Withum

DECEMBER 20, 2024

Cash flow reporting: The client requested a detailed statement of cash flows, including consolidated reports for their U.S. and foreign entities.

audit 52

audit quickbooks accounting principles Technology 52

Withum

NOVEMBER 25, 2024

Contact our Outsourced Accounting Systems and Services Team to learn how we can work together. So, whether you are forecasting sales, expenses, or cash flow, remember to consider all the information required to build a reliable and insightful forecast for your business.

financial statements 52

financial statements Sales Construction accounting system 52

Withum

DECEMBER 9, 2024

Rethink your entire accounting system: Businesses change and grow over time and their accounting needs do as well. With this announcement and the necessary action, it is a great time to consider moving to a more robust accounting software such as Sage Intacct , Microsoft Business Central or NetSuite.

quickbooks 59

quickbooks NetSuite accounting system accounts payable 59

CPA Practice

OCTOBER 31, 2024

Eighty-eight percent of respondents stated it’s “very important” for compliance automation software to connect with platforms they already use, such as ecommerce, payroll, and accounting systems.

Sales 116

Sales Tax accounting and finance bookkeeping 116

Withum

JANUARY 30, 2025

Author: Deepa Patel , CPA | deepa.patel@withum.com Contact Us Get in touch with our Outsourced Accounting Systems and Services Team today to ensure your financial statement audit preparation is on track. Let’s Chat The post Financial Audit Preparation Steps: Expert Tips for An External Audit Process appeared first on Withum.

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Accounting Insight

OCTOBER 24, 2024

The API allows Chaser to integrate with any accounting system, ERP, or CRM, making it easy for companies to embed Chaser into their existing workflows. Integrating with leading business tools Chaser’s open API, launched in 2023, represents a major step in enabling greater flexibility for businesses.

Technology 64

Technology Account accountant accounted 64

Cherry Bekaert

NOVEMBER 1, 2024

The not-for-profit membership association partnered with Cherry Bekaert for a comprehensive diagnostic assessment of its people and technology, which led to outsourced accounting services and the implementation of Sage Intacct accounting system, along with bill pay, expense reporting and budget systems.

Non-Profits 52

Non-Profits Technology audit accounting system 52

CPA Practice

MAY 21, 2025

This collaboration fuels small business growth by providing an automated workflow between digital marketing and accounting systems thereby saving time and streamlining operations.

accounting system 40

accounting system Account accountant accounted 40

Analytix Finance & Accounting

JUNE 24, 2025

Accounting System Implementation Services As your business grows, you’ll likely use multiple software systems for various functions like sales, inventory, payroll, and project management.

Account 52

Account accountant accounted bookkeeping 52

Mark Lee

JANUARY 21, 2025

Accountants dont operate in a vacuumthey interact with clients, vendors, and other third-party service providers, all of whom play a role in their business ecosystem. If an accountant’s cybersecurity is lacking, it can pose significant risks not only to their own firm but to their clients as well.

Account 52

Account accountant accounted payroll 52

Basis 365

MARCH 25, 2025

It involves locking the accounting system to prevent any further changes to the finalized figures for the month. This step is typically performed by the controller or a senior accountant with system access privileges.

general ledger 52

general ledger financial statements accounts payable bookkeeping 52

Withum

MAY 5, 2025

Withums Outsourced Accounting Systems and Services (OASyS) Team specializes in working with companies to successfully navigate them through their financial statement audit. Looking for a broader overview of audit types and how they apply to different business needs? Explore our general audit preparation guide and video.

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Accounting Seed

APRIL 24, 2025

Why KPS3 made the switch to Accounting Seed The team needed an accounting system that worked with their operations, not against them. Thats when they moved to Accounting Seed, a Salesforce-native solution that allowed them to ditch spreadsheets, eliminate double entry, and gain visibility across departments.

