CPA Practice

MARCH 24, 2023

For many accountants, busy season can certainly feel more like “survival season” – last year, nearly 200 million individual and business tax returns were filed , with accountants shouldering a large portion of the work. At the very least, you may find ways to streamline work ahead of the next year’s tax season.

Tax 93

Tax Technology tax return Expense Management 93

PYMNTS

DECEMBER 27, 2019

We have a deep dive into spend management in addition to news involving the Sprint and T-Mobile merger, as well as data on state tax laws. . Behind Sysco’s Spend Management Switch To Cards. A ‘Diaper’ By Any Other Tax Code: The Complexities Of Selling Across State Tax Laws. Trackers and Reports.

Spend Management 40

Spend Management AP Automation Tax accounts payable 40

CPA Practice

NOVEMBER 26, 2023

This is the original, completely virtual online CPE conference for accounting and tax pros, so you can attend and earn free CPE credits from the comfort of your office. Each session qualifies for 1 hour of free CPE credit, and the tax-focused sessions also qualify for IRS CE credit. Pick only the sessions you want to attend.

Education 126

Education Spend Management Tax audit 126

CPA Practice

OCTOBER 18, 2023

This is the original, completely virtual online CPE conference for accounting and tax pros, so you can attend and earn free CPE credits from the comfort of your office. Field of study: Audit TAX RESOLUTION: ONE IRS NOTICE AT A TIME Field of study: Tax HACKED! No travel, no hotels, no rushing from one session to the next.

Education 119

Education cpas Spend Management accounting firms 119

CPA Practice

OCTOBER 30, 2023

This is the original, completely virtual online CPE conference for accounting and tax pros, so you can attend and earn free CPE credits from the comfort of your office. Field of study: Audit TAX RESOLUTION: ONE IRS NOTICE AT A TIME Field of study: Tax HACKED! No travel, no hotels, no rushing from one session to the next.

Education 119

Education cpas Spend Management accounting firms 119

Airbase

AUGUST 2, 2023

Traditionally, this meant largely unmanaged spending since companies were never sure how much was put on cards. As a result, they lacked real-time control over that spend. There are different definitions of spend under management. Classify and communicate the scope of unmanaged spend.

Spend Management 130

Spend Management Spend Management Tools Spend Management System accounts payable 130

Airbase

MAY 12, 2023

Finance teams waste a significant amount of time chasing employees for documentation associated with a purchase, like receipts (necessary for tax purposes) and vendor details. Tax information. Automated documentation compliance. And, with a rule-based methodology, the system can prompt employees for missing receipts. Payment details.

Approval Workflows 130

Approval Workflows Modern Spend Management Legal Spend Management 130

PYMNTS

JANUARY 29, 2020

businesses are likely already feeling tax season’s pressures. Filing is exhausting and complicated for individuals, and businesses experience those tax difficulties to a far greater degree. per report businesses spend on average manually scanning and processing. SMBs And Manual Tax Frustrations.

Tax 56

Tax Technology Spend Management Expense Reimbursements 56

PYMNTS

DECEMBER 7, 2020

In this month’s Feature Story, Caleb Jenkins , leader of client accounting services for tax and accounting firm RLJ Financial , describes how the firms’ need for real-time payment options is peaking amid the pandemic and how virtual cards can help deliver the faster payments options they need to stay afloat. About The Playbook.

Spend Management Tools 107

Spend Management Tools B2B accounts payable Spend Management 107

Airbase

NOVEMBER 1, 2023

With numerous cost categories, complex approval processes, and the need for accurate recordkeeping, it’s often difficult to maintain control and visibility over all spend. Compliance with tax regulations, internal policies, and complex tech stacks further complicate this task. This automation is essential to spend management.

Expense Management 130

Expense Management Technology NetSuite Spend Management 130

Airbase

NOVEMBER 15, 2023

It’s been just seven months since we launched our groundbreaking Guided Procurement module, which represents a new milestone for spend management. Build vendor questionnaires into your workflows to capture information such as payment and tax details, and documents such as W-9s, right from your vendors. Vendor questionnaire.

NetSuite 130

NetSuite AP Automation Expense Management Spend Management 130

Airbase

NOVEMBER 1, 2023

With numerous cost categories, complex approval processes, and the need for accurate recordkeeping, it’s often difficult to maintain control and visibility over all spend. Compliance with tax regulations, internal policies, and complex tech stacks further complicate this task.

