CPA Practice
SEPTEMBER 4, 2024
By Miguel Perez. As we move toward 2025, the importance for CPA firms to leverage technology for streamlined operations and enhanced productivity has never been more critical. Staying ahead in a rapidly evolving industry requires embracing automation to transform audit processes, enhance collaboration and drive growth. What should CPA firms be doing right now in this ever-changing landscape?
Accounting Today
SEPTEMBER 4, 2024
The rapid adoption of gen AI has created opportunities for accounting firms — but also challenges.
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Going Concern
SEPTEMBER 4, 2024
CBIZ has filed a data breach notification with the attorney general of Maine and you know what that means. Wait, maybe you don’t know what that means. Maine has a law that requires “information brokers” — such as an accounting firm that would be in possession of personal identifying information (PII) gathered from clients to perform services for them — to inform residents of Maine when they discover a data breach that has or is reasonably believed to have been acqui
Accounting Today
SEPTEMBER 4, 2024
Reining in the ERC, and other major developments at the IRS
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 Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty.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.
CPA Practice
SEPTEMBER 4, 2024
The IRS last week modified the procedures under Section 446 of the tax code and Treasury Regulation Section 1.446-1(e) for obtaining automatic consent to change methods of accounting for research or experimental expenditures paid or incurred in tax years beginning after Dec. 31, 2021. Specifically, Revenue Procedure 2024-34 , issued by the IRS on Aug. 29, does the following: Expands the waiver of the eligibility rules in Rev.
Accounting Today
SEPTEMBER 4, 2024
Investments in solar installations made are expected to fund the generation of close to 2 billion kilowatt hours of clean electricity each year in underserved places.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Accounting Today
SEPTEMBER 4, 2024
Big Four firm PwC announced that its international tax platform Beacon, which has been used internally, is now available for non-audit clients for Pillar Two and US international tax calculations.
Canopy Accounting
SEPTEMBER 4, 2024
Capacity Mindset I have discovered the magic of the "capacity mindset" in the hectic accounting world. It's all about maximizing my time, resources, and talent to enhance my client services and grow my accounting firm.
Accounting Today
SEPTEMBER 4, 2024
The Massachusetts Society of CPAs teamed up with the Indiana Society of CPAs, the Tennessee Society of CPAs and CPA Crossings to highlight the competencies deemed essential for aspiring CFOs.
Basis 365
SEPTEMBER 4, 2024
We’re thrilled to review the launch of Xero's Inventory Plus platform, also referred to as “XIP”, an exciting addition to our toolkit for ecommerce accounting customers. As strong advocates for Xero, we've long valued its refreshing user experience and comprehensive accounting features. Up until now, we’ve used preferred inventory management solutions like Cin7 Core for managing our clients' ecommerce inventory needs, but the integration of Inventory Plus will offer us even more flexibility and
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
Accounting Today
SEPTEMBER 4, 2024
Now is a great time to look at three important operations within your firm: Sales, Onboarding and Service.
Accounting Insight
SEPTEMBER 4, 2024
I believe that two key ways new accountants can supercharge the development of their businesses is both by investing in continuous upskilling and by prioritising protecting their clients. They should always have the needs and financial wellbeing of their clients at the heart of their business model. And they should always be up to date with the latest news and legislation, so they can offer the best possible service.
Accounting Today
SEPTEMBER 4, 2024
The state of Maryland has become the latest to sign up for the IRS Direct File program for filing season 2025, offering residents a free way to file their taxes.
Accounting Insight
SEPTEMBER 4, 2024
In the fast-paced world of accounting and bookkeeping, efficiency is paramount. As firms grow and client expectations rise, traditional methods of managing work become less effective. Practice management software (PMS) offers a modern solution, streamlining operations and helping firms stay competitive. What is Practice Management Software? Practice management software centralises client management, task tracking, document storage, and communication into one platform.
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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.
Insightful Accountant
SEPTEMBER 4, 2024
This is a prologue to Murph's new series on Oracle NetSuite with an emphasis on their 2024.2 Release product enhancements. Today's article gives you a glimpse at some of their financial feature improvements.
Ryan Lazanis
SEPTEMBER 4, 2024
Discover the 4 biggest marketing wins that generated leads and new business for my firm, so you can apply the lessons to your own business. The post My Firm’s Best Marketing Wins appeared first on Future Firm.
