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

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.

corporation tax

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

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

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

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

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

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

CPA Practice

JULY 29, 2025

The expanded offerings deliver a fast, innovative B2B payment experience for both buyers and suppliers at an opportune time when embracing the digitization of commercial payments is increasingly moving from optional to essential.

B2B

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

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

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

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

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

CPA Practice

JULY 24, 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

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

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

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

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.

Account

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

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

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

CTP

MARCH 10, 2025

Have you ever had a client bring you a tax strategy that sounded too good to be true? Even if a tax savings idea is setting off alarm bells for you, you may not be sure how to refute it when your client is the one bringing it up with enthusiasm.

Tax

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

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

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

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

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

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

CTP

AUGUST 6, 2025

When working with clients on real estate investments, you will need to prepare them for a higher level of tax complexity. This might mean encouraging them to think farther ahead than they are inclined to, considering how long they see themselves holding onto a property and when they might want to sell it.

Real Estate

SkagitCountyTaxServices

JULY 30, 2025

Think: faster transactions, low-fee payment rails, and a potential future where B2B payments, vendor transactions, and even payroll can be done with greater flexibility. But this law matters for you, and here’s why: For the first time, we now have federal guardrails around digital assets.

Tax

CTP

AUGUST 6, 2025

Working with clients who are getting into real estate investing can be an optimal situation for you both. These clients need a seasoned tax professional who can advise on how to reduce taxes on their investment income.

Real Estate

CTP

AUGUST 6, 2025

Budding real estate investors may not realize that their tax bill could be dramatically impacted by their decision on how to hold their properties. Whether they’ve created a C corporation, a pass-through entity, or simply own the property as an individual, each set up comes with its own limitations and its own tax reduction opportunities.

Real Estate

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

CTP

AUGUST 6, 2025

For tax planners, taxpayers venturing into the world of investment can make great clients. Investing can be lucrative but also introduces new complexities to your tax plan—and that is where you can offer much-needed wisdom and support. This can especially be true for clients interested in real estate investment.

Real Estate

CPA Practice

AUGUST 12, 2025

John Strabley has been CEO of International Monetary Systems (IMS), one of the country’s leading third-party B2B barter exchanges, since 2011. This is a necessity during these trying economic times, when preserving cash is a priority. Based in the Milwaukee area, IMS operates in more than 40 cities nationwide.

Technology

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