CPA Practice
NOVEMBER 11, 2024
A Top Technology Initiative Article by Randy Johnston. Many of you are anticipating the year ahead. The outlook couldn’t be brighter with new opportunities, technologies, challenges, and clients looking to take advantage of your service offerings. In this column, I will illustrate portal and AI support with some new platforms that are examples of improved automation and AI.
Accounting Today
NOVEMBER 11, 2024
In the first two parts of this series (here and here), we explored what accounting firms can learn from accounting technology vendors. The first article discussed how vendor business models can inspire accountants to rethink their approaches to innovation and client experience, and the second article highlighted approaches tech companies use in talent management to attract and retain top talent.
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CPA Practice
NOVEMBER 11, 2024
By Steve Saah. Succession planning is a crucial element in the strategic management of any organization, and CPA firms are no exception. As a business built on expertise, relationships and trust, your firm can face unique challenges when it comes to transitioning leadership — especially if you don’t have a plan and the employees you’d like to promote aren’t prepared to ascend.
SchoolofBookkeeping
NOVEMBER 11, 2024
Converting data from QuickBooks Desktop to QuickBooks Online is a smart move for many businesses seeking enhanced accessibility and streamlined processes. However, it's not without its challenges. One common issue is the loss of certain custom functionalities, such as the ability to add custom columns on invoices. In this blog, we'll explore how Method CRM can solve this problem, allowing businesses to fully leverage QuickBooks Online without sacrificing essential features.
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 Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty.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
NOVEMBER 11, 2024
The Public Company Accounting Oversight Board (PCAOB) revoked the registration of a Chinese audit firm on Nov. 8 for repeated violations of U.S. auditing rules and for failing to cooperate with an investigation into those violations. Over a period of several years, JTC Fair Song CPA Firm, a public accounting firm located in Shenzhen, the People’s Republic of China, repeatedly failed to make required filings in accordance with PCAOB rules, the audit regulator said.
Accounting Today
NOVEMBER 11, 2024
Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Accounting Today
NOVEMBER 11, 2024
Anthony Pugliese, president and CEO of the Institute of Internal Auditors, is traveling the world as his organization expands globally.
CPA Practice
NOVEMBER 11, 2024
The Consumer Financial Protection Bureau (CFPB) has taken action against Navy Federal Credit Union for charging illegal overdraft fees. From 2017 to 2022, Navy Federal charged customers surprise overdraft fees on certain ATM withdrawals and debit card purchases, even when their accounts showed sufficient funds at the time of the transactions. The CFPB is ordering Navy Federal to refund more than $80 million to consumers, stop charging illegal overdraft fees, and pay a $15 million civil penalty t
Accounting Today
NOVEMBER 11, 2024
The Federal Reserve's recent interest rate cuts are presenting CFOs with the opportunity to borrow money on more favorable terms for priorities like expansion or acquisitions.
Xero
NOVEMBER 11, 2024
Welcome to our monthly roundup of what’s new in Xero. This month, we’re excited to share updates designed to save you time, reduce errors, and give you greater flexibility. From duplicate bill detection to streamlined GST reporting, we’ve been busy making Xero even better. So sit back, and read on to learn how these enhancements can benefit you and your business.
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
NOVEMBER 11, 2024
Private equity can solve many of a firm's problems -- but not necessarily all, according to Phil Whitman.
Basis 365
NOVEMBER 11, 2024
Financial management is the backbone of any business’s success and ensuring that your financials are in order is essential to achieving growth. But how do you balance the demands of day-to-day accounting while focusing on scaling your business? This is where outsourced accounting services come into play. Outsourced accounting can streamline your financial processes, offer specialized expertise, and provide professional insight to help guide your growing business.
Accounting Today
NOVEMBER 11, 2024
The more innovative insights you provide, the sooner you will become recognized as a thought leader and have your ideas sought out.
Insightful Accountant
NOVEMBER 11, 2024
Providing training/education to your clients is a big part of Client Accounting & Advisor Services (CAAS). This month's QB Talks provides strategies for doing so.
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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.
Accounting Today
NOVEMBER 11, 2024
Jubilant specializes in implementing and supporting human capital management, payroll and workforce management systems.
