Basis 365

NOVEMBER 26, 2024

If you’re looking to generate more profit to fund operating expenses, pay your team more, offer better benefits, and fuel growth—while still keeping more profit for yourself—it’s time to focus on key financial and pricing drivers. Here are actionable strategies to help you improve your gross profit margins and achieve your goals.

Non-Profits 59

Non-Profits Technology Tax tax planning 59

ThomsonReuters

NOVEMBER 8, 2022

How has technology impacted accounting? From increasing accuracy to optimizing tax workflow to freeing up time for more value-added activities, technology has transformed the accounting industry—for the better. Accounting firm technology trends. Automation. Today, automation is the name of the game.

Technology 98

Technology Account accountant accounted 98

CPA Practice

AUGUST 9, 2024

. – Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor, with your hosts, Randy Johnston, and Brian Tankersley. They also have a not for profit addition.

payroll 119

payroll Technology Account accountant 119

ThomsonReuters

AUGUST 2, 2022

With The Great Resignation accelerating staffing challenges for accounting firms of all sizes, it might be time to look for a non-traditional new hire: technology. Rather, technology presents an opportunity to revamp workflow processes and incorporate automation to the fullest extent possible. Cloud technology.

Technology 98

Technology accounting firms Account accountant 98

ThomsonReuters

AUGUST 2, 2022

Even as accounting firms emerge from the COVID-19 pandemic with a new appreciation for technology’s ability to enable remote work and seamless collaboration, a new challenge has surfaced. Increasing productivity with tax technology. Plus, improved productivity and more strategic services can lead to increased profit.

Technology 98

Technology Tax Non-Profits tax preparation 98

Cherry Bekaert

MAY 11, 2023

Protecting Your Start-up Begins With Understanding Your Business’s Risks Technology companies in the start-up stage have a seemingly never-ending list of to-dos to ensure business success. So, what can early-stage technology companies do now to protect themselves for the future?

Technology 98

Technology Non-Profits payroll tax payroll 98

Cherry Bekaert

NOVEMBER 1, 2024

The not-for-profit membership association partnered with Cherry Bekaert for a comprehensive diagnostic assessment of its people and technology, which led to outsourced accounting services and the implementation of Sage Intacct accounting system, along with bill pay, expense reporting and budget systems.

Non-Profits 52

Non-Profits Technology audit accounting system 52

ThomsonReuters

NOVEMBER 14, 2024

Highlights: Data analytics types : Useful data for predictive modeling includes historical financial data, operational data, customer data, market and economic data, and non-financial performance metrics. AI-powered algorithms build upon historical data, as well as external and non-financial data, to construct predictive models.

accounting firms 52

accounting firms Account accountant accounted 52

CPA Practice

SEPTEMBER 17, 2024

Intuit has launched Intuit Enterprise Suite , a configurable suite of integrated financial products designed to seamlessly scale and enhance productivity and profitability for businesses as they grow. Intuit Enterprise Suite is now available in the U.S. to multi-entity, service, and project-based businesses.

Technology 105

Technology quickbooks Non-Profits payroll 105

Withum

DECEMBER 15, 2022

One of the most powerful applications of technology is automation, which allows companies to reduce the time it takes to complete a task, thus freeing up their staff for more rewarding tasks and saving them money. The process can feel overwhelming if you’re thinking about bringing automation into your company.

Technology 72

Technology Hospitality Non-Profits Start-ups 72

CPA Practice

SEPTEMBER 10, 2024

The annual Global Finance Trends survey conducted by consulting firm Protiviti finds that 61% of CFOs and finance leaders rate data security and privacy as a high priority in the coming year, followed by financial planning and profitability analysis and strategic planning.

Non-Profits 111

Non-Profits Technology Finance Government 111

Basis 365

FEBRUARY 10, 2025

Expense Tracking and Categorization Keeping a close eye on expenses is critical for maintaining profitability. Outsourcing financial reporting ensures that your profit and loss statements, balance sheets, and cash flow statements are prepared accurately and delivered on time. Is your income statement misleading you?

bookkeeping 52

bookkeeping general ledger Technology accounts payable 52

Going Concern

OCTOBER 10, 2024

According to layoffs.fyi , 139,534 people have been laid off from tech companies so far in 2024. Accountants can choose from a wide array of career paths, ranging from public accounting firms to corporate finance departments, government agencies, non-profit organizations, and beyond. It could definitely be worse.

accounting careers 72

accounting careers managerial accounting Account accountant 72

CPA Practice

OCTOBER 18, 2024

Since departing the IMA last year, he has worked as a consultant, advising associations and non-profits on developing corporate relationships and creating successful fundraising campaigns. Mary’s University and an MBA in Finance from Texas Tech University. The conference is $779 for PICPA members and $879 for non-members.

