ThomsonReuters

OCTOBER 24, 2024

Writing an advisory services proposal with a template An easier way to write advisory proposals The shift toward providing more higher-value advisory services continues to gain momentum as accounting firms increasingly look for ways to better serve clients, sharpen their competitive edge, and drive greater profitability.

Maine

Insightful Accountant

JUNE 9, 2025

Christine has a Master’s degree in accounting from Southern New Hampshire University in addition to holding her CPA license for over a decade. Expand Christine Gervais is a licensed CPA, using her skills to help businesses grow and achieve their fullest potential.

tax planning

Accounting Seed

NOVEMBER 15, 2024

Businesses rely on key accounting reports like the P&L statement, trial balance, and balance sheet to provide a high-level view of company performance on a regular basis. For example, When you update a customer record in sales it immediately updates in accounting because that record is one and the same.

Technology

SchoolofBookkeeping

JULY 9, 2025

But before you hand over the keys to your books, let’s take a look at what these agents actually do, where you’ll find them, and why you still need to keep your accountant’s “trust but verify” mindset. Mobile App Select AI Agents Interact with agents on the go. What Are QuickBooks AI Agents?

quickbooks

Insightful Accountant

JUNE 11, 2025

Comprehensive Features for Modern Firms Qount offers a robust suite of features tailored for todays accounting practices: CRM : Manage client relationships with customizable fields and filters. Expand Insightful Accountant Newsletter Like what youre reading? .

general ledger

Xero

JULY 23, 2025

Getting your ecommerce accounting in order early can provide clearer cash flow visibility, enable more informed decisions, reduce errors, and ultimately help build a robust financial foundation on which you can grow. Why proactive accounting is crucial for ecommerce growth Imagine your online store is booming.

accounted

Insightful Accountant

JUNE 6, 2025

With over 400 employees and a Top 100 ranking, WISS is leading the way in post-COVID flexibility, non-traditional hiring, and strategic tech investments. 🔗 Learn more: [link] 🔗 Connect with Paul: / ppeterson1 Expand IA Newsletter Like what youre reading?

general ledger

Nancy McClelland, LLC

NOVEMBER 27, 2024

I’m still a little confused as to how it became a thing for accounting and bookkeeping services to advertise Black Friday or Cyber Monday specials… does that feel weird to anyone else? link] Kellie Parks’ Workflow Watering Hole is offering 33% off everything in the Cloud Accounting Templates Store. Use code BLACKCYBER24.

bookkeeping

Basis 365

NOVEMBER 14, 2024

Your accounting team plays a key role in streamlining invoicing and collections processes, while your operations team can help ensure that projects are completed and billed on time. Having your accounting team interact with your primary point of contact is not a good idea. It needs to be directed from the top across departments.

accounting system

CPA Practice

NOVEMBER 6, 2024

Prioritize learning, not just doing : Set aside time each week to learn something new—whether it’s related to accounting or not. Leverage technology mindfully : Use apps and tools to streamline your workflow, but be intentional about it. The future of accounting isn’t about who can crunch numbers the fastest.

Technology

Nancy McClelland, LLC

APRIL 5, 2025

I love attending accounting conferences. This comes as a surprise to no one who knows me (or even knows of me) Ive been featured in countless promo reels, given interviews on the topic, written tips & tricks articles, and talked up the amazing Accounting Cornerstone Foundation (more on them later) endlessly. Whats the point?

accounted

Accounting Insight

OCTOBER 24, 2024

Chaser , the leading accounts receivable platform, is proud to mark its 10-year anniversary. By implementing AI and automation into these aspects of accounts receivable management, Chaser helps businesses save time, improve cash flow, and reduce reliance on manual processes.

Technology

Accounting Insight

NOVEMBER 19, 2024

Modulr , the embedded payments platform, today announces its acquisition of Nook , an innovative disruptor in accounts payable (AP) automation. These are significant concerns, as highlighted by Modulr’s survey of 250 accounting practices which revealed that nearly half (45%) of respondents spend over three hours per week on manual data entry.

Accounts Payable Automation

Accounting Seed

APRIL 24, 2025

For years, accounting has been weighed down by manual data entry, siloed departments, and hours of tedious reconciliation. Accounting automation software flips that script, offering smarter, faster, and more reliable financial processes. But make no mistake accounting automation software doesnt replace accountants.

accounted

Xero

APRIL 28, 2025

Delivering powerful, integrated tools for our accounting and bookkeeping partners to help their small business clients is a key focus for us at Xero. This means less tedious work leading to faster review and finalisation of client accounts, tax returns, and financial statements.

bookkeeping

Accounting Insight

AUGUST 7, 2025

The app will provide attendees with crystal-clear audio, using their own headphones. Here are a few of the standout sessions… Topical tax issues – the journey ahead Sharon Cooke, Technical Director at 20:20 Innovation will be looking at the top tax issues that accountants in practice are advising their clients on right now.

accounting and finance

Accounting Seed

JANUARY 7, 2025

Changing accounting systems can feel intimidating. Even if the legacy accounting system you currently use doesnt have the features, speed, or power you need, at least its familiar. Lets look into the key points of changing accounting software. Is It Time for New Accounting Software?

accounting system

Xero

FEBRUARY 10, 2025

You can now electronically submit amended accounts, we’ve added additional notes on FRS 105 and 1021a allowing you to explain any changes and a handy file button to complete the submission. For US accountants, a key compliance update has been implemented to the Schedule C report.

Tax

CPA Practice

JULY 29, 2025

Under this law, tax and accounting professionals are considered financial institutions and must implement a data security plan. IRS Publication 5708, Creating a Written Information Security Plan for your Tax & Accounting Practice PDF is a 28-page template designed to: Help tax professionals, especially smaller practices, develop a WISP.

