Canopy Accounting

MARCH 19, 2025

In this episode of the Canopy Practice Success Podcast, Jasen Stine joins us with his knowledge as an experienced tax and accounting professional. We discuss Jasen's background, including his 25 years in the industry and recent transition to consulting for firms wanting to move towards advisory services. The conversation delves into the benefits and challenges of shifting to a subscription-based model, especially for firms with an established client base.

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Accounting Insight

MARCH 19, 2025

The Chancellor should extend the six-month Inheritance Tax (IHT) payment deadline, according to a survey of accountancy professionals. Accountancy professionals fear delays are inevitable due to the extra work required due to changes announced in the Autumn Budget. Changes made at the Budget mean that most unused pension funds and death benefits will be included within the value of a persons estate for IHT purposes.

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TaxConnex

MARCH 13, 2025

The sales tax landscape is constantly evolving, and businesses must adapt to keep pace. But tax laws aren't the only things changingbusinesses themselves are growing, diversifying, and seeking new ways to streamline their operations. According to our latest survey of over 100 finance professionals, 85% of businesses are at least somewhat likely to adjust how they manage sales tax in 2025, with 47% being very likely to make changes.

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Basis 365

MARCH 18, 2025

We often hear business owners say they are a "midsize" company or outsourced bookkeepers state they serve both small and midsize businesses. In reality, these terms are often misused and can add some confusion who a business really serves. When most people think of a midsize business, theyre usually describing a larger small businessone that has grown but still lacks the complexity and scale of a true mid-market company.

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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.

accounting and finance

Shay CPA

MARCH 19, 2025

QuickBooks has long been the standard in accounting software, and for good reason. Its a robust tool packed with lots of features, and it can scale with your business. That said, its not the only player in the game. And some of the other options can offer advantages. QuickBooks can get costly as you add seats and features. It might also be overly complex, too, especially if your business is still in its startup phase.

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CTP

MARCH 17, 2025

Partnerships are a commonly misunderstood business structure. Because they are perceived as complicatedand sometimes they can bemany entrepreneurs shy away from this entity type and miss out on the many benefits they have to offer. What makes partnerships distinctive? Partnerships are pass-through entities, so they are not subject to corporate income tax.

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BurklandAssociates

MARCH 18, 2025

Strong accounting is essential for biotech startups to stay compliant with FDA regulations, secure grants, and avoid costly financial and regulatory pitfalls. The post Why Biotech Startups Need Flawless Accounting for FDA and Grant Success appeared first on Burkland.

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Withum

MARCH 17, 2025

On March 12, 2025, the Securities and Exchange Commission (SEC) issued a no-action letter which provided assistance for issuers and investment funds relying on Rule 506(c) of Regulation D. While prior guidance existed on the application of minimum investment amounts as a factor in determining whether an issuer has satisfied the requirement to take reasonable steps to verify purchasers accredited investor status, further clarification has now arrived.

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Going Concern

MARCH 13, 2025

Cornerstone Research has put out their SEC Accounting and Auditing Enforcement ActivityYear in Review: FY 2024 report [ PDF ] and then they put out a press release highlighting the important parts so we don’t have to spend all day reading it. Cheers. The U.S. Securities and Exchange Commission (SEC) drastically reduced its accounting and auditing enforcement activity in fiscal year 2024, the final year of Gary Gensler’s administration, ending two consecutive years of annual increases

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CTP

MARCH 17, 2025

Partnerships can either be the simplest or one of the most complicated entity typesdepending on how each of the partners relates to the business and what role they play. New entrepreneurs may instinctively view them as too complicated, and even if tax professionals are familiar with the benefits, they may not feel well-versed enough to know when to recommend a partnership structure to their clients.

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Speaker: Anna Tiomina, MBA

Finance

5 Minute Bookkeeping

MARCH 17, 2025

If youve ever opened a clients QuickBooks file only to find a mess of uncategorized transactions, undeposited funds, unapplied payments, or miscategorized expensesyoure not alone. Its easy to feel overwhelmed. But the ability to diagnose these issues is what truly sets great bookkeepers apart. Its more than just identifying errors; its about understanding the root cause and knowing exactly how to fix it.

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Canopy Accounting

MARCH 19, 2025

In this episode of the Canopy Practice Success Podcast, Jason Stine joins us with his knowledge as an experienced tax and accounting professional. We discuss Jason's background, including his 25 years in the industry and recent transition to consulting for firms wanting to move towards advisory services. The conversation delves into the benefits and challenges of shifting to a subscription-based model, especially for firms with an established client base.

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Withum

MARCH 13, 2025

In part one of our Unlocking Value in M&A series, we discussed how achieving synergies begins with identifying and classifying synergies, whether they manifest as cost savings through operational efficiencies or revenue growth from market expansion and cross-selling opportunities. A clear understanding of these synergies allows organizations to set realistic goals, prioritize initiatives, and align resources to focus on high-impact opportunities.

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ThomsonReuters

MARCH 18, 2025

Jump to The AI spectrum in accounting and tax Why your AI position matters Common questions on the AI journey Take the AI readiness quiz In the rapidly evolving landscape of tax and accounting, artificial intelligence has emerged as more than just a buzzwordit’s becoming an essential component of modern practice management. From automating routine tasks to enhancing client service delivery, AI tools are reshaping how professionals approach their work.

