CPA Practice
NOVEMBER 11, 2024
A Top Technology Initiative Article by Randy Johnston. Many of you are anticipating the year ahead. The outlook couldn’t be brighter with new opportunities, technologies, challenges, and clients looking to take advantage of your service offerings. In this column, I will illustrate portal and AI support with some new platforms that are examples of improved automation and AI.
Accounting Today
NOVEMBER 11, 2024
In the first two parts of this series (here and here), we explored what accounting firms can learn from accounting technology vendors. The first article discussed how vendor business models can inspire accountants to rethink their approaches to innovation and client experience, and the second article highlighted approaches tech companies use in talent management to attract and retain top talent.
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CPA Practice
NOVEMBER 11, 2024
By Steve Saah. Succession planning is a crucial element in the strategic management of any organization, and CPA firms are no exception. As a business built on expertise, relationships and trust, your firm can face unique challenges when it comes to transitioning leadership — especially if you don’t have a plan and the employees you’d like to promote aren’t prepared to ascend.
SchoolofBookkeeping
NOVEMBER 11, 2024
Converting data from QuickBooks Desktop to QuickBooks Online is a smart move for many businesses seeking enhanced accessibility and streamlined processes. However, it's not without its challenges. One common issue is the loss of certain custom functionalities, such as the ability to add custom columns on invoices. In this blog, we'll explore how Method CRM can solve this problem, allowing businesses to fully leverage QuickBooks Online without sacrificing essential features.
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
NOVEMBER 11, 2024
The Public Company Accounting Oversight Board (PCAOB) revoked the registration of a Chinese audit firm on Nov. 8 for repeated violations of U.S. auditing rules and for failing to cooperate with an investigation into those violations. Over a period of several years, JTC Fair Song CPA Firm, a public accounting firm located in Shenzhen, the People’s Republic of China, repeatedly failed to make required filings in accordance with PCAOB rules, the audit regulator said.
Accounting Insight
NOVEMBER 11, 2024
The Institute of Financial Accountants (IFA) has announced new strategic partnerships with Croner-i and Clearview FX to further boost its member offering, delivering wider business benefits to accounting professionals. The collaborations will enable the IFA to better assist accountancy firms to support the needs of UK SMEs, through access to innovative software solutions and online resources.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Accounting Today
NOVEMBER 11, 2024
Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.
CPA Practice
NOVEMBER 11, 2024
This webinar will be held on Tuesday, December 3, 2024 at 1:00pm ET Sponsor: Avalara Duration: 1 Hour Register Now We’ll demonstrate how automation integrates with popular accounting platforms to save time, reduce risk, and enhance efficiency. Plus, earn free CPE credit! What you’ll learn: Automating sales tax returns: Simplify calculations, preparation, and filing for even the most complex tax environments.
Accounting Today
NOVEMBER 11, 2024
Anthony Pugliese, president and CEO of the Institute of Internal Auditors, is traveling the world as his organization expands globally.
CPA Practice
NOVEMBER 11, 2024
The Consumer Financial Protection Bureau (CFPB) has taken action against Navy Federal Credit Union for charging illegal overdraft fees. From 2017 to 2022, Navy Federal charged customers surprise overdraft fees on certain ATM withdrawals and debit card purchases, even when their accounts showed sufficient funds at the time of the transactions. The CFPB is ordering Navy Federal to refund more than $80 million to consumers, stop charging illegal overdraft fees, and pay a $15 million civil penalty t
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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
NOVEMBER 11, 2024
The Federal Reserve's recent interest rate cuts are presenting CFOs with the opportunity to borrow money on more favorable terms for priorities like expansion or acquisitions.
CPA Practice
NOVEMBER 11, 2024
The Public Company Accounting Oversight Board (PCAOB) on Oct. 31 published a supplement to its 2013 staff guidance concerning the remediation process. The supplement provides audit firms with additional guidance regarding remediation , including making the most of the remediation period, the potential influence of non-technical factors on persistent quality control criticisms, and more.
Accounting Today
NOVEMBER 11, 2024
Private equity can solve many of a firm's problems -- but not necessarily all, according to Phil Whitman.
CPA Practice
NOVEMBER 11, 2024
The U.S. District Court for the Northern District of Texas entered permanent injunctions today against Charles Dombek and The Optimal Financial Group LLC barring them from promoting any tax plan that involves creating or using sham management companies, deducting personal non-deductible expenses as business expenses or assisting in the creation of “captive” insurance companies.
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Accounting Today
NOVEMBER 11, 2024
The more innovative insights you provide, the sooner you will become recognized as a thought leader and have your ideas sought out.
