage things like inventory, scheduling, and more. But, every year, these businesses must also prove that they’ve kept track of sales and are correctly reporting their earnings.

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Accounting Today

NOVEMBER 10, 2023

A recent survey of finance leaders has found that 37% have already laid off workers because AI made their positions unnecessary, and 44% anticipate such layoffs to continue next year.

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Accounting Today

NOVEMBER 10, 2023

The fallout from a CPA exam cheating from last year continues down to the state level.

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Randal DeHart

NOVEMBER 10, 2023

Finding some certainty can make all the difference in the unpredictable construction business world. While the future remains a mystery, budgeting and cash flow forecasting tools can significantly reduce uncertainty, allowing you to anticipate challenges, learn from past events, and enhance your ability to navigate your business. Budget vs. Cash Flow: the crucial distinction A common misconception is that a budget and cash flow are interchangeable.

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Accounting Today

NOVEMBER 10, 2023

Cooling economic growth, tax cuts and weak stock-market performance are big contributors to the drop.

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Tax 121

Insightful Accountant

NOVEMBER 10, 2023

Picture yourself at QB Connect, casually mingling with industry bigwigs, tech wizards, and soon-to-be buddies. With these three simple tips, you'll be ready to conquer the challenge.

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Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

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Accounting Today

NOVEMBER 10, 2023

In its annual report, the advisory council recommends that the agency prioritize educating lawmakers.

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CPA Practice

NOVEMBER 10, 2023

The AICPA recently recognized the contributions of 11 finance professionals during the 2023 AICPA & CIMA Forensic and Valuation Services Conference held in Las Vegas in November. AICPA, as part of the Association of International Certified Professional Accountants, hosts this annual conference to provide the profession with cutting-edge information on new technology and quality networking opportunities.

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Accounting Today

NOVEMBER 10, 2023

The IRS and preparers are preparing to navigate the filing season ahead.

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Menzies

NOVEMBER 10, 2023

Menzies LLP - A leading chartered accountancy firm. We would like to invite you to our next in person Brighter Thinking Business Club breakfast seminar on Wednesday 29th November which will feature insightful presentations from our experts. We hope you are able to join us! Topics include: Revisiting Members’ Voluntary Liquidations (“MVLs”) – Jonathan Bass & Jessica Le The Autumn Statement and how this could affect your clients – Stephen Hemmings This interactive session will last

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

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Accounting Today

NOVEMBER 10, 2023

CohnReznick names chief people officer; Moss Adams adds to forest products practice; and more news from across the profession.

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Withum

NOVEMBER 10, 2023

End-user training is a vital component of a successful ERP implementation. ERP systems are complex, integrated software solutions that can impact all aspects of an organization’s operations; from finance and supply chain to human resources and customer relationship management. To ensure that an ERP implementation delivers its intended benefits and operates smoothly on go-live, end-user training is essential.

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Accounting Today

NOVEMBER 10, 2023

The former co-CEOs of Bitwise Industries used a number of fake documents to help raise money from investors.

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Withum

NOVEMBER 10, 2023

November 11th is celebrated as Veteran’s Day, and along with Memorial Day, it is a solemn remembrance of the brave people who served in our armed forces to protect the freedoms and way of life we benefit from and enjoy. This year, two brave men that I was friends with passed away. Both served and fought in World War II in Europe, and both led exemplary lives.

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Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

Sales

CPA Practice

NOVEMBER 10, 2023

By Steve Brown, The Dallas Morning News. (via TNS) A greater percentage of workers in Texas’ major metro areas are back in the office compared to other U.S. markets. But more than three years after the pandemic sent employees home, office businesses are still struggling to get everyone back at their desks. Austin, Houston and Dallas lead the country in the share of workers back in the building, according to a new report from commercial property firm Transwestern.

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Withum

NOVEMBER 10, 2023

Are you a Massachusetts non-profit or academic institution with a focus in life science? Or perhaps you’re a for-profit Massachusetts life science company, collaborating with a Massachusetts non-profit. If so, you should be aware of the following grant programs with application deadlines rapidly approaching on November 17, 2023. You may be eligible for the following programs, administered by the Massachusetts Life Sciences Center: Bits to Bytes Amount of Grant: Up to $750,000.

