Proposal tools saved me a lot of time by automating the sending and tracking of client proposal documents. Here are my top picks. The post The 11 Best Proposal Software for Accounting Firms appeared first on Future Firm. MORE
RogerRossmeisl
JUNE 1, 2025
Even well-run companies experience down years. The federal tax code may allow a bright strategy to lighten the impact. Certain losses, within limits, may be used to reduce taxable income in later years. Who qualifies? The net operating loss (NOL) deduction levels the playing field between businesses with steady income and those with income that rises and falls.
Ryan Lazanis
JUNE 5, 2025
Proposal tools saved me a lot of time by automating the sending and tracking of client proposal documents. Here are my top picks. The post The 11 Best Proposal Software for Accounting Firms appeared first on Future Firm.
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Insightful Accountant
JUNE 2, 2025
Ecommerce isnt just boomingits reshaping how modern businesses are built. Platforms like Shopify, Amazon, and TikTok Shop have lowered the barrier to entry, enabling thousands of new brands to launch each month.
Accounting Today
JUNE 2, 2025
The first wave of PE investments in the accounting space is coming to the end, and it's time to see what direction it will take next.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
SchoolofBookkeeping
JUNE 4, 2025
When it comes to automating payments in QuickBooks, it’s easy to get swept up in the promise of “set it and forget it.” But as any experienced accountant or bookkeeper knows, the devil is in the details. Let’s objectively break down recurring invoices, recurring payments , and autopay—what they do, where they shine, what to watch for, and what you’ll pay in fees. 1.
AccountingDepartment
JUNE 4, 2025
At AccountingDepartment.com, we know that exceptional client service isnt just about clean booksits about empowering our people to do their best work and grow professionally. Thats why our Accounting Manager role is such a critical part of our team structure. This leadership position bridges the gap between our Senior Accountants and Controllers, ensuring that both clients and team members receive the high-level support they need.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Canopy Accounting
JUNE 2, 2025
Are you running a successful accounting firm and running yourself into the ground? If youre an accounting firm owner logging 60+ hour weeks to keep things afloat, youre not alone (one survey found 99% of accountants have felt burnout).
Patriot Software
JUNE 2, 2025
Are you spending too much of your companys hard-earned revenue on payroll expenses? You can use the payroll-to-revenue ratio to find out. The payroll-to-revenue ratio can help you gauge efficiency and profitability for improved decision-making. Read on for the formula, steps to calculate it, and more.
Accounting Today
JUNE 3, 2025
PwC's 2025 Global AI Jobs Barometer report found that artificial intelligence is making workers more productive, valuable and able to demand higher wage premiums.
Xero
JUNE 6, 2025
The 2025 Financial Year is almost at an end, so there has never been a better time to prepare. A great first step on your EOFY preparation journey is to review your payroll finalisation. Getting a head start on your organisation’s payroll ensures your July is as easy as possible. Not sure where to start? You’ve come to the right place. Whether this is your first payroll finalisation, or your hundredth, blast past your tax time stress by following our handy list of steps. 1.
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You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Accounting Insight
JUNE 6, 2025
Technology