Canopy Accounting
MARCH 26, 2025
I love owning a CPA firm, but Id be lying if I said everything about my world today is exactly as I expected it to be. Here are the 5 biggest surprises Ive discovered (so far) during the process of transitioning from accountant to owner.
AccountingDepartment
MARCH 26, 2025
Financial reporting has long been a fundamental component of successful business management. It serves as the blueprint for decision-making, reveals opportunities, and identifies risks. Yet, in a rapidly changing economic environment, depending only on monthly or quarterly financial statements is gradually becoming outdated.
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Going Concern
MARCH 26, 2025
Saw this on the bird app yesterday and thought its message would be worth passing along what with 20 days remaining until April 15 and nerves as strained as ever around here. We need to do a better job at pushing healthy boundaries in our profession. Third time this week someone has called the office looking for an accountant because their current one has either passed away or is in critical condition in the hospital. — Albert J.
SkagitCountyTaxServices
MARCH 26, 2025
The nations collective basketball-related madness has begun. (Thanks to tax season, my team and I have been feeling the madness for a while now. So welcome to the party). How is your bracket faring? Because I love statistics, heres one for you: So far in March Madness history, only one person has ever had an absolutely flawless bracket through the Sweet 16.
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 Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty.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.
ThomsonReuters
MARCH 26, 2025
Businesses continue to face serious cyber threats that target payroll and tax information. As scams become more common, it is important for companies to protect sensitive data and stay compliant with regulations to better secure their payroll processes and reduce risks. Cliff Steinhauer, Director of Information Security and Engagement at The National Cybersecurity Alliance (NCA), recently highlighted the importance of recognizing common payroll-related tax scams, understanding the evolution of d
Shay CPA
MARCH 26, 2025
Deciding to close down operations at a company you founded is never easy. This venture represents a lot of time, energy, and money. Shutting it down can feel like a major loss. At the same time, though, it might come with some measure of relief. By the time youre deciding to close up shop, youve probably had some difficult months or even years. Youve felt your runway slipping away and you might be, in some ways, ready to end this chapter.
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Accounting Today
MARCH 26, 2025
Taxpayers that suffer a smaller loss might not have the sophistication to know that they could be entitled to take a theft loss deduction, warns one expert.
Accounting Insight
MARCH 26, 2025
BGL Corporate Solutions (BGL), a leader in company compliance solutions, has announced an enhanced integration of its company secretarial software, CAS 360, with Xero Practice Manager. This development introduces a more seamless two-way integration, enabling professional firms to manage their practice efficiently with a single firm database. The integration simplifies the management of company, trust, and individual client/contact data across both platforms, eliminating manual and duplicate data
CPA Practice
MARCH 26, 2025
Revenue generated by Hawaiis gas taxes is declining because more Hawaiians are driving electric and hybrid vehicles. The RUC isdesigned to providefair, long-term, sustainable funding for Hawaiis roads, according to the Department of Transportation.
Accounting Today
MARCH 26, 2025
The Treasury Department limited the scope of the Corporate Transparency Act's beneficial ownership reporting requirement to foreign companies.
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
CPA Practice
MARCH 26, 2025
Extends solution enables what Visa defines as emerging middle-market companies to manage spending with the power of virtual cards to increase controls, fight fraud, and close their books faster.
Ryan Lazanis
MARCH 26, 2025
My favorite way to standardize services and make scaling easier is 3-tiered pricing. Here's what to include in each tier. The post What To Include in Your 3-Tiered Packages appeared first on Future Firm.
CPA Practice
MARCH 26, 2025
In a scathing report into the $1.8 billion accounting error where a South Carolina Senate Finance panel recommended removal of Treasurer Curtis Loftis, senators alleged the treasurer is in violation of federal law.
Menzies
MARCH 26, 2025
Menzies LLP - A leading chartered accountancy firm. Overview The Government has announced a series of policy and funding reforms aimed at increasing housebuilding and strengthening skills within the construction sector, in a bid to support economic growth and meet long-term infrastructure demands. National Planning Policy Framework Reforms Reforms of the National Planning Policy Framework (NPPF) were announced in December 2024 with the aim of increasing housebuilding in England.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
CPA Practice
MARCH 26, 2025
The new office marks a significant milestone in the companys long-term investment in the region, reflecting its commitment to innovation, job creation, and community engagement.