NetSuite 52

NetSuite Account accountant accounted 52

Withum

APRIL 14, 2025

Are you utilizing the appropriate accounting systems and tools to minimize errors and ensure a timely financial close? Is there a comprehensive chart of accounts that clearly defines the purpose of each account, and ensure vendors are configured with default posting accounts to streamline the financial close process?

accounting system 52

accounting system accounting software CPA Account 52

Accounting Seed

MAY 28, 2025

The Truth About DCAA Approved Accounting Software There are no accounting systems formally approved by the DCAA. Even saying a system is DCAA compliant just means it has features that meet the requirements of various audits. The DCAA doesnt give accreditation or approval to these systems.

accounting software 52

accounting software Account accountant accounted 52

Accounting Insight

NOVEMBER 1, 2024

New research released today, by UK accounting software provider iplicit, has revealed that the fear of losing historical financial data is the major barrier to upgrading from legacy accounting systems. By sticking with legacy software, finance leaders are likely to be holding their organisations back.

Finance 52

Finance accounting and finance accounting software accounting system 52

Accounting Insight

NOVEMBER 25, 2024

Validis is already a trusted partner for numerous large audit firms, providing them with instant access to business data from major accounting systems. This collaboration will provide audit firms with powerful data ingestion tools that deliver audit-ready data from diverse sources; clean and readily available for analysis.

audit 52

audit Technology auditor bookkeeping 52

Shay CPA

APRIL 28, 2025

For startups in New York City, offering a 401(k) or other retirement savings plan is not only a smart move for attracting and retaining talentit may also be required by law. New York City (and New York State) have enacted regulations that mandate eligible private-sector employers to provide a retirement plan option if certain conditions are met.

New York 52

New York payroll New Jersey CPA 52

Withum

FEBRUARY 5, 2025

Investing time in setting up your accounting records correctly will yield dividends in financial management, operational efficiency and tax planning. Author: Megan Newkirk , CPA | mnewkirk@withum.com Contact Us Ready to see if outsourced accounting is right for your real estate business?

Real Estate 59

Real Estate Tax Account accountant 59

Xero

MARCH 19, 2025

Regardless of the method, your customer usually has to manually enter the data into their accounting system. eInvoicing streamlines the process by sending an invoice directly from your accounting system to your customers accounting system. What are the benefits for UK businesses?

Government 87

Government accounting system Tax Account 87

Accounting Insight

MAY 6, 2025

Integrated directly into accounting systems, it transforms financial reports into HMRC-ready outputs within 30 minutes. FinTags AI (Stand 437) will be sharing iXBRL, which combines automation with expert review. Accountex London is taking place at Excel London on the 14-15 May, 2025. Register for your free ticket here.

Accounts Payable Automation 52

Accounts Payable Automation accounts payable accounting and finance income tax 52

Withum

APRIL 15, 2025

Are you tired of juggling multiple platforms to keep your e-commerce and accounting systems in sync? The Power of Pre-Configured E-Commerce Connectors Pre-configured connectors are designed to bridge the gap between your e-commerce and accounting systems. Youre not alone.

E-commerce 52

E-commerce Account accountant accounted 52

Nancy McClelland, LLC

JANUARY 12, 2025

account, the ID.me One note: if you were using the old IRS account system, you wont be able to log in with your previous IRS username and password anymore — the IRS sunsetted that program in early and now you need to use the ID.me If you need help creating your ID.me Help Center spells out the process very clearly.

Tax 52

Tax tax return Account accountant 52

Shay CPA

JULY 16, 2025

Over the last 20 years of being an accountant, I’ve opened my fair share of mail to find tax notices so daunting they could wake you in cold sweat. These letters—from federal, state, or city agencies—might demand income tax, franchise tax, sales tax, unemployment insurance, or workers’ compensation.

