Mon.Apr 07, 2025

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How to Grow Your Accounting Practice: A 5-Step System

Ryan Lazanis

You’ve probably seen hundreds of growth strategies for accounting firms and practices. A lot of them are good, but in […] The post How to Grow Your Accounting Practice: A 5-Step System appeared first on Future Firm.

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Revolutionizing Finance: The Role of Blockchain in the Financial Services Industry

Withum

With great power comes great responsibility: transparency, trust, and efficiency are the backbone of the financial services industry. Blockchain materialized as a game changer; while it was first exposed through Bitcoin, it goes deeper than cryptocurrency. It is expected to change the financial services industry forever, from smart contracts to cross-border payment transactions and tokenization.

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5 Ways Accountants and Bookkeeping Professionals Can Support Clients Using QuickBooks Desktop

SchoolofBookkeeping

As an accountant or bookkeeping pro, you’re a bit like a superhero—saving clients from financial chaos, one transaction at a time. And while many businesses are leaping into the cloud with QuickBooks Online, some clients are still clutching their QuickBooks Desktop like it’s their favorite childhood blankie. Fear not! With the right tools and strategies, you can make their Desktop experience as smooth as a perfectly reconciled bank statement.

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Preparing Your Startup for the Fallout of a Tariff War

BurklandAssociates

We recommend founders take these five action steps right now to prepare for the ramifications of a tariff war. The post Preparing Your Startup for the Fallout of a Tariff War appeared first on Burkland.

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How to Set Better OKRs and Drive Results

Before you can achieve success, you have to define it. Objectives and Key Results (OKRs) give you the framework to do just that. Paycor’s free guide includes a step-by-step process leaders can use to work toward – and achieve – their loftiest business goals.

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7 Essential Accounting Metrics for Business Growth

Basis 365

Scaling a business isnt just about increasing sales or expanding your team, it requires a solid financial foundation to navigate successful growth. Without a clear understanding of your financial health, rapid growth can lead to cash flow issues, inefficiencies, and even business failure. One of the best ways to ensure sustainable growth is by tracking the right metrics and key performance indicators (KPIs) with powerful tools like Xero or other cloud-based accounting solutions.

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Why DE&I Matters: Accountex’s Ongoing Commitment 

Accounting Insight

It is not our differences that divide us. It is our inability to recognise, accept, and celebrate those differences. – Audre Lorde, writer and activist. What is diversity, equity and inclusion? Diversity means having people with different backgrounds, identities, and experiences. Equity ensures fair opportunities for everyone, while inclusion creates a welcoming environment where all feel valued and respected.

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Georgia passes CPA licensure changes bill

Accounting Today

Legislation providing two pathways to a CPA license unanimously passed both chambers in the Georgia General Assembly and is awaiting the governor's signature.

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3 minutes with Catherine Morgan

Accounting Insight

Catherine Morgan is the visionary founder of The Money Panel and creator of the groundbreaking Money Narratives Clearing Method. A former financial adviser with 20+ years experience, Catherine bridges the critical gap between emotional and practical money relationships focusing on the psychology of money. Her powerful framework helps professionals build deeper client relationships, enhance implementation rates, and stand out in an increasingly AI-driven market.

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Top 25 Up-N-Coming ProAdvisors for 2025

Insightful Accountant

Insightful Accountant proudly announces the Top 25 Up-N-Coming ProAdvisors for 2025.

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Baby Boomers Return to Top Spot as Largest Generation of Home Buyers

CPA Practice

Baby Boomers now make up the largest generational group of home buyers, followed by Millennials, and Gen Xers.

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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

Speaker: Frank Taliano

Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.

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Roveel and Thinc Announce Global Partnership to Transform Financial Reporting for SMEs

Accounting Insight

Roveel, the Norwich-based financial reporting software company, is delighted to announce its first global partnership with Thinc, a leading digital transformation company. This collaboration aims to unlock reporting by providing a software solution to allow for rapid data-driven decision-making for SMEs across the globe. Empowering Businesses with Data-Driven Insights Roveels advanced reporting and analytics tools, known for their intuitive drill-down functionality, will now be complemented by T

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RightNOW25 – The Ultimate Mid-Year CPE Conference

CPA Practice

RightNOW brings together the brightest minds in accounting and business to deliver the tactical insights and hands-on guidance you need to make an immediate impact on your firm.

