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

CPA Practice

JULY 15, 2025

OBannon Billtrust , a B2B accounts receivable workflow and payment software market leader, has added new innovations in its Collections solution, delivering a new standard for AR teams by unifying advanced automation, AI-driven insights, and seamless agentic AI workflows.

Technology 59

Technology accounted Account accountant 59

CTP

OCTOBER 30, 2024

Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish governance and control, and foster their family legacy.

Tax 97

Tax Real Estate cpa firm tax return 97

CPA Practice

JUNE 18, 2025

Previously, Lindsey held leadership positions at Relias, a B2B software company serving healthcare organizations, where she led product marketing teams and stood up a corporate marketing function.

Technology 115

Technology audit Healthcare payroll 115

CPA Practice

DECEMBER 2, 2024

Fintech firms that are focused on regulatory compliance, real-time payment systems, and streamlined B2B solutions are prime candidates for funding, as these areas promise stability and lower-risk revenue growth.

Technology 52

Technology Healthcare B2B accounting firms 52

CPA Practice

JULY 14, 2025

OBannon Firm Management July 11, 2025  Building Newsletters People Actually Read (and Click) 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.

West Virginia 51

West Virginia Technology Pennsylvania accounting and finance 51

CTP

FEBRUARY 24, 2025

The rise of remote work has impacted the majority of industries across the U.S. The Bureau of Labor Statistics found that between 2019 and 2021 the percentage of remote workers rose from less than 17% to over 39% among professional, scientific, and technical servicesincluding tax professionals.

Tax 59

Tax cpas Education Legal 59

CTP

OCTOBER 28, 2024

In recent years, tax planners have increasingly been recruited to work alongside family offices. If you’ve heard about this trend or received an invitation yourself, you may be wondering what exactly working with a family office would entail.

Tax 105

Tax Government Real Estate payroll tax 105

CTP

JUNE 9, 2025

Each new day brings a new headline about upcoming changes to tax law. As Congress weighs major decisions on the renewal of Tax Cuts and Jobs Act (TCJA) provisions and the White House issues new tariffs, tax planners may find themselves scrambling to provide answers and reassurance to their clients.

tax planning 90

tax planning Tax income tax Education 90

CTP

APRIL 21, 2025

When you think of up-and-coming business opportunities, you likely dont think of student athletes. As a result of recent court cases, athletes have gained the ability to receive a financial profit anytime their name, image, and likeness (or NIL) is used.

tax planning 52

tax planning Tax Non-Profits Sports 52

Accounting Today

JUNE 25, 2025

B2B payments platform that strongly aligns with our 3x3 strategy and U.S. Cassidy last year said this refers to Xeros three largest market opportunities of the U.S., and Australia, as well as the three "super jobs" of core accounting, accounts payable and receivable, and payroll. Were thrilled to announce were acquiring Melio, a leading U.S.

Technology 59

Technology tax preparation audit accounts payable 59

CTP

MARCH 21, 2025

When it comes to choosing an entity type, many entrepreneurs are drawn to S corporations and may make an election without truly weighing the pros and cons of each option.

Tax 89

Tax tax planning Maine accounted 89

CPA Practice

JUNE 18, 2025

Most recently, he served as Vice President of Go-to-Market Commercial Strategy and Vice President of Product Management at PG Forsta, a global B2B SaaS enterprise customer experience and market research company. an enterprise B2B SaaS innovation platform serving Fortune 500 companies. Thanks for reading CPA Practice Advisor!

Technology 71

Technology payroll accounting and finance audit 71

CTP

MARCH 24, 2025

The Tax Cuts and Jobs Act (TCJA) brought about far-reaching changes in the world of tax law. Though recent conversations have fixated on the soon-to-expire tax provisions, TCJA also introduced permanent changes that tax professionals can lean on to bring tax savings to their clients.

Tax 52

Tax accounted Account accountant 52

CTP

JANUARY 22, 2025

Saving for retirement is one arena where tax planners can provide value to their clients. Even your financially savvy clients may not be aware of the strategies they can use to increase the amount of money available during retirement and decrease the amount lost to taxes. One underutilized strategy is to leverage health care savings tools.

Tax 89

Tax Expense Reimbursements Non-Profits accounted 89

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.

accounted 52

accounted Account accountant CPA 52

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.

