CTP

JUNE 25, 2025

By Brannon Poe, Founder of Poe Group Advisors A version of this article first appeared in The Journal of Accountancy’s CPA Insider By Brannon Poe, CPA How Does An Earnout Affect The Buyer And Seller? Earnouts are popular deal structures used by buyers and sellers of accounting practices, but they have drawbacks.

accountant 59

accountant Account accounted CPA 59

Accounting Insight

MAY 21, 2025

With the integration of advanced global payments capabilities, Quadient is tackling a major challenge in the fast-evolving $120 trillion global B2B payments ecosystem, where more than half of small and midsize businesses still rely on fragmented systems to manage financial transactions1.

AP Automation 52

AP Automation Technology accounts payable B2B 52

ThomsonReuters

MAY 21, 2025

This partnership leverages Oracles business-to-business (B2B) technology platform. A simpler, smarter architecture Oracle customers now can simplify their integration processes with the introduction of the new B2B integration by ONESOURCE Pagero. Support for both AP (accounts payable) and AR (accounts receivable) e-invoicing flows.

corporation tax 52

corporation tax Technology B2B accounts payable 52

CPA Practice

JULY 14, 2025

Mary Girsch-Bock Professionals on the Move is a round-up of recent hiring, promotion and staffing announcements from around the accounting and tax profession. Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. His experience spans a variety of industries and includes private equity.

West Virginia 51

West Virginia Technology Pennsylvania accounting and finance 51

CTP

OCTOBER 28, 2024

Administrative & Financial Support Moving into the realm of finances, a family office may handle bookkeeping, legal and estate planning oversight, cash flow management, financial advice, insurance management, accounting and tax filing oversight, and charitable giving management.

Tax 105

Tax Government Real Estate payroll tax 105

CTP

MARCH 21, 2025

To create this balance as the tax planner, you can simply adjust the partners capital accounts to even things out from the perspective of the IRS. Again, we can rely on the capital accounts to lay out which items are allocated to which partner. Maintain accurate capital accounts 3. The second test relates to substantial effect.

Tax 89

Tax tax planning Maine accountant 89

CPA Practice

DECEMBER 2, 2024

Aprio , the 25 th largest business advisory and accounting firm, has released its 2025 Technology Outlook , highlighting the recent impact of private equity and venture capital funding within the tech sector and key trends that will continue to make an impact in 2025.

Technology 52

Technology Healthcare B2B accounting firms 52

Accounting Today

JUNE 25, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Cloud accounting platform Xero announced it will acquire payments solution provider Melio. and Australia, as well as the three "super jobs" of core accounting, accounts payable and receivable, and payroll. B2B payments platform that strongly aligns with our 3x3 strategy and U.S.

Technology 59

Technology tax preparation accounts payable audit 59

CTP

JANUARY 22, 2025

Options include health savings accounts (HSAs), flexible spending accounts (FSAs), and health reimbursement arrangements (HRAs)the plan type well cover in todays article. On the employee side, an HRA is a reimbursement plan, which means the account holder must pay the expense upfront and then request a reimbursement.

Tax 89

Tax Expense Reimbursements Non-Profits accountant 89

CPA Practice

JULY 1, 2025

His deep expertise in B2B SaaS and enterprise software makes him an excellent fit for the AuditBoard team. “I Studer CPA PC, had its PCAOB registration revoked after the accountant was found to be a repeat violator of U.S. This ultimately led to a significant increase in market share, culminating in its sale to Paychex for $4.1

Technology 104

Technology audit payroll CPA 104

CTP

JUNE 9, 2025

However, if taxes go up, we may want to defer those deductions by using any expense-shifting strategies available like cost segregation or our accounting methods. If we want to secure more deductions by accelerating them, we want to explore the inventory methods that will give us bigger deductions.

tax planning 91

tax planning Tax income tax Legal 91

CPA Practice

JUNE 18, 2025

Rohini has a Masters of Finance from the London School of Economics, and a Chartered Accountant certification from the Institute of Chartered Accountants of India. Randall is the national practice leader for the firm’s International Tax Service line and has more than 25 years of experience in public accounting.

Technology 71

Technology payroll accounting and finance audit 71

CPA Practice

JULY 11, 2025

Let’s be honest, B2B email open rates could be better. Especially in the accounting profession, where inboxes are flooded with technical updates, IRS alerts, and industry jargon.