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Art of Accounting: A tax preparer's possible story (but hopefully not yours)

Accounting Today

Is this a fantasy situation, a made-up story or the reality in your firm?

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JPMorgan CEO Jamie Dimon Warns of ‘Significant’ Risk of Recession from Tariffs

CPA Practice

Extreme market movements are causing many to consider a greater probability of a recession, Dimon wrote in his closely watched yearly dispatch on the banks performance and the global economy.

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Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

Speaker: Claire Grosjean

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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Thinking of starting a charity or a Not For Profit?

Accounting for Good

Australia is considered a caring country, as evidenced by the extraordinary number of registered charities operating on our shores.

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Retail Group Says ‘More Tariffs Lead to Higher Costs for American Families’

CPA Practice

The largest association of retailers in the U.S. has issued a statement regarding the potential impact of the recent placement of tariffs on most products.

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What clients expanding into other states should know

Accounting Today

Business clients have additional tasks to tackle when branching out into other states.

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ICYMI, the IRS Gave Taxpayers in 12 States a Pass on Filing Their Taxes on Time

CPA Practice

TheIRS issueda reminderon April 4 that those who are filing from areas where disaster declarations took place in 2024 get untilMay 1to file.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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DAF assets keep accumulating without accountability

Accounting Today

Donor-advised funds are continuing to grow while enjoying substantial tax deductions for charitable giving even as many contributions go to other DAFs.

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AICPA Committee Approves Clarification to Standards for CAS Financial Statement Preparation

CPA Practice

The statement clarifies that a CPA is not required to apply AR-C Section 70, Preparation of Financial Statements, when the preparation of financial statements is not the primary objective of a consulting services engagement.

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Saylor's Strategy to register $5.9B loss after accounting change

Accounting Today

Strategy and fellow corporate buyers of Bitcoin are being made to recognize the unrealized changes that often produce big swings in earnings or losses.

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Monday Morning Accounting News Brief: Firm Tells City Client to F Off; One Canadian Big 4 Firm Sucks, Dunno Who | 4.7.25

Going Concern

Good morning, people. Got some news for you. Financial Review published a story titled “ EY and PwC become the outsourcers.” It’s not what you think it is. Among the industries in desperate need of rehabilitating its image with the federal government, the consulting sector remains number one. The big four have been on the nose in Canberra since the PwC tax leaks scandal.

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Forecasting Failures Are Costly: Heres 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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IRS Workers Get Final Chance to Take Deferred Resignation Offer

CPA Practice

IRS employees who didn't accept the Trump administration's buyout offer earlier this year are being given one more chance to take the offer as more job cuts loom at the tax agency.

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How Tax Preparers Can Help Clients Navigate the New Tariff Landscape

Insightful Accountant

In the wake of President Trump's recent "Liberation Day" announcement of reciprocal tariffs on global trading partners, tax professionals have a unique opportunity to provide valuable guidance to clients.

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Trump Tax Cut, Debt Limit Plan Advances Despite Tariff Turmoil

CPA Practice

The Senate passed a measure April 5 that allows congressionalRepublicansto craft legislation to extend Trumps 2017 tax cuts for individuals and closely held businesses that expire at the end of 2025.

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Trump tax cut, debt limit plan advances

Accounting Today

Senate Republicans took a major step toward enacting President Donald Trump's tax cut agenda and increasing the U.S. debt ceiling.

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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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What’s Happening With the Stock Markets?

Withum

Any suggestions and illustrations in this blog are not intended as financial advice. They are my personal opinions. Last Thursday, as I was thinking about a topic to write about, President Trump issued an executive order imposing huge tariffs, Congress was considering a huge tax cut, the stock market had huge losses, and the Treasury rates dropped. While these were just the headlines, the financial news programs had every expert they could find offering their opinions of why it happened.

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Trump's tariffs raise tax-cut stakes

Accounting Today

President Donald Trump's much bigger-than-expected tariff hikes increase the urgency of the Republican tax-cut package now in negotiation.

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