Accounting Today

NOVEMBER 15, 2023

The two-member combination will be called Forvis Mazars when it's finalized next June.

accounting firms 131

accounting firms management accounting management accounts Account 131

Acterys

NOVEMBER 15, 2023

Corporate financial planning and analysis (FP&A) involves more than budgets, forecasts and spreadsheets. FP&A solutions deliver key insights into business performance and financial health that drive strategic decisions and set companies on the path to growth. Unfortunately, too many companies are slow to detect or address performance issues.

Technology 130

Technology accounting and finance Start-ups audit 130

Accounting Today

NOVEMBER 15, 2023

While it initially garnered attention for its creative applications in content and image generation, the true potential of generative AI lies in its ability to unlock new ways of thinking in the business world.

accounted 130

accounted Account accountant Technology 130

Airbase

NOVEMBER 15, 2023

Accounts payable (AP) refers to the series of steps that companies take to pay their bills. It requires the safe handling and recording of funds transferring from the company’s bank account to suppliers and vendors. Automation replaces the manual accounts payable process with software that can make everyone more efficient and lead to cost savings.

AP Automation 130

AP Automation Technology accounts payable Accounts Payable Automation 130

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.

Acterys

NOVEMBER 15, 2023

Corporate financial planning and analysis (FP&A) involves more than budgets, forecasts and spreadsheets. FP&A solutions deliver key insights into business performance and financial health that drive strategic decisions and set companies on the path to growth. Unfortunately, too many companies are slow to detect or address performance issues.

Technology 130

Technology accounting and finance Start-ups audit 130

Airbase

NOVEMBER 15, 2023

It’s been just seven months since we launched our groundbreaking Guided Procurement module, which represents a new milestone for spend management. Guided Procurement closes the loop on the multi-stakeholder compliance requirements that must be met in the procurement process. The result is being able to offer a full procure-pay-close platform that has earned rave reviews.

NetSuite 130

NetSuite AP Automation Expense Management Spend Management 130

Withum

NOVEMBER 15, 2023

In a move aimed at modernizing and streamlining the interaction between the Internal Revenue Service (IRS) and taxpayers, the IRS has recently announced the launch of its new Online Document Upload Tool. This tool represents a significant shift from the traditional method of correspondence, which primarily involved sending paper documents via regular mail.

Tax 124

Tax 124

Going Concern

NOVEMBER 15, 2023

Well it looks like Everest cheerleader Andy Baldwin didn’t get his wish to completely change how EY handles mandatory retirement age so that he could take the crown at 57 years old. Suck it, Baldwin. Just two hours ago, EY announced the firm has selected Janet Truncale to be EY Global Chair and CEO , effective July 1, 2024. She of course steps into the highly polished shoes of Carmine Di Sibio who sadly only made it a single term.

Non-Profits 116

Non-Profits Pennsylvania New York Technology 116

CPA Practice

NOVEMBER 15, 2023

The American Institute of CPAs recently recognized three prominent Tax Division members during the 2023 AICPA & CIMA National Tax & Sophisticated Tax Conference and Fall Tax Division Meetings. Michael P. Dolan, JD, and Edward S. Karl, CPA were presented respectively with the Arthur J. Dixon Award and Brian D. Myers, CPA, received the Jonathan Horn Distinguished Service Award.

Tax 112

Tax CPA cpas Washington 112

CTP

NOVEMBER 15, 2023

Do you feel that you pay too much in tax? You’re not alone. The General Accounting Office estimates that Americans over-pay their taxes by almost a billion (yes, that’s billion) dollars each year! That’s why tax planning is gaining in popularity. Why do so many pay more than they have to? Some obvious reasons are mistakes or oversights on their tax returns.

tax planning 111

tax planning Tax tax preparation tax return 111

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.

Account

Canopy Accounting

NOVEMBER 15, 2023

Canopy Engagements enables you to manage all interactions and touch points with clients, keep information secure and easily accessible, and simplify the process for clients to interact with you — all directly within Canopy.

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Anders CPA

NOVEMBER 15, 2023

To empower our employees to focus on individual projects and their professional development, Anders will be implementing a Quiet Week leading up to Thanksgiving. Interactions internally and externally will be limited from Monday, November 20 through Wednesday, November 22. The firm will be closed Thursday, November 23 and Friday, November 24 in observance of the Thanksgiving holiday.

CPA 105

CPA accounted Account accountant 105

Insightful Accountant

NOVEMBER 15, 2023

Xero unveils the recipients of the prestigious Xero Beautiful Business Fund and present an insightful State of the Industry Report. Join us as we delve into the world of fostering exceptional enterprises.

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ThomsonReuters

NOVEMBER 15, 2023

Jump to: Are political donations tax deductible? Are church donations tax deductible? Are GoFundMe donations tax deductible? Are donations to the ACLU tax deductible? Are donations to Planned Parenthood tax deductible? Helping clients with non-charity donations on their tax returns When it comes to giving, most people immediately think of charitable donations to organizations like the Red Cross or Salvation Army.

tax return 98

tax return Tax tax planning Education 98

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.

