Fri.Mar 07, 2025

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From Chaos to Order: How to Improve Workflow & Client Communication

Canopy Accounting

From elevating client communication to improving workflows, this guide will help you turn chaos to order.

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Enhancing Financial Transparency: Effective Budgeting and Reporting for Vacation Ownership Resorts

Withum

Vacation ownership resorts operate in a unique segment of the hospitality industry, requiring solid financial management to ensure sustainability, profitability and guest and owner satisfaction. Effective budgeting and financial reporting are crucial for these entities to manage their resources efficiently, meet regulatory requirements, and provide transparency to stakeholders.

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How I Stay Sane During Busy Season (Mostly… Arguably… Okay, Just Don’t Ask My Husband About It)

Nancy McClelland, LLC

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. But after 23 years, I feel like Im finally finding my groove and because I dont want it to take you as long to figure out as it did me, Im sharing tips and tricks that have b

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Could Musk's DOGE layoffs hurt the IRS's fight against fraud?

Accounting Today

Tax pros' worries about the impact of Elon Musk's Department of Government Efficiency on the Internal Revenue Service include increased fraud and filing delays.

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Your Accounting Expertise Will Only Get You So Far: The New Way To Lead

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. But if you’re aiming for the summit, the air gets thinner, and what got you here won’t be enough to get you to the top. 🗻 What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level. The higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.

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AICPA Releases Statement on IRS Services for this Tax Season

CPA Practice

In the wake of recent reports of workforce reductions at the Internal Revenue Service (IRS), President and CEO, Mark Koziel, CPA, CGMA, of the American Institute of CPAs (AICPA) released the following statement.

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The most common errors on tax returns

Accounting Today

Everyone knows tax pros don't make mistakes, but it can't hurt to doublecheck for these mistakes before filing.

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Bridging the Gap: Randy Crabtree on Mental Health & Burnout in Accounting

Insightful Accountant

In this episode of Accounting Insiders, host Gary DeHart talks with Randy Crabtree, CPA & co-founder of Tri-Merit Specialty Tax, about the Bridging the Gap Conference (July 22-24, 2024, Denver).

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Can a U.S. Tax Court Decision Be Appealed?

CPA Practice

Even though the Tax Court is commonly thought of as the forum of last resort for appealing tax bills and other IRS issues, there is a way to appeal a Tax Court ruling. However, the chances of success of these appeals are often relatively low.

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Types of Accounts in Accounting to Memorize

Patriot Software

Youve heard about debits and credits. You know they increase and decrease certain accounts. But, how much do you know about the accounts they affect? There are five types of accounts in accounting. If you dont know what they are, your crash course has arrived.

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Michigan Businessman Found Guilty of Employment Tax Crimes

CPA Practice

A federal jury convicted a Michigan businessman on March 5, 2025, for not paying employment taxes and not filing his own individual income tax returns.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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As AI rises in importance, so too does AI governance

Accounting Today

Panelists at today's Schellmancon event said that last year saw a great increase in AI oversight, governance and regulation, and that this trend will likely not only continue but accelerate this year.

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The Tax Blotter – March 7, 2025

CPA Practice

The Tax Blotter is a round-up of recent tax-related news briefs.

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SEC gives guidance on EDGAR

Accounting Today

The Securities and Exchange Commission's new EDGAR system will go live on March 24.

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Transforming Accounting: RightNOW25 Conference

Insightful Accountant

RightNOW25, hosted by Rightworks, is set for its second annual conference in Nashville, TN. This event, beginning May 19, 2025, offers a unique opportunity to dive deep into the latest trends and technologies in the accounting profession.

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Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.

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AICPA in discussions with IRS over tax season worries

Accounting Today

The American Institute of CPAs is monitoring the situation at the IRS amid reports of heavy layoffs, stressing the need to maintain services during tax season.

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Is Your Accounting Firm Making These Marketing Mistakes?

Insightful Accountant

Join Janel Sykora and earn CPE credit as she discusses the top 5 marketing mistakes accounting firms make (and how to fix them).

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Tech news: Avalara rolls out 29 new integrations

Accounting Today

Plus, Xero debuts "reconcile period" feature; EisnerAmper appoints David Frigeri as chief artificial intelligence officer; and other accounting tech news.

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Winning Auditor Malpractice Cases

FraudFiles

Winning a case against an auditing firm when there is a sizeable fraud (such as the Koss Corp. embezzlement) or the collapse of a Ponzi scheme (such as the Bernie Madoff case) is not easy. Simply because there is a fraud, a business failure, or a pyramid scheme collapse, the auditors are not necessarily at [.

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8 Pillars of Leadership Development

Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.

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On the move: Withum donates $50K for wildfire relief

Accounting Today

KPMG elects next CEO and opens first Big Four-owned U.S. law firm; EisnerAmper names chief artificial intelligence officer; and more news from across the profession.

