Wed.Dec 07, 2022

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How Customer Self Service Accelerates Payments

Lockstep

As an accounting professional, you know that getting paid is key to keeping your business running. If you’re like most finance professionals, you’re always looking for ways to speed up payments. One of the best tools for doing this is customer self service. With self service, customers can access financial documents, like invoices, without having to spend the time requesting them or waiting for someone to send them.

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Tax Preparation Checklist for Startups

BurklandAssociates

Use this tax preparation checklist for startups to collect the information and documents your tax professional will need to prepare your 2022 taxes. The post Tax Preparation Checklist for Startups appeared first on Burkland.

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A call for delaying the new 1099-K threshold

Accounting Today

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Here’s What Happens When You Hire AI to Do Accounting

Going Concern

For a good decade we’ve heard about the robots that are going to render accountants obsolete, now we finally get a peek at the glorious technology that will transform the industry as we know it. You should prepare yourself, this advanced technology will have you on the University of Phoenix website ASAP to get a jump on the Master’s of Tik Tok degree you’ll need if you have any hope of being employed in the next five years.

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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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Crypto 101 for Accountants and Bookkeepers

Intuitive Accountant

Acuity founder Matthew May and Crypto Practice Manager Anthony Zepeda offer everything today's accountants and bookkeepers need to know about cryptocurrency. Signup for the webinar here.

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Deloitte and PwC Top This Indeed List of Companies Hiring Tech Workers

Going Concern

The tech sector continues to lay off talent in droves (don’t worry, it doesn’t affect you ) and Indeed has helpfully put together a list of companies looking for tech talent to assist the newly laid off in finding a new gig. At the top of this list with the most jobs? Deloitte and PwC. Interestingly, Indeed lists the two firms as different industries. 1.

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Why you should embrace eInvoicing, according to the experts

Xero

eInvoicing is a new way to send and receive invoices electronically directly between accounting systems. How? It’s all done via a secure platform called the Peppol network. Not only does eInvoicing help facilitate faster payment times, but it’s also more efficient, accurate and – importantly – safer. In fact, everyone from enterprises (like Bunnings ) to software providers and government agencies are jumping on board.

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Theresa Stearns Honored as a CIO of the Year ORBIE Awards Finalist

Anders CPA

Anders Chief Information Officer Theresa Stearns has been recognized as a finalist of the CIO of the Year ORBIE Awards. Presented by the St. Louis CIO Leadership Association ( StLouisCIO ), the ORBIE Awards recognize leading technology executives from the region’s largest private and public companies and not-for-profit organizations to connect with and recognize CIOs to inspire them to achieve their leadership potential.

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LA approves tax increase on real estate deals over $5M

Accounting Today

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CalCPA BUZZ: CPA Day and Election Outcomes

CalCPA

With the start of a new legislative session and many new faces in the capitol, CalCPA’s Government Relations team is working to facilitate. The post CalCPA BUZZ: CPA Day and Election Outcomes appeared first on Hot Topics.

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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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7 eye-opening ideas for digital CPAs

Accounting Today

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What’s Your Payroll Tax Deposit Schedule? If You’re Not Sure, Read This

Patriot Software

When you have employees, your responsibility isn’t just to pay them. You also need to pay the IRS their share, too. How often you pay the IRS depends on your payroll tax deposit schedule. But, not all employers follow the same schedule. Your schedule, and thus payroll tax deposit due dates, depends on the type […] READ MORE.

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Companies prepare for increased ESG disclosure

Accounting Today

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Clarative Accounting is building for the future with construction clients

Xero

The events of 2020 and the years since have forced us all to change in some way or another. Many changed how we work, our long-term goals, and most importantly, how we prioritise what’s important to us. . This was certainly the case for Carly Shaw from Clarative Accounting. During the pandemic, Carly made the difficult decision to move away from her nearly-18 years as an employee in practice to set up her own firm.

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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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Nonprofit Filing Requirements: What Executive Directors Should Know

GrowthForceBlog

5 min read. You can't get away scot-free from the IRS just because you're running a tax-exempt nonprofit organization.

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What To Know About North Carolina Power Substations Taken Out by Gunfire

Withum

Withum Cyber Flash Report | US Critical Infrastructure. This past Saturday two electrical substations in Moore County, North Carolina were severely damaged by gunfire leaving residents without power. After the initial attack, it was estimated that around 45,000 people located within the county had lost power. Duke Energy has most recently released as of Monday that around 7,000 residents have had power returned to their homes still leaving around 38,000 without power in their homes.

