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Blake really isn’t letting this one go and I don’t blame him: Some PE-owned firms are telling CPAs to remove their credentials from email signatures. Where does this stop? Taking our certificates off the walls? CPAs worked for years to expand our role, but now we're being marginalized. — Blake Oliver (@BlakeTOliver) May 13, 2025 An earlier tweet of his confirms what we’ve also heard that LinkedIn profiles are being scrubbed of those three letters at the behest of acco
Over the next year as AICPA chair, Kessler said she will concentrate on shaping the future of the accounting profession and working closely with AICPA members to align the collective vision, strategy, and direction for success.
Discover how accounting firms are addressing the talent gap by investing in team development, mentorship, and education partnerships to prepare future leaders.
OneStream announced on May 13 the release of four new SensibleAI solutions, which are embedded throughout the enterprise finance management platform across planning and forecasting, close and consolidations, and reporting and analytics processes.
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
A recent Treasury Inspector General for Tax Administration report reveals that IRS "sweeps" targeting high-income nonfilers have proven remarkably effective.
Predictability is key if you want to systematize your firm. Here are a few practical tips I used back when I was running mine. The post The Critical Feature of a Systematized Firm: Predictability appeared first on Future Firm.
The American Institute of CPAs is worried about a provision in the tax reconciliation bill limiting deductibility of state and local taxes paid by firms.
The American Institute of CPAs is worried about a provision in the tax reconciliation bill limiting deductibility of state and local taxes paid by firms.
Sage announced a new wave of artificial intelligence-powered automation and industry innovations for Sage Intacct, with updates that improve accuracy, reduce reconciliation effort, and simplify contract, fundraising, and project workflows.
The American Institute of CPAs and National Association of State Boards of Accountancy OK'd model legislation providing an alternative path to a CPA license.
AI readiness tapers off considerably from college-age finance students to senior finance professionals, exposing a key AI skills gap at a time when AI-driven finance is critical to business growth, according to a new OneStream study.
Businesses face increasing pressure to provide uninterrupted remote access, instant connectivity, and high-end remote work security in 2025. However, meeting these demands while maintaining efficiency and control is a major.
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
Although damages paid due to physical injuries are tax-exempt, other payments for non-physical injuries are generally subject to tax. In this case, a man who claimed he was injured while he was incarcerated walked away with a split decision.
Business experts reveal the seven silent signs of job burnout you might already be experiencingplus what to do about them before it starts impacting your mental health, productivity, and long-term career.
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.
The second annual event, which was held on May 8, is designed for professionals, educators, policy influencers, and business leaders seeking actionable insights into the future of accounting and finance.
Business management solutions provider Zoho announced the general release of a new payments solution, Zoho Payments, promised to be the first step in a broader move into financial services.
Intuit recently implemented its latest round of changes to QuickBooks based on feedback from accountants, primarily focused in the areas of accounts payable and accounts receivable, workflow efficiency, and Intuit Enterprise Suite.
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.
The AICPA and NASBA have given the green light to expanding the accounting profession's model law, the Uniform Accountancy Act, to include a new optional pathway for CPA candidates to obtain licensure, the two groups said on Wednesday.
In this episode of Canopy Practice Success, host KC Brothers welcomes back Michelle Weinstein. They pick up their previous conversation on essential sales skills for accountants, stressing that a solid sales process is critical for any firm, whether new or established. Michelle highlights the multifaceted nature of a sales process, which includes initial client interaction, qualification, sales meeting preparation, handling objections, follow-up, and understanding boundaries.
I will be presenting a webinar How to Write and Publish Your Memoir on Thursday, May 22, 2025, for the East Brunswick Public Library. I will use myself as the illustration as I tell you how you could write and publish your memoir or life journey. Last year, I self-published my Memoirs of a CPA at Amazon.com in a paperback and Kindle version. I will provide a step-by-step guide, explain my decision to write it, detail my organizational process, share my journal highlights, give some shortcuts I u
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.
Tax season may be over, but smart planning never goes out of style. While many breathe a sigh of relief once returns are filed, the real opportunity for high-impact tax savings begins now. And no one understands this better than Bhairavi, CPA at Analytix Solutions. In her latest feature, “ Stacking capital loss harvesting with a SEP contribution ” (Intuit Accountants, April 18, 2025), she shares a timely and tactical duo to help self-employed individuals and small business owners get
Qualified Small Business Stock (QSBS) is a significant tax incentive designed to encourage investment in small businesses. Introduced under Section 1202 of the Internal Revenue Code, QSBS allows non-corporate investors to exclude up to 100% of their capital gains from the sale of QSBS, provided certain criteria are met. The provision is particularly beneficial for tech founders and investors, as it can lead to substantial tax savings upon the sale of their shares.
Profile Campbell & Co provides central Virginia businesses with services that include tax returns, tax planning, bookkeeping, write-up and payroll. When he launched the firm in 2023, Dale Campbell wanted to offer high-quality services with a seamless experience for clients and employees.
Highlights: Corporate tax faces mounting pressure from complex regulations, digitalization, data volume, and talent shortages. Many departments rely on outdated, manual, or fragmented systems, hindering efficiency and strategic input. Transforming tax data management through centralization and automation is crucial for compliance, accuracy, and agility.
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.
They say, “Privacy is a myth,” and in today’s digital age, this statement rings increasingly true. With just a click, it’s possible to uncover extensive information about anyone with an.
Menzies LLP - A leading chartered accountancy firm. On 6 th April 2025 employers national insurance costs increased from 1,617 to 2,583 a year for each full-time employee on minimum wage, a 60% increase. Add in the increase to national minimum wage and the cost of employing a full-time minimum wage employee has increased by 2,367 a year. As one of the most labour-intensive industries across the UK, Hospitality will endure further headwinds as these costs begin to impact cash flow.
President Trump's economic package took a major step toward becoming law when a House committee approved trillions in new tax cuts on a party-line vote.
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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