CPA Practice

DECEMBER 6, 2024

Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab, sponsored by CPA practice advisor, with your hosts, Randy Johnston and Brian Tankersley. Randy Johnston 00:10 welcome to the accounting Technology Lab. AI disclosures on a on the generator Brian F. Is it perfect yet? Sure, its not. But is it good?

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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.

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Insightful Accountant

JUNE 11, 2025

Click here to read the rest of the story. Expand Insightful Accountant Newsletter Like what youre reading? Subscribe to our FREE newsletter and well deliver content like this directly to your inbox.

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CPA Practice

NOVEMBER 5, 2024

million to settle a Securities and Exchange Commission lawsuit that alleges that two former executives committed accounting fraud at the Stamford-based company. The accounting problems came to light in April 2023, when Lovesac’s finance team found that approximately $2.2 (TNS) Nov. 4—Furniture retailer Lovesac has agreed to pay $1.5

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Basis 365

MARCH 25, 2025

The month-end close process is a critical accounting procedure that ensures the accuracy of financial statements, providing a snapshot of your business's financial health. If your current accounting solution isn't handling all these tasks, it may be time to consider partnering with a fractional accounting department.

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Xero

JUNE 6, 2025

Reconcile your payroll accounts After processing all pay runs for the financial year, it’s important to forensically check the accuracy of your reporting. One way to do this easily is by generating the Payroll Activity Summary report and comparing it with the General Ledger report.

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Withum

OCTOBER 18, 2024

Between the parts cost and the FedEx account being used to ship these ‘sales,’ the dealership lost $575,000 in less than four years. What about an annual physical inventory of parts and the monthly parts pad-to-general ledger reconciliation? The parts manager then fills in the figures for accounting to post.

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Analytix Finance & Accounting

JUNE 24, 2025

Let’s face it: managing accounting of your small-to-medium business in-house can be a challenge. But here’s the thing… Outsourcing your accounting isn’t just a convenience anymore — it’s becoming a competitive advantage in 2025. What is Outsourced Accounting? Tracking expenses.

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Withum

MAY 5, 2025

Control Processes Documentation The business should have clearly defined control processes and segregation of duties that are adhered to regarding cash, accounts receivable, accounts payable, inventory (if applicable), payroll and the month-end close process. This standard applies to most assets, including accounts receivable.

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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.

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SkagitCountyTaxServices

DECEMBER 6, 2024

Or if you just want some professional guidance on bookkeeping, accounting, or any other business financial decision, dont hesitate to reach out: app.acuityscheduling.com/schedule.php?owner=19530343 Were in the last month of 2024 and there are year-end accounting things to get done before its over. Let me show you.

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Insightful Accountant

JUNE 11, 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.

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LSLCPAs

JUNE 19, 2025

For local government finance teams, reconciling your bank accounts to the general ledger isn’t just about ticking boxes. Bank reconciliations aren’t exactly the most glamorous part of finance—but they are one of the most important.

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CPA Practice

DECEMBER 3, 2024

Sage, a maker of accounting, financial, HR, and payroll technology for small and mid-sized businesses (SMBs), has announced that Sage Copilot is available to early adopters initially in the US and UK on Sage Intacct.

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Accounting Seed

JUNE 25, 2025

Pair it with Accounting Seed, and you will simplify your financial workflows and improve reporting accuracy. This blog explores how the integration between Salesforce NPSP and Accounting Seed eliminates data silos and bridges the gap between mission and money. No manual entry necessary.

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ThomsonReuters

JULY 8, 2025

The software tracks temporary differences between book and tax accounting , automatically calculating future tax impacts. Integration capabilities allow the software to pull data directly from Enterprise Resource Planning (ERP) systems , general ledgers, and other financial platforms.

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Basis 365

FEBRUARY 10, 2025

Keeping your business successful requires well-managed financial records, but taking the time and money to build an accounting team can use up resources you cant spare. If youre finding it difficult to keep up with your bookkeeping but dont want to hire an in-person accounting team, its time to consider alternative solutions!

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Shay CPA

JUNE 11, 2025

Often, the first move is a flashy system overhaul: switching general ledger (G/L) platforms, bringing in new payroll software, or replacing the expense management tool. This tendency to “rip and replace” can be disruptive, costly, and time-consuming for both startups and their external accounting partners. Support and Expertise.

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CPA Practice

DECEMBER 3, 2024

The acquisition will unite two sector-leading cloud-based platforms – Dext’s Bookkeeping Automation Platform and IRIS Elements – to deliver a complementary and fully integrated, end-to-end solution for accountants, bookkeepers, and businesses.  This will, effectively, create a single, end-to-end view of the entire accountancy workflow.

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CPA Practice

JUNE 25, 2025

OBannon Emburse, a maker of travel and expense solutions, has launched its new Sage Intacct Connector for Emburse Professional, an enhanced, out-of-the-box integration with Sage , a maker of accounting, financial, HR, and payroll technology for small and mid-sized businesses.