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CPA Practice

NOVEMBER 10, 2023

Top 50 accounting firm HBK CPAs & Consultants has combined with Zapken & Loeb, a Woodbury, NY-based 70-person CPA firm that provides accounting and business consulting services to business owners, executives, and independent professionals. The merger became official on Nov. 1. As a result of the merger, Zapken & Loeb partners Tanvi Shah, Alex Charitos, Nachu Vellayappan, Kieron Ludde, and Scott Anderson are now principals at HBK.

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Menzies

NOVEMBER 10, 2023

Menzies LLP - A leading chartered accountancy firm. There are many challenges around the cost of living and the cost of doing business. The Bank of England’s measure of inflation, the Consumer Price Index, has been above 5% since November 2021 and the Bank’s base rate of interest began to increase shortly thereafter. As the cost of finance has become more expensive, businesses are faced with the choice of profits being squeezed (or even eradicated) or passing on the costs to customers.

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The first Market Momentum Index: AI and Unstructured Data Management, conducted by Deep Analysis with support from AIIM and M-Files, surveyed 500 enterprises across various industries to assess their readiness to employ AI. The results reveal that AI is already far more embedded into organizations' operations than previously realized. These findings and more insights have been brought to you in the "Market Momentum Index: AI and Unstructured Data Management.

CPA Practice

NOVEMBER 10, 2023

Financial Cents, an accounting workflow software provider, has added integration with Adobe eSignature. This collaboration aims to streamline the way accounting and bookkeeping firms handle document signing, offering a seamless and efficient workflow that enhances productivity and improves client experience. The integration allows Financial Cents users to effortlessly request, track, and manage signatures directly from their Financial Cents dashboard, eliminating the need for manual processes an

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Menzies

NOVEMBER 10, 2023

Menzies LLP - A leading chartered accountancy firm. In this article, we examine how investment managers are responding to environmental challenges and heightened climate change awareness. Emphasising the significance of long-term investment considerations, we highlight the advantages of sustainable investing, including increased financial resilience and access to expanding markets.

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CPA Practice

NOVEMBER 10, 2023

The Indiana CPA Society (INCPAS) is has announced the latest class of INCPAS Scholars. The INCPAS Scholars is a free, year-long program designed to help high school students learn about accounting and the CPA profession. This national award-winning program provides monthly career and college-prep events, as well as a dedicated mentor for each Scholar throughout the year.

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Menzies

NOVEMBER 10, 2023

Menzies LLP - A leading chartered accountancy firm. Change is inevitable in the workplace. It may be due to advances in technology, market changes, organisational restructuring, or global crises; whatever the reason, organisations must adapt to remain competitive and relevant. Managing change can be a challenging task that requires careful planning, effective communication, and strong leadership.

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Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.

CPA Practice

NOVEMBER 10, 2023

Top 30 accounting firm Sikich has signed an agreement to acquire the operating assets of Thornhill Financial, a Cleveland-based accounting firm that provides tax, audit, and financial advisory services. The deal, which was announced on Nov. 9, is expected to close at the end of this month. Thornhill Financial employees will continue to work out of their office in the Cleveland-Akron metro area and will integrate several current Sikich professionals into their office space.

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Menzies

NOVEMBER 10, 2023

Menzies LLP - A leading chartered accountancy firm. The lack of diversity within corporate boardrooms remains a significant challenge in today’s business landscape. While progress has been made in recent years, the representation of individuals from diverse backgrounds, particularly in terms of race, ethnicity, and visible disabilities, remains disproportionately low.

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Canopy Accounting

NOVEMBER 10, 2023

Understanding an organization's financial health is akin to deciphering a foreign language. This language communicates the story of a company's operations, profitability, and cash flow. Welcome to the world of "Basic Financial Management," a transformative course that equips you with the tools to navigate and interpret the three fundamental financial statements – the Balance Sheet, Income Statement, and Cash Flow Statement.

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financial statements 52

Menzies

NOVEMBER 10, 2023

Menzies LLP - A leading chartered accountancy firm. Read Mark Perrin’s wish list for the Transport and Logistics sector, for the upcoming 2023 Autumn Budget. What are our recommendations? Longer-term investment plan We would support a longer-term investment plan for the freight industry. A plan which spans several terms of government office, enabling sufficient time to implement a futuristic and sustainable infrastructure.

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With automation, you’ll reduce errors and save valuable time, allowing you to focus on what really matters: strategic analysis and insightful decision-making. Picture accurate financial reports ready at your fingertips, giving you the confidence to tackle business challenges head-on. Embracing automation not only boosts productivity but also elevates your role from number cruncher to closing rockstar.