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Why today's world needs managerial accounting

Accounting Today

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How Intacct for Manufacturing Impacts the Production Industry

Withum

As a manufacturer , if you are not using an enterprise resource planning (ERP) or material resource planning (MRP) system to help maximize your business potential – you are falling behind your competitors who use them. Implementing those tools is a worthy long-term investment. Sage Intacct Manufacturing is a cloud-native ERP for small and medium-sized manufacturing businesses.

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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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Average price of stolen digital data: $6

Accounting Today

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Shutting Down a Tech Company – Some Tax/Accounting Tips

Shay CPA

The time has come. You’re at the end of the road. Whether you’re dissolving your business or handing it over to another company that’s acquired it, you might be looking forward to the day when there’s a lot less on your plate. You’re not there yet, though. Before you shut down your tech company, you need to take some final tax steps. . If you don’t, you could be in trouble.

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The basics of Foreign-Trade Zones (FTZs). What are they?

ThomsonReuters

In the ongoing race to reduce costs and optimize operational efficiency, more U.S. companies are taking advantage of a perk available to them courtesy of the Foreign Trade Zones Act of 1934. What is a Foreign-Trade Zone? Foreign-Trade Zones (FTZs) are specially designated sites near U.S. ports of entry that allow importers and exporters of all sizes to move goods in and out of the country paying reduced or no customs duties, taxes, or fees.

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How Does Crowdfunding Work: Tips For Beginners

Snyder

Crowdfunding has long historical roots but is relatively young and innovative in comparison with traditional business funding options. Not so long ago, when someone wanted to raise capital for a venture idea, they had quite a few methods with which to achieve this. But with the development of technology and the Internet, crowdfunding has connected millions of young entrepreneurs with financial sponsors worldwide and gained immense popularity due to its simplicity and accessibility.

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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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4 Requirements for Scalable Virtual CFO Services

Ryan Lazanis

A well-scaled business is one that can meet demand as it arises. I’ll discuss about four important requirements for a virtual CFO service to be able to scale. Listen Below. 0:34 – In today’s episode, I want to talk about the 4 requirements to offer scalable virtual CFO services. 1:04 – If you are having trouble scaling virtual CFO and advisory services, then skip back to episode 85. 1:51 – Let’s look at the four requirements to offer scalable virtual CFO services. 2:47 &#

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Important Tools for Understanding Cash Flow

Intuitive Accountant

The Bonadio Group's Jay Jerose explains how, among other things, cash flow models and projections can serve as a useful indicator of future business performance.

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4 Signals Your Financial Close Needs Help

Basis 365

Companies close their books in 2022 to start the new year. However, not all closing periods go smoothly. Accounting professionals seldom look forward to completing the books, whether you're closing a quarter or a year. Financial teams are often required to reconcile transactions and finalize invoices. This task can often lead to late nights and long hours.

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Not Your Average Prep for Tax Season Tips

Intuitive Accountant

Wait, it's tax time again? Tax Practice News' Christine Gervais helps you prep for the next round of tax season. Sign up for the webinar here.

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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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Companies report fewer critical audit matters since PCAOB began requiring them

Accounting Today

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The benefits of integrating Foreign-Trade Zones (FTZs) into your supply chain

ThomsonReuters

Many large U.S. multinationals have been using Foreign-Trade Zones (FTZs) to reduce duties and optimize their supply chains for quite some time. But almost any company involved in international import/export activity can benefit from the strategic use of FTZs, and there are many reasons why it’s a move worth considering. What is an FTZ? FTZs are specially designated areas located near U.S. ports of entry that, for import/export purposes, are considered outside the U.S.

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The forex effect could bring benefits to sellers

Menzies

Menzies LLP - A leading chartered accountancy firm. In the UK, business owners that have been considering when to sell for a while now – some potentially since before the pandemic – may well see a benefit as exchange rates fall, as they tempt overseas buyers back to the UK. However, are they ready to take advantage of any opportunities that come their way?

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Employee Gifts: Some Ideas for Skagit County Business Owners

SkagitCountyTaxServices

Time is counting down until the year is up and your tax impact opportunity window closes. And even if this is the busiest (and perhaps most profitable) part of the year for your Skagit County business, opening up a little space in your calendar to talk about some year-end tax moves is only going to mean good things for it. Let’s make sure you’re set up to get some potential last-minute tax savings.

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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.