CPA Practice

DECEMBER 9, 2024

A new report reveals a dramatic shift in the expectations that businesses and individuals who use accountants have of those professionals, with findings that highlight the need for seamless technology, proactive communication, and personalized service. The 2024 Client Satisfaction Report , commissioned by accounting technology maker TaxDome , provides invaluable data to help firms adapt to the evolving needs of their clients.

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Accounting Today

DECEMBER 9, 2024

Barry's presentation at the Accountants Club of America included his thoughts about the future of small practices, which make up about 43,000 of the estimated 44,000 accounting practices in America.

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Accounting Insight

DECEMBER 10, 2024

Accountancy practices of all sizes must adapt to profound changes affecting the industry. As we approach 2025, maintaining the status quo is no longer a viable option. Success in the year ahead requires careful preparation across multiple fronts: from embracing artificial intelligence and enhancing professional capabilities, to addressing talent acquisition, managing heightened security pressures, and providing strategic counsel on sustainability matters.

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Canopy Accounting

DECEMBER 9, 2024

Canopy's updated guide breaks down every change, update, and addition you will need to know for the 2025 tax season. Download our latest eBook to be the best-equipped tax accountant to help clients this upcoming tax season!

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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.

accountant

ThomsonReuters

DECEMBER 10, 2024

Jump to The transformative potential of AI in advisory Breaking through traditional pricing models Empowering teams through technology Challenges and considerations when adopting tech and AI Embracing technology to unlock advisory services Today, many forward-thinking accounting firms are driving business growth through advisory services. This transition, however, requires a shift in both mindset and business model, as well as a stronger role for technology.

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Canopy Accounting

DECEMBER 10, 2024

What's new: Practitioners can now send an invoice to many clients at the same time. As previously announced, they can also invoice one client representing a group of related clients.

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ThomsonReuters

DECEMBER 10, 2024

Blog home As artificial intelligence continues to rapidly evolve , a new concept is emerging that tax and accounting professionals need to be aware of: agentic AI. This type of AI advances from basic automation or content generation to developing systems capable of autonomously performing complex tasks and making decisions. For tax and accounting firms, agentic AI has the potential to dramatically transform workflows, client services, and the nature of professional work itself.

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Accounting Today

DECEMBER 12, 2024

Accountants' skill sets can help them navigate leadership, foster innovation and drive successful financial operations in any organization.

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Canopy Accounting

DECEMBER 10, 2024

The key to success in any business is building lasting relationships with clients. However, managing relationships is complicated due to numerous human factors. People are still people even in business.

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TaxConnex

DECEMBER 10, 2024

TaxConnex is paving the way for a new category of sales tax management services UPSOURCING. Building on our strong foundation of sales tax advisory services and managed sales and use tax filing and remittance services, we are introducing two powerful new solutions into our portfolio: Sales Tax Calculation Software: Designed to simplify the process of calculating the proper sales tax, this software integrates seamlessly with a variety of business systems and shopping carts to provide precise, re

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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

Xero

DECEMBER 10, 2024

With the Malaysian government’s push towards a digital economy, small and medium enterprises (SMEs) must adapt to new requirements. One key development is the National E-invoicing Initiative. This initiative aims to modernize how businesses manage invoices, helping to streamline operations, improve compliance, and enhance efficiency across industries.

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CPA Practice

DECEMBER 10, 2024

Client advisory services (CAS) is poised to continue its impressive trajectory as the fastest growing service area in public accounting, according to the newly released 2024 CPA.com & AICPA PCPS Client Advisory Services Benchmark Survey report. The survey polled more than 200 U.S. firms with CAS offerings and collected data from the 2023 calendar year.

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ThomsonReuters

DECEMBER 10, 2024

Blog home As artificial intelligence continues to rapidly evolve , a new concept is emerging that tax and accounting professionals need to be aware of: agentic AI. This type of AI advances from basic automation or content generation to developing systems capable of autonomously performing complex tasks and making decisions. For tax and accounting firms, agentic AI has the potential to dramatically transform workflows, client services, and the nature of professional work itself.

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TaxConnex

DECEMBER 12, 2024

Holiday shopping season offers probably the years best chance for your online business to score big, not only through sales on your own website but also through household-name marketplace facilitators like Amazon. Black Friday this year saw a record $10.8 billion in U.S. online sales up 10.2% over last year. Cyber Monday wasnt far behind, as consumers looked to spend $13.2 billion, up more than 6% over 2023.

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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

Xero

DECEMBER 9, 2024

Welcome to our monthly roundup of what’s new in Xero. This month, we’ve introduced updates designed to help you to get paid faster, streamline tax rules and regulations compliance, and manage your sales tax with ease. With enhancements from the ability to send invoices via SMS to improvements in Xero Tax and sales tax reporting, we continue to make Xero even better.

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CPA Practice

DECEMBER 9, 2024

The Department of the Treasury and the Internal Revenue Service have issued Revenue Procedure 2024-31 PDF and proposed regulations to provide guidance for the Energy Efficient Home Improvement Credit. The revenue procedure provides procedures and requirements that a manufacturer of specified property must follow to be treated as a qualified manufacturer.

