Airbase

NOVEMBER 1, 2023

In a tumultuous economy, effective expense management is more important than ever. Effective expense management is often challenging due to the complexity and diversity of employee spending. Table of contents What is expense management? 12 best practices for expense management Get started with Airbase Expense Management.

Expense Management 130

Expense Management Technology NetSuite Spend Management 130

CPA Practice

MAY 24, 2023

Categories for this year’s awards range from online tax, research, and accounting systems, to remote engagement, practice management, document automation, workflow tools, apps for collaboration, mobile productivity, and more. We thank the more than 5,000 professionals who participated in voting this year.

Technology 98

Technology CPA accounting system Tax 98

Airbase

NOVEMBER 1, 2023

In a tumultuous economy, effective expense management is more important than ever. Effective expense management is often challenging due to the complexity and diversity of employee spending. Table of contents What is expense management? What is expense management? 1) Cloud-based expense management software.

Expense Management 130

Expense Management Technology NetSuite Approval Workflows 130

CPA Practice

MAY 23, 2023

Categories for this year’s awards range from online tax, research, and accounting systems, to remote engagement, practice management, document automation, workflow tools, apps for collaboration, mobile productivity, and more. We thank the more than 5,000 professionals who participated in voting this year.

Technology 92

Technology CPA accounting system Tax 92

Airbase

DECEMBER 5, 2023

5) Use a spreadsheet or an expense management solution to create the report. Expense reporting is a systematic approach to tracking, managing, and analyzing business spending. Here’s an overview of each category: Monthly expense reports: Purpose: These reports capture all expenses incurred by employees over a one-month period.

Approval Workflows 130

Approval Workflows Expense Management Entertainment Technology 130

Anders CPA

OCTOBER 3, 2023

Lending institutions should periodically reexamine their TRID management processes and evaluate its effectiveness as examiners remain laser-focused on the issue. Violations related to the loan estimate and closing disclosure remain common during regulatory examinations and can lead to consumer reimbursement for unfortunate lenders.

Education 96

Education CPA 96

MyIRSRelief

MAY 1, 2024

Here are the Top 20 Industries for US SMBs with under 100 Employees we can assist: Business Services (Specialized): This category remains prominent, but with a focus on specializations like marketing agencies, IT support, bookkeeping, and niche consulting services. Transparency in pricing prevents any future financial surprises.

Tax 130

Tax tax planning audit Non-Profits 130

Going Concern

AUGUST 25, 2023

and Canadian firms that participated in IPA’s 33rd Practice Management Survey, the 2023 IPA Best of the Best come in all sizes, ranging from $3.2 Of the 60 firms that appear in the “Best over $10 million” category we’re only going to hit the first ten for the sake of brevity. Chosen from 600 U.S. million to $1.6

public accounting 98

public accounting accounting firms Account accountant 98

CPA Practice

SEPTEMBER 27, 2023

The CPA Firm Management Association (CPAFMA.org) recently hosted an open chat forum where member firms discussed “amazing” accounting applications that had significantly improved firm productivity. By Roman H. Kepczyk, CPA.CITP, CGMA.

accounting apps 111

accounting apps Account accountant accounted 111

CPA Practice

MAY 22, 2023

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. The awards are not ranked or divided into categories.

CPA 98

CPA Tax Technology accounting firms 98

CPA Practice

MAY 9, 2024

There are other marketing benefits as well, including audience insights and segmentation, SEO strategies, brand management and reputation monitoring, project management, and market research and competitive analysis. Here are five best practices to help you craft effective marketing prompts.

cpa firm 72

cpa firm CPA payroll Technology 72

Airbase

NOVEMBER 29, 2023

Implementing accounts payable best practices can help your organization reduce risk, save time and money, foster strong vendor relationships, and create a better spend culture. You can better identify the best AP automation solution for your organization by following accounts payable best practices. Why you need AP automation.

AP Automation 130

AP Automation Technology accounts payable AP Processes 130

CPA Practice

OCTOBER 3, 2023

next year, according to a CPA Practice Advisor analysis of public accounting pay data provided by specialized staffing firm Robert Half. In the public accounting category, Robert Half provides projected 2024 starting salaries for eight positions: four in tax services and four in audit and assurance services. Senior associate: 0.9%

public accounting 121

public accounting Account accountant accounted 121

Basis 365

AUGUST 1, 2023

One key aspect of achieving this is implementing robust spending management practices. By actively managing your organization's spending, you can identify areas for optimization, reduce unnecessary expenses, and make informed decisions that align with your strategic objectives.

