Nancy McClelland, LLC

APRIL 5, 2025

Apps & Solutions Something that no webinar, demo or virtual conference can fully emulate is the unmatched experience of being able to research and compare various products, apps, and other tools, all under one roof with countless colleagues surrounding you who have actually implemented one or the other solution.

accounted

Accounting Today

JUNE 5, 2025

Of the roughly 100 students in our program, 15–20% are already working in accounting-related roles — bookkeepers, clerks or accounting assistants. All rights reserved. These students quickly realized how to apply what they were learning in class to their daily work.

accounted

Insightful Accountant

JUNE 11, 2025

Document Management : Utilize a virtual drive with tax software integration for secure document exchange. This AI-native solution seamlessly integrates all essential firm operations, ranging from CRM and billing to document management and client communication, into a unified, intelligent ecosystem.

general ledger

CPA Practice

JULY 28, 2025

OBannon In the first half of 2025, states made 408 sales tax rate changes and new rates – a 24% increase compared to the first half of 2024 – as many local governments continue to grapple with the state of the economy and generating revenue. a provider of indirect tax solutions. Rates and Rules Report from Vertex Inc. ,

Sales

Xero

JUNE 3, 2025

From April 2026, small businesses, sole traders and landlords will need to change how they report income tax to HMRC. New legislation, known as Making Tax Digital for Income Tax (MTD for IT ), is set to be introduced, sparking a shift in financial reporting requirements. The MTD for IT rollout will happen in phases.

Technology

CPA Practice

JUNE 30, 2025

From tax prep to asset management, invoicing and portals, and auditing to remote CFO functions, the services the accounting and tax pros provide are dependent on the technologies they use. The awards highlight the most useful technology for firms and clients.

Technology

Accounting Today

JUNE 13, 2025

Currently, the most common use cases for AI include: delivering faster and more responsive client services (33%), enhancing accuracy by reducing bookkeeping and accounting errors (33%), and streamlining workflows through the automation of routine tasks (32%). All rights reserved. By Jeff Stimpson June 12 Like what you see?

Technology

Accounting Today

JUNE 11, 2025

Practice management Private equity Succession planning MORE FROM ACCOUNTING TODAY Audit SEC plans ahead for PCAOB takeover The Securities and Exchange Commission is making plans in case it inherits the Public Company Accounting Oversight Boards duties if the tax bill passes. All rights reserved.

Technology

Insightful Accountant

JUNE 11, 2025

Click here to read the rest of the story. Expand Insightful Accountant Newsletter Like what youre reading? .

general ledger

Accounting Today

JUNE 16, 2025

Tax professionals gear up for a mad dash, auditors dive into quarter-end chaos, while leadership scrambles to balance capacity with unpredictable workloads. But the once-effective model of heavy lifting during tax season followed by a revenue drought isnt just outdated — its increasingly unsustainable. All rights reserved.

Technology

CPA Practice

JUNE 11, 2025

Jason Bramwell Outsourced accounting and artificial intelligence bookkeeping software provider Integra Global Solutions this week launched its AI Answering Services, an always-on receptionist solution tailored exclusively for accounting firms.

accounting firms

Accounting Today

JULY 23, 2025

EDT 5 Min Read Facebook Twitter LinkedIn Email Accountants and bookkeepers spend hours per week on client communication, from scheduling and confirming appointments to flagging paperwork deadlines and chasing invoices, especially during peak seasons. Giving back time to CPAs, bookkeepers and clients alike should be the goal.

Technology

Basis 365

NOVEMBER 26, 2024

Net profit , on the other hand, is what remains after all operating expenses, taxes, interest, and other costs are deducted from your total revenue. Newsletters, webinars or promotions are a great way to stay top of mind. Proper tax planning can significantly impact your net profit. Pay bills early if there is a discount.

Non-Profits

Accounting Today

JULY 9, 2025

Platform Accounting expands in Chicago Platform Accounting Group building in Holladay, Utah Platform Accounting Group has added Madison Street Advisors, formerly known as McCormick Tax Group, based in downtown Chicago, extending Platforms footprint in the Midwest. All rights reserved.

accounted

Accounting Today

JULY 25, 2025

SmartVault plans release of AI document management solution Document management Sutthiphong - stock.adobe.com Document management solutions provider SmartVault announced the upcoming release of SmartRequestAI, a new tool designed to transform the way firms collect client information and documents during tax season. All rights reserved.

Technology

CPA Practice

JULY 16, 2025

5000 fastest-growing firms list for three consecutive years, SAOS offers a flexible outsourced accounting model tailored to a business’s needs and financial requirements, including full or part-time bookkeeper, accountant, controller, or CFO. Founded in 2012 and recognized on the Inc.

Technology

Accounting Seed

NOVEMBER 21, 2024

Understanding accounting needs for nonprofits Bookkeeping, grant funding, payroll, taxes, audits—these are just some of the most common challenges that nonprofit organizations face on a regular basis.

accounting software

Accounting Today

JUNE 25, 2025

By Chris Gaetano 4h ago Technology Digits says its AI agents can automate 95% of bookkeeping Accounting platform Digits announced the launch of Digits Accounting Agents, which CEO Jeff Seibert said can outperform humans in terms of accuracy and speed. All rights reserved.