Expense Management 130

Expense Management Technology NetSuite Approval Workflows 130

Shay CPA

DECEMBER 2, 2022

Founders – check out our tips below that can save your Startup thousands of dollars in Income Taxes, Payroll Taxes, Sales Taxes, and foreign taxes. . R&D Tax Credits: Did you know that if your startup conducts R&D activities it can qualify for up to $500,000 in Payroll Tax Credits?

Tax 59

Tax Technology CPA tax planning 59

PYMNTS

JANUARY 27, 2020

The latest Workforce Spend Playbook examines how an increasingly younger workforce is changing employees’ and employers’ approaches to payment and expense spending, as well as the ways manual spending tools could hurt both during tax season and in spend reporting. The Latest Workforce Spend Headlines.

Spend Management 64

Spend Management Expense Management Spend Management Tools Spend Management Solutions 64

PYMNTS

DECEMBER 2, 2019

million tax-exempt groups active in the U.S., These organizations need to demonstrate to donors and community members that donations were spent appropriately to retain tax-exempt statuses and encourage future donations. . Spend Control Challenges And Solutions. There are approximately 1.56 trillion in revenues and $2.4

Expense Management 56

Expense Management Spend Management Education Tax 56

Airbase

DECEMBER 5, 2023

But, despite their importance, completing expense reports has long been one of the most hated tasks among employees — one study found that a majority would rather do their taxes! Organizations could also miss out on potential tax deductions if an expense is in an incorrect tax category.

Approval Workflows 130

Approval Workflows Expense Management Entertainment Technology 130

Airbase

NOVEMBER 8, 2023

Regular reporting that is available from spend management systems can help you stay on top of how well your vendors are serving your company’s objectives. Employ technology for vendor management. Software solutions for vendor management can be a great benefit to you as the customer and to your vendors.

accounting and finance 130

accounting and finance Finance Spend Management Technology 130

PYMNTS

OCTOBER 31, 2016

B2B trade and spend management firm Tradeshift is not only expanding its operations in Australia, but it’s setting up new offices there. The company announced Friday (Oct. 28) that it will open offices in Sydney to focus on serving Australian and New Zealand businesses, banking on the region’s solid economy.

B2B 66

B2B Expense Management Spend Management Tax 66

CPA Practice

DECEMBER 1, 2023

This is the original, completely virtual online CPE conference for accounting and tax pros, so you can attend and earn free CPE credits from the comfort of your office. Each session qualifies for 1 hour of free CPE credit, and the tax-focused sessions also qualify for IRS CE credit. Pick only the sessions you want to attend.

Education 59

Education Spend Management Tax audit 59

Accounting Insight

FEBRUARY 16, 2023

But no matter the size, with tracking and paying expenses, making payroll, setting budgets, preparing for the tax season, and more all falling under one department, you’re likely looking for ways to make managing financial processes easier and more transparent. Why use a spend management solution like Payhawk instead?

payroll 59

payroll Spend Management Solutions Expense Management accounting and finance 59

CPA Practice

DECEMBER 8, 2023

Ensuring Success, the largest live-streamed CPE conference for accounting and tax professionals, was held December 6-7, providing these financial and tax advisors the opportunity to complete their credential requirements, and also offering strategies for developing firm growth opportunities and strategies to better serve their clients.

E-commerce 49

E-commerce accountant accounted Account 49

PYMNTS

SEPTEMBER 25, 2019

Project managers and construction workers often have to manage their funds, operating budgets and other related expenses themselves, and losing track of any of these components can increase the time to project completion and final costs. A lack of access to spend management tools can add further delays and expenses.

Construction 43

Construction Spend Management Spend Management Tools Technology 43

PYMNTS

MAY 28, 2020

The company said that the changes seek to tackle the evolving requirements of today’s businesses, with the inclusion of modifications to spending habits as well as limitations on travel per an announcement. They can earn as many as six statement credits for each registered card over the offer period for an overall value of as high as $270.

Spend Management 53

Spend Management Tax Technology accountant 53

CPA Practice

DECEMBER 7, 2023

Accounting and tax pros can view this live, streaming CPE conference from their own office on Dec. On the first day of the event, seven free CPE sessions included tax ethics, firm management, small firm strategies for tax credits, 2023-24 tax season issues, digital assets, firm branding/marketing, and AI for accountants.

E-commerce 45

E-commerce Spend Management accounting firms Tax 45

PYMNTS

FEBRUARY 8, 2019

Separately, in an effort to stymie fraud, corporate expense management solution provider Coupa has updated its platform. In other examples of Gmail-related fraud, bad actors used them to file more than a dozen false tax returns and apply for unemployment benefits, in addition to other scams.