Spend Management 98

Spend Management Expense Management Education Account 98

CPA Practice

AUGUST 23, 2023

by revenue were lauded by Forbes for having excellent management consulting practices. Forbes unveiled its eighth annual list of America’s best management consulting firms , which is accumulated through a survey of industry insiders and clients. Six of the top seven public accounting firms in the U.S.

Management Consulting 52

Management Consulting top accounting firms accounting firms Account 52

Accounting Insight

MARCH 4, 2024

Continuing its global rollout, the award-winning CCH iFirm is set to transform British tax and accounting practices by improving their efficiency and productivity Wolters Kluwer Tax & Accounting (TAA) has launched CCH iFirm ®, its award-winning cloud-based practice management and compliance software platform, in the U.K.

Tax 59

Tax Account accountant accounted 59

SkagitCountyTaxServices

MARCH 13, 2024

No business management technique is sacred anymore. I think that could be said for most tasks within business management. It’s worth a listen if you fall in this category. Instead of adjusting the prior year’s figures based on anticipated changes, ZBB allocates zero dollars to each expense category. And rightly so.

Texas 84

Texas Start-ups Washington CPA 84

Airbase

AUGUST 2, 2023

At Airbase, I’m the controller of a 300-person tech company without a dedicated procurement professional, so the responsibility to ensure that the procurement function is being fulfilled (policy compliance and vendor management) falls to me. There are different definitions of spend under management.

Spend Management 130

Spend Management Spend Management Tools Spend Management System accounts payable 130

Going Concern

APRIL 25, 2023

We’ve been tipped to unexpected promotion results and pointed to a thread on r/Deloitte that breaks it down: I just met with my coach and although I was rated as strong in all categories, the firm has decided to defer my promotion for 1 year. Higher end for all categories, recommendations from leaders, many strong impacts, etc.

audit 104

audit Tax 104

Withum

OCTOBER 4, 2023

This year, Withum team members Bill Bradshaw , Lauren Naples and Ed Mendlowitz are honored in three of the seven Ovation Award Categories. Woman to Watch Lauren Naples, Senior Manager and Team Co-Leader of Education Services, was selected as a Woman to Watch honoree.

New Jersey 105

New Jersey Education Hospitality public accounting 105

Basis 365

DECEMBER 18, 2023

Here are the three main categories of cash flow on the Statement of Cash Flow that you need to understand: Operating Cash Flow: This measures the cash generated by your core business activities, including sales, operating expenses, and inventory changes. Add them back to your net income to get a more accurate picture of your cash flow.

accounts payable 111

accounts payable Non-Profits accounting and finance accrual accounting 111

CPA Practice

MAY 17, 2024

As of this writing, I’m particularly anticipating the CPA Practice Advisor Mashup event at AICPA Engage, where I’ll present a version of Tech Update, which is the motivation for this column. Over 20 companies are developing and delivering products in this category today. We’ll see many of these announcements in the summer and fall.

Technology 52

Technology accounting firms Account accountant 52

Airbase

AUGUST 11, 2023

In other words, moving to a continuous close is a cultural change and a shift in accounting procedures However, the monthly close has long been a cornerstone of accounting practice. Accounting information like categories and tags are also verified before spending takes place, reducing the need to resolve errors during the close.

Technology 244

Technology accounting and finance NetSuite Finance 244

CPA Practice

OCTOBER 11, 2023

Last week, specialized staffing firm Robert Half released its 2024 Salary Guide , and an analysis of the pay data by CPA Practice Advisor revealed a 3.6% average increase in starting salaries for tax roles in public accounting next year and a 3.8% average increase in starting salaries for positions in audit and assurance in 2024.

public accounting 115

public accounting accountant salary Account accountant 115

TaxConnex

APRIL 15, 2021

As a result, each state has a different tax framework, with varying rules around everything from tax liability and tax rates to exemption categories and reporting requirements. Given the wide variety of rules and the rapid rate of change, every business selling into the US faces several practical compliance challenges.