Insightful Accountant
SEPTEMBER 4, 2024
Murph reveals how an upcoming Future Forward webinar featuring Qvinci focuses on using a 3-step approach to building your Advisory Services. This article focuses on Step 1.
Patriot Software
SEPTEMBER 4, 2024
Canton, Ohio In a world where data breaches are the new normal, Patriot Software, an industry disruptor in the accounting and payroll software market, proudly elevates data security with advanced protections. The company has achieved SOC 2 Type II compliance, a testament to its unwavering commitment to safeguarding customers’ most valuable asset: their data.
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
SEPTEMBER 4, 2024
By Bob Wang, CPA. The “Rule of 30,” popularized by Tee Up Advisors , is a powerful financial benchmark designed to help maturing businesses balance growth and profitability. This rule, an adaptation of the tech industry’s Rule of 40 , suggests that the sum of a company’s growth rate and profit margin should equal or exceed 30%. The Rule of 30 is particularly relevant for mature businesses in traditional industries that are focused on sustaining long-term growth while maintaining robust profit ma
SchoolofBookkeeping
SEPTEMBER 4, 2024
In the world of QuickBooks Enterprise 2024, managing inventory is as easy as pie—or at least, it is now with the R7 release's new Inventory Turnover Report. Think of it as your inventory's personal trainer, whipping those numbers into shape and helping you flex those financial muscles. Unfortunately, QuickBooks has made it a little difficult to access this information.
Cherry Bekaert
SEPTEMBER 4, 2024
In episode seventeen of Talkin’ Talent, Susan Pittman, Managing Director and Leader of Human Capital Advisory at Cherry Bekaert, joins Sam McCarthy to discuss all things human resources (HR). Together, they discuss her fascinating career journey, which includes working as the only female in personnel management at the United States Steel Corporation, and how it led to her managing the Human Capital Advisory practice at Cherry Bekaert.
Shay CPA
SEPTEMBER 4, 2024
Not so very long ago, investors were thrilled about the opportunities tech presented to them. Everyone was on the hunt for the next unicorn, and founders had ample opportunity to build the runway they needed to get their companies off the ground. Things have changed, though. As everyone holds their breath waiting for rate cuts , many startup founders report that investors seem to be pickier.
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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.
Anders CPA
SEPTEMBER 4, 2024
Packed full of info, don’t miss this episode focused on all things cannabis marketing! Lisa Buffo, Founder and CEO of the Cannabis Marketing Association (CMA), shares her journey into the cannabis industry, the founding of CMA, and the critical role of storytelling in effective cannabis marketing. She and Guillermo delve into the nuances of cannabis marketing, strategies for overcoming stigma and misinformation about cannabis, and practical tips for enhancing marketing efforts in cannabis busine
Inform Accounting
SEPTEMBER 4, 2024
As National Payroll Week rolls around, it’s time to pause and celebrate the incredible work of our payroll team.
Canopy Accounting
SEPTEMBER 4, 2024
Jessie Williams, an experienced accountant and Canopy user, covers the importance of setting boundaries in the accounting profession, to maintain good mental health. This episode discusses the challenges of balancing professional and personal life, especially in a high-pressure profession like accounting, where long hours and client demands can lead to burnout.
Accounting for Good
SEPTEMBER 4, 2024
The ACNC conducts audits to ensure that organisations comply with the ACNC Act and adhere to their responsibilities under Australian law.
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!
Cherry Bekaert
SEPTEMBER 4, 2024
Implementing a strategic plan to accomplish your organizational and community goals is crucial to obtaining and securing lasting impact. However, this can prove daunting for community development organizations. Join this session to learn more about how community development organizations can execute their strategic plans, from capitalization strategies to community impact reporting.
Accounting Insight
SEPTEMBER 4, 2024
Introducing Mimo, first time exhibitors at Accountex Summit Manchester… What do Mimo do? Mimo stands for Money-in & -out. We’re an all-in-one platform designed to help you manage Accounts Payable, Accounts Receivable, and Cash Flow all in one place. For accounting firms, this means you can save time and money by consolidating your tools, while also offering strategic services to your clients.
Insightful Accountant
SEPTEMBER 4, 2024
There is no doubt that tax policy will be a matter of debate in the upcoming election. The two parties could not stand further apart on their positions for just about everything, including taxes. So where do Vance and Walz stand?
Accounting Today
SEPTEMBER 4, 2024
The unchanged tax code; AI hype; M&A promise; and other highlights from our favorite tax bloggers.
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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