Wed.Mar 19, 2025

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No dumb questions: What clients are asking this tax season

Accounting Today

Are tax prep clients' weird questions actually weirder this year, or does it just seem that way?

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Anders Recognized on St. Louis Business Journal List of Largest St. Louis Accounting Firms

Anders CPA

The St. Louis Business Journal has named Anders one of the 99 largest accounting firms in St. Louis, marking the third year the firm has been included. Anders came in fourth on the list, based on the number of local CPAs employed by each firm: After several years of sustained growth through mergers and recruitment efforts, Anders employs 113 local CPAs and 141 CPAs firmwide.

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Advisory Services Unlocked with Jasen Stine

Canopy Accounting

In this episode of the Canopy Practice Success Podcast, Jasen Stine joins us with his knowledge as an experienced tax and accounting professional. We discuss Jasen's background, including his 25 years in the industry and recent transition to consulting for firms wanting to move towards advisory services. The conversation delves into the benefits and challenges of shifting to a subscription-based model, especially for firms with an established client base.

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Inheritance Tax payment deadline must be extended, say accountants

Accounting Insight

The Chancellor should extend the six-month Inheritance Tax (IHT) payment deadline, according to a survey of accountancy professionals. Accountancy professionals fear delays are inevitable due to the extra work required due to changes announced in the Autumn Budget. Changes made at the Budget mean that most unused pension funds and death benefits will be included within the value of a persons estate for IHT purposes.

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Forecasting Failures Are Costly: Here's How To Fix Them

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 Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty.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.

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QuickBooks Alternatives: New Players Worth Your Consideration

Shay CPA

QuickBooks has long been the standard in accounting software, and for good reason. Its a robust tool packed with lots of features, and it can scale with your business. That said, its not the only player in the game. And some of the other options can offer advantages. QuickBooks can get costly as you add seats and features. It might also be overly complex, too, especially if your business is still in its startup phase.

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A Top 15 Firm Across the Pond Wants to IPO, Has to Get Regulators Off Their Back First

Going Concern

MHA, top 15 firm in the UK (#13) and member of Baker Tilly International, is apparently seriously considering an IPO and soon, maybe as soon as the end of this month. The Times reported earlier this week that such an offering, if it goes down the way partners want it to, would be a “windfall” for the firm’s handful of current and retired partners.

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Advisory Services Unlocked with Jason Stine

Canopy Accounting

In this episode of the Canopy Practice Success Podcast, Jason Stine joins us with his knowledge as an experienced tax and accounting professional. We discuss Jason's background, including his 25 years in the industry and recent transition to consulting for firms wanting to move towards advisory services. The conversation delves into the benefits and challenges of shifting to a subscription-based model, especially for firms with an established client base.

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4 Tips for Starting a Side Hustle at Any Age

CPA Practice

When it comes to launching a side hustle after years of experience in the working world,you have a choice: Either start your own business or join an existing side-hustle platform that matches people with opportunities.

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Beyond the Busy Season: Building a Sustainable and Scalable Accounting Firm

Canopy Accounting

Let Us Get the Conversation Started: Breaking the Cycle of Overwork Many accounting firms operate in survival mode during busy seasons, only to face unpredictableand often lowerworkloads during the rest of the year. While this cycle may seem inevitable, it is neither efficient nor sustainable. It often leads to burnout, inefficiencies, and missed opportunities for growth.

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“Slow approvals cost more than time – they cost growth” warns AccountsIQ CEO as company tackles industry approval delays

Accounting Insight

The CEO of AccountsIQ, a leading provider of advanced financial management software, has today warned that many businesses are unknowingly slowing their own growth due to outdated and inefficient approval processes. This bottleneck risks becoming critical in an increasingly fast-paced economic environment. To counteract this, AccountsIQ has introduced its new Workflow Approval Engine, designed to help businesses streamline approvals, improve compliance, and gain full visibility over financial wo

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

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

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Why Communication is an Overlooked Factor in Accounting Software Implementation

CPA Practice

When designing accounting software, communication is a major factor, and it is no less true when it comes to its implementation.

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EY, Deloitte, Digits announce agentic AI partnerships with Nvidia

Accounting Today

Big Four firms EY and Deloitte, as well as accounting automation solutions provider Digits, all announced separate partnerships with technology company Nvidia.

