Tue.May 06, 2025

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How to attract more of the clients you actually want

Mark Lee

At the start of this century(!) when I first started writing and lecturing on practice development issues for accountants, I quickly learned to avoid the M word. Few accountants wanted to think about actively ‘marketing’ their practice. They didnt understand what was required as their training never covered it. And there was a common belief that ‘marketing’ wasnt something a professional accountant should have to do.

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New product launches at Accountex London 2025 

Accounting Insight

The fourteenth edition of Accountex London is around the corner, taking place at Excel on the 14-15 May 2025. Over 11,500 attendees from around the world are expected to reunite and take advantage of the CPD-accredited seminar programme, and 300+ software and service providers. Exhibitors will be showcasing the best new products, tech, software, services and solutions in the world of accounting.

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ITC Can’t be Blocked Beyond One Year Under Rule 86A

VJM Global

Held by Honble Delhi High Court In the matter of M/s SHRI SAI RAM ENTERPRISES VERSUS PR. ADG, DGGI, GURUGRAM & ANR. (No.- W. P. (C) 5438/2025) The Petitioner filed a writ petition challenging the blocking of Input Tax Credit by DGGI on 15th January, 2024. Further, another Order in Original was also issued against the petitioner, creating a demand of INR 55.38 Lacs.

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Senators introduce tax legislation on Pell Grants, overtime pay

Accounting Today

A pair of Senate bills would coordinate Pell Grants with the American Opportunity Tax Credit, and provide a tax deduction for overtime wages.

Tax
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8 Ways to Torture Your CFO

The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.

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Modeling Dilution to Plan Smarter Fundraises

BurklandAssociates

Every round affects your ownership. This guide helps you model dilution and make smarter fundraising decisions. The post Modeling Dilution to Plan Smarter Fundraises appeared first on Burkland.

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ACSPs delay send an MTD chill through the profession

Accounting Insight

As Companies Houses new verification system gets delayed at the last minute, accountants and tax advisers will have a familiar feeling of uneasiness, writes Kevin Reed. In a compliance-driven profession, accountants need more than just their clients to provide them with their right information; they also need the governments systems and processes to be working adequately.

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Patriot Payroll® Named “Best Customer Support,” “Best Value,” and More by Gartner Digital Markets 

Patriot Software

Review platforms Software Advice, Capterra, and GetAppall owned by Gartner Digital Marketshave recognized Patriot Software as one of the highest-rated payroll systems, based on user reviews. Canton, OH Patriot Payroll has been recognized with multiple 2025 Best Of badges from review site, Gartner Digital Markets.

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PwC lays off 1,500 in U.S.

Accounting Today

The job cuts amount to about 2% of PricewaterhouseCoopers' U.S. workforce of approximately 75,000 employees.

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How Financial Statement Fraud is Done

FraudFiles

Financial statement fraud happens is one of the most costly types of fraud. It is a significant problem because people inside and outside the company rely on the information provided in the financial statements. They assess the financial results and make predictions and decisions about the future of the company based on those results. Upper [.

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UBS will pay $511M to end Credit Suisse US tax probe

Accounting Today

Credit Suisse Group, the Swiss bank UBS bought, helped rich Americans evade taxes even after pledging to stop the practice a decade ago.

Tax
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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

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Patriot Payroll® Named “Best Customer Support,” “Best Value,” and More by Gartner Digital Markets 

Patriot Software

Review platforms Software Advice, Capterra, and GetAppall owned by Gartner Digital Marketshave recognized Patriot Software as one of the highest-rated payroll systems, based on user reviews. Canton, OH Patriot Payroll has been recognized with multiple 2025 Best Of badges from review site, Gartner Digital Markets.

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IRS lost 31% of tax auditors in DOGE downsizing, watchdog finds

Accounting Today

More than 3,600 revenue agents responsible for collecting tax payments have left the IRS.

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Accounting is One of the ‘Most Common’ Occupations: KPMG Research

Going Concern

KPMG Australia put out some research the other day on “the fastest growing jobs and the ones slowly going extinct” (their words). With all the talk about the accountant shortage, you wouldn’t expect accountants and bookkeepers to be in the Most Common Occupations column yet here they are. The KPMG analysis looked at numbers of workers from 2014 to 2024 to calculate dying, growing, and stable occupations.

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TAXCONNEX WINS BEST OF ACCOUNTING AWARD FOR SERVICE EXCELLENCE FROM CLEARLY RATED FOR THIRD CONSECUTIVE YEAR!

