Accounting Web

JULY 2, 2025

Practice strategy Tags Accounting Excellence Artificial intelligence Clients

accountant 40

accountant accounted Account 40

Shay CPA

JULY 2, 2025

Closing your books is more than just an accounting formality—it’s a safeguard for your business’s financial integrity. For many early-stage tech companies, where growth is rapid and every transaction counts, ensuring that your records remain unaltered once finalized is crucial for accurate reporting and decision-making. In this post, we discuss why it’s essential to secure closed books with passcodes, the risks associated with making unapproved changes to prior periods, and best practices for ha

CPA 52

CPA financial statements accounts payable Tax 52

Canopy Accounting

JULY 2, 2025

In this episode of Canopy Practice Success , KC Brothers hosts Shannon Vincent and Colin Dunn—co-founders of Renew Group—to explore the broken business model that plagues many accounting firms. Drawing from decades of experience in public accounting and advisory, Shannon and Colin discuss how traditional firms are often bogged down by the wrong clients, outdated pricing structures, and unsustainable workloads.

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public accounting accounting firms accounted Account 52

CPA Practice

JULY 2, 2025

The latest update introduces generative AI document summarization and a new dynamic tools directory, enabling users to uncover insights faster, reduce research time, and make more confident decisions.

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accountant accounted Account 110

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You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

ThomsonReuters

JULY 2, 2025

As artificial intelligence (AI) continues to transform industries, payroll is emerging as a key area ripe for innovation. Yutaka Takagi, Principal Product Evangelist at isolved, believes AI is not just a futuristic concept for payroll — it’s already reshaping how companies process pay, ensure compliance, and enhance employee experience. In a recent interview, Takagi shared insights into how AI is being integrated into payroll systems, the strategic advantages it offers, and the challenges

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audit payroll income tax accounting and finance 109

Accounting Insight

JULY 2, 2025

Introducing Paul Barnes, Managing Director at MAP, The Digital Agency Finance Function. How did you get into the world of finance? I graduated from university in Manchester in 2008 with an Accounting and Finance degree. I went on to work for 3 firms over the next five years, before setting up my own firm. What’s the best part of your job? I really enjoy seeing young people develop into mature professionals.

accounting and finance 52

accounting and finance Finance accounted accountant 52

Withum

JULY 2, 2025

Receiving notice that you are being audited by the IRS is stressful, but losing an IRS audit that you should have won is far worse. That’s what happened to the Shleifers. They made procedural errors in their refund claim and subsequent audit that later prevented them from asserting a valid argument in court. The mistake – they failed to comply with an esoteric tax rule known as the variance doctrine.

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Tax tax return audit Florida 72

Accounting Today

JULY 2, 2025

Bassim Michael has created Practice Gauge, a cloud-based analytics platform for his fellow accountants to use with their dentistry and veterinary clients.

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CPA accountant accounted Account 52

Canopy Accounting

JULY 2, 2025

When you’re running an accounting or tax practice, choosing the right software can be the difference between, “I’ve got this,” and, “Why is everything on fire?” The right platform should be efficient, scalable, and make your life easier. Two big names in the space—Canopy and Karbon—are often compared. Both offer modern solutions to help accounting professionals manage clients, automate workflows, and streamline communication.

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Tax accounted Account accountant 52

Accounting Today

JULY 2, 2025

Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc

North Carolina 59

North Carolina tax preparation Technology audit 59

Speaker: Gerald Ratigan

The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.

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Withum

JULY 2, 2025

Employee benefit plans are a growing target for cyber threats due to the volume and sensitivity of the data they hold. From participant Social Security numbers and medical histories to financial and payroll information, this data is highly valuable to bad actors and often dispersed across multiple third-party vendors. In response, the Department of Labor (DOL) expects plan fiduciaries to take a proactive approach, maintaining strong cybersecurity programs and assessing their effectiveness annual

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payroll audit 52

Ryan Lazanis

JULY 2, 2025

AI is moving fast, and many fear the future. Here’s my take on what might actually change in your firm as adoption and maturity grow. The post AI and Your Firm: How Should We Be Thinking About Its Impact? appeared first on Future Firm.

accountant 52

accountant accounted Account 52

Accounting Today

JULY 2, 2025

Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc

Technology 52

Technology North Carolina audit tax preparation 52

CPA Practice

JULY 2, 2025

The fintech company announced July 1 the launch of Aggregator Plus, a new product upgrade that adds automated Form 1099 data extraction to K1x's AI-powered K1 Aggregator tax platform.

