This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
In the dynamic world of virtual accounting, staying ahead of workflow management challenges is crucial. Rusty, the founder and CEO of Fulling Management and Accounting, is pioneering these efforts with innovative solutions. Recently, I had the pleasure of speaking with him about how his firm is leveraging Canopy, a leading cloud-based software, to streamline operations and deliver consistent service across 25 states.
Being a CPA today is nothing like it was even a decade ago. With artificial intelligence and automation reshaping our profession, it’s easy to feel like we’re caught in an influx of change. But this transformation isn’t just about technology. It’s an opportunity to redefine what success looks like for us professionally and personally. The Old Way Isn’t Cutting It Remember when success meant burning the midnight oil, sacrificing weekends, and being available 24/7?
Callum is an experienced marketing leader with 14 years of B2B marketing expertise. Having led multi-channel strategies at IRIS, he’s an expert in driving growth through demand generation and strategic, creative campaigns. Now at JE Consulting, Callum applies his deep knowledge of SaaS, fintech, and professional services to create impactful marketing strategies.
Whitley Penn Chief Executive Officer, Larry Autrey , CPA, ABV has announced executive leadership transitions for the firm effective January 1, 2025. Nathen McEown , current Partner-in-Charge of Consulting and Chief Growth Officer, has been named Chief Executive Officer. Toby Cotton , current Partner-in-Charge of Tax will move into a Chief Operating Officer role.
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.
As attorneys navigate the complex landscape of tax law, understanding the financial intricacies of their practice is crucial. One area that demands attention is advanced client costs. These costs, often borne by attorneys on behalf of their clients, can significantly impact both financial reporting and overall profitability. What Are Advanced Client Costs?
By Lois Norder The Atlanta Journal-Constitution (TNS) An Atlanta-area accountant sold his clients on what he assured them was a lucrative, guaranteed investment. For every dollar they paid in, they would get tax deductions of about $4.50. It didn’t take much convincing for wealthy clients to sign on. Now that longtime accountant, Herbert Lewis, is heading to federal prison for his role in promoting and selling illegal tax shelters.
On Oct. 28-30, 2024, accounting professionals gathered once again for Intuit Connect at the ARIA in Las Vegas. Formerly known as QuickBooks Connect, the event continues to be THE event for accounting leaders to network, learn, and get inspired. The name change to Intuit Connect encompassed the integrated platform’s ability to help businesses start up and scale up, with accountants as the key advisors who, along with the QuickBooks ecosystem , guide their clients to growth.
Creating a budget is essential for any business aiming for long-term success. As a business owner or CFO of a small to medium-sized enterprise, you might have faced the difficulties involved in developing and executing a budget.
This webinar will be held on Thursday, November 21, 2024 at 1:00pm ET Sponsor: CorpNet.com Duration: 1 Hour Register Now It’s best that accountants, CPAs, and tax professionals are up to date on entity advantages to assist their clients in making the best decision when it comes to choosing which entity option is best for their business. In this webinar, CorpNet.com CEO Nellie Akalp will outline the similarities and differences between S Corporations and LLCs.
Chances are, you likely have applied for a credit card to help pay off personal expenses and build credit. But, have you gotten a business credit card yet? If not, it’s time to learn how to get a business credit card.
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.
Top 70 accounting firm Aldrich is venturing into the Spokane and Coeur d’Alene area in the Inland Northwest after acquiring HMA CPA, an accounting firm based in Spokane, WA. Financial terms of the deal weren’t disclosed. HMA’s four partners and their employees will be joining the Lake Oswego, OR-based firm. John Lauseng “We share with HMA a commitment to serving our people, our clients, and our communities and are honored to build on HMA’s 40-year legacy,” John Lauseng, CEO and partner at Aldric
A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.
I'm a big believer in 3-tiered pricing. Here’s what makes the best packages stand out and why they can help you close more deals. The post The Best 3-Tiered Packages Do These 8 Things appeared first on Future Firm.
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
I'm a big believer in 3-tiered pricing. Here’s what makes the best packages stand out and why they can help you close more deals. The post The Best 3-Tiered Packages Do These 8 Things appeared first on Future Firm.
In an age where every dollar counts, AI is emerging as a game-changer in helping businesses optimize their cash flow processes with precision and scalability.
Asks a user on r/CPA: “The United States can count millions [of] votes in one night but Nasba takes 3 months to grade my CPA exam that I took on a computer?” Obviously the answer is that they’re sadists and they enjoy f **g with people. For real though, people have been asking this since the CPA exam was computerized in 2004. The answer is not “because there’s a conspiracy to artificially inflate/deflate passing numbers to keep the credential prestigious” but
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.
Illinois voters approved a nonbinding proposal to add an extra 3% levy on annual incomes of more than $1 million, which could fuel a new effort to raise taxes on the state's highest earners.
The type of compensation a law firm owner may receive will vary depending on how the law firm is structured. If a business issues the wrong type of compensation, it may have exposure for failure to withhold state taxes on nonresidents and may also overpay the employer’s portion of Social Security taxes. S Corporations (Including LLCs Electing to Be Treated as S Corporations) S corporations are magical entities in the fact that they can issue shareholders both W-2 compensation (to the extent that
As I write this, election day is only hours away. I would tell you to remember to get out and vote, but, by the time you read this, you most likely have already checked that box (or, more accurately, colored in that circle). Stats are showing nearly half of those who voted in 2020 have already voted early. If you’re nervous about what could happen tomorrow, that’s understandable – you’re not just voting as an individual, but also as a business owner.
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?
Shortly before it announced a merger with Lexington, MA-based accounting firm Abbott & Co. on Nov. 4, top 200 accounting firm LGA said last week it’s combining with Comolli & Co., a Salem, NH-based practice known for its tax, financial reporting, and business advisory expertise. Woburn, MA-based LGA said in a media release on Nov. 1 that the move strengthens its footprint in the New Hampshire market and enhances its ability to deliver comprehensive, high-quality services to a broader cli
The GOP defeated Banking Chairman Sherrod Brown in Ohio, fended off an unexpectedly tough challenge to Nebraska' Deb Fischer and picked up the open Senate seat in West Virginia.
When you’re in the beginning stages of getting your company off the ground, it’s tempting to promise investors the moon and stars in exchange for the capital you need. Without their money, after all, you’re going to have a much harder time turning your dream into a reality. Don’t get too hasty here, though. The promises you make to investors in your early stages will follow your company for years to come.
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.
Menzies LLP - A leading chartered accountancy firm. Although it may seem like a concept straight out of a horror movie, zombie companies may present hazards for credit managers. Definition A zombie company is defined by the Organisation for Economic Cooperation and Development (OECD) as one that cannot pay the interest on its borrowing from operating profit for three years in a row.
Jump to ↓ Expected tax changes under Republican leadership Implications for tax and accounting professionals Opportunities for tax professionals Embracing the new tax landscape The recent Republican victory in the U.S. election, with Donald Trump returning to the presidency, marks a significant shift in the political landscape. This change is expected to bring about substantial alterations in tax policies that will directly impact tax and accounting professionals.
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!
We organize all of the trending information in your field so you don't have to. Join 237,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
52 
Let's personalize your content