CPA 110

CPA Non-Profits cpas Washington 110

Withum

JANUARY 25, 2022

Learn how a non-profit organization in New York City, which has provided essential services throughout the pandemic, leveraged its existing investment in Microsoft 365 to create a customized vaccine and testing tracker application. Using New Technology. Download a PDF of this case study. Executive Summary. The Client.

Non-Profits 98

Non-Profits Technology New York 98

PYMNTS

NOVEMBER 1, 2018

Mastercard and global non-profit Accion have announced a first-of-its-kind partnership to transform millions of underserved micro and small businesses around the world. And, without automated tools to accurately record business interactions, store owners struggle to build a credit history.

Technology 67

Technology Non-Profits Start-ups 67

Anders CPA

FEBRUARY 28, 2025

To improve law firm profitability, think of your firm as a manufacturer. If law firms want to remain sustainable, they must prioritize profitability by balancing production volume and cost efficiency. Improving Profitability as a Law Firm Legal work is often viewed as a series of customized, one-off solutions.

Non-Profits 59

Non-Profits Legal financial statements Manufacturing 59

Accounting Today

APRIL 4, 2025

Plus, Solver releases xFP&A Nonprofit Industry Solution Models; CPAClub launches "Club 22" professional network; and other accounting tech news.

Technology 69

Technology Non-Profits Account accountant 69

Accounting Insight

JANUARY 7, 2025

SaaS solution enables automation of complex lease accounting calculations, ensuring precision and simplification Caseware, a global leader in cloud-enabled audit, financial reporting and data analytics solutions, today announced the acquisition of LeaseJava, a software-as-a-service (SaaS) solution designed and developed by leasing standards experts.

accounting standards 52

accounting standards auditor international accounting standards audit 52

PYMNTS

JUNE 22, 2020

million in funding, the startup is on track to bring a unique blend of artificial intelligence (AI) and anti-theft technology to market. Most of its biggest clients are under non-disclosure agreements. The company’s second product addresses the main concern with cashierless technology, which is shrinkage.

Technology 85

Technology Non-Profits Retail Maine 85

PYMNTS

NOVEMBER 16, 2020

When he first came up with the idea for an eCommerce technology company, Co-founder and CEO Finbarr Taylor was in the process of plowing through this story of medieval Japan. Shogun the company makes the details of running an eCommerce site easy enough for its users to live and profit from despite the deep technology that powers it.

Retail 90

Retail Technology Non-Profits New York 90

CPA Practice

SEPTEMBER 6, 2023

From the advent of first-to-market generative AI systems like ChatGPT, to highly specialized, accounting-focused systems, proponents of AI are fervent in their belief that the technologies will dramatically improve client services, firm management, small business accounting and many other areas of operations.

Technology 122

Technology accounting and finance Tax CPA 122

CPA Practice

MARCH 15, 2023

The recent push by private equity firms towards investment and ownership of these professional practices is a sign, at least, that they see the potential to make profit in this area. It’s definitely not the model of firm management that your mother or father experienced or envisioned, if they were an accounting professional.

accounting firms 132

accounting firms Account accountant accounted 132

Basis 365

SEPTEMBER 14, 2022

It doesn't matter if you run a marketing agency or a management consulting firm when it comes to managing a profitable consultancy business. For a service-based business to be profitable, it is essential to track time and invoicing accurately. These four accounting tips will increase your consulting company's profitability.

Non-Profits 98

Non-Profits bookkeeping Account accountant 98

CPA Practice

SEPTEMBER 11, 2024

A recent Atradius report highlighted that in the face of heightened credit risks and a sharp rise in bad debt, Canadian businesses in the past two years are opting for cash-based B2B transactions rather than credit, to mitigate the risks of payment delays or non-payment.