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Technology Tax business tax accountant 52

Speaker: Sean Yoder

Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.

accounting and finance

Accounting Today

JULY 2, 2025

A look at the key tax provisions of the semi-final version of the Trump administration's One Big Beautiful Bill Act.

Tax 75

Tax Finance 75

CPA Practice

JULY 2, 2025

Search for: Home About Us Log In Subscribe for Free My Account Log Out Accounting & Auditing Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC Tax Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning Payroll Payroll Benefits Human Resources Payroll Software Payroll Taxes Tech Technology Artificial Intelligence Automation Cloud Technology Digital Currency Hardware Security Software Advisory Advisory CAS Financial Planning Risk

Florida 90

Florida Technology Tennessee payroll 90

Accounting Today

JULY 2, 2025

Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc

North Carolina 98

North Carolina Tax Technology accounting and finance 98

Withum

JULY 2, 2025

Insights from Withum’s Investment Banking 2025 Quarter 1 Report Download Guide How is Middle Market M&A trending? With the everchanging M&A market, we’ve put together this report to keep you informed on the latest trends and activities we have been seeing within the Middle Market M&A world. View the report to gain an understanding of: current M&A activity, M&A valuation trends, industry segment happenings and private credit markets.

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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

Tax

Accounting Today

JULY 2, 2025

The Top 25 Firm plans to launch a data warehouse service for smaller organizations this year and has been using AI to develop some of its rollout strategies.

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Insightful Accountant

JULY 2, 2025

At the end of May Insightful Accountant told you about price hikes coming to QuickBooks Online and QuickBooks Desktop as well as both Online Payroll and Desktop Payroll.

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quickbooks payroll accounted Account 52

CPA Practice

JULY 2, 2025

Behind the spreadsheets, filings, and budgets lies a growing concern in the accounting and tax industry: burnout is real and it's on the rise.

Tax 59

Tax accountant accounted Account 59

Insightful Accountant

JULY 2, 2025

Because Insightful Accountant reviewed Intuit’s previous Connect to Square App as one of the apps in our eCommerce App Comparison within the last year, and scored that App below many others in the comparison, we wanted to bring you up to date.

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quickbooks accounted Account accountant 59

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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

Account

Accounting Web

JULY 2, 2025

Tech pulse

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audit 69

CPA Practice

JULY 2, 2025

The Fed has held off on lowering interest rates this year—despite intense pressure from President Donald Trump—in part to determine whether tariff-driven price hikes might evolve into more persistent inflation.

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Tax 104

Accounting Web

JULY 2, 2025

Finance & strategy

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Finance 73

Going Concern

JULY 2, 2025

The last time we covered the Microsoft Work Trend Index report was two years ago when they crunched Microsoft 365 data and discovered that Teams is the biggest productivity killer at work. In case you missed that article and don’t want to click through to read it, here are the highlights: Sixty-eight percent of people say they don’t have enough uninterrupted focus time during the workday.

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accounted accountant Account 63

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.

Accounting Today

JULY 2, 2025

Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc

North Carolina 52

North Carolina Tax Technology tax planning 52

Withum

JULY 2, 2025

Are Disconnected Systems Hurting Productivity? Boost Growth with Integrated Marketing Systems by Optimizing Your HubSpot CRM. Fragmented and disconnected tech stacks don’t just hurt marketing – they can hinder your entire revenue team. If your business already uses HubSpot but isn’t leveraging its full potential, you’re likely leaving value on the table.

audit 59

audit Sales 59

Accounting Today

JULY 2, 2025

Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc

North Carolina 59

North Carolina Tax Technology South Carolina 59

CPA Practice

JULY 2, 2025

Republicans were scrambling Wednesday to salvage their “big, beautiful” reconciliation bill amid a revolt from conservatives over the measure’s growing price tag.

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Tax tax planning 52

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.

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