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Shay CPA

MARCH 19, 2025

QuickBooks has long been the standard in accounting software, and for good reason. Today, we want to talk about some of the newest accounting software solutions. First, its software helps to automate accounting and financial reporting tasks. Rillet Rillet isnt technically an accounting solution.

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Insightful Accountant

JULY 18, 2025

Insightful Accountant asked, "how does the ProAdvisor Award fit into your firms mission?", We take the time to understand your specific challenges, aspirations, and business dynamics to provide solutions that don’t just meet your needs but exceed your expectations.

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ThomsonReuters

JUNE 4, 2025

This automation pulls data from general ledgers and financial statements, drastically reducing manual entry, minimizing errors, and ensuring data consistency. Crucially, built-in validation tools meticulously check data for completeness, accuracy, and consistency, flagging discrepancies for immediate review.

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Insightful Accountant

JULY 11, 2025

BKZ Financial Services is a modern accounting and advisory firm built for entrepreneurs, start-ups, and growing businesses. What sets us apart is our ability to blend traditional accounting expertise with tech-forward solutions.

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Going Concern

APRIL 24, 2025

Are you having trouble finding remote accountants, CAS experts, auditors, or tax professionals for your firm or internal team? With our Always-On Recruiting service, you can access a pool of top remote accounting candidates without any upfront costs. Accountingfly can assist you!

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Accounting Insight

JUNE 2, 2025

With the help of an automated, AI-powered Purchase-to-Pay (P2P) solution, a great deal of strain can be taken off the shoulders of finance staff, reducing the administrative and security-related duties they would otherwise need to take care of when it comes to Accounts Payable.

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Insightful Accountant

JUNE 25, 2025

Click here to read the rest of the story. Expand Insightful Accountant Newsletter Like what youre reading? Subscribe to our FREE newsletter and well deliver content like this directly to your inbox.

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CPA Practice

JULY 11, 2025

Held in June in Las Vegas, the event is one of the largest educational and networking events for accounting and tax professionals. Tankersley, CPA.CITP, CGMA 00:00 Randy, welcome to the accounting Technology Lab, sponsored by CPA practice advisor. Watch the video, listen to the audio, or read the transcript. SPEAKERS Brian F.

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Insightful Accountant

JUNE 12, 2025

Insightful Accountant asked, "how does the ProAdvisor Award fit into your firms mission?", The Insightful Accountant Top ProAdvisor awards underscore our QuickBooks expertise and our commitment to trusted, innovative bookkeeping with a future-forward focus on technology and advancements within our field. Confident Growth.

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Insightful Accountant

JUNE 30, 2025

A residential construction accounting exception was also added to the community development section. Christine has a Master’s degree in accounting from Southern New Hampshire University in addition to holding her CPA license for over a decade.

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Insightful Accountant

JUNE 6, 2025

Top ProAdvisor Profiles: Debi Choi by William Murphy, Insightful Accountants Top ProAdvisor Award Process Administrator June 6, 2025 11:53 AM RSS Print Expand This week, our Top ProAdvisor profile focuses on Debi Choi of Sage Growth Advisors of Simpsonville, South Carolina.

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Accounting Seed

JULY 17, 2025

And when you use a native application like Accounting Seed—which shares that same database architecture—the power of Salesforce expands to your entire operation without clunky connectors or duplicated systems. Native apps like Accounting Seed remove these issues entirely. Each object contains fields (e.g.,

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Insightful Accountant

JULY 11, 2025

App Introduction Qount offers cloud-based, AI-powered practice management software tailored for accountants, bookkeepers, tax, and audit firms. App Introduction Qount offers cloud-based, AI-powered practice management software tailored for accountants, bookkeepers, tax, and audit firms. .

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Insightful Accountant

JUNE 27, 2025

Nicholynn Advisors is a boutique accounting and advisory firm built with small business owners in mind, especially service-based entrepreneurs who want more than just bookkeeping and tax prep. Insightful Accountant asked, "how does the ProAdvisor Award fit into your firms mission?",

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Patriot Software

MARCH 6, 2025

One type of accounting mistake thats easy to make is a transposition error. Read on to learn what is a transposition error and how it can affect your accounting books. A transposition error in accounting is when someone […] Read More Mistakes happen, especially when it comes to recording transactions in your books.

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Insightful Accountant

JULY 10, 2025

While attending Scaling New Heights, I was "puzzled to find" that I hadn't already explored 'Puzzle', an AI-native general ledger designed to save time, improve accuracy, and generate financial insights.

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Accounting Today

JULY 3, 2025

Wolters Kluwer adds document summaries, tool directory to CCH AnswerConnect Wolters Kluwer HQ Wolters Kluwer Tax and Accounting (TAA) announced a pair of new features for its CCH AnswerConnect tax research platform. All rights reserved.

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