Technology

Nancy McClelland, LLC

MARCH 7, 2025

Tax seasonthat special time of year when caffeine consumption triples, restful sleep becomes a scavenger hunt, and your spouse and friends begin to question your sanity. If youre deep in the trenches of tax filings, bookkeeping clean-ups, and client questions that couldve-been-Google-searches, you know the struggle is real.

Technology

Accounting Today

JUNE 25, 2025

By Chris Gaetano 4h ago Technology Digits says its AI agents can automate 95% of bookkeeping Accounting platform Digits announced the launch of Digits Accounting Agents, which CEO Jeff Seibert said can outperform humans in terms of accuracy and speed. All rights reserved.

Technology

Accounting Today

JUNE 27, 2025

K1x launches 1099 aggregator Karen Roach/Karen Roach - stock.adobe.com Tax solutions provider K1x announced a major upgrade to its K1 Aggregator product, called Aggregator Plus , which adds automated Form 1099 data extraction to its patented, AI-powered tax platform. All rights reserved.

Technology

Insightful Accountant

JULY 11, 2025

From monthly bookkeeping and financial reporting to CFO-level strategic guidance, we deliver clarity and confidence through clean books, smart systems, and proactive support. What sets us apart is our ability to blend traditional accounting expertise with tech-forward solutions.

general ledger

Accounting Insight

MAY 9, 2025

In this blog, we answer all your FAQs related to MTD for Income Tax , as there remains uncertainty about HMRCs scheme. Weve taken key questions from webinars, events, and conversations with our customers, and put them all in one place, so we can clarify any confusion you may have. What is MTD for Income Tax? What is MTD for VAT?

income tax

CPA Practice

JULY 9, 2025

Madison Street Advisors, formerly McCormick Tax Group, is based in downtown Chicago and increases Platform’s presence in the Midwest region. Madison Street Advisors is a mid-size national tax planning and preparation firm with a focus on audit mitigation strategies and reduction of audit profiles.

Technology

Insightful Accountant

JUNE 12, 2025

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. a 1950s retro comic strip about a fictional bookkeeping firm.

Wyoming

Insightful Accountant

JULY 23, 2025

This past Monday Minute began a deeper look into the Accounting Agent that assist with bookkeeping and accounting tasks including banking transactions and more. Click here to read the rest of the story. Expand Insightful Accountant Newsletter Like what youre reading? .

general ledger

Accounting Today

JULY 29, 2025

Accountants also dedicate substantial time to recording activities, including (though increasingly automated by software) ledger entries, tax liability entries, transfer pricing, intercompany transactions, tax return preparation and preparing for SEC filings in publicly listed organizations. All rights reserved.

accounting and finance

Insightful Accountant

AUGUST 1, 2025

Siegel Solutions is a multi-skilled team of bookkeeping, accounting and accounting software experts. We offer a comprehensive range of professional services, bookkeeping, accounting, and accounting software consulting. As a Solution Provider, we are authorized to market, resell, implement and support all Intuit products.

general ledger

Accounting Today

JULY 11, 2025

The Abacus platform, which just went through its first tax season, automates data collection by pulling from client documents, past returns and standard forms—without a 7216 consent form required—and classifies, reconciles and pushes data directly into CPA workflows for review and filing. All rights reserved. Abacus announces $6.6

Technology

Accounting Today

AUGUST 5, 2025

AWG Wine Advisors offers accounting, bookkeeping, tax planning and preparation services, focusing on the winery industry. Last month, the private equity-funded firm added Madison Street Advisors , formerly known as McCormick Tax Group, based in downtown Chicago, extending Platforms footprint in the Midwest. All rights reserved.

New Jersey

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.

general ledger

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.

general ledger

Accounting Today

AUGUST 4, 2025

As the Tax Foundation put it, "American businesses will bear the costs of the next trade war." Advisory opportunities: Scenario planning for the near future; Market analysis; and, Tax advisory. When owners do not prepare, those businesses are sometimes excessively taxed, fought over, and ruined in the process of transfer.

accounted

Accounting Today

JUNE 25, 2025

With the IRS workforce reduced by 26% and significant tax law changes on the horizon, there are risks to next years filing season," Collins said. "It Other needed priorities: Digitizing processing of paper-filed tax returns, correspondence and other documents. ("IRS All rights reserved.

Technology

CPA Practice

JUNE 27, 2025

OBannon The CPA Practice Advisor Tax & Accounting Technology Innovation Awards honor new technologies that help accounting firms and their small business clients operate more efficiently and profitably through improved workflow, increased accessibility, or enhanced collaboration.

Technology

Accounting Today

JULY 8, 2025

EDT 2 Min Read Facebook Twitter LinkedIn Email OBBBA and gambling; a billing lesson from bookkeeping; BOI 2.0; and other highlights from our favorite tax bloggers. It is done Eide Bailly ( [link] ): For lawmakers, officials and tax experts, its been a whirlwind of activity and work. Tax strategies for law firm partners.

Real Estate

Accounting Today

JULY 21, 2025

For tax years after 2024, Section 174A permanently restores the ability to fully deduct domestic R&D expenses in the year they are incurred. This provides clarity and a powerful incentive for future innovation," noted Brett Johnson, the founder of Arvo Tech, which helps businesses maximize their tax strategies. All rights reserved.

Technology