Mark Lee
MAY 6, 2025
At the start of this century(!) when I first started writing and lecturing on practice development issues for accountants, I quickly learned to avoid the M word. Few accountants wanted to think about actively ‘marketing’ their practice. They didnt understand what was required as their training never covered it. And there was a common belief that ‘marketing’ wasnt something a professional accountant should have to do.
GrowthForceBlog
MAY 7, 2025
9 min read May 7th, 2025 In a perfect world, receivables would collect themselves. Unfortunately, businesses don't operate in this kind of world, and clients don't always pay on time. Key Takeaways Managing Late Payments: How to Handle Overdue Invoices: When a receivable is late, you need to take action right away. Have a policy that outlines the process and schedule of following up with past-due clients.
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BurklandAssociates
MAY 6, 2025
Every round affects your ownership. This guide helps you model dilution and make smarter fundraising decisions. The post Modeling Dilution to Plan Smarter Fundraises appeared first on Burkland.
CPA Practice
MAY 7, 2025
Artificial intelligence is set to transform internal audit in 2026, with adoption expected to double next year to80% from its current adoption rate among internal auditors of 39%, according to new research from Wolters Kluwer.
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
Insightful Accountant
MAY 7, 2025
In our high-pressure industry, where tax season can feel like an endless marathon of deadlines and demanding clients, effective leadership makes the difference between a thriving practice and a burned-out team.
TaxConnex
MAY 8, 2025
How do states look at SaaS (software as a service)-oriented businesses and sales tax requirements? The short answer is, Many ways. The longer answer is, Many, many, many ways. The complexity of sales taxes and SaaS is a confluence of factors, including almost a decade of upheaval in states tax statutes and the advent and lightning development of whats become everyday technology (and how the technology is delivered).
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Insightful Accountant
MAY 6, 2025
Want to know the 'demographics' that make up our 2025 Top U.S. ProAdvisors? If so, we've assembled various key data that illustrates who our ProAdvisors are and what they do and think.
LSLCPAs
MAY 7, 2025
Lets get this out of the way first: filing a tax extension for your business is not a sign of trouble. Ive seen business owners panic at the thought of extending their tax returnworried that it might signal poor planning or worse, draw unwanted attention from the IRS. But heres the truth, from one CPA. The post Dont Fear the Tax Extension: Why Pushing Your Business Deadline Might Be the Smart Move appeared first on LSL CPAs.
FraudFiles
MAY 6, 2025
Financial statement fraud happens is one of the most costly types of fraud. It is a significant problem because people inside and outside the company rely on the information provided in the financial statements. They assess the financial results and make predictions and decisions about the future of the company based on those results. Upper [.
TaxConnex
MAY 6, 2025
I am excited to announce that TaxConnex has won the Best of Accounting Award for providing superior service to our clients for the third consecutive year! ClearlyRated's Best of Accounting Award winners are chosen based entirely on ratings provided by by clients in an annual survey sent through ClearlyRated. On average, clients of 2025 Best of Accounting winners are 1.6 times as likely to be satisfied than those who work with non-winning firms.
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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
Accounting Today
MAY 7, 2025
The growing capabilities of artificial intelligence mean the profession can't afford to be complacent, one expert says.
CPA Practice
MAY 7, 2025
In addition to halting issuing of paper checks, the government will no longer accept paper checks as payment.
SchoolofBookkeeping
MAY 9, 2025
What Happens When Your QuickBooks Pro or Premier Subscription Lapses or Is Cancelled? So, you’ve been living the dream with QuickBooks Desktop Pro or Premier, but now you’re staring down the barrel of a lapsed subscription—or worse, cancellation. What happens next? Does your data just vanish into the ether? Does Intuit send you a “Thanks for playing!
Patriot Software
MAY 6, 2025
Review platforms Software Advice, Capterra, and GetAppall owned by Gartner Digital Marketshave recognized Patriot Software as one of the highest-rated payroll systems, based on user reviews. Canton, OH Patriot Payroll has been recognized with multiple 2025 Best Of badges from review site, Gartner Digital Markets.