Non-Profits 97

Non-Profits B2B Technology accounting and finance 97

ThomsonReuters

NOVEMBER 1, 2024

For global companies, the stakes are high: non-compliance can result in substantial financial penalties, increased audit risk, and reputational damage. In addition, companies integrating new technology solutions to avoid these risks must be vigilant about potential security issues. Different industries face various policies and fees.

Tax 52

Tax Technology audit income tax 52

Cherry Bekaert

JULY 12, 2024

Contributor: Chris Grimes, Senior Manager, State & Local Tax It’s an exciting time for a technology entrepreneur when their company starts making a profit and grows large enough to catch the eye of a potential buyer. Case Study: Addressing Technology Companies’ Sales Tax Exposure in the Acquisition Process Questions?

Technology 69

Technology Sales Tax Non-Profits 69

CPA Practice

AUGUST 14, 2024

This webinar will be held on Wednesday, September 18, 2024 at 2:00pm ET Sponsor: Wolters Kluwer Duration: 1 Hour Register Now Course Overview: Discover how to leverage automation and AI to streamline processes, enhance client service, and drive growth. But firm size doesn’t dictate technology you use.

Technology 52

Technology Georgia Indiana tax preparation 52

ThomsonReuters

MARCH 10, 2023

You also may have heard of APIs; however, many accountants are unsure of what they are and how they can help simplify workflow and boost profitability. This transforms the workflow of your firm and enriches your staff’s work life by allowing them to focus on more meaningful, value-added work. How can I implement automated APIs in my firm?

Technology 59

Technology accounting firms Tax Account 59

Cherry Bekaert

AUGUST 30, 2024

While SOX regulations do not apply directly to non-profits and governmental entities, they are based on the Committee of Sponsoring Organizations (COSO) framework, which provides guidelines to evaluate interconnected areas of internal controls, risk management, governance and fraud.

auditor 96

auditor audit Non-Profits Technology 96

Withum

FEBRUARY 1, 2024

Learn how a regional healthcare provider overhauled their existing process automation system to Microsoft’s Power Automate to streamline and modernize critical workflow management. Executive Summary Trusted community healthcare provider with desire to modernize their backend workflow/process automation management system.

Technology 52

Technology Healthcare Non-Profits Washington 52

Xero

JUNE 22, 2022

The report revealed that adopting technology has had a positive impact for 94 percent of advisors, with the top benefits including time savings, increased efficiency, and improved client relationships. . So ensuring you have streamlined, transparent and automated processes around data entry and outputs is critical.

Non-Profits 105

Non-Profits Technology bookkeeping Start-ups 105

Going Concern

DECEMBER 15, 2023

As 2024 approaches, Ignition’s latest survey reveals accountants will face what we’re calling triple threats: too much work, too few people and too late to move on tech. This was followed by lack of time to implement technology (49 per cent), inefficient or manual processes (40 per cent) and too much client work (38 per cent).

audit 111

audit Technology accounting and finance accounting firms 111

CPA Practice

JULY 5, 2023

To be sure, plenty of men also sign up for unpaid gigs, whether for non-profits or money-making businesses. Though the practice has come under fire in recent years for penalizing low-income students, research shows that 43% of internships by for-profit companies remain unpaid.

Non-Profits 130

Non-Profits Massachusetts audit Start-ups 130

CPA Practice

APRIL 17, 2023

During the pandemic and since, however, accounting professionals and firms have implemented many new technologies that are helping them provide more and better client services, even with fewer staff. We thank the more than 5,000 professionals who participated in voting this year. WINNER: TheTaxBook – Tax Materials Inc.

quickbooks 130

quickbooks payroll Technology audit 130

ThomsonReuters

JUNE 16, 2023

Firm resources often include, but are not limited to: Employees Technology solutions and other business equipment Working space Capital to pay employees, obtain office space, purchase technology, etc. Clearly, this all impacts a firm’s ability to effectively serve clients and drive profitability.

accounting firms 98

accounting firms Account accountant accounted 98

CPA Practice

MAY 2, 2023

Technology enables accounting pros to access and assess real-time financial data with a distinct benefit to their practices: supporting an advisory role. Eric and his team couldn’t provide those advisory services without technology that offers real-time insights into their clients’ businesses.

Technology 103

Technology quickbooks bookkeeping tax planning 103