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Why Endpoint Security Matters in a Zero Trust Architecture [2025 Guide]

Ace Cloud Hosting

With the ever-changing digital landscape, we are more interconnected than ever before. Nowadays, ensuring that your business has robust cybersecurity is no longer an option; it’s a must. Therefore, businesses.

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Municipal Z-Score: A forecasting tool revisited

Accounting Today

Forecasting fiscal stability in municipalities is increasingly critical as public entities face unprecedented financial challenges.

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Navigating the Labyrinth of Tax Challenges: How Mike Habib, EA Can Be Your Guide

MyIRSRelief

In the intricate world of taxation, both individuals and businesses often find themselves entangled in a web of tax problems that can be overwhelming and sometimes paralyzing. The complexities of tax laws, the constant changes in regulations, and the sheer volume of paperwork can lead to various tax issues. Here, we delve into the top five tax problems faced by taxpayers and how Mike Habib, EA, a renowned tax resolution expert, can provide the much-needed guidance and representation to navigate

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Protect What Matters: Rethinking Finance Ops In A Digital World

Speaker: Cheryl J. Muldrew-McMurtry

Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.

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Discussing the Crypto Summit – The Accounting Technology Lab Podcast – March 2025

CPA Practice

In this video and podcast, Randy Johnston and Brian Tankersley, CPA, discuss the Crypto Summit held at the White House on March 7, 2025, and the potential effects for accounting, reporting, taxes and accounting firms.

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Anders Technology Recognized on CRN’s MSP 500 List for 2025

Anders CPA

Anders Technology, a service line of Anders CPAs + Advisors, has been recognized on the CRNs Managed Service Provider (MSP) 500 list in the Elite 150 category for 2025. The annual MSP 500 list celebrates the leading solution providers in North America whose innovative approaches to managed services change the IT landscape with groundbreaking solutions that enable end users to improve operational efficiencies and maximize their return on investment.

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A Deep Dive Into Gross Profit Margin For Construction Contractors

Randal DeHart

Understanding and managing your gross profit margin is crucial to ensuring the sustainability and profitability of your business as a construction contractor. This key financial metric not only reflects your company's financial health but also helps guide your pricing strategies, project management decisions, and overall strategic planning. Profit is the money left in your business after all your expenses have been paid.

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Salaries Projected to Increase By More Than 10 Percent For Your Offshore Colleagues in India

Going Concern

EY India released a report called “Future of Pay: Evolving pay strategy in a digital-first world” and you probably missed it but don’t worry, we saw it and we’re definitely going to talk about it. First of all, you should know it was uploaded as “ey-future-of-pay-report-2024-25-final-with-score-no-new.pdf.” At least there’s only one ‘final’ in there.

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How to Set Better OKRs and Drive Results

Before you can achieve success, you have to define it. Objectives and Key Results (OKRs) give you the framework to do just that. Paycor’s free guide includes a step-by-step process leaders can use to work toward – and achieve – their loftiest business goals.

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Sharepoint Updates: Flexible Sections for Modern Sharepoint Design

Withum

Since the creation of SharePoint , the most often repeated comment by far made by users across the wide world has been Can you make it look less like SharePoint? or I love the tool, hate the way it looks. What can we do about that?. This request has spanned the many years that SharePoint has existed and has prompted the rise of SharePoint developers and swaths of people learning custom coding just to make their sites look a little less like the standard Out of the box SharePoint.

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Celebrating International Women’s Day: Accelerating Action for Gender Equality

DMCL

March 8th is a day for women around the world to come together and celebrate our achievements. But its also a reminder that theres more work to be done. This years theme, Accelerate Action , challenges us to rethink how we move forward in closing the gender gap. At the current rate, we wont see gender parity until 2158. Thats five generations from now.

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A Deep Dive Into Gross Profit Margin For Construction Contractors

Randal DeHart

Navigating the world of finances can sometimes feel like trying to build a house without a blueprint. Between managing budgets, keeping track of expenses, and ensuring you're compliant with tax regulations, it's easy to feel overwhelmed. That's where your financial dream team comes in! Having the right people by your side can make all the difference in staying organized and achieving your business goals.

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Private Equity Fund Reference Manual

Withum

Latest Trends and Hot-button Topics for Managers With so many recent and anticipated changes on the horizon, managers must keep pace with the latest financial reporting standards, industry trends and hot-button topics all in the name of running a successful investment vehicle. Private equity funds continue to provide investors with opportunities to use their capital towards the transformation and growth of any number of privately-owned companies.

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Automation, Evolved: Your New Playbook for Smarter Knowledge Work

Speaker: Frank Taliano

Documents are the backbone of enterprise operations, but they are also a common source of inefficiency. From buried insights to manual handoffs, document-based workflows can quietly stall decision-making and drain resources. For large, complex organizations, legacy systems and siloed processes create friction that AI is uniquely positioned to resolve.