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
MAY 5, 2025
The IRS continued layoffs, changed its acting commissioner, and ended its Direct File program as Tax Day arrived.
CPA Practice
MAY 9, 2025
The qualities necessary for success in the fields of accounting and tax have always included a natural inquisitiveness, a keen eye for details, being comfortable working with complex inter-related data, and sometimes working long hours, either due to reporting seasons or project deadlines. These traits are still necessary, but several other factors have grown critical.
Randal DeHart
MAY 9, 2025
Running a small business is no small feat. Every purchase, every invoice, and every supplier relationship counts. But as your business grows, so does the complexity of managing procurement. This is where a Purchase Order (PO) System can help. The importance of a POS for contractors cannot be overstated. In the fast-paced and often unpredictable world of construction, managing resources effectively is crucial for the success of any project.
Patriot Software
MAY 9, 2025
There are two types of people come tax time. Youve got the ones who are excited and file their taxes on the first day they can. And, youve got the ones who moan and groan and file at the last minute. Which one are you?
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.
Accounting Today
MAY 6, 2025
The job cuts amount to about 2% of PricewaterhouseCoopers' U.S. workforce of approximately 75,000 employees.
CPA Practice
MAY 8, 2025
Melio and Gusto are partnering to make it easier for small and midsized businesses to pay employees, contractors, vendors, and get paid via invoices from one platform.
Withum
MAY 6, 2025
Withum is proud to announce that Accounting Today ranked the Firm as the 22 nd largest Accounting Firm in North America in their annual Top 100 Firms and Regional Leaders lists. Withums ranking for 2025 has moved up one spot from last year, a testament to the Firms consistent performance and growth. With an annual revenue of $578 million and a team of over 2,500 members across 25 offices, the Firm has improved from its 2024 performance of $521 million and 2,076 professionals.
Patriot Software
MAY 8, 2025
As a business owner, you likely pay wages to employees. But when it comes to paying yourself, what do you do? Depending on your type of business structure, you might be able to pay yourself an owners draw. What is an owners draw?
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.
Accounting Today
MAY 6, 2025
Artificial intelligence is a key consideration for these 10 technology pioneers.
CPA Practice
MAY 9, 2025
Even if you filed your tax return for the year, theIRS warned last week that taxpayers should remain on alert for some common scams to avoid losing money and personal data.
Withum
MAY 5, 2025
While the SEC does not mandate that private companies conduct financial audits, many voluntarily opt for an audit to bring credibility and transparency to their financials, whether to meet investor expectations, fulfill loan requirements, secure future funding, satisfy regulatory requirements or prepare for a potential sale. Regardless, a financial statement audit is crucial both to management and to applicable external users of the financial statements.
AccountingDepartment
MAY 9, 2025
Our AccountingDepartment.com family is proud of its vibrant and diverse cast of characterswe span the country with our team members coming from all backgrounds and personalities. Included among our team are some amazing Military Spouses whose hard work, dedication, and contributions are part of what makes our family so strong, and theirs as well.
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.
Accounting Today
MAY 6, 2025
A relatively smooth filing season offered a lot to learn about the future of the IRS, the importance of tax planning, changes in liability patterns, and more.
CPA Practice
MAY 5, 2025
Eide Bailly has acquired Solana Beach, CA-based Hamilton Tharpthe third M&A deal the top 20 accounting firm has made in the past week.
Patriot Software
MAY 6, 2025
Review platforms Software Advice, Capterra, and GetAppall owned by Gartner Digital Marketshave recognized Patriot Software as one of the highest-rated payroll systems, based on user reviews. Canton, OH Patriot Payroll has been recognized with multiple 2025 Best Of badges from review site, Gartner Digital Markets.
Withum
MAY 7, 2025
Microsoft’s recent announcement about the Microsoft Great Plains end of life has stirred significant concern among businesses that have relied on this trusted ERP solution for years and with good reason. Since its introduction in the early 1990s, Great Plains (GP) has been a cornerstone financial management solution for mid-sized organizations across numerous industries.
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.
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