Sales 131

Sales Tax 131

Withum

DECEMBER 14, 2023

Project managers have the role of ensuring project success. This includes not only managing risk to ensure timely and successful project delivery but also identifying, assessing and responding to potential risks that can impact project outcomes. Project managers need to recognize risks before they escalate into issues proactively.

Management Consulting 52

Management Consulting audit Technology 52

Withum

SEPTEMBER 11, 2023

Environmental factors such as energy efficiency, waste management, pollution control, carbon emissions, etc., Governance factors consider board and executive compensation, transparency, accountability, risk management, and ethics. Management’s use of this information can help guide retention and diversity efforts.

E-commerce 105

E-commerce Government accounting standards Education 105

Mark Lee

DECEMBER 12, 2023

My advice in this blog post about safeguarding your practice largely concerns only what I might call ‘simpler’ clients. Many of the sole practitioner accountants I speak with often suggest that a majority of their clients are in categories 3 and 4 above.

tax return 94

tax return Tax bookkeeping bookkeeping services 94

CPA Practice

SEPTEMBER 1, 2023

a financial management app for expenses and corporate cards, has announced the release of enhanced insights and custom reporting functionality, built with expert input from top accounting leaders. Even better, our Account Managers are standing by to help with everything from basic questions to best practices,” says Barrett.

account management 52

account management accounting manager Account accountant 52

CPA Practice

APRIL 27, 2023

The new members are: John DeVita, Principal and Portfolio Manager, Altrinsic Global Advisors, LLC John Helfst, Managing Director, 1919 Investment Counsel, LLC Minesh Patel, Senior Director and Sector Lead – US Leveraged Finance, S&P Global Ratings.

Real Estate 52

Real Estate Entertainment accounting and finance accounting firms 52

Airbase

APRIL 18, 2023

The rapidly evolving spend management market is once again experiencing a breakout moment. As the category leader and pioneer, Airbase is the first and only spend management platform to now offer Guided Procurement — intake functionality for all purchasing. Guided Procurement as a game changer for modern spend management.

Modern Spend Management 130

Modern Spend Management Spend Management Approval Workflows audit 130

SkagitCountyTaxServices

JANUARY 10, 2024

owner=19530343 And if you’re like me, you’re highly motivated right now to implement better email inbox management, after digging out of your holiday-lagged inbox last week. And since roughly 55 percent of all emails are spam, email inbox management strategies are desperately needed. Even baby steps here count.

Start-ups 75

Start-ups CPA Gaming Technology 75

CPA Practice

MAY 10, 2024

A broad category of exempt organizations must file returns with the IRS each year, including hospitals, private foundations, universities, churches and many others. The proposed regulations rely on Assets Under Management (AUM) as the sole determinant for regulatory thresholds.

cpas 115

cpas CPA Non-Profits Education 115

CPA Practice

NOVEMBER 6, 2023

in net revenue over the previous year, according to the 2023 National Management of an Accounting Practice (MAP) Survey. Other key findings of the survey: Average compensation for different categories of positions within the profession increased in a range between 5% and 14%, compared to fiscal year 2020.

Texas 114

Texas Georgia accounting and finance Virginia 114

CPA Practice

MARCH 14, 2024

With AI-generated narratives, based on a single insight or multiple related insights in Oracle’s Intelligent Performance Management (IPM) Insight, organizations gain richer context and actionable explanations to drive smarter decisions.

accounting and finance 52

accounting and finance Finance Sales Manufacturing 52

ThomsonReuters

JUNE 23, 2022

The User Guide explains that the content covers seven categories: SRA basics; security policies, procedures, and documentation; access management and workforce training; technical security procedures; physical security procedures; business associates; and contingency planning. Contributing Editors: EBIA Staff.

Healthcare 98

Healthcare Tax Technology Account 98

Withum

FEBRUARY 8, 2022

Previously, Withum received this designation in the Tax category. John Mortenson , Practice Leader and Managing Director Withum Assurance and Accounting Services. This prestigious award is presented by Forbes and Statista Inc., the world-leading statistics portal and industry ranking provider.

accounting firms 111

accounting firms Tax Account accountant 111