From Chaos to Order: How to Improve Workflow & Client Communication
Canopy Accounting
MARCH 7, 2025
From elevating client communication to improving workflows, this guide will help you turn chaos to order.
Canopy Accounting
MARCH 7, 2025
From elevating client communication to improving workflows, this guide will help you turn chaos to order.
Accounting Today
MARCH 7, 2025
Tax pros' worries about the impact of Elon Musk's Department of Government Efficiency on the Internal Revenue Service include increased fraud and filing delays.
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Withum
MARCH 7, 2025
Vacation ownership resorts operate in a unique segment of the hospitality industry, requiring solid financial management to ensure sustainability, profitability and guest and owner satisfaction. Effective budgeting and financial reporting are crucial for these entities to manage their resources efficiently, meet regulatory requirements, and provide transparency to stakeholders.
Nancy McClelland, LLC
MARCH 7, 2025
Tax seasonthat special time of year when caffeine consumption triples, restful sleep becomes a scavenger hunt, and your spouse and friends begin to question your sanity. If youre deep in the trenches of tax filings, bookkeeping clean-ups, and client questions that couldve-been-Google-searches, you know the struggle is real. But after 23 years, I feel like Im finally finding my groove and because I dont want it to take you as long to figure out as it did me, Im sharing tips and tricks that have b
Speaker: Joe Wroblewski, Senior Sales Engineer
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!
CPA Practice
MARCH 7, 2025
For the second consecutive year, individual contributionsthe single largest source of dollars given to charitable organizations for more than 10 yearshave declined.
Accounting Today
MARCH 7, 2025
Panelists at today's Schellmancon event said that last year saw a great increase in AI oversight, governance and regulation, and that this trend will likely not only continue but accelerate this year.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Accounting Today
MARCH 7, 2025
Everyone knows tax pros don't make mistakes, but it can't hurt to doublecheck for these mistakes before filing.
CPA Practice
MARCH 7, 2025
In the wake of recent reports of workforce reductions at the Internal Revenue Service (IRS), President and CEO, Mark Koziel, CPA, CGMA, of the American Institute of CPAs (AICPA) released the following statement.
Accounting Today
MARCH 7, 2025
The American Institute of CPAs is monitoring the situation at the IRS amid reports of heavy layoffs, stressing the need to maintain services during tax season.
Insightful Accountant
MARCH 7, 2025
RightNOW25, hosted by Rightworks, is set for its second annual conference in Nashville, TN. This event, beginning May 19, 2025, offers a unique opportunity to dive deep into the latest trends and technologies in the accounting profession.
Speaker: Melissa Hurrington
Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.
Accounting Today
MARCH 7, 2025
The Securities and Exchange Commission's new EDGAR system will go live on March 24.
CPA Practice
MARCH 7, 2025
Even though the Tax Court is commonly thought of as the forum of last resort for appealing tax bills and other IRS issues, there is a way to appeal a Tax Court ruling. However, the chances of success of these appeals are often relatively low.
Insightful Accountant
MARCH 7, 2025
Join Janel Sykora and earn CPE credit as she discusses the top 5 marketing mistakes accounting firms make (and how to fix them).
Accounting Today
MARCH 7, 2025
Plus, Xero debuts "reconcile period" feature; EisnerAmper appoints David Frigeri as chief artificial intelligence officer; and other accounting tech news.
Speaker: Yohan Lobo
In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.
Insightful Accountant
MARCH 7, 2025
In this episode of Accounting Insiders, host Gary DeHart talks with Randy Crabtree, CPA & co-founder of Tri-Merit Specialty Tax, about the Bridging the Gap Conference (July 22-24, 2024, Denver).
Accounting Today
MARCH 7, 2025
KPMG elects next CEO and opens first Big Four-owned U.S. law firm; EisnerAmper names chief artificial intelligence officer; and more news from across the profession.
Patriot Software
MARCH 7, 2025
Youve heard about debits and credits. You know they increase and decrease certain accounts. But, how much do you know about the accounts they affect? There are five types of accounts in accounting. If you dont know what they are, your crash course has arrived.
Accounting Today
MARCH 7, 2025
Forecasting fiscal stability in municipalities is increasingly critical as public entities face unprecedented financial challenges.