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Basis 365

DECEMBER 23, 2024

Benefits of Partnering with Basis 365 Accounting At Basis 365 Accounting , we specialize in helping businesses navigate their bookkeeping challenges with expert, technology-driven solutions. Experienced Team Our expert bookkeepers ensure your accounts are accurate and up-to-date.

bookkeeping 52

bookkeeping Account accountant accounted 52

GrowthForceBlog

FEBRUARY 21, 2025

Robust accounting software, such as Sage Intacct or even QuickBooks, integrates with a long list of. Simplify Closing the Books: Year-end accounting for SMEs doesn't have to be stressful. The most cost-effective back-office strategy.

Account 102

Account accountant accounted accounting software 102

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. The allure of “digital transformation” can be hard to resist—especially when it comes from a seasoned VP of Finance or CFO who wants to show they can make a big impact.

accounting and finance 52

accounting and finance Technology CPA Finance 52

Withum

JUNE 4, 2025

For example, after AI Builder extracts data from an invoice, it can be automatically entered into an accounting system or the document can be routed for approval through a Power Automate workflow. AI-Powered Insights : In addition to document processing, AI Builder can analyze data and generate insights.

accounting and finance 52

accounting and finance accounts payable accounting system Healthcare 52

Basis 365

JUNE 10, 2025

That’s where having an outsourced accounting system in place can be a game changer. Far too many business owners and founders don’t actually know their burn or their runway, two numbers that can make or break your next big move. It’s not just about tracking numbers. It’s about clarity, control, and keeping your business on track.

bookkeeping 52

bookkeeping Gambling accounting and finance payroll 52

Accounting Today

JUNE 17, 2025

For many global businesses in todays economy, getting complete and instant cash flow visibility across bank accounts, systems, entities and currencies is very complex.

Technology 59

Technology accounting and finance tax preparation audit 59

Withum

MAY 7, 2025

Author: Ana Costa | acosta@withum.com Contact Us Reach out to Withums Outsourced Accounting Systems and Services Team to discover how we can support your medical practice. By staying proactive and consistently monitoring your financial health, you can ensure your practice not only survives but thrives in the long term.

accounting system 52

accounting system Account accountant accounted 52

CPA Practice

MAY 22, 2025

This collaboration fuels small business growth by providing an automated workflow between digital marketing and accounting systems thereby saving time and streamlining operations.

accounting system 76

accounting system Account accountant accounted 76

Accounting Today

JULY 11, 2025

However, this task is better suited for Accounting, which has both the context and the expertise to ensure transactions are coded correctly. The breakdown in reconciliation When a manager declines an expense report, the associated card transaction remains unresolved in the accounting system.

Technology 45

Technology audit auditor Expense Management 45

Accounting Insight

APRIL 14, 2025

Consider the following criteria to ensure your selection aligns with the unique needs of your accounting practice: Scalability: Evaluate whether the tool can grow with your practice and adapt to evolving needs. Integration Capabilities: Ensure seamless integration with existing accounting systems to avoid disruptions in workflow.

accounting firms 40

accounting firms Technology Account accountant 40

SchoolofBookkeeping

APRIL 3, 2025

When it comes to managing your accounting system, the Audit Log in QuickBooks Online (QBO) is the unsung hero you didn’t know you needed. The Audit Log in QBO is your backstage pass to understanding all the changes made in your accounting system. What is the Audit Log?

quickbooks 52

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Going Concern

DECEMBER 20, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #23636747 Certifications: EA Education: BS Experience (years): 5 years tax experience Work experience (detail): All in public accounting 5 tax seasons preparing returns for HNWIs and SMBs 300+ returns per season, 50-50 individuals, businesses Client-facing with S-Corps, partnerships, trusts Business development (..)

Real Estate 52

Real Estate Account accountant accounted 52

CPA Practice

DECEMBER 4, 2024

LeaseCrunch LLC , a leading lease accounting software company with over 650 CPA firm customers, has merged with Finagraph, a software provider specializing in real-time data collection and analysis through integration with industry-leading ERP and accounting systems.

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cpa firm CPA accounting software audit 52