CPA Practice
SEPTEMBER 4, 2024
By Miguel Perez. As we move toward 2025, the importance for CPA firms to leverage technology for streamlined operations and enhanced productivity has never been more critical. Staying ahead in a rapidly evolving industry requires embracing automation to transform audit processes, enhance collaboration and drive growth. What should CPA firms be doing right now in this ever-changing landscape?
Accounting Today
SEPTEMBER 4, 2024
The rapid adoption of gen AI has created opportunities for accounting firms — but also challenges.
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Going Concern
SEPTEMBER 4, 2024
CBIZ has filed a data breach notification with the attorney general of Maine and you know what that means. Wait, maybe you don’t know what that means. Maine has a law that requires “information brokers” — such as an accounting firm that would be in possession of personal identifying information (PII) gathered from clients to perform services for them — to inform residents of Maine when they discover a data breach that has or is reasonably believed to have been acqui
Accounting Today
SEPTEMBER 4, 2024
Reining in the ERC, and other major developments at the IRS
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
CPA Practice
SEPTEMBER 4, 2024
The IRS last week modified the procedures under Section 446 of the tax code and Treasury Regulation Section 1.446-1(e) for obtaining automatic consent to change methods of accounting for research or experimental expenditures paid or incurred in tax years beginning after Dec. 31, 2021. Specifically, Revenue Procedure 2024-34 , issued by the IRS on Aug. 29, does the following: Expands the waiver of the eligibility rules in Rev.
Accounting Today
SEPTEMBER 4, 2024
Investments in solar installations made are expected to fund the generation of close to 2 billion kilowatt hours of clean electricity each year in underserved places.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Accounting Today
SEPTEMBER 4, 2024
Big Four firm PwC announced that its international tax platform Beacon, which has been used internally, is now available for non-audit clients for Pillar Two and US international tax calculations.
Canopy Accounting
SEPTEMBER 4, 2024
Capacity Mindset I have discovered the magic of the "capacity mindset" in the hectic accounting world. It's all about maximizing my time, resources, and talent to enhance my client services and grow my accounting firm.
Accounting Today
SEPTEMBER 4, 2024
The Massachusetts Society of CPAs teamed up with the Indiana Society of CPAs, the Tennessee Society of CPAs and CPA Crossings to highlight the competencies deemed essential for aspiring CFOs.
Basis 365
SEPTEMBER 4, 2024
We’re thrilled to review the launch of Xero's Inventory Plus platform, also referred to as “XIP”, an exciting addition to our toolkit for ecommerce accounting customers. As strong advocates for Xero, we've long valued its refreshing user experience and comprehensive accounting features. Up until now, we’ve used preferred inventory management solutions like Cin7 Core for managing our clients' ecommerce inventory needs, but the integration of Inventory Plus will offer us even more flexibility and
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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
Accounting Today
SEPTEMBER 4, 2024
Now is a great time to look at three important operations within your firm: Sales, Onboarding and Service.
Accounting Insight
SEPTEMBER 4, 2024
I believe that two key ways new accountants can supercharge the development of their businesses is both by investing in continuous upskilling and by prioritising protecting their clients. They should always have the needs and financial wellbeing of their clients at the heart of their business model. And they should always be up to date with the latest news and legislation, so they can offer the best possible service.
Accounting Today
SEPTEMBER 4, 2024
The state of Maryland has become the latest to sign up for the IRS Direct File program for filing season 2025, offering residents a free way to file their taxes.
Accounting Insight
SEPTEMBER 4, 2024
In the fast-paced world of accounting and bookkeeping, efficiency is paramount. As firms grow and client expectations rise, traditional methods of managing work become less effective. Practice management software (PMS) offers a modern solution, streamlining operations and helping firms stay competitive. What is Practice Management Software? Practice management software centralises client management, task tracking, document storage, and communication into one platform.
Advertiser: Paycor
Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.
Insightful Accountant
SEPTEMBER 4, 2024
This is a prologue to Murph's new series on Oracle NetSuite with an emphasis on their 2024.2 Release product enhancements. Today's article gives you a glimpse at some of their financial feature improvements.
Ryan Lazanis
SEPTEMBER 4, 2024
Discover the 4 biggest marketing wins that generated leads and new business for my firm, so you can apply the lessons to your own business. The post My Firm’s Best Marketing Wins appeared first on Future Firm.
Insightful Accountant
SEPTEMBER 4, 2024
Murph reveals how an upcoming Future Forward webinar featuring Qvinci focuses on using a 3-step approach to building your Advisory Services. This article focuses on Step 1.
