Fri.Nov 24, 2023

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How to Use Power BI With a HubSpot Data Warehouse

Acterys

HubSpot is an all-in-one marketing technology solution that provides software, tools and other resources to support vital business functions, including sales, marketing and customer service. As businesses using HubSpot scale up and add technology, they find themselves needing to consolidate data sources and extract more value from existing systems. One way to do this is by using Power BI with a HubSpot data warehouse.

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Accountant Pleads Guilty to Stealing More Than $715,000 From Dermatology Clinic

CPA Practice

By Emma Epperly, The Spokesman-Review, Spokane, Wash. (TNS) A 26-year-old woman pleaded guilty in federal court Tuesday to stealing more than $715,000 from Spokane Dermatology Clinic, where she was an accountant. Carol Casilla faces up to 20 years in prison for the one count of wire fraud. Casilla worked at the medical practice from 2020 to 2023. During that time, she fraudulently issued company checks to herself and a company she set up for that purpose.

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How to Use Power BI With a HubSpot Data Warehouse

Acterys

HubSpot is an all-in-one marketing technology solution that provides software, tools and other resources to support vital business functions, including sales, marketing and customer service. As businesses using HubSpot scale up and add technology, they find themselves needing to consolidate data sources and extract more value from existing systems. One way to do this is by using Power BI with a HubSpot data warehouse.

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Recognizing The Value Of Construction Contractors In Our Daily Lives

Randal DeHart

I was taking a moment to reflect on the challenges for the Pilgrims coming to America. They decided to make the journey with no guarantee of success. To build homes, plant crops, and take care of animals. Then, later, everyone chose to move West by wagon train, horse, or on foot. I am grateful for them! I think about my Grandparents and my Great Grandparents.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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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Accounting in 2024: Artificial intelligence, tech innovation and more

Accounting Today

How finance and accounting teams start 2024 will set the stage for defining the rest of the year and positioning for sustained success.

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A mixed autumn statement for the property and construction sector   

Menzies

Menzies LLP - A leading chartered accountancy firm. The autumn statement has been a mixed bag for the property and construction sector. Whilst it provides good news for larger scale infrastructure projects it fails to address some of the sector’s key concerns. Here’s our summary of the main points: What does this mean for the Construction sector ? Fears were raised earlier this year that the construction sector is heading for recession which is largely blamed on a drop in demand for new homes an

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What does the Manufacturing sector stand to gain from this Autumn Statement?

Menzies

Menzies LLP - A leading chartered accountancy firm. The Chancellor, Jeremy Hunt, has delivered his Autumn Statement to Parliament earlier, which includes 110 measures for growth across the board. Menzies’ accountancy and strategic advisory experts shares a summary of the main points relating to the manufacturing sector: Specific investment towards the manufacturing sectors: £4.5bn support over the next five years: The Chancellor announced a further £4.5bn funding for strategic manufacturing sec

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2021 broke downward trend on restatements

Accounting Today

Financial restatements, which have generally been on a downward trend since 2003, spiked in 2021.

audit 101
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Weaver to Add New York CPA Firm Buchbinder Tunick

CPA Practice

Top 35 accounting firm Weaver will be merging in New York-based CPA firm Buchbinder Tunick & Co. on Jan. 1, 2024. This deal expands Weaver’s East Coast presence to five offices, including two in New York City, one on Long Island, one in New Jersey, and one in Washington, D.C. It also adds 125 audit, tax, and advisory professionals, including 16 partners, to the Houston-based firm.

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Conducting Corporate Fraud Investigations

FraudFiles

The unthinkable has happened. We have good employees. Our people are honest. They don’t steal from us. They’re like family. We trust them. So it goes when a company discovers a fraud from within. Then what happens? After the initial shock wears off, it’s time to start investigating the situation.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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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Will this year’s Autumn Budget help the retail sector?

Menzies

Menzies LLP - A leading chartered accountancy firm. Overview Business Rates multipliers for small business will be frozen for another year, helping to support the hospitality and high street Increased national minimum wage impact on the cost of products and passing this on to end consumer. Reduced national insurance contributions and boosts to income of individuals can have a positive impact on the disposal household income to boost consumer spending.

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For accounting firms, growth = change

Accounting Today

If you want to grow your practice, you have to be willing to make the sometimes-wrenching adjustments that growing requires.

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Binance Pleads Guilty to U.S. Charges, Loses CEO

CPA Practice

By Chris Strohm, Matt Day, Allyson Versprille, and Ava Benny-Morrison, Bloomberg News (TNS) Binance Holdings Ltd. and its CEO Changpeng Zhao pleaded guilty to anti-money laundering and U.S. sanctions violations under a sweeping settlement with the U.S. that allows the cryptocurrency exchange to continue operating. Binance will pay $4.3 billion in one of the largest corporate agreements in U.S. history.

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Friday Footnotes: KPMG UK Pay Freeze; PwC Canada Layoffs; EY Bailing on Office? | 11.24.23

Going Concern

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. Comments are closed on Friday Footnotes and the Monday Morning Accounting News Brief by default.

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Back to Basics with Reconciliations

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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Indiana CPA Society Honors 28 Professionals

CPA Practice

The Indiana CPA Society has announced the winners and finalists for the 2023 INCPAS Awards honoring outstanding CPAs and related professionals in Indiana. All category award finalists and honorees were chosen by the INCPAS Awards Committee comprised of members of the board of directors. This year’s winners were announced at the annual INCPAS CPA Celebration on November 17 at the Crane Bay Event Center.

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Trump Org Controller Weeps at NYC Fraud Trial

CPA Practice

By Molly Crane-Newman, New York Daily News (TNS) Tears were shed at the Trump Organization’s fraud trial Tuesday when longtime company controller Jeffrey McConney fell to pieces on the witness stand testifying about the dramatic conclusion to his storied career working for Donald Trump. McConney, who for decades worked in the accounting department at the Trump Organization under convicted ex-finance chief Allen Weisselberg, wept in response to a question posed by Trump lawyer Jesus Suarez rega