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10 Influential Women in Accounting 2025

Canopy Accounting

The accounting profession has long been shaped by trailblazers who challenge the status quo, drive innovation, and redefine whats possible. In 2025, women continue to lead the charge, transforming firms and leveraging technology to streamline workflows. These 10 influential women are not just keeping up with industry shifts; theyre setting the pace.

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North Carolina bill aims to fix CPA shortage

Accounting Today

North Carolina is the latest state making legislative moves in hopes of expanding the pipeline of licensed accountants with an alternative path.

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Book of Secrets on the Month-End Close

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.

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Social Security to Require Identity Checks in Fraud Crackdown

CPA Practice

TheSocial Security Administrationwill add new procedures requiring beneficiaries to prove their identity before claiming benefits or changing their direct deposit instructions, as part of an effort to crack down on fraud.

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Unlocking the future of accounting with AI and young talent

Accounting Today

By showcasing how accounting intersects with technologies like AI, the profession becomes more appealing to tech-savvy students.

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5 Top Trending Tax Questions During the 2025 Filing Season

CPA Practice

Cryptocurrencygains, remote work tax implications, and NFT reporting rules are among the many topics taxpayers are asking accountants questions about this tax season, according to new data from expert platform JustAnswer.

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How to Acumatica - New Project Quotes for Mobile App

Insightful Accountant

Acumatica has added the ability to generate project quotes using their Mobile App. Murph looks at this new functionality in this Acumatica edition of our "How to ERP" series.

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How To Break Digital Transformation Barriers And Accelerate AI Adoption

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?

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Acumatica Partners with British Racing Firm

CPA Practice

Acumatica will sponsor Venture Engineerings Mercedes-AMG GT4 car throughout the 2025 Michelin 24H European Series, building on the teams impressive debut at the 24H Barcelona, where they won the GT4 class during the 2024 season.

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Crowds became unruly during IRS Saturday tax events

Accounting Today

Internal Revenue Service employees faced threats of assault during Saturday tax assistance events last year, according to a recent report.

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How Accounting Firms Can Use B-Roll Footage for Marketing

CPA Practice

While talking-head videos and webinars are common, B-roll footagesupplementary clips that enhance storytellingcan significantly improve video effectiveness.

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Accounting Today seeking 2025's Best Firms for Technology

Accounting Today

Accounting Today is accepting submissions for its report recognizing the Best Accounting Firms for Technology. This is the seventh year the publication will recognize firms in this category.

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Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100

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.

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How to Calculate Weighted Average (and Why It Matters in Business)

Patriot Software

From inventory valuation to sales forecasting, there are plenty of times you may need to calculate a weighted average in your business. And you dont have to be a mathematician to find it. Learning how to calculate weighted average is a relatively easy process. What is a weighted average?

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SAP Debuts Joule in SAP Concur Solutions at SAP Concur Fusion 2025

CPA Practice

SAP is embedding its generative AI Copilot Joule into SAP Concur solutions, bringing the portfolio one step closer toward a fully automated travel and expense management process:

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Nonprofit Fund Accounting vs. For-Profit Accounting: How Do They Differ?

GrowthForceBlog

6 min read March 19th, 2024 In both the nonprofit and for-profit sectors, financial management is essential to success. You can't run a profitable business or a viable nonprofit without a good bookkeeping and accounting system designed to support financial health and operations.

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AICPA Seeks Feedback on 2026-30 Strategic Priorities for Standard-Setting Panel

CPA Practice

The ASB issues standards for auditing private companies, quality management standards for practitioners providing audit and attest services to private companies, and attestation standards.

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New Software & You: Elevating Your Tech Stack

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!

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West Virginia weather victims get tax relief

Accounting Today

The IRS is pushing back filing and payment deadlines to Nov. 3.

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Fed Holds Interest Rates Steady, Sees Slower Growth and Higher Inflation

CPA Practice

Federal Reserve officials held their benchmark interest rate steady for a second straight meeting, though they telegraphed expectations for slower economic growth and higher inflation.

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QuickBooks ProAdvisor Level 2 V-con is Next Week

Insightful Accountant

Next week, March 25 - 27, Intuit will offer a free Virtual Conference to prepare ProAdvisors for 'Level 2' Certification.

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PCAOB Appoints New Members to Advisory Groups

CPA Practice

The Public Company Accounting Oversight Board on March 18 appointed new members to two of its advisory groups: theInvestor Advisory Groupand theStandards and Emerging Issues Advisory Group.

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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

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.