Patriot Software
SEPTEMBER 4, 2024
Canton, Ohio In a world where data breaches are the new normal, Patriot Software, an industry disruptor in the accounting and payroll software market, proudly elevates data security with advanced protections. The company has achieved SOC 2 Type II compliance, a testament to its unwavering commitment to safeguarding customers’ most valuable asset: their data.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. 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 (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). 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.
CPA Practice
SEPTEMBER 4, 2024
By Bob Wang, CPA. The “Rule of 30,” popularized by Tee Up Advisors , is a powerful financial benchmark designed to help maturing businesses balance growth and profitability. This rule, an adaptation of the tech industry’s Rule of 40 , suggests that the sum of a company’s growth rate and profit margin should equal or exceed 30%. The Rule of 30 is particularly relevant for mature businesses in traditional industries that are focused on sustaining long-term growth while maintaining robust profit ma
SchoolofBookkeeping
SEPTEMBER 4, 2024
In the world of QuickBooks Enterprise 2024, managing inventory is as easy as pie—or at least, it is now with the R7 release's new Inventory Turnover Report. Think of it as your inventory's personal trainer, whipping those numbers into shape and helping you flex those financial muscles. Unfortunately, QuickBooks has made it a little difficult to access this information.
Cherry Bekaert
SEPTEMBER 4, 2024
In episode seventeen of Talkin’ Talent, Susan Pittman, Managing Director and Leader of Human Capital Advisory at Cherry Bekaert, joins Sam McCarthy to discuss all things human resources (HR). Together, they discuss her fascinating career journey, which includes working as the only female in personnel management at the United States Steel Corporation, and how it led to her managing the Human Capital Advisory practice at Cherry Bekaert.
Shay CPA
SEPTEMBER 4, 2024
Not so very long ago, investors were thrilled about the opportunities tech presented to them. Everyone was on the hunt for the next unicorn, and founders had ample opportunity to build the runway they needed to get their companies off the ground. Things have changed, though. As everyone holds their breath waiting for rate cuts , many startup founders report that investors seem to be pickier.
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.
Anders CPA
SEPTEMBER 4, 2024
Packed full of info, don’t miss this episode focused on all things cannabis marketing! Lisa Buffo, Founder and CEO of the Cannabis Marketing Association (CMA), shares her journey into the cannabis industry, the founding of CMA, and the critical role of storytelling in effective cannabis marketing. She and Guillermo delve into the nuances of cannabis marketing, strategies for overcoming stigma and misinformation about cannabis, and practical tips for enhancing marketing efforts in cannabis busine
Inform Accounting
SEPTEMBER 4, 2024
As National Payroll Week rolls around, it’s time to pause and celebrate the incredible work of our payroll team.
Canopy Accounting
SEPTEMBER 4, 2024
Jessie Williams, an experienced accountant and Canopy user, covers the importance of setting boundaries in the accounting profession, to maintain good mental health. This episode discusses the challenges of balancing professional and personal life, especially in a high-pressure profession like accounting, where long hours and client demands can lead to burnout.
Accounting for Good
SEPTEMBER 4, 2024
The ACNC conducts audits to ensure that organisations comply with the ACNC Act and adhere to their responsibilities under Australian law.
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.
Cherry Bekaert
SEPTEMBER 4, 2024
Implementing a strategic plan to accomplish your organizational and community goals is crucial to obtaining and securing lasting impact. However, this can prove daunting for community development organizations. Join this session to learn more about how community development organizations can execute their strategic plans, from capitalization strategies to community impact reporting.
Accounting Insight
SEPTEMBER 4, 2024
Introducing Mimo, first time exhibitors at Accountex Summit Manchester… What do Mimo do? Mimo stands for Money-in & -out. We’re an all-in-one platform designed to help you manage Accounts Payable, Accounts Receivable, and Cash Flow all in one place. For accounting firms, this means you can save time and money by consolidating your tools, while also offering strategic services to your clients.
Insightful Accountant
SEPTEMBER 4, 2024
There is no doubt that tax policy will be a matter of debate in the upcoming election. The two parties could not stand further apart on their positions for just about everything, including taxes. So where do Vance and Walz stand?
CPA Practice
SEPTEMBER 4, 2024
A new report from the Treasury Inspector General for Tax Administration (TIGTA) revealed that the IRS has made only “limited progress” in determining a way to count how many audits it conducts on taxpayers with incomes below $400,000. The Inflation Reduction Act of 2022 provided $79.4 billion in additional funding to the IRS over the next decade, with $45.6 billion slotted for enforcement activities.
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.
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