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.

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accountant accounted Account 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?

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Technology CPA accounted accountant 119

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 accounted Account accountant 105

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 103

Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

Sales

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

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CPA 98

Patriot Software

NOVEMBER 6, 2024

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.

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accountant accounted Account 93

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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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.

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Tax 88

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

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

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payroll tax Florida New York payroll 59

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The first Market Momentum Index: AI and Unstructured Data Management, conducted by Deep Analysis with support from AIIM and M-Files, surveyed 500 enterprises across various industries to assess their readiness to employ AI. The results reveal that AI is already far more embedded into organizations' operations than previously realized. These findings and more insights have been brought to you in the "Market Momentum Index: AI and Unstructured Data Management.

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

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.

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accounted Account accountant 52

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

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.

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Account accounted accountant 52

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.

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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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

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

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Washington CPA Utah Oregon 52

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?

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Tax Legal audit CPA 52

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With automation, you’ll reduce errors and save valuable time, allowing you to focus on what really matters: strategic analysis and insightful decision-making. Picture accurate financial reports ready at your fingertips, giving you the confidence to tackle business challenges head-on. Embracing automation not only boosts productivity but also elevates your role from number cruncher to closing rockstar.

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

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New Hampshire Real Estate tax planning audit 52

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.

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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 accountant Account 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.

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Tax tax planning 52

Speaker: Genevieve Hancock, CPA

Cash flow isn’t just about balancing numbers - it's about ensuring your organization is positioned for both immediate stability and long-term success. Understanding that cash flow management fuels every decision, every opportunity, and every growth phase is critical. But how can you shift from simply managing cash to strategically optimizing it for resilience?

Healthcare

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 48

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.

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accountant Account accounted Agriculture 52

Insightful Accountant

NOVEMBER 6, 2024

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

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CPA Practice

NOVEMBER 6, 2024

Tournament officials have announced the remaining 12 teams that will compete in the Grant Thornton Invitational, set to return Dec. 13-15, 2024, at the Tiburón Golf Club in Naples, Florida. The final 12 mixed teams for the second annual event include: Céline Boutier and Matthieu Pavon Rose Zhang and Sahith Theegala Brooke Henderson and Corey Conners Lauren Coughlin and Cameron Young Andrea Lee and Billy Horschel Mel Reid and Cameron Champ Lilia Vu and Luke List Gabriela Ruffels and Nick Dunlap

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Florida Virginia Texas California 111

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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

Menzies

NOVEMBER 6, 2024

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.

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chartered accountant accounting firms accounted Account 10

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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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 accountant Account accounted 102

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.

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tax planning Tax 119

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Setting the stage for successful organizational change always begins with clear, thoughtful communication. When it comes to rolling out a new travel and expense (T&E) policy, establishing a well-structured communication plan is key to ensuring that all employees understand the changes and their impact. By following a step-by-step approach, you can guide your organization through the transition, fostering smooth adoption from the outset and improving compliance.