Airbase

DECEMBER 5, 2023

This blog explores the critical importance of these reports, delving into how they contribute to financial transparency, regulatory compliance, and the overall efficiency of business operations. Let’s get started on improving your expense reporting processes! 1) Gather and organize your receipts and expense documentation.

Approval Workflows 130

Approval Workflows Expense Management Entertainment Technology 130

Xero

JANUARY 30, 2024

Property investment accounting, or landlord accounting, manages your property portfolio assisting with tax compliance and return on investment. Your success lies in solid financial and legal foundations to weather storms – real or metaphorical. Your primary residence is usually exempt. personal expenses from property use).

Account 93

Account accountant accounted accounting and finance 93

ThomsonReuters

MAY 16, 2024

While adoption isn’t yet fully widespread, more than half of the professionals surveyed in the 2024 Generative AI in Professional Services Report believe that they should use GenAI in their daily work — and they’re already planning for the specialized tools that will create this reality. Tax research and compliance.

Tax 52

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ThomsonReuters

JULY 6, 2023

This trend is picking up pace as traditional accounting firms seek more strategic and meaningful work that goes beyond just tax returns. Offering your clients proactive advice through accounting advisory services is especially important as the regulatory and legislative landscape continues to become increasingly complex.

Account 98

Account accountant accounted tax return 98

ThomsonReuters

APRIL 1, 2024

One of the most important considerations when building a comprehensive practice management solution is ensuring that your systems can communicate with one another. That allows you to gain 360-degree visibility and context into which operational practices aren’t running optimally. How future-proof is your firm?

Tax 52

Tax Account accountant accounted 52

Xero

JUNE 22, 2022

Since the pandemic’s arrival, many practices have had no choice but to adapt to an environment where uncertainty is the new norm. And despite some persistent challenges – such as hiring staff and rapid regulatory changes – this evolution has also brought about countless chances to grow, connect and innovate. . The tricky part?

Non-Profits 86

Non-Profits Technology bookkeeping Start-ups 86

DuctTapeMarketing

JANUARY 6, 2021

The Ultimate Guide to Finding and Hiring a World-Class Marketing Manager written by Kyndall Ramirez read more at Duct Tape Marketing. When you first start your business, you’re wearing every hat—you’re overseeing every single aspect of the company: Accounting , check. . Sales outreach , add it to your to-do list.

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Acterys

FEBRUARY 7, 2023

No matter what your business looks like at present, it is essential to establish a successful inventory plan and management strategy to ensure the success of your business. Imagining the potential that data holds to inform your future inventory needs can be an incredibly powerful tool. Let’s dive in.

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ThomsonReuters

JULY 6, 2023

From advising on mergers and acquisitions to specializing in accounting and advisory in your clients’ specific industry, there are many ways to take advantage of this unique opportunity. Business advisory services are built into client engagements from the start and are centered upon the ways your firm can help clients achieve their goals.

accounting firms 98

accounting firms Account accountant accounted 98

ThomsonReuters

JULY 6, 2023

Accountants have the knowledge and experience necessary to work as trusted advisors to the public or within a company, so your certification qualifies you for a variety of career paths. According to The Wall Street Journal , more than 300,000 U.S. But where do you start? Why are so many accountants quitting?

Account 98

Account accountant accounted accounting and finance 98

ThomsonReuters

NOVEMBER 23, 2023

Global supply chains are getting more difficult to manage by the day, making it all the more important for businesses to use every advantage they can get. Specifically, they offered insights into the benefits of shipping between multiple foreign trade zone locations and discussed how to identify opportunities for savings.

Tax 105

Tax Government audit Retail 105

ThomsonReuters

JULY 6, 2023

In today’s ultra-competitive business landscape, being an accountant means far more than preparing tax returns or compiling financial statements. But what does accounting advisory mean and how can your firm take advantage of this unique opportunity to showcase your knowledge and build deeper relationships with your clients?

Account 88

Account accountant accounted tax return 88

Xero

AUGUST 3, 2023

Xerocon is fast approaching: the best forum to hear about the latest innovations within Xero, get inspired and connect with other accountants and bookkeepers. What are the key pain points in your practice? What processes could be automated or made more efficient? What do your clients need most?