Finance

Insightful Accountant

NOVEMBER 15, 2023

Referrals are the best way increase your firm’s prospect pipeline and are worth way, way more than any referral you could get through traditional marketing sources, including social media and PPC (pay-per-click) ads.

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CPA Practice

NOVEMBER 15, 2023

Ignition , a platform for professional services to get paid faster and run smarter, has expanded its strategic partnership with Intuit by integrating with ProConnect Tax , a cloud-based tax software. Accounting and tax firms are now able to import their ProConnect clients into Ignition, filter clients by return type, and send tax proposals to multiple clients in bulk using templates – enabling them to improve efficiency and profitability this tax season.

quickbooks 97

quickbooks tax preparation tax planning Tax 97

Accounting Today

NOVEMBER 15, 2023

Intuit QuickBooks announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.

quickbooks 97

quickbooks Technology 97

Canopy Accounting

NOVEMBER 15, 2023

Engagement Letters are a critical tool in the accounting profession. They serve as a binding document between an accountant and their client, outlining the responsibilities and expectations of each party. But what exactly are they, how are they used, and why are they an important tool for accountants? Let's dive in.

accounted 96

accounted Account accountant 96

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.

Finance

ThomsonReuters

NOVEMBER 15, 2023

In a recent webinar moderated by SupplyChainBrain editor-in-chief Bob Bowman , a panel of global trade experts gathered to discuss the Thomson Reuters 2023 Corporate Trade Survey Report , which explores how global trade professionals are thinking about the issues they face and what their current management priorities are. Indeed, the challenges facing global trade professionals are many and growing.

Georgia 94

Georgia Technology Government Legal 94

Accounting Today

NOVEMBER 15, 2023

Having a large number of positive reviews can often make the difference between winning new clients or not.

accounting firms 81

accounting firms accounted Account accountant 81

ThomsonReuters

NOVEMBER 15, 2023

Jump to: Which donations are tax deductible? Charitable contributions from IRAs How much of a donation is tax deductible? Rules for cash donation tax deductions Filling out Schedule A for Form 1040 Helping clients with tax deductible donations on their tax return As the season for giving approaches, many individuals and businesses consider making monetary donations to charitable organizations.

Tax 94

Tax tax return tax planning income tax 94

Accounting Today

NOVEMBER 15, 2023

The deal is expected to close early next year and is the latest in a string of M&A transactions since EisnerAmper received private equity funding.

New York 80

New York 80

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.

Going Concern

NOVEMBER 15, 2023

The Securities and Exchange Commission has released its enforcement action totals for 2023 and while enforcement actions were up, they did not beat 2022’s record of $6.4 billion in penalties and disgorgement. Better luck next year, guys. In fiscal 2023, the SEC filed 784 total enforcement actions, a three percent increase over fiscal year 2022.

Account 72

Account accounted accountant 72

Accounting Today

NOVEMBER 15, 2023

YPTC received a strategic growth investment from Pamlico Capital, a private equity firm based in Charlotte, North Carolina.

North Carolina 78

North Carolina 78

CPA Practice

NOVEMBER 15, 2023

By Howard Hook, CPA, CFP®. They leave to good cheer and perhaps some feelings of envy, as a retirement party and gifts from their colleagues usher them off to the next chapter in their lives. Then, for various reasons and maybe in just a matter of months, they un-retire, and return to the workforce, at least in some cases with their tails between their legs.

CPA 64

CPA 64

Accounting Today

NOVEMBER 15, 2023

In this Vendor Spotlight, we sit down with Evan Croen, senior vice president of product at Bloomberg Tax & Accounting.

tax accountant 75

tax accountant Tax accounted Account 75

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.

Finance

LSLCPAs

NOVEMBER 15, 2023

In the digital age, we’re swimming in an ocean of data that’s as vast and deep as the imagination itself. The numbers are staggering; according to statista.com, we’re talking about 328.77 million terabytes of data being churned out daily, with a mind-blowing 120 zettabytes predicted this year alone. And brace yourselves, because this data tsunami.

cpas 59

cpas CPA 59

Accounting Today

NOVEMBER 15, 2023

Magazine Luiza's announcement of accounting "inconsistencies" deals another blow to companies that have struggled after the scandal that brought down Americanas.

accounted 75

accounted Account accountant Retail 75

CPA Practice

NOVEMBER 15, 2023

By Brooks Johnson, Minneapolis Star Tribune. (via TNS) With Cargill’s record-setting revenue announced earlier this year, the company has once again claimed the top spot in the annual Forbes ranking of America’s largest private companies released Tuesday. The Minnetonka-based firm has topped the list almost every year since Forbes introduced it in 1985.

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Minnesota Virginia 59

Accounting Today

NOVEMBER 15, 2023

Alongside their public reports, short sellers are quietly sharing their research about sketchy accounting and other misdeeds with the Securities and Exchange Commission's whistleblower office in hopes of making some extra money.

Account 75

Account accountant accounted 75

Advertiser: Paycor

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.