Xero
NOVEMBER 11, 2024
Welcome to our monthly roundup of what’s new in Xero. This month, we’re excited to share updates designed to save you time, reduce errors, and give you greater flexibility. From duplicate bill detection to streamlined GST reporting, we’ve been busy making Xero even better. So sit back, and read on to learn how these enhancements can benefit you and your business.
Accounting Today
NOVEMBER 11, 2024
Jubilant specializes in implementing and supporting human capital management, payroll and workforce management systems.
Basis 365
NOVEMBER 11, 2024
Financial management is the backbone of any business’s success and ensuring that your financials are in order is essential to achieving growth. But how do you balance the demands of day-to-day accounting while focusing on scaling your business? This is where outsourced accounting services come into play. Outsourced accounting can streamline your financial processes, offer specialized expertise, and provide professional insight to help guide your growing business.
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.
Insightful Accountant
NOVEMBER 11, 2024
Providing training/education to your clients is a big part of Client Accounting & Advisor Services (CAAS). This month's QB Talks provides strategies for doing so.
FraudFiles
NOVEMBER 11, 2024
Fraud committed by employees can have devastating effects on a business. The company’s finances suffer, employee morale may drop, and the company’s reputation could be affected by negative publicity. Following the investigation of an internal fraud, owners and managers of companies need to rethink how they do business. It is the perfect time to carefully [.
Insightful Accountant
NOVEMBER 11, 2024
November 19 is the Deadline to nominate a ProAdvisor. There's still time to nominate a deserving U.S. or International ProAdvisor for the 2025 Awards. 15 Nominated ProAdvisors Haven't Started Their Applications, Are You One Of Them???
CPA Practice
NOVEMBER 11, 2024
By Rachel Christian Bankrate.com (TNS) If you’re retired or planning to retire soon, it’s important to have a plan for your retirement income. For most people, Social Security will play a significant role in this plan, so staying up to date on the latest benefits information is crucial. More than 72.5 million people depend on one of Social Security’s benefit programs , so annual changes to the program and its payouts are always highly anticipated.
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.
Insightful Accountant
NOVEMBER 11, 2024
As accountants, you’ve likely ridden the referral rollercoaster- the “ups” of several people calling at once and the quieter times where you would love to grow your business but you aren’t sure how.
CPA Practice
NOVEMBER 11, 2024
By Ross Levin Star Tribune (TNS) Famous economist John Kenneth Galbraith once opined: “The only function of economic forecasting is to make astrology look respectable.” This Taurus recently attended our local financial planning association’s conference and was very interested in what a panel of economists had to say. With all the hubbub about the election, David Kelly of J.P.
ThomsonReuters
NOVEMBER 11, 2024
← Blog home As international trade continues to evolve, the complexities of supply chain management have become more challenging than ever. With shifting geopolitical dynamics, regulatory changes, and technological advancements, global trade specialists are tasked with staying informed and agile to manage the intricate web of international commerce.
CPA Practice
NOVEMBER 11, 2024
By Ted Rossman Bankrate.com (TNS) Americans are expected to spend a record amount (between $979.5 billion and $989 billion) on holiday gifts and décor this November and December, according to the National Retail Federation. Inflation and high interest rates are important parts of the story, but there’s not much evidence that people are planning to cut back, either.
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.
Anders CPA
NOVEMBER 11, 2024
We recommend that every transportation company strive to have a 10-30% cash reserve. Why? Keep reading to find out. First let’s cover what a cash reserve is. A cash reserve is a portion of your revenue set aside to navigate obstacles in your path to profitability or seize unforeseen opportunities. Maybe you will need to draw from your cash reserve to hire a new driver after an influx of business.
CPA Practice
NOVEMBER 11, 2024
Ethan Baron The Mercury News (TNS) A high-ranking Google director was texting with two of the company’s executives about digital-ads prices when he mentioned that the changes they were discussing could lead to lawsuits. Suddenly, he realized the chat’s history function was on, so the conversation would not be automatically deleted, and could be found by adversaries in any legal actions.
Accounting Today
NOVEMBER 11, 2024
The tax break offered to municipal bond investors is coming under threat as Republicans are closer to taking control of both the White House and Congress.
CPA Practice
NOVEMBER 11, 2024
Import volumes at the nation’s major container ports could be higher than previously expected for the remainder of this year as retailers face another potential East Coast/Gulf Coast port strike and tariff increases planned by President-elect Donald Trump, according to the Global Port Tracker report released today by the National Retail Federation and Hackett Associates.
Advertiser: Paycor
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