Insightful Accountant
NOVEMBER 11, 2024
November 19 is the Deadline to nominate a ProAdvisor. There's still time to nominate a deserving U.S. or International ProAdvisor for the 2025 Awards. 15 Nominated ProAdvisors Haven't Started Their Applications, Are You One Of Them???
FraudFiles
NOVEMBER 11, 2024
Fraud committed by employees can have devastating effects on a business. The company’s finances suffer, employee morale may drop, and the company’s reputation could be affected by negative publicity. Following the investigation of an internal fraud, owners and managers of companies need to rethink how they do business. It is the perfect time to carefully [.
Insightful Accountant
NOVEMBER 11, 2024
As accountants, you’ve likely ridden the referral rollercoaster- the “ups” of several people calling at once and the quieter times where you would love to grow your business but you aren’t sure how.
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
NOVEMBER 11, 2024
By Rachel Christian Bankrate.com (TNS) If you’re retired or planning to retire soon, it’s important to have a plan for your retirement income. For most people, Social Security will play a significant role in this plan, so staying up to date on the latest benefits information is crucial. More than 72.5 million people depend on one of Social Security’s benefit programs , so annual changes to the program and its payouts are always highly anticipated.
Anders CPA
NOVEMBER 11, 2024
We recommend that every transportation company strive to have a 10-30% cash reserve. Why? Keep reading to find out. First let’s cover what a cash reserve is. A cash reserve is a portion of your revenue set aside to navigate obstacles in your path to profitability or seize unforeseen opportunities. Maybe you will need to draw from your cash reserve to hire a new driver after an influx of business.
CPA Practice
NOVEMBER 11, 2024
The U.S. District Court for the Northern District of Texas entered permanent injunctions today against Charles Dombek and The Optimal Financial Group LLC barring them from promoting any tax plan that involves creating or using sham management companies, deducting personal non-deductible expenses as business expenses or assisting in the creation of “captive” insurance companies.
Accounting Insight
NOVEMBER 11, 2024
The Institute of Financial Accountants (IFA) has announced new strategic partnerships with Croner-i and Clearview FX to further boost its member offering, delivering wider business benefits to accounting professionals. The collaborations will enable the IFA to better assist accountancy firms to support the needs of UK SMEs, through access to innovative software solutions and online resources.
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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
NOVEMBER 11, 2024
By Ross Levin Star Tribune (TNS) Famous economist John Kenneth Galbraith once opined: “The only function of economic forecasting is to make astrology look respectable.” This Taurus recently attended our local financial planning association’s conference and was very interested in what a panel of economists had to say. With all the hubbub about the election, David Kelly of J.P.
Accounting Today
NOVEMBER 11, 2024
The group is strategizing on how to pass another sweeping tax bill next year.
CPA Practice
NOVEMBER 11, 2024
The Public Company Accounting Oversight Board (PCAOB) on Oct. 31 published a supplement to its 2013 staff guidance concerning the remediation process. The supplement provides audit firms with additional guidance regarding remediation , including making the most of the remediation period, the potential influence of non-technical factors on persistent quality control criticisms, and more.
Accounting Today
NOVEMBER 11, 2024
If your clients thinking of buying an electric car or an energy-saving heat pump eligible for federal tax credits and rebates, now might be the time.
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
NOVEMBER 11, 2024
By Ted Rossman Bankrate.com (TNS) Americans are expected to spend a record amount (between $979.5 billion and $989 billion) on holiday gifts and décor this November and December, according to the National Retail Federation. Inflation and high interest rates are important parts of the story, but there’s not much evidence that people are planning to cut back, either.
ThomsonReuters
NOVEMBER 11, 2024
← Blog home As international trade continues to evolve, the complexities of supply chain management have become more challenging than ever. With shifting geopolitical dynamics, regulatory changes, and technological advancements, global trade specialists are tasked with staying informed and agile to manage the intricate web of international commerce.
CPA Practice
NOVEMBER 11, 2024
By Sandi Leyva Client accounting services often exceed the boundaries of traditional accounting analysis. Many clients want more, such as a strategic planning analysis method such as SWOT, where an organization’s strengths, weaknesses, opportunities, and threats are outlined and discussed. Prompt: In my CPA firm, I have a client that owns an office building in Kansas City, KS with 50% occupancy.
Accounting Today
NOVEMBER 11, 2024
The tax break offered to municipal bond investors is coming under threat as Republicans are closer to taking control of both the White House and Congress.
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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