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Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.
FraudFiles
MARCH 7, 2025
Winning a case against an auditing firm when there is a sizeable fraud (such as the Koss Corp. embezzlement) or the collapse of a Ponzi scheme (such as the Bernie Madoff case) is not easy. Simply because there is a fraud, a business failure, or a pyramid scheme collapse, the auditors are not necessarily at [.
CPA Practice
MARCH 7, 2025
The Tax Blotter is a round-up of recent tax-related news briefs.
MyIRSRelief
MARCH 7, 2025
In the intricate world of taxation, both individuals and businesses often find themselves entangled in a web of tax problems that can be overwhelming and sometimes paralyzing. The complexities of tax laws, the constant changes in regulations, and the sheer volume of paperwork can lead to various tax issues. Here, we delve into the top five tax problems faced by taxpayers and how Mike Habib, EA, a renowned tax resolution expert, can provide the much-needed guidance and representation to navigate
CPA Practice
MARCH 7, 2025
In this video and podcast, Randy Johnston and Brian Tankersley, CPA, discuss the Crypto Summit held at the White House on March 7, 2025, and the potential effects for accounting, reporting, taxes and accounting firms.
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, emails, and shared drives no longer need to slow you down. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
Anders CPA
MARCH 7, 2025
Anders Technology, a service line of Anders CPAs + Advisors, has been recognized on the CRNs Managed Service Provider (MSP) 500 list in the Elite 150 category for 2025. The annual MSP 500 list celebrates the leading solution providers in North America whose innovative approaches to managed services change the IT landscape with groundbreaking solutions that enable end users to improve operational efficiencies and maximize their return on investment.
Randal DeHart
MARCH 7, 2025
Understanding and managing your gross profit margin is crucial to ensuring the sustainability and profitability of your business as a construction contractor. This key financial metric not only reflects your company's financial health but also helps guide your pricing strategies, project management decisions, and overall strategic planning. Profit is the money left in your business after all your expenses have been paid.
Going Concern
MARCH 7, 2025
EY India released a report called “Future of Pay: Evolving pay strategy in a digital-first world” and you probably missed it but don’t worry, we saw it and we’re definitely going to talk about it. First of all, you should know it was uploaded as “ey-future-of-pay-report-2024-25-final-with-score-no-new.pdf.” At least there’s only one ‘final’ in there.
DMCL
MARCH 7, 2025
March 8th is a day for women around the world to come together and celebrate our achievements. But its also a reminder that theres more work to be done. This years theme, Accelerate Action , challenges us to rethink how we move forward in closing the gender gap. At the current rate, we wont see gender parity until 2158. Thats five generations from now.
Speaker: Susan Richards
Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.
Withum
MARCH 7, 2025
Since the creation of SharePoint , the most often repeated comment by far made by users across the wide world has been Can you make it look less like SharePoint? or I love the tool, hate the way it looks. What can we do about that?. This request has spanned the many years that SharePoint has existed and has prompted the rise of SharePoint developers and swaths of people learning custom coding just to make their sites look a little less like the standard Out of the box SharePoint.
Randal DeHart
MARCH 7, 2025
Navigating the world of finances can sometimes feel like trying to build a house without a blueprint. Between managing budgets, keeping track of expenses, and ensuring you're compliant with tax regulations, it's easy to feel overwhelmed. That's where your financial dream team comes in! Having the right people by your side can make all the difference in staying organized and achieving your business goals.
DMCL
MARCH 7, 2025
Each year on International Womens Day (IWD) , we take the opportunity to celebrate the inspiring women entrepreneurs in our client community. These women are not only leading successful businesses but are also making a meaningful impact in their industries and beyond. This year, were proud to spotlight three DMCL clients. These women-led businesses embody innovation, resilience, and community impact.
Withum
MARCH 7, 2025
Join us in celebrating the achievements and contributions of these extraordinary women. Their stories not only inspire but also pave the way for future generations. In honor of Women’s History Month, Withum is proud to spotlight some incredible women leading the way in the life sciences industry. We asked a few of our clients to share their journeys, inspirations, and advice for the next generation of female leaders.
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 technology to drive productivity and cost savings. So, how do you make the case for automation within your organization?
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