Business Spend Management Platform 67

Business Spend Management Platform Spend Management Platform Business Spend Management tax return 67

PYMNTS

AUGUST 1, 2019

Regulatory initiatives like Making Tax Digital , which requires taxpayers to send HMRC income and expenditure summaries on a quarterly basis and in a digital format, can place a significant burden on gig workers and freelancers, said Ridelle. On top of that administrative burden, the growing gig worker population in the U.K.

Expense Management 60

Expense Management B2B Tax Spend Management 60

Airbase

NOVEMBER 1, 2023

One survey found a majority would rather do their taxes than file expense reports! Something to put off … indefinitely. That’s how many people think of expense reporting.

Expense Management 130

Expense Management AP Automation Technology audit 130

Accounting Insight

MARCH 8, 2023

Workers who may lack an accounting degree but have a business background, or bookkeeping and tax experience, may be a good fit for client accounting services and certain tax engagements. Beyond assurance engagements, many services don’t required workers to have a CPA license. Internships may also be beneficial for your firm.

accounting firms 59

accounting firms accountant accounted Account 59

Xero

SEPTEMBER 1, 2022

It then works with Xero to push that information into sales control accounts, covering tax rates, cut offs and global requirements. Divipay is an expense management solution for accounting and finance leaders around Australia. Dext Commerce gathers and organises sales data from digital commerce platforms.

Technology 21

Technology bookkeeping accounting and finance Spend Management Tools 21

PYMNTS

NOVEMBER 27, 2019

Spend management solutions are key to ensuring that GBFB is able to focus on its mission instead of chasing down receipts, said Chief Financial Officer David Noymer. . The group’s audited financial details and tax returns are posted on their website. “We We are very much an open book,” Noymer said.

Gaming 52

Gaming Massachusetts tax return Spend Management 52

PYMNTS

DECEMBER 9, 2019

Voie explained that some owner-operators might overlook tax-deductible purchases, and forget to adjust their budgets to accommodate new expenses, which can lead to major charges and surprise bills. Expense tracking and budgeting tools can be crucial to spend management, helping newer gig workers to avoid pitfalls.

Transportation 65

Transportation Expense Management Spend Management accounting and finance 65

PYMNTS

SEPTEMBER 28, 2017

Management consulting firm Runzheimer International Ltd. is rolling out its own fleet spend management solution to offer businesses an alternative to fuel cards, the company said Wednesday (Sept. The solution, Runzheimer added, also means drivers do not have to generate expense reports to be reimbursed for their fuel spend.

Spend Management Solutions 40

Spend Management Solutions Spend Management Management Consulting Tax 40

PYMNTS

DECEMBER 20, 2019

With more than $89 million raised, B2B FinTechs this week impressed venture capitalists (VCs) with a range of services, including small business accounting, financing, spend management and payroll. According to reports , the company has raised $5 million in seed financing from Pierre Lorinet and Fabio Blom, while MI8 also participated.

accounting and finance 52

accounting and finance small business accounting B2B payroll 52

PYMNTS

AUGUST 2, 2017

Before any purchase is made, a company must have insight into inventory levels to prevent unnecessary corporate spend — which means spend management occurs even before a purchase is made. “Typically, companies have 20 percent of their inventory, but they lack the visibility across locations, so they overstock.”.

Spend Management 44

Spend Management accounts payable accounting and finance Government 44

PYMNTS

APRIL 11, 2017

Reports said the corporate spend management company will acquire Trade Extensions, a company that operates in the eSourcing and strategic sourcing space, for $45 million — $41 million in cash and $4 million in stock issued to employees, according to reports.

payroll 46

payroll Spend Management Finance Tax 46

Accounting Insight

FEBRUARY 2, 2023

This story might sound familiar if you haven’t yet adopted a spend management solution that includes Visa corporate cards and expense management software. Your team does not need to waste their time chasing down receipts or manually matching your spend to the correct invoice.

Technology 52

Technology Spend Management Solutions Expense Management accounting and finance 52

PYMNTS

APRIL 23, 2019

Expensify, meanwhile, is focused on growth through product development, having recently launched new software to support freelance workers and self-employed professionals in need of more efficient ways of tracking business expanses and filing taxes.

Expense Management 46

Expense Management Spend Management Travel Expense Management Tax 46