Technology

CPA Practice

JUNE 9, 2025

with a Stripe account to securely accept in-person contactless payments with their iPhone and the Xero Accounting app. Xero has launched Tap to Pay on iPhone, enabling small business customers in the U.S.

accounting apps

Basis 365

NOVEMBER 26, 2024

Control Operating Expenses Outsource Non-Core Activities: Consider outsourcing non-core activities, such as accounting , IT support or administrative tasks, to specialized providers who can perform these functions at a lower cost, allowing you to focus resources on your core business operations.

Non-Profits

Xero

JANUARY 13, 2025

Whether you want to grow your business or take a step back and spend less time at work, apps might just be the secret weapon to reaching your goals. This year, turning your business resolutions into solutions might be as simple as connecting a new app to Xero. Youll also gain more confidence when making financial decisions.

accounting and finance

SchoolofBookkeeping

JULY 30, 2025

The 2025 Intuit QuickBooks Accountant Technology Survey is out, and the future for accountants is looking both smarter and more complicated than ever. According to Intuit, accountants are charging full speed ahead into the world of AI, automation, and strategic advisory services. But is this transformation as rosy as it sounds?

Technology

ThomsonReuters

FEBRUARY 6, 2025

In the fast-paced world of accounting and tax preparation, every minute counts. As an accountant or CPA, youre often juggling multiple clients, deadlines, and tasks, which can lead to overwhelming stress and burnout. To fully leverage the Pomodoro Technique, consider using a digital timer or app to keep track of your sessions.

cpas

Accounting Today

JUNE 6, 2025

Accounting practice management software provider Karbon announced its new Practice Intelligence product, an agentic AI-driven solution thats the next evolution of its Practice Management platform. All rights reserved. Karbon Practice Management evolves into Practice Intelligence product Karbon accepts Talent Visionary Award.

Technology

CPA Practice

JULY 22, 2025

Jason Bramwell Accounting practice management platform Canopy on July 22 launched Smart Intake, a native solution that automates client intake and tax workflow with AI-powered questionnaires, featuring intelligent prefill, document checklists, and real-time customer relationship management data sync. Log In Need more information?

Technology

Accounting Today

JULY 18, 2025

Bloomberg announces new features for AI Assistant Bloomberg Tax and Accounting announced a bevy of new features for its AI Assistant. Users can accept contactless cards and digital wallets; and automatically reconcile payments in Sage Accounting. All rights reserved.

Technology

Accounting Insight

NOVEMBER 29, 2024

The Institute of Chartered Accountants in England and Wales (ICAEW) has announced a new category within its Technology Accreditation scheme; “Client Communications” and ClientWindow is the first solution to be accredited in this new category.

Technology

Accounting Insight

MAY 6, 2025

Exhibitors will be showcasing the best new products, tech, software, services and solutions in the world of accounting. It lets accountants and clients submit quarterly updates from spreadsheets without full software migration. Wolters Kluwer has also Launched CCH iFirm Personal Tax and CCH iFirm Accounts Production for U.K.

Accounts Payable Automation

Xero

FEBRUARY 12, 2025

” This stark observation from Haley Reyners, founder of My Two Cents Accounting Services , highlights a common challenge facing small businesses. Check out Paidnice in the Xero App Store. “When my debtor workflow is turned off, people stop paying me almost immediately.”

bookkeeping

SchoolofBookkeeping

JULY 30, 2025

The 2025 Intuit QuickBooks Accountant Technology Survey is out, and the future for accountants is looking both smarter and more complicated than ever. According to Intuit, accountants are charging full speed ahead into the world of AI, automation, and strategic advisory services. But is this transformation as rosy as it sounds?

Technology

CPA Practice

NOVEMBER 11, 2024

From 2017 to 2022, Navy Federal charged customers surprise overdraft fees on certain ATM withdrawals and debit card purchases, even when their accounts showed sufficient funds at the time of the transactions. The Consumer Financial Protection Bureau (CFPB) has taken action against Navy Federal Credit Union for charging illegal overdraft fees.

Virginia

Accounting Insight

AUGUST 4, 2025

Karbon , the leader in accounting practice management software, today announced the global launch of Karbon for Clients , a secure, modern client portal designed to help accounting professionals streamline collaboration, accelerate response times, and reduce administrative burden. Book your free ticket here.

Technology

Xero

JUNE 24, 2025

We also know that more than 70% of US SMBs place a high importance on having their accounting and accounts payable software tightly integrated, but only a small minority actually have access to integrated accounting and accounts payable. Bringing together accounting and payments seamlessly into one platform.

Gaming

Accounting Insight

DECEMBER 9, 2024

IRIS Software Group (IRIS), a leading global provider of accountancy, education management, HR and payroll solutions, today announced a definitive agreement to acquire Dext Software Ltd (Dext), a leading bookkeeping automation platform provider. This will, effectively, create a single, end-to-end view of the entire accountancy workflow.

bookkeeping

Xero

MAY 27, 2025

Spotlighting Innovation: AI and Advisory Services The accounting industry isn’t what it used to be; it’s smarter, faster, and more efficient, thanks to AI and advisory services. Expect insights from Xeros team on product enhancements that will redefine your approach to accounting. Are You Ready to Lead in Accounting?

Gaming

CPA Practice

OCTOBER 28, 2024

During this brief remaining period before the holiday seasons begin, we accountants set our sights on preparing for 2025 and those things we need to think about incorporating into next year’s strategic plans. By Roman Kepczyk, CPA.CITP, CGMA. CPA.com’s incubator). have all been proven and can quickly be standardized.

accounting firms