Canopy Accounting

MAY 12, 2025

Collecting hundredsif not thousandsof client documents, saving them as recognizable names, and storing them in the right place is tedious and time consuming. After all, Every file needs to be in order, and all client information must be protected. However, protecting client information and documents (not by email, for example), sharing them with only the right staff members, and maintaining compliance is challenging to say the least.

Account 52

Account accounted accountant 52

Patriot Software

MAY 12, 2025

Your businesss financial statements give you a snapshot of the financial health of your company. Without them, you wouldnt be able to monitor your revenue, project your future finances, or keep your business on track for success. So which financial statement is prepared first? Which financial statement is prepared first?

financial statements 63

financial statements Finance Account accountant 63

Canopy Accounting

MAY 13, 2025

Join operation leaders Ashley Fontenot and Whitney Kisner as they share 7 hidden efficiencies holding firms back and how you can fix them with practice management.

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98

Accounting Insight

MAY 12, 2025

Have you ever been in that situation when you just wanted to ask your accountant that quick question and get an instant answer? This is becoming a reality with the advancement of accounting technology and AI. Often I was waiting for that management report or responding to that one question from two months ago that I needed to find which report had the history.

Account 52

Account accounted accountant accounting software 52

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

CPA Practice

MAY 12, 2025

Proper financial reporting is essential for not-for-profit organizations to maintain transparency, donor confidence, and regulatory compliance. But despite their best intentions, many NFPs consistently make critical errors in their financial statements.

financial statements 103

financial statements Account accountant accounted 103

AccountingDepartment

MAY 15, 2025

Running a small to medium-sized business (SMB) comes with its own set of challenges and rewards. One of the most pivotal aspects of ensuring your business's success is strategic financial planning. While it might seem daunting, mastering this process can propel your business growth and profitability to new heights. This blog post will walk you through the critical steps in strategic financial planning tailored specifically for SMB owners.

small business accounting 86

small business accounting bookkeeping services business accounting bookkeeping 86

Accounting Insight

MAY 13, 2025

Have you ever had an engagement stall due to slow client responses? Do back-and-forth exchanges delay your work? Are deadlines pushed because of incomplete or missing documents? These are all symptoms of a much larger, industry-wide problem that negatively impacts the entire engagement experience and is one of the biggest barriers to engagement efficiency today.

Technology 52

Technology audit Account accountant 52

CPA Practice

MAY 13, 2025

More than half of North American accounting and finance professionals have career ambitions to be entrepreneurs, while two-thirds are interested in pursuing a career focused on environmental issues.

Account 52

Account accounted accountant accounting and finance 52

Patriot Software

MAY 14, 2025

Both Donald Trump and Kamala Harris endorsed “no tax on tips” in the 2024 presidential election. The discussion continues gaining momentum, and a new bill (The One, Big, Beautiful Bill) brings it into the spotlight. But will it happen? It could.

Tax 84

Tax payroll tax payroll 84

Accounting Today

MAY 12, 2025

The Internal Revenue Service has not yet satisfied the goal of the Payment Integrity Information Act to reduce improper payment rates to less than 10%.

Tax 116

Tax 116

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Account

Withum

MAY 16, 2025

When tariffs disrupt supply chains, companies face an important decision of how best to weather the storm. Tariffs can be majorly disruptive and increase complexity, including rising costs, sourcing and supplier challenges and increased compliance hurdles. For many businesses, tariffs will strain working capital and may even cause undesired customer or supplier turnover.

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Manufacturing Transportation audit Maine 95

CPA Practice

MAY 12, 2025

More than 2 in 5 (43%) U.S. adults say money negatively affects their mental health, at least occasionally, causing anxiety, stress, worrisome thoughts, loss of sleep, depression and other effects, according to Bankrate.

payroll 96

payroll Finance 96

Randal DeHart

MAY 16, 2025

Implementing an effective payroll system is crucial for construction business owners, as it directly impacts project management, employee satisfaction, and overall financial health. Given the complexities of the construction industry, including varying pay rates, overtime requirements, and the need for certified payroll reports, developing a streamlined payroll process is essential.

Construction 94

Construction payroll payroll tax Tax 94

Accounting Today

MAY 13, 2025

A report by the Association of Chartered Certified Accountants found 54% of North American respondents say they have career ambitions to be entrepreneurs.