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bookkeeping Start-ups Maine Account 78

Xero

OCTOBER 3, 2023

From your local plumber and barber, to your favourite cafe, these small businesses sit at the heart of our communities. Just 30% of small businesses (0-9 employees) have increased their use of digital technologies since 2019, compared to 69% for larger SMEs. But when the right tools are used, they can transform a business.

Technology 94

Technology Start-ups Account accountant 94

Snyder

NOVEMBER 17, 2022

Tailoring your offer to your customers, marketing your firm, choosing the latest technology, or providing excellent customer care – it all becomes very important in this competitive market. No one can be an expert in all those areas, that’s why finding a helpful blog for accountants is such a great idea.

Account 52

Account accountant accounted bookkeeping 52

Ryan Lazanis

FEBRUARY 14, 2023

In this article, you’ll find out: What SEO for accountants is Why it’s important for your firm’s growth 14 practical tips & tricks to boost your website to the top of Google Let’s go! What is SEO for Accountants? That’s because I had previously optimized the website for local SEO search results.

Account 97

Account accountant accounted accounting firms 97

ThomsonReuters

MARCH 19, 2024

From an accountant’s perspective , generative AI opens the door to much more streamlined and highly efficient processes, particularly when it comes to tax research as it can provide instant access to insight on tax laws and analysis. But what exactly are the risks?

Tax 52

Tax Technology Education auditor 52

ThomsonReuters

JUNE 28, 2023

If you’re a tax firm leader looking to differentiate yourself from the competition, providing your clients with insight into their ESG data is a great way to set your firm apart. Many businesses don’t even know where to start. But that’s where your expertise comes in.

Tax 98

Tax auditor audit Technology 98

ThomsonReuters

JUNE 16, 2023

Is your firm running its gears on outdated accounting technology? How do you know when your accounting technology is outdated? Does your current software lack the ability to automatically download and install subsequent releases and updates? What are the risks of using outdated accounting software?

Technology 98

Technology Account accountant accounted 98

SkagitCountyTaxServices

JANUARY 5, 2024

So, what are some of your goals for 2024? I’d love to hear more about them… especially any that pertain to your Skagit County business. And one thing you should not procrastinate on this year is filing your Beneficial Ownership Information report (BOI). This strategy can significantly reduce your tax liability.

Tax 77

Tax financial statements Sales Legal 77

Withum

JANUARY 22, 2024

In my last two blogs in this series on how to use Power Automate, I discussed best practices on how to get started and then the planned updates for release wave 1 scheduled for mid-2023. For example, in the past, if an employee left your organization, an admin would manually reassign the ownership of each flow to a new owner.

Technology 59

Technology Start-ups Maine 59

Acterys

JUNE 16, 2023

Financial budgeting serves as a critical aspect of business planning, allowing organizations to effectively allocate their financial resources and gain valuable insights into their operations. At its core, a financial budget helps determine your cash flow and make adjustments based on the business plans and market environment.

Finance 130

Finance accounting and finance Sales Start-ups 130

Going Concern

MAY 3, 2024

While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. If you have something to say about any stories linked here you are welcome to contact the editor or hit us up on Twitter @going_concern. Practice The PCPS CPA Firm Top Issues Survey is open!

institute of chartered accountants 93

institute of chartered accountants Technology cpas chartered accountant 93

ThomsonReuters

MARCH 28, 2022

You ’ ve found the ideal tax and accounting research solution for your firm. With features like interactive workflow tools, relevant analysis, and up-to-date guidance, you ’ re certain that this software will save you time while getting to trusted answers — and have a positive impact on you, your team and your clients. .

Tax 98

Tax Start-ups Technology Account 98

ThomsonReuters

MARCH 22, 2022

Because trust is central to communication between CPA firms and clients, transparency needs to be the foundation of your communication style. Transparency breeds trust because it lets your client know that you aren’t trying to hide anything. Tip 1: Give accounting clients a heads up about surprises.

