Canopy Accounting

NOVEMBER 6, 2024

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.

Account 52

Account accounted accountant 52

CPA Practice

NOVEMBER 6, 2024

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?

Technology 119

Technology CPA accounted Account 119

Accounting Today

NOVEMBER 6, 2024

Over half of accounting and tax firms plan to increase fees across all services in 2025, according to a new survey.

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Tax Account accountant accounted 115

Accounting Insight

NOVEMBER 6, 2024

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.

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B2B accountant accounted Account 105

Speaker: Danny Gassaway and Wayne Richards

Finance leaders are prioritizing efficiency and digital transformation, yet many hesitate to automate due to uncertainty. Without a clear understanding of its impact, organizations risk falling behind competitors who are leveraging automation to drive productivity and cost savings. Join Wayne Richards and Danny Gassaway from AvidXchange for a practical guide on bringing accounts payable (AP) automation to your organization.

Finance

Insightful Accountant

NOVEMBER 6, 2024

ProAdvisors with exposed profiles need to be on the lookout for potential scam referrals.

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98

AccountingDepartment

NOVEMBER 6, 2024

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.

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93

Going Concern

NOVEMBER 6, 2024

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

CPA 98

CPA 98

Accounting Today

NOVEMBER 6, 2024

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.

Tax 88

Tax 88

CPA Practice

NOVEMBER 6, 2024

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.

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New Mexico Texas CPA Tax 111

Accounting Today

NOVEMBER 6, 2024

Plus, AI agents in Dynamics 365, Teams joins the fight for work-life balance, and seven other recent developments in technology.

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Technology 64

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Technology

CPA Practice

NOVEMBER 6, 2024

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.

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CPA Tax income tax tax return 52

Accounting Today

NOVEMBER 6, 2024

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.

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Gaming Technology 59

Withum

NOVEMBER 6, 2024

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?

Tax 52

Tax Legal audit CPA 52

CPA Practice

NOVEMBER 6, 2024

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.

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Education quickbooks payroll Account 52

Speaker: Jennifer Hill

Payroll compliance is a cornerstone of business success, yet for small and midsize businesses, it’s becoming increasingly challenging to navigate the ever-evolving landscape of federal, state, and local regulations. Mistakes can lead to costly penalties and operational disruptions, making it essential to adopt advanced solutions that ensure accuracy and efficiency.

payroll

Ryan Lazanis

NOVEMBER 6, 2024

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.

accountant 52

accountant accounted Account 52

CPA Practice

NOVEMBER 6, 2024

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.

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Indiana CPA Illinois payroll tax 59

Ryan Lazanis

NOVEMBER 6, 2024

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.

accountant 52

accountant accounted Account 52

Accounting Today

NOVEMBER 6, 2024

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.

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Illinois Tax income tax 52

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

Finance

CPA Practice

NOVEMBER 6, 2024

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

Washington 52

Washington CPA Utah Oregon 52

Accounting Today

NOVEMBER 6, 2024

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

Tax 52

Tax tax planning 52

CPA Practice

NOVEMBER 6, 2024

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

New Hampshire 52

New Hampshire Real Estate tax planning audit 52

Accounting Today

NOVEMBER 6, 2024

Almost 10 months after a scandal that shook Archer-Daniels-Midland Co., the commodity-trading giant is still struggling to sort out its accounting.

Account 52

Account accounted accountant Agriculture 52

Speaker: Debra L. Robinson

CPAs know the drill: taxes, compliance, rinse, repeat. But what about the sneaky cash flow that’s quietly messing with your organization’s success? It’s time to step into the spotlight and expose the “dirty little secrets” of cash flow to fuel strategic growth. By upskilling your accounting practices and shifting focus from tax compliance to the strategic movement of money, you can transform your role from reactive accountant to proactive financial strategist.

CPA

Withum

NOVEMBER 6, 2024

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

payroll tax 72

payroll tax Florida New York payroll 72

Accounting Today

NOVEMBER 6, 2024

The return of the former president to the White House gives him an opportunity to deliver on his many tax promises.

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Tax tax planning 97

Shay CPA

NOVEMBER 6, 2024

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.

CPA 52

CPA financial statements audit Account 52

Accounting Today

NOVEMBER 6, 2024

The Internal Revenue Service may be facing steep cuts in its budget with the win on Tuesday night of President-elect Donald Trump.

tax planning 119

tax planning Tax 119

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

Spend Management

SkagitCountyTaxServices

NOVEMBER 6, 2024

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.

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CPA 50

Accounting Today

NOVEMBER 6, 2024

Donald Trump is returning to the White House, and the U.S. economy is in for a wild ride.

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tax planning Tax 52

ThomsonReuters

NOVEMBER 6, 2024

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.

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Tax Account accounted accountant 105

Accounting Today

NOVEMBER 6, 2024

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.

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West Virginia Nebraska Ohio Virginia 98

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