Account 108

Account accounted accountant 108

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Ace Cloud Hosting

MAY 12, 2025

The accounting industry has long been known for its relentless work ethic. With the evolution of the global business landscape, companies now dont look at accountants as just number crunchers.

accounting firms 96

accounting firms Account accounted accountant 96

CPA Practice

MAY 16, 2025

In a new case, an office mix-up authorizing the wrong FedEx service resulted in a missed tax deadline. The Tax Court addressed whether the equitable tolling doctrine grants the taxpayer a reprieve.

Tax 111

Tax income tax 111

Patriot Software

MAY 12, 2025

Ten out of 10 businesses sell products or services. And when you make a sale, you need to record the transaction in your accounting books. How comfortable are you with making a journal entry for sales? How you record the transaction depends on whether your customer pays with cash or uses credit.

Sales 85

Sales accounting books accountant accounted 85

Accounting Today

MAY 16, 2025

Makosi rolls out AI agent built specifically for EBP audits; OneStream announces new AI agents, other solutions; Suralink rolls out request-to-test solution; and other accounting tech news and updates.

audit 97

audit Technology Account accountant 97

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.

Account

Withum

MAY 12, 2025

On May 10, 2025, New York Governor Hochul signed the 2025-2026 budget bill into law. While there are no major tax changes in the budget bill, several items are worthy of note for taxpayers. Including a payroll tax hike and new rules related to partnership audits. Below is a summary of some of the more important tax changes. We will provide a more detailed analysis of these provisions in the coming days.

New York 72

New York business tax Tax payroll tax 72

CPA Practice

MAY 12, 2025

The top 15 accounting firm said it's one of the few firms in the profession to deploy ChatGPT Enterprise across all personnel, unlocking innovation and accelerating client outcomes.

accounting firms 99

accounting firms accountant accounted Account 99

Going Concern

MAY 12, 2025

We were first tipped to layoffs unfolding at RSM US on Friday but weren’t able to confirm until this morning when we received corroboration from another tipster. RSM is making cuts in tax, how many is unknown at this time. Tax leader Tony Urban informed his people today, more info is forthcoming as soon as we have it. We don’t know at this time if other service lines are affected.

Tax 75

Tax 75

Accounting Today

MAY 12, 2025

A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy.

Tax 98

Tax tax planning 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

MAY 12, 2025

The tax profession faces unprecedented recruiting challenges in 2025. As specialized tax expertise becomes increasingly valuable amid evolving legislation, firms struggle with a diminishing pipeline of qualified candidates.

Tax 69

Tax 69

CPA Practice

MAY 14, 2025

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.

accountant 102

accountant accounted Account 102

Patriot Software

MAY 12, 2025

There might come a time when you dont have enough money to pay your employees. Cash flow might be slow, or a three-paycheck month may surprise you. To help your business make ends meet, you might consider taking out a payroll loan. A payroll loan can be a lifeline.

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payroll 65

Accounting Today

MAY 12, 2025

Approximately three-quarters of large global companies are receiving assurance services on their sustainability reporting, according to a new report.

audit 66

audit 66

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

IgniteSpot

MAY 14, 2025

Discover how accounting firms are addressing the talent gap by investing in team development, mentorship, and education partnerships to prepare future leaders.

Account 70

Account accounted accountant Education 70

CPA Practice

MAY 12, 2025

This collaboration enables Sage to rapidly test, refine, and roll out AI models tailored to the complex demands of accounting and compliance.

Account 64

Account accounted accountant 64

Going Concern

MAY 12, 2025

Here we are, back for another week. Yippee. Comments are off on the Monday news brief by default but you are welcome to hit us up via email or text if you have something to say. Now, here’s some stuff that’s going on. In Milwaukee, a Catholic charity is suing a former employee as well as Baker Tilly , the latter because they didn’t notice almost $2 was missing: Catholic Charities of the Archdiocese of Milwaukee is suing its former finance director, alleging she funneled hundred

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Kansas Connecticut Account accounted 52

Accounting Today

MAY 13, 2025

Accountants and tax professionals need to be ready to help their clients choose the right type of business entity.

Tax 104

Tax Account accountant accounted 104

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