TaxConnex

I am excited to announce that TaxConnex has won the Best of Accounting Award for providing superior service to our clients for the third consecutive year! ClearlyRated's Best of Accounting Award winners are chosen based entirely on ratings provided by by clients in an annual survey sent through ClearlyRated. On average, clients of 2025 Best of Accounting winners are 1.6 times as likely to be satisfied than those who work with non-winning firms.

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You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

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The Future is Remote: Building a Thriving Virtual Tax Practice in 2025

Insightful Accountant

The tax profession is experiencing a fundamental shift. With talent shortages affecting firms nationwide and clients expecting digital-first service delivery, open-minded practitioners are discovering that remote operations aren't just temporary.

Tax
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How gaming can improve CPA recruiting and retention

Accounting Today

Forward-leaning firms are increasingly turning to gamification to make accounting more attractive to young professionals.

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Accounting Today Ranks Withum Top 100 Firm and Regional Leader

Withum

Withum is proud to announce that Accounting Today ranked the Firm as the 22 nd largest Accounting Firm in North America in their annual Top 100 Firms and Regional Leaders lists. Withums ranking for 2025 has moved up one spot from last year, a testament to the Firms consistent performance and growth. With an annual revenue of $578 million and a team of over 2,500 members across 25 offices, the Firm has improved from its 2024 performance of $521 million and 2,076 professionals.

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The 2025 Best Firms for Technology

Accounting Today

Artificial intelligence is a key consideration for these 10 technology pioneers.

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AI In Accounting: A Practical Roadmap For Smarter AP

Speaker: Gerald Ratigan

The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.

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Alaska Paid Sick Leave Isn’t a Choice—It’s a Requirement

Patriot Software

Paid sick leave gives employees the comfort of knowing they receive their regular wages when theyre out sick. Federal law doesnt require that employers provide paid sick leave, but several statesincluding Alaskado. Do you know the Alaska paid sick leave requirements?

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Lessons from tax season

Accounting Today

A relatively smooth filing season offered a lot to learn about the future of the IRS, the importance of tax planning, changes in liability patterns, and more.

Tax
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Group of Accounting Firms From Around the Country Unite to Form Sorren

CPA Practice

The top 50 largest accounting firms in the U.S. have a new contender in the mix. Thirteen accounting firms from across the country have combined under the new brand name Sorren.

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Master's programs applications increase

Accounting Today

Nearly three-quarters of Master of Accounting programs in the U.S. reported increased application levels in 2024, according to the Graduate Management Admission Council.

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Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026

Speaker: Sean Yoder

Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.

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Overview of the AICPA Startup Accelerator – The Accounting Technology Lab Podcast – May 2025

CPA Practice

In the latest Accounting Tech Lab, Randy Johnston and Brian Tankersley, CPA, discuss the AICPA Startup Accelerator. Watch the video, listen to the audio, or read the transcript.

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Accounting's challenge: Making it out of the canyon

Accounting Today

Firms risk being left behind if they don't carefully navigate the current transformative era, experts warn.

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Student Loan Collections Start This Week

CPA Practice

Starting Monday, the government will resume collections on federal student loans that are more than 270 days past due.

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IRS faces issues in crackdown on high-income non-filers

Accounting Today

The Internal Revenue Service has been conducting "sweeps" in recent years to uncover cases where high-income people have not been filing taxes.

Tax
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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

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PwC RIF’d About 2% of Its U.S. Workforce

CPA Practice

Fresh off the launch of its new logo comes a fresh round of layoffs at PwC, as the Big Four accounting firm is letting go of about 1,500 employees this week.

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In the blogs: Start to finish

Accounting Today

Tax Court judges; like-kind slip-ups; estate planning and digital assets; and other highlights from our favorite tax bloggers.

Tax
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[Expert Opinion] Why Specialized Accounting Is No Longer Optional for Niche Industries 

Ace Cloud Hosting

In today’s rapidly evolving business landscape, niche industries are emerging with unique operational complexities and regulatory demands. Traditional, one-size-fits-all accounting approaches often fall short in addressing these specialized needs. As.

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The Tax Season Survival Guide for Tax Professionals | Canopy

Canopy Accounting

How was last tax season? Your best ever? Or your most exhausting the most tears shed, the most midnight oil burned, most hours spent daydreaming about opening the surf shop your parents talked you out of? No matter how it went, the next tax season is already on its way. You cant outrun it. But you can prepare for it. And if you do it right, youll walk into next season more organized, less overwhelmed, and maybe even with a little extra sleep.

Tax
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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i