B2B 71

B2B accountant accounted Account 71

ThomsonReuters

APRIL 8, 2025

Business automation, on the other hand, refers to the use of technology to streamline and enhance business processes, including accounts receivable (AR) and accounts payable (AP) processes. When a government introduces CTC regulations, it typically starts with B2B invoicing on the manufacturing and sales side of the supply chain.

Technology 52

Technology E-commerce AP Processes Non-Profits 52

Xero

JULY 14, 2025

Cin7 Core offers advanced inventory management features like ecommerce integrations, robust reporting, and B2B portals, all syncing with your Xero account. By connecting Xero with the right apps, you’re not just optimising your accounting; you’re working to build a more efficient, profitable, and ultimately, more beautiful business.

payroll 58

payroll Expense Management Sales accounting and finance 58

CTP

FEBRUARY 28, 2025

This allows you to create a unique, strong password for every account or device you have. Clients may send along brokerage account statements or medical statements that are not directly relevant for their tax return. These programs will actually automatically generate a secure password that fits the criteria and save it securely.

Tax 78

Tax tax return Legal Government 78

Acterys

FEBRUARY 11, 2025

Limited AAD B2B support, single sign on ~ Front end Modelling Web browser-based modeller for business users to build and maintain models. ” Streamlined Workflow Automation : Built-in workflow tools simplify approval processes and improve accountability, making it easier to manage complex business operations.

Approval Workflows 130

Approval Workflows audit Government B2B 130

CTP

DECEMBER 2, 2024

In fact, the representative may not even have a tax or accounting background prior to coming to the IRS. We are simply holding the IRS accountable for following the law and being accurate in their audits. 3) Make Sure the Audit is Accurate Remember that IRS employees are often lay people.

audit 95

audit Tax auditor tax planning 95

CPA Practice

JUNE 26, 2025

In 2024, Therabody began using Shopify Plus for its B2B portal along with the retail POS stores. OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals.

Technology 75

Technology Tax South Dakota NetSuite 75

PYMNTS

NOVEMBER 5, 2020

As the B2B commerce landscape innovates, it is continually after that "Amazon-like" experience forged in the consumer commerce world. But for B2B vendors and suppliers, the unique needs of corporate customers cannot be ignored, making a consumer-like buying experience particularly complex. Pricing Complexities.

B2B 143

B2B B2C accounting and finance Sales 143

PYMNTS

SEPTEMBER 29, 2020

Separately, research finds B2B payments as the key driver behind surging instant payments volume in the years ahead. The first company it's working with is Wirex, which provides a crypto-friendly currency account and enables cross-border payments via Visa card. B2B Payments To Drive Instant Payments Adoption.

B2B 129

B2B B2C accounts payable accounting and finance 129

PYMNTS

OCTOBER 5, 2020

Kevin Phalen , head of global business solutions at Visa , told Karen Webster that the consumerization and the digitization of the B2B space are enabling firms to get the job — moving money — done with efficiencies previously unknown. B2B is poised to make the same leap. But the solutions they deploy, maintained Phalen, must be fast.

B2B 137

B2B accounts payable Technology Government 137

PYMNTS

NOVEMBER 17, 2020

When it comes to global B2B procurement, nothing is simple. The Track BPS is an evolution from the strategy of owning the underlying rails upon which money moves, according to James Anderson , executive vice president of Global Commercial and B2B Solutions. Driving B2B Payments' Evolution. said Anderson.

B2B 128

B2B accounts payable accountant accounted 128

PYMNTS

AUGUST 3, 2020

When it comes to B2B payments fraud, it’s not a matter of if it happens, but when. With accounts payable professionals working remotely, Anderson said he’s heard from some firms whose AP staff have had to physically take check-printing machines to their homes — opening up the door for fraudulent activity. ” $18.5

B2B 131

B2B accounts payable Start-ups accountant 131

Insightful Accountant

JULY 18, 2025

Bill360 is a B2B accounts receivable automation and embedded payments platform designed for small to mid-sized businesses. It integrates directly with QuickBooks and Xero to streamline the invoicing and payment process.

quickbooks 59

quickbooks B2B accountant accounted 59

PYMNTS

DECEMBER 9, 2020

The takeover signaled an evolution of the company's business model from a traditionally business-to-consumer (B2C) seller, to one that includes business-to-business (B2B) operations. It was also indicative of a growing trend of B2C merchants expanding into the B2B realm in an effort to take advantage of a surging market.