Menzies
MARCH 26, 2025
Menzies LLP - A leading chartered accountancy firm. Overview The Government has announced a series of policy and funding reforms aimed at increasing housebuilding and strengthening skills within the construction sector, in a bid to support economic growth and meet long-term infrastructure demands. National Planning Policy Framework Reforms Reforms of the National Planning Policy Framework (NPPF) were announced in December 2024 with the aim of increasing housebuilding in England.
CPA Practice
MARCH 26, 2025
The integration will offer energy companies an automated, more accurate, and scalable tax compliance solution, enabling real-time tax calculation, reducing reliance on manual processes, and minimizing errors.
Accounting Today
MARCH 26, 2025
The Internal Revenue Service's Criminal Investigation unit launched 2,039 tax and money laundering cases related to COVID fraud over the past five years.
Speaker: Anna Tiomina, MBA
AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?
CPA Practice
MARCH 26, 2025
The IRS Criminal Investigation unit has launched 2,039 tax and money laundering cases related to COVID fraud, with attempted fraud in these cases totaling $10 billion, since the CARES Act was signed into law in March 2020.
Accounting Today
MARCH 26, 2025
The Internal Revenue Service's Direct File program is attracting interest this tax season, but lack of familiarity and budget cuts at the IRS may doom it.
Going Concern
MARCH 26, 2025
It’s not often we get to say Deloitte, EY, or PwC are following in KPMG’s footsteps but here we are. The phrase of the day is “global reorganization” and we should all be asking wtf is happening when two Big 4 firms are talking about doing it. In KPMG’s case, high level discussions are being had about merging together dozens of independent KPMG entities to “boost growth and prevent audit scandals” (per a FT source).
Accounting Today
MARCH 26, 2025
A recent survey from Gartner has found traditional AI and generative AI are not significantly more likely to report high productivity gains versus other innovations like RPA or blockchain.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
CPA Practice
MARCH 26, 2025
The American Institute of CPAs and CalCPA, Californias state society of CPAs, recently filed a joint comment letter to the California Air Resources Board recommending clarifications to Californias climate risk disclosure rules.
Accounting Today
MARCH 26, 2025
The CPA organizations sent a joint comment letter to the California Air Resources Board asking for changes in the state's climate risk disclosure rules.
CPA Practice
MARCH 26, 2025
Field Agents gives professionals more capacity to apply their uniquely human skills, such as analyzing complex insights, delivering strategic recommendations, and building stronger client partnerships.
Accounting Today
MARCH 26, 2025
The CFA Institute is urging accounting standard-setters to require more detailed disclosures of intangible assets before they're recognized on the balance sheet.
Speaker: Joe Wroblewski, Senior Sales Engineer
Is your tech stack working for you—or are you working for it ? 🤖 In today’s world of automation and AI, technology should simplify workflows—not add complexity. Seamless integration and interconnectivity are key to maximizing productivity, optimizing workflows, and improving collaboration. Join expert Joe Wroblewski for a practical and insightful session on how you can build a smarter, more connected tech stack that drives efficiency and long-term success!
CPA Practice
MARCH 26, 2025
The program is a three-year initiative that will support 165 entrepreneurs across Southern Europe, the UK, and the US who are making a positive environmental, social, and economic impact in their communities.
Accounting Insight
MARCH 26, 2025
People to be on average 500 a year better off by the end of this parliament compared to under the previous government, putting more money in peoples pockets. OBR forecast concludes governments landmark planning reforms will result in a 6.8 billion boost to the economy and housebuilding at its highest level in over 40 years by 2029-30. Growth at the heart of Plan for Change as 13 billion of additional capital spend allocated alongside 2.2 billion defence funding boost next year.
CPA Practice
MARCH 26, 2025
Lili, a financial platform designed for small business owners, today announced the launch of international wire payments in 27 countries, empowering small business owners to grow beyond borders.
Insightful Accountant
MARCH 26, 2025
NetSuite has added several new manufacturing operation task types with or without specified lag times as part of their 2025.1 release. Murph has graphed them out in this feature to 'show off' these new capabilities.
Speaker: Melissa Hurrington
Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.
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