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ThomsonReuters

DECEMBER 10, 2024

Jump to Overview of the recent halting Implications for tax and accounting professionals What’s next? Staying prepared amidst regulatory uncertainty Catch up with the Corporate Transparency Act below More on the Corporate Transparency Act Are you ready? The Corporate Transparency Act became effective Jan 1, 2024 Navigating the Corporate Transparency Act: Key implications and considerations Corporate Transparency Act FAQs The Corporate Transparency Act (CTA) has been a pivotal piece of le

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GrowthForceBlog

DECEMBER 12, 2024

8 min read December 12th, 2024 Every new year brings new challenges and opportunities in business. It's up to business owners to ensure they are prepared for what lies ahead in the coming year. The best business leaders keep a continuous eye on the future. Key Takeaways Types of Financial Forecasts: Business leaders can generate forecasts for just about any aspect of their business.

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Withum

DECEMBER 9, 2024

This article has been refreshed to include the latest announcement from Intuit about the discontinuation of support and security updates for QuickBooks Desktop 2022 after May 31, 2025, in addition to the previously announced changes affecting QuickBooks Desktop subscriptions that ended September 30, 2024. Below, we outline what the newest updates mean for your business and the steps you can take to transition smoothly.

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CPA Practice

DECEMBER 7, 2024

There will soon be a new professional tax preparation system available, with options for e-filing returns for forms 1040, 1041, 1120, 1120S and 1065s. These are the most common annual tax returns, representing individuals, estates, corporations, and partnerships. Andrew Argue, a CPA and the founder of Corvee , announced that the IRS has been approved by the Internal Revenue Service to offer e-filing tax preparation software for each of the entities above, and is nearing completion of the corresp

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BurklandAssociates

DECEMBER 10, 2024

By setting up clear, fair compensation ranges from the start, youll put your startup on a path to success where your business and your employees can thrive. The post Why Building a Compensation Model is Critical for Startups appeared first on Burkland.

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inDinero Tax Tips

DECEMBER 12, 2024

It finally happened investors saw your vision, you raised a Series A, and now you have the green light to grow as quickly as possible. Now what? Or perhaps youre building an MVP and scrapping for revenue. Your idea has potential, but you have to diligently manage resources until you can raise seed funding. Regardless of where you are in your journey, cash flow management for your startup will be crucial.

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Withum

DECEMBER 9, 2024

How a Growing Cannabis Organization Streamlined Financial Reporting with Intacct Case Brief A rapidly growing company in the cannabis industry needed to scale its financial management capabilities beyond QuickBooks’s limitations. Partnering with Withum, this organization transitioned from QuickBooks to Sage Intacct, a cloud-based ERP system known for its robust multi-entity and intercompany functionalities and dimension-based accounting capabilities.

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CPA Practice

DECEMBER 11, 2024

Wolters Kluwer, a provider of professional information, software solutions, and services, has announced two significant enhancements to its TeamMate+ audit management platform: Multi-Year Audit Planning and the Business Rules Engine. The new capabilities will enable internal audit teams to streamline planning, improve data accuracy, and enhance governance.

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ThomsonReuters

DECEMBER 9, 2024

Blog home Today, organizations are under increasing pressure to navigate the complexities of global tax regulations, ensure compliance, and optimize workflow processes using the latest advanced technology. Corporate tax leaders across all industries are looking for ways to simplify their tax, trade, and financial reporting workflows with tools that reduce risk, save time, and increase accuracy.

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FraudFiles

DECEMBER 12, 2024

Tracy Coenen talks about the prevalence of fraud allegations related to construction projects and the work a forensic accountant can do in construction claims. She goes through the basics of the financial analysis performed on the numbers and documents related to the construction project. The construction analysis includes a comparison of the following numbers: Total [.

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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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Withum

DECEMBER 11, 2024

Crypto has continued to gain mainstream adoption in the global economy. Each day, more firms are considering the benefits of digital assets and the implementation of payments for their businesses. Offering cryptocurrency payment options may help firms gain a competitive advantage. Should You Integrate Cryptocurrency Payments? If you’re interested in integrating cryptocurrency payments, the guide below will help you make the right decision: Evaluating the Benefits Before diving into the com

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CPA Practice

DECEMBER 9, 2024

Intuit and Amazon have announced a multi-year strategic partnership to empower millions of Amazon sellers to manage their finances, stay compliant, access capital, and grow their business. By leveraging Intuits AI-driven expert platform, millions of Amazon sellers will be able to discover and access Intuits platform seamlessly, benefiting from powerful financial insights like profitability, cash flow, and estimated tax liabilities to fuel their growth.

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Shay CPA

DECEMBER 11, 2024

As technology gets increasingly useful, most company founders are encouraged to think about their tech stacks even early on. Basically, your stack is the grouping of software solutions you use at your company. Its called a stack because, in an ideal world, those tools stack together to create a system that functions together to drive results at your business.

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Accounting Insight

DECEMBER 9, 2024

IRIS Software Group (IRIS), a leading global provider of accountancy, education management, HR and payroll solutions, today announced a definitive agreement to acquire Dext Software Ltd (Dext), a leading bookkeeping automation platform provider. The acquisition will unite two sector-leading cloud-based platforms Dexts Bookkeeping Automation Platform and IRIS Elements to deliver a complementary and fully integrated, end-to-end solution for accountants, bookkeepers, and businesses.

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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.

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