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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!

Technology

Accounting Today

MARCH 13, 2025

The latest data on the number of students studying accounting, new state tax rates for 2025 and other major metrics.

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Accounting Insight

MARCH 19, 2025

The CEO of AccountsIQ, a leading provider of advanced financial management software, has today warned that many businesses are unknowingly slowing their own growth due to outdated and inefficient approval processes. This bottleneck risks becoming critical in an increasingly fast-paced economic environment. To counteract this, AccountsIQ has introduced its new Workflow Approval Engine, designed to help businesses streamline approvals, improve compliance, and gain full visibility over financial wo

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Canopy Accounting

MARCH 19, 2025

Let Us Get the Conversation Started: Breaking the Cycle of Overwork Many accounting firms operate in survival mode during busy seasons, only to face unpredictableand often lowerworkloads during the rest of the year. While this cycle may seem inevitable, it is neither efficient nor sustainable. It often leads to burnout, inefficiencies, and missed opportunities for growth.

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Withum

MARCH 13, 2025

How a Not-for-Profit Organization Aligned Risk Strategy with its Mission for Greater Impact. Executive Summary A global not-for-profit organization dedicated to advancing philanthropy and social impact recognized the need to enhance its Enterprise Risk Management (ERM) framework to support its global expansion and long-term sustainability. The organization aimed to strengthen risk oversight, improve governance and reinforce stakeholder confidence to meet growing donor expectations and regulatory

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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.

Finance

ThomsonReuters

MARCH 17, 2025

Blog home With regulatory bodies intensifying their focus on audit quality , todays audit professionals face a growing level of scrutiny around their work. With so much at stake, firms of all sizes must seize on every advantage they can find. But where do you start? To adapt to an industry in flux, audit professionals must harness modern solutions that offer robust documentation frameworks, advanced technology, and proven audit methodology.

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Accounting Today

MARCH 12, 2025

The Securities and Exchange Commission dramatically pulled back on accounting and auditing enforcement last year after two years in a row of increases.

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CPA Practice

MARCH 12, 2025

Going without income as a result of unemployment creates financial stress, but there are ways to make it a little bit easier.

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Anders CPA

MARCH 16, 2025

PICKS OPEN MARCH 16TH AT 6:00 PM CST Make your picks by Thursday, March 20 at 10:30 a.m. CST. What is Hoops for Hope? Hoops for Hope is a March Madness bracket tournament for a great cause. What started as a small office pool has grown into a tournament that includes hundreds of the firm’s closest friends! This is the 37th year for our Hoops for Hope fundraiser, and all entry donations will support our 2025 Charity of Choice: Cystic Fibrosis Foundation- Gateway Chapter.

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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.

Account

Withum

MARCH 18, 2025

Withum is proud to announce that Anni Chen , Audit Manager and CPA, has been nominated for CalCPAs Experienced Leader Award. For 10 years, Chen has demonstrated exceptional success across several industries, including life sciences, technology and financial services. The CalCPA Women to Watch Awards celebrates the accomplishments of women CPAs who are making a difference in their industry and communities.

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LSLCPAs

MARCH 18, 2025

Selling a business is a major milestoneone that requires careful preparation, strategy, and planning. While sellers focus on maximizing value and ensuring a smooth transition, potential buyers or successors are busy assessing risks and long-term potential. One of the most effective ways to build buyer confidence and streamline the sales process is through a financial.

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Accounting Today

MARCH 17, 2025

This month, the Internal Revenue Service is predicting a rise in tax scams for 2025, and added four new eligible counties for foreign income exclusion.

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CPA Practice

MARCH 17, 2025

This year, 44 participating state CPA societies sent more than 1,200 volunteer accounting professionals to 895 schools across the country.

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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.

accounting and finance

Anders CPA

MARCH 19, 2025

The St. Louis Business Journal has named Anders one of the 99 largest accounting firms in St. Louis, marking the third year the firm has been included. Anders came in fourth on the list, based on the number of local CPAs employed by each firm: After several years of sustained growth through mergers and recruitment efforts, Anders employs 113 local CPAs and 141 CPAs firmwide.

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Summit CPA

MARCH 13, 2025

When is the best time to fix the leak in your roof? Before the storm shows up, right? The same is true of your business. Your business needs a Chief Financial Officer before the figurative storm. And to check for that incoming bad weather, you need an accurate forecast. This is exactly what an outsourced CFO service (or a virtual CFO ) provides for your business.

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LSLCPAs

MARCH 13, 2025

Its that time of year when we remind you to make any final contributions to your prior year IRA, Roth, or HSA accounts. These contributions are due by April 15, 2025, the first due date of personal tax returns. Due to fire disaster relief for Los Angeles, if you are a resident of LA County. The post IRA & HSA Contribution Deadlines: Dont Miss These Time-Sensitive Opportunities appeared first on LSL CPAs.

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Accounting Today

MARCH 12, 2025

Most accounting tech companies pride themselves on making life easier for accountants, but why would accountants buy AI that could theoretically take their jobs?

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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.

Technology