Account 98

Account accountant accounted cpa firm 98

Nancy McClelland, LLC

NOVEMBER 8, 2023

One of my favorite books when I was a kid was “ Hail, Hail, Camp Timberwood ,” about a girl who goes to summer camp for her first time. After a moment of total confusion, the girl leans in and says, “Don’t worry – we don’t actually know each other. Kelly Gonsalves is hosting a star-studded one with Insightful Accountant – sign up here.

quickbooks 98

quickbooks bookkeeping Start-ups Account 98

Xero

OCTOBER 31, 2022

Invoicing is one of the most critical parts of running a business or practice. That’s why we’re committed to providing you with a smart and simple way to create and send an invoice, so you can work more efficiently, get paid on time and give your customers a better experience. Features exclusive to new invoicing.

audit 93

audit Tax Technology Account 93

Xero

NOVEMBER 23, 2022

What an incredible day it was, meeting the more than 750 accountants and bookkeepers who showed up to engage with the community, share their knowledge and expertise. It is clear that practices and SMEs alike are looking to remain competitive in this tough post pandemic business climate. Trusted insights. Adopt cloud accounting.

bookkeeping 78

bookkeeping Education accounting and finance payroll 78

xendoo

DECEMBER 6, 2021

Between skyrocketing holiday sales, extended hours, and juggling multiple duties, it can be difficult to find a moment to stop and think about preparing for 2022. . What metrics can be used to predict and measure success? What steps can be taken to effectively prepare your business for the new year? . Where do you start?

bookkeeping 98

bookkeeping financial statements tax preparation online accounting 98

Snyder

AUGUST 12, 2022

As an entrepreneur, one of the most important phrases that should always be on your buzzword list is data-driven insights. This article will help you understand what are data-driven insights and how you can improve your business using data-driven attribution. Understanding Data-Driven Insights.

Maine 59

Maine Start-ups E-commerce 59

Snyder

OCTOBER 31, 2022

Whatever the reason, selling on Shopify may become your solution as it’s really easy and convenient. In this article, we’ll answer all your questions so you can have a better picture of what it’s like — to start your own small business with Shopify. How to add helpful pages to your Shopify store?

E-commerce 97

E-commerce Start-ups Tax Sales 97

ThomsonReuters

SEPTEMBER 19, 2023

Jump to: Job security: AI is an enhancement, not a replacement Making AI work for you: Best practices for tax professionals A collaborative future with AI The dawn of artificial intelligence (AI) has sparked concerns across various industries about the potential replacement of human workers with machines.

Technology 52

Technology Tax tax preparation tax return 52

Ryan Lazanis

SEPTEMBER 6, 2023

Why You Should Use a Client Portal Why You Shouldn’t Use a Client Portal What Features Should You Look For in a Client Portal? Why You Shouldn’t Use a Client Portal Considering the reasons I mentioned in the previous section, using a client portal appears to be an essential tool for accounting firms.

Account 98

Account accountant accounted Technology 98

ThomsonReuters

AUGUST 1, 2023

Thomson Reuters set out to answer that question by surveying more than 100 CPAs who are currently employed as accountants. The results show that tax and accounting professionals know exactly what they want in an employer—and here’s how firms can heed the call. hours per week, a reduction of about 12%.

Account 98

Account accountant accounted accounting firms 98

ThomsonReuters

FEBRUARY 9, 2024

In this blog, we will dive into the details of four notable tax laws that have been introduced into legislation and deserve our attention. The generation-skipping transfer tax applies to certain transfers made to individuals who are two or more generations younger than the transferor, with a maximum tax rate of 40%.

Tax 110

Tax tax return Technology income tax 110

Withum

JULY 28, 2023

Having power and not using it to influence others or having influence without using it to make those around you better is a waste of your gifts. For starters, I know Bob Dilenschneider longer than almost anyone else, having met him when I was starting my practice and he had first arrived in New York from Chicago.

New York 52

New York Tax 52

Xero

AUGUST 15, 2022

With a riverfront venue and a summer date, we can’t wait to welcome you – whether you’re a Xero user, or a cloud accounting enthusiast – back for two days of insights, inspiration and networking. Well, wonder no more because we’ve pulled together these suggestions to help you get the best experience possible at Xerocon New Orleans 2022.

bookkeeping 65

bookkeeping account management accounting manager Start-ups 65