Cybersecurity for CPAs: When you are the data breach
Accounting Today
JULY 12, 2023
In July's Cybersecurity for CPAs we learn the importance of never, ever, EVER losing that USB stick your client gave you.
Accounting Today
JULY 12, 2023
In July's Cybersecurity for CPAs we learn the importance of never, ever, EVER losing that USB stick your client gave you.
Airbase
JULY 12, 2023
A recent survey of global CFOs identified risk controls and compliance as top concerns for 2023 — right behind cash flow. So, here’s the dilemma: finding the right balance to enforce compliant spending without slowing down or frustrating employees. It’s a difficult balance to achieve. Consider this scenario: A procurement executive wants to improve company-wide compliance with purchasing policies, so they invest in a highly engineered, sophisticated procurement solution.
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Acterys
JULY 12, 2023
In the dynamic world of finance, where strategic decisions shape the course of businesses, mastering vertical analysis can help you simplify your statement, make critical financial decisions, and understand the underlying composition and trends that drive your business’ financial performance. Vertical analysis evaluates financial statements that will help you simplify a document containing complex numbers and figures.
Insightful Accountant
JULY 12, 2023
Have you gotten an email saying your ProAdvisor status expired June 30, even though you passed recertification? Well, I did.
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.
CPA Practice
JULY 12, 2023
By Marly Broudie. In this digital age, financial service providers need to embrace digital marketing strategies to remain competitive, expand their online presence, and generate quality leads. With the ever-increasing number of online users, leveraging the power of digital marketing can significantly enhance their visibility, attract a wider audience, and ultimately drive business growth.
Accounting Today
JULY 12, 2023
The Internal Revenue Service has been sending out erroneous balance due notices demanding taxpayers in federal disaster areas pay up, even though they're supposed to get extra time.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Accounting Today
JULY 12, 2023
The Institute of Management Accountants' chair for fiscal year 2024, Richard Brady, is helping the organization as it transitions from its longtime president and CEO, Jeff Thomson, to a new one, Mike DePrisco.
Withum
JULY 12, 2023
In this exciting webinar, Withum, Full Sail University, the NECC, and Guild Esports will dive into the duty of care that the Esports industry has to its athletes and global audience! There have been few industries that have seen growth as rapid as collegiate and professional Esports. With total market investments reaching billions of dollars, Esports is becoming a revolutionary means of competition and entertainment.
Accounting Today
JULY 12, 2023
This week's Vendor Spotlight features Waseem Daher, co-founder and CEO of bookkeeping solutions provider Pilot.
Going Concern
JULY 12, 2023
A 54-page report by Senators Elizabeth Warren (D-MA), Ron Wyden (D-OR), Richard Blumenthal (D-CT), Tammy Duckworth (D-IL), Bernie Sanders (I-VT) and Sheldon Whitehouse (D-RI) snaps at online tax prep companies H&R Block, TaxAct, and Tax Slayer for sharing sensitive taxpayer data with Meta (Facebook) and Google for purposes of algorithm-based advertising.
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.
Accounting Today
JULY 12, 2023
Among other improvements, the financial planning and analysis software company plans to use the money to double its accounting channel team.
CPA Practice
JULY 12, 2023
Small businesses face many challenges in 2023, including hiring and retaining skilled employees. Nevertheless, according to a recent National Federation of Independent Business (NFIB) Job Report , small business owners are working hard to fill their open positions, with 63% reporting hiring or trying to hire. Inevitably, your clients with growing businesses will want to hire, so you’ll be better able to help them if you have a clear understanding of the differences between SUI (state unemploymen
Accounting Today
JULY 12, 2023
See which 20 states grew their tax revenue the most last year.
GrowthForceBlog
JULY 12, 2023
7 min read You may be an AEC industry (Architecture, Engineering, and Construction) professional by trade, but if you're running an AEC firm, then you must also be adept at business financial management; working as an architect or engineer is one job, but running an AEC firm is another.
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.
Accounting Today
JULY 12, 2023
A bipartisan duo, Sens. Cynthia Lummis and Kirsten Gillibrand, unveiled their latest effort to regulate the cryptocurrency industry.
Insightful Accountant
JULY 12, 2023
Continuing with his 'Clues about Top 100 2024' series, Murph examines what another award recipient's formal application reveals about the 'quest for the best.