B2C 118

B2C B2B Technology accounts payable 118

PYMNTS

DECEMBER 29, 2020

Although it occurred under dire circumstances, 2020 was the year that many organizations finally ditched the paper check in B2B payments — or, at the very least, helped to move the needle toward electronic payments. B2B payments are messier than B2C payments," said Chanda. Empowering Finance Professionals.

B2B 114

B2B Technology accounts payable accounting and finance 114

PYMNTS

NOVEMBER 25, 2020

In B2B payments, the path to making transactions as seamless and invisible as possible is often about closing the gap that separates buyer and supplier. While a growing population of B2B FinTech solutions has helped to connect B2B buyers and sellers, more platforms can create more friction on either end of the equation.

B2B 116

B2B accounting and finance Technology Maine 116

PYMNTS

DECEMBER 30, 2020

The B2B payments ecosystem experienced a sudden and dramatic acceleration of change upon the onset of the global pandemic, and its impacts reach far beyond the mere digitization of the B2B transaction. The Coexistence Of Rails. Often, that means the cooperation of multiple rails at once.

B2B 119

B2B Technology accounts payable accounting and finance 119

PYMNTS

DECEMBER 9, 2020

The conversation came against a backdrop where, at a high level, B2B payments account for $120 trillion globally on an annual basis. The conversation came against a backdrop where, at a high level, B2B payments account for $120 trillion globally on an annual basis. B2B Use Cases Are Mushrooming.

B2B 134

B2B payroll accountant accounted 134

PYMNTS

JULY 3, 2020

There are a multitude of benefits that open banking brings to B2B payments. Corporate accounting software can use open banking to automatically access bank information rather than rely on outdated and insecure practices like screen scraping. Benefits Of Open Banking For B2B Payments. Open Banking Initiatives Around The World.

B2B 111

B2B accounting software corporate accounting Start-ups 111

PYMNTS

DECEMBER 24, 2020

For years — decades, even — B2B payment leaders and innovators had been talking about the digitization of corporate payments within accounts receivable (AR) and accounts payable (AP) departments. The coronavirus crisis has accelerated B2B payments digitization to new heights. More Work To Be Done.

B2B 113

B2B accounts payable Technology Start-ups 113

CPA Practice

AUGUST 25, 2023

Becky Livingston has unveiled her latest book, “The B2B Marketer’s Guide to AI: Strategies, Tactics & Tools for Success.” This insightful and timely work marks the author’s fourth published title and aims to bridge the knowledge gap in the intersection of B2B marketing and the ever-evolving world of artificial intelligence.

B2B 98

B2B accountant accounted Account 98

PYMNTS

AUGUST 11, 2020

From a lack of supplier acceptance of electronic payments to outdated infrastructure within accounts payable (AP) departments, the B2B payments ecosystem still has much room for improvement on multiple fronts. Moving the needle in the journey away from paper checks isn’t a one-sided battle, either. An Ecosystem Approach.

B2B 110

B2B accounts payable Healthcare Government 110

PYMNTS

SEPTEMBER 14, 2020

"The Amazon experience" is now a worn-out catchphrase in the world of B2B eCommerce. But B2B eCommerce is not the same beast as B2C. The core difference between B2B and B2C is that in B2B, the individual researching and buying has a job to do,” King said. It's also accelerated the digitization of B2B sales.

B2B 107

B2B B2C Manufacturing accounts payable 107

PYMNTS

NOVEMBER 19, 2020

While optimizing B2B payments is often about combating friction at the moment of transaction, the truth is, the B2B payment experience often happens way before any money is ever actually moved. There are many ways that onboarding a new B2B customer can be a headache for suppliers that sell goods and services online.

B2B 105

B2B B2C Sales Start-ups 105

PYMNTS

NOVEMBER 2, 2020

To remove the frictions inherent in B2B transactions, there will be no one rail to rule them all to connect corporates as they transact. The conversation marked the capstone of a month-long series of panels and individual interviews with a range of companies as part of PYMNTS’ deep dive into the state — and future — of B2B.

B2B 119

B2B Technology accounting and finance Hospitality 119