Tax 52

Tax Real Estate income tax corporation tax 52

ThomsonReuters

APRIL 8, 2025

When a government introduces CTC regulations, it typically starts with B2B invoicing on the manufacturing and sales side of the supply chain. The impact of supply chain on AR and AP processes The supply chain consists of five key components: sourcing, procurement, manufacturing, shipping, and sales.

Technology 52

Technology E-commerce AP Processes Non-Profits 52

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 59

B2B accounted Account accountant 59

CPA Practice

JULY 1, 2025

His deep expertise in B2B SaaS and enterprise software makes him an excellent fit for the AuditBoard team. “I At Paycor, Villar was instrumental in accelerating product innovation to better deliver for customers and scaling operations. 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

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. Drive project success: Boost profitability of jobs and projects For service-based businesses, understanding the profitability of each job or project is critical.

payroll 56

payroll Expense Management Sales accounting and finance 56

CTP

FEBRUARY 28, 2025

Technological competence for tax practitioners is receiving increased attention from the IRS. Circular 230, which outlines rules governing those who practice before the IRS, has an entire section on competence.

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. No install required. Complete flexibility with dimensions: As many dimensions and hierarchy levels as required.

Approval Workflows 130

Approval Workflows audit Government B2B 130

CTP

JANUARY 17, 2025

One of the many roles we play as tax planners is as the taxpayers audit support system. Just the word audit can cause the typical taxpayer to panic. We can help reduce taxpayer stress by orienting them to audit basics long before that notice comes in the mail.

audit 96

audit Tax auditor tax return 96

CTP

DECEMBER 2, 2024

Despite your best efforts as a tax planner, your client may still end up facing an audit. Since some audits are randomly chosen, this is an unavoidable reality for those of us in the tax field. The question is: what is our role when it comes to supporting our clients through an audit? Where do our responsibilities begin and end?

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. “The automation and support provided by Avalara have transformed our tax processes, allowing us to focus on our core business and future growth.”

Technology 75

Technology Tax South Dakota NetSuite 75

Withum

MARCH 20, 2025

Withum is proud to share that Lilit Nersisyan , CPA, has been recognized by LA Times B2B Publishing as a Banking & Finance Industry 2025 Visionary. The list includes the top trusted advisors in the Los Angeles area who routinely rise to meet ongoing challenges and help create financial security.

Finance 93

Finance audit B2B CPA 93

Insightful Accountant

JUNE 19, 2025

With a background in military leadership and decades in the payments industry (JP Morgan Chase, First Data/Fiserv), Kevin shares how Bill360 is purpose-built to simplify B2B A/R. Host Gary DeHart welcomes Kevin Sisk, President of Bill360.

B2B 59

B2B 59

Insightful Accountant

JUNE 8, 2025

This eBook created by Bill360, is an insightful guide to understanding how artificial intelligence is already reshaping core areas of B2B. AI is no longer a futuristic concept reserved for Silicon Valley—it’s here.

B2B 97

B2B 97

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

DECEMBER 30, 2020

With trade shows canceled and enterprise digitization accelerated, 2020 was a big year for the adoption of B2B eCommerce. Even before the pandemic hit, the B2B eCommerce landscape was heating up as businesses sought greater efficiency. The Rise of the Marketplace.

B2B 121

B2B Finance Sales Manufacturing 121

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

SEPTEMBER 29, 2020

Separately, research finds B2B payments as the key driver behind surging instant payments volume in the years ahead. In addition to the expanded Accelerate program, Mastercard is also embracing blockchain for B2B use cases. B2B Payments To Drive Instant Payments Adoption. European Union Next To Ease Crypto Adoption.

B2B 129

B2B B2C accounts payable accounting and finance 129

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. A World Of Opportunity.

B2B 128

B2B accounts payable accounted Account 128

PYMNTS

AUGUST 3, 2020

When it comes to B2B payments fraud, it’s not a matter of if it happens, but when. While eliminating paper is a much-needed first step to combatting B2B payments fraud, electronic payments aren’t immune to the risk, either. “Everybody needs to be suspicious,” he said.

B2B 131

B2B accounts payable Start-ups accounted 131

PYMNTS

NOVEMBER 4, 2020

India's Tradologie is looking to make the country a "self-reliant and self-sustaining powerhouse" through a B2B platform that facilitates uninterrupted trade for both local and foreign parties. Working with the enterprise, he said, can help with the addition of layers to soothe friction in the B2B onboarding process.

B2B 117

B2B Manufacturing 117

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