CPA Practice
JULY 12, 2023
The typical home value eclipsed $350,000 for the first time ever as healthy demand from buyers continues to collide with reluctant sellers, according to the latest Zillow Market Report. “Home buyers have persisted this spring despite daunting affordability challenges and record-low inventory,” said Jeff Tucker, senior economist at Zillow. “Demand typically begins to ease in the summer, and there are signs that competition is waning, but large price declines are unlikely until more homeowners lis
Accounting Today
JULY 12, 2023
U.S. prosecutors and IRS agents are looking to build cases against individuals suspected of illegally taking advantage of breaks that lured crypto traders and fund managers.
Advertiser: Paycor
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.
CPA Practice
JULY 12, 2023
More than 3 in 4 travelers (77%) who have taken an overnight trip outside their local area this year experienced at least one travel-related issue, according to a new Bankrate report. More than half of travelers (53%) cited encountering higher prices than they’re accustomed to, making it the most common problem, followed by long waits (25%, including airport security, restaurant tables, etc.), poor customer service (24%), canceled/disrupted plans (23%), and hard to find availability (23%).
SkagitCountyTaxServices
JULY 12, 2023
Though things might be tight economically for your Skagit County business, keep in mind, cutting corners can become a real issue. Take for example fake reviews that are so pervasive online. Some business owners are tempted to buy reviews to get their product or service seen online. If you’ve ever done that or been tempted to do that, let me just say: DON’T.
CPA Practice
JULY 12, 2023
Summer is a nice break from the busy season when staff often work 55 – 58 hours a week and partners often push 80+ hours. You’ll find that work is slower and you may even struggle to keep your team busy. Seasonal fluctuations are a part of life in accounting, but don’t let this downtime go to waste. Take this time to enhance your advisory services. With that, where should you begin?
Insightful Accountant
JULY 12, 2023
Funding follows period of record growth as the company empowers SMBs and mid-market companies with financial insights to navigate the uncertain economic landscape.
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.
Dent Moses
JULY 12, 2023
S&P Global recently released a report titled “Look Forward: A World in Disruption.” The report details all the risks to the global economy and supply chain. The world is in more debt than ever before with the total estimated at $300 trillion or $37,500 for every person in the world compared to GDP per person of $12,000. The low interest rate environment encouraged many companies to leverage instead of raising equity.
Going Concern
JULY 12, 2023
Thanks to Reuters we’ve got some solid intel on accounting firms’ increasing their presence — and therefore headcounts — in India, expanding out from city centers and into smaller cities and towns. We’ve known for some time that offshoring has exploded in recent years, now we know there’s much more room to grow. 1,269,219 square miles to be exact.
Ryan Lazanis
JULY 12, 2023
An effective marketing scheme is one of the common struggles of modern firms. In this podcast, I shared a crucial marketing strategy that every single firm should adopt, the reasons why you should have it, and provide practical steps to execute it successfully. Listen Below. 0:37 – Every business should adopt a fundamental marketing tactic: the consistent distribution of an email newsletter to engage with clients, prospects, and leads. 1:08 – Once you establish an appropriate framewo
CPA Practice
JULY 12, 2023
SmartVault, a leading provider of an integrated, cloud-based document management system (DMS) and client portal platform, has launched SmartRouting, a feature that creates logical, effortless organization between Thomson Reuters UltraTax CS tax application and SmartVault. This seamless integration enables users to print and automatically route documents like tax returns from UltraTax CS directly to the correct folder in SmartVault.
Advertiser: Paycor
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.
Accounting Today
JULY 12, 2023
The tax services and software provider has made another acquisition in the property tax area.
CPA Practice
JULY 12, 2023
Jirav , an all-in-one financial planning and analysis (FP&A) solution, and the preferred budgeting and forecasting partner of CPA.com, has announced $20M in Series B funding led by Cota Capital. Jirav will use the funds to further accelerate product development, broaden its customer base across small-medium businesses (SMBs), mid-market companies, and accounting firms while hiring exceptional talent to support its growth.
Withum
JULY 12, 2023
You’re a private rental real estate entity. You may own one building and have two investors or hundreds of buildings with a hundred investing partners. The buildings you own may be commercial, residential, or both. Whatever the case may be, you may need an audit of your financial statements. This could be by the request of your investors or even required by your lending institution as part of your loan covenants for that large mortgage on your books.
CPA Practice
JULY 12, 2023
Boomer Consulting, Inc., a leading consulting firm specializing in advising accounting firms and technology providers, is pleased to announce the appointment of Arianna Campbell as Chief Operating Officer (COO) and Jon Hubbard as Chief Growth Officer (CGO). These new roles are in addition to existing shareholder roles: Jim Boomer, Shareholder and Chief Executive Officer, Sandra Wiley, Shareholder and President, and Marc Staut, Shareholder and Chief Innovation and Technology Officer and L.
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.
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