Mark Lee

NOVEMBER 26, 2024

Accountants have a distinct advantage over many other professionals. Your clients need your help regularly, at least annually—often more. This repeat engagement gives you a natural opportunity to build strong, long-lasting relationships. However, it can also lead to complacency. Unlike solicitors or financial advisers, accountants often assume their clients will stick around as long as there’s no grumbling.

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Maine Account accounted accountant 52

Acterys

NOVEMBER 26, 2024

Pay equity represents a strategic opportunity to drive tangible business benefits — if approached with the right framework and tools. But, although many business leaders report seeing the value in pay equity, many still haven’t elevated it to a priority level. For 71% of business leaders , implementing pay equity initiatives is a reactionary compliance exercise rather than a strategic initiative.

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CPA Practice

NOVEMBER 26, 2024

Brian Tankersley, CPA, and Randy Johnston review HubSync , an all-in-one, modern client platform which automates the tax return and other key processes and provides a single gateway to drive “Best-in-Class” collaboration between professionals and their clients. Watch the video, or listen to the audio podcast below (transcript below): – Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.

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Technology accounted Account accountant 111

GrowthForceBlog

NOVEMBER 26, 2024

7 min read October 26th, 2024 We all understand the importance of wellness checkups for maintaining the health of our bodies. We visit the doctor regularly to ensure our ongoing well-being by checking in on our vital signs and laboratory test results to make sure our physical systems are functioning properly. We also use these appointments to check in on ongoing health challenges like chronic illnesses in addition to setting goals like losing weight, exercising more, or eating a more nutritional

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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

Accounting Insight

NOVEMBER 26, 2024

Feeling financially confident is energising. For sole traders and SMB owners, knowing you’ve organised your finances to work for you not only gives peace of mind but also the freedom that keeps you doing what you love, even better. But keeping up with financial admin, including submitting your Self Assessment, can be a stressful and unwanted distraction.

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Tax tax return accounting and finance quickbooks 93

Basis 365

NOVEMBER 26, 2024

If you’re looking to generate more profit to fund operating expenses, pay your team more, offer better benefits, and fuel growth—while still keeping more profit for yourself—it’s time to focus on key financial and pricing drivers. Here are actionable strategies to help you improve your gross profit margins and achieve your goals. When people talk about profit, it can mean different things depending on the context.

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Non-Profits Technology Tax tax planning 59

BurklandAssociates

NOVEMBER 26, 2024

Patents aren’t just paperwork—they’re power moves. Learn how to leverage them for your startup’s success. The post Patents as Strategic Leverage for Startups: Insights from Jeff Schox appeared first on Burkland.

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Canopy Accounting

NOVEMBER 26, 2024

Working on 1099s can feel overwhelming—especially with the time it takes to double-check everything. Typically, we need to pull up the Profit and Loss report and the 1099 Vendor list to compare data and ensure it aligns. But I've got a game-changing trick for you! With this tip, you can see the vendor, account, and 1099 information in one custom report, making it easier to share with clients for approval.

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quickbooks Gaming Account accounted 59

ThomsonReuters

NOVEMBER 26, 2024

If there is one thing accountants and tax preparers know for sure, it’s that an efficient tax workflow is key to remaining competitive in an increasingly digital tax and accounting landscape. Defined as the systematic process of managing all tasks involved in the preparation, filing, and review of tax returns, today’s tax workflow encompasses AI-powered tools, processes, and procedures used by tax professionals to complete their work efficiently and accurately.

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Technology accounting firms Tax tax preparation 52

Accounting Today

NOVEMBER 26, 2024

The Internal Revenue Service extended its transition relief Tuesday for the new Form 1099-K information reporting threshold.

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Tax 126

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

Anders CPA

NOVEMBER 26, 2024

As the year comes to a close, family foundations have an important opportunity to review their governance practices, ensure compliance, and refine strategies to better align with their philanthropic missions. A proactive year-end review can help minimize risks, maximize impact, and prepare for future success. Below, we outline key best practices to guide your family foundation’s governing board.

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Government Education CPA 52

Accounting Today

NOVEMBER 26, 2024

A pending proposal from the Streamlined Tax Governing Board would let businesses that haven't been remitting sales tax come in from the cold.

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Sales Tax Retail Government 122

Ace Cloud Hosting

NOVEMBER 26, 2024

In the fast-paced realm of business technology, staying updated with the best tools is no longer a luxury—it’s a necessity. Recently, Intuit announced the discontinuation of QuickBooks Desktop products like.

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quickbooks 105

Accounting Today

NOVEMBER 26, 2024

The IRS Advisory Council's annual report covered 37 different areas of concern and recommendations.

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tax preparation Tax 116

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

CPA Practice

NOVEMBER 26, 2024

By Katie Kelton Bankrate.com (TNS) Imagine you’ve got the perfect holiday gift idea for your kiddo, but it’s sold out in stores. Luckily, you found a seller online who can ship the gift for a low price! They send you a link to their digital payment account so you can pay for the gift in advance. After all, the item is popular, and you want to get it before someone else does.

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Accounting Today

NOVEMBER 26, 2024

Entities that co-own clean energy projects can access clean energy tax credits through elective pay, according to the IRS.

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Tax 105

CPA Practice

NOVEMBER 26, 2024

Updated: Nov. 26, 2024 Thanksgiving and Christmas are here, and that means the end of the year is coming up soon, and tax season will follow soon after. Although Americans dislike the IRS and bemoan taxes, many millions actually look forward to getting a tax refund, and start thinking of how they will spend it. Vacation time? Pay off bills? [ Jump to the estimated refund date chart below or just scroll down.

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Reckon

NOVEMBER 26, 2024

Seasons greetings! The holiday season is upon us, and the new year is fast approaching. 2024 was packed full of challenges and successes, so at Reckon, the leadership team wanted to share with you our holiday messages: Sam Allert, Chief Executive Officer 2024 has been another year full of challenges and victories. A major milestone for me personally would have to be the pride in my daughter for finishing and graduating high school.

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bookkeeping Hospitality Sales payroll 52

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.

CPA Practice

NOVEMBER 26, 2024

By Ted Rossman Bankrate.com (TNS) There are plenty of conversational landmines to avoid around the holiday dinner table. Money leads the way, according to a recent Bankrate survey. We found that only 38% of U.S. adults are comfortable discussing their bank account balances with family members and close friends. Fewer than half (47%) are comfortable discussing their love lives, and just 52% are comfortable talking about their credit card debt.

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accounting and finance Gaming Finance Account 95

Accounting Today

NOVEMBER 26, 2024

Not everyone thinks PE is the 'greatest thing ever.' However, most agree it brought more positives than negatives.

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accounted Account accountant 78

Insightful Accountant

NOVEMBER 26, 2024

We here at Insightful Accountant wish you, your family and friends, a Happy Thanksgiving. We are thankful for the trust and confidence you have shown in us.

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accounted Account accountant 52

Accounting Today

NOVEMBER 26, 2024

The Public Company Accounting Oversight Board introduced two pieces of guidance to help auditing firms apply its new quality control standard.

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audit Account accounted accountant 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

Ronika Khanna CPA,CA

NOVEMBER 26, 2024

In the fall of 2018, the federal government decided to introduce a tax incentive called the Accelerated Investment Incentive (AII). The purpose of this program was to stimulate business investment by increasing the amount of capital cost allowance (CCA) on depreciable property (the terminology, sadly, is a bit less stimulating). In layman’s terms, it means you could claim a higher amount of depreciation on assets such as computer, equipment, furniture etc, in the year of purchase, thereby reduci

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Tax tax return corporation tax Government 52

Accounting Today

NOVEMBER 26, 2024

The ASU clarifies how the existing guidance would apply to settlements of convertible debt instruments with cash conversion and other features that have become more prevalent.

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accounting standards Account accounted accountant 75

Insightful Accountant

NOVEMBER 26, 2024

In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Margie Remmers-Davis, CEO and founder of Akadian Accounting Education. Margie shares her inspiring journey to the development of her training programs.

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bookkeeping Education Account accounted 52

Accounting Today

NOVEMBER 26, 2024

A boutique accounting firm specializing in the restaurant industry has joined the Platform Business Advisors team.

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Finance accounting firms Account accounted 69

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.

Summit CPA

NOVEMBER 26, 2024

The remote work debate shows no sign of slowing. With enough dueling “productivity” statistics to fill the headlines for the foreseeable future, what’s more interesting is to ask: What do successful remote-first companies have in common?

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Accounting Today

NOVEMBER 26, 2024

Saving Social Security; sued over an address; more 5471 opinions; and other highlights from our favorite tax bloggers.

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Tax tax preparation payroll tax payroll 59

Menzies

NOVEMBER 26, 2024

Menzies LLP - A leading chartered accountancy firm. Have you ever considered outsourcing your business finance function? There are many myths that can deter businesses from considering this as an option, and we explore them below: Outsourcing Means Losing Control Myth : Many business owners fear that outsourcing the finance function will mean losing control over their financial operations and decisions.

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Accounting Today

NOVEMBER 26, 2024

Tesla Inc.'s electric vehicles would be shut out from consumer rebates under a proposal by California Governor Gavin Newsom, pitting him against Elon Musk.

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California Tax 52

Speaker: Frank Taliano

Documents are the backbone of enterprise operations, but they are also a common source of inefficiency. From buried insights to manual handoffs, document-based workflows can quietly stall decision-making and drain resources. For large, complex organizations, legacy systems and siloed processes create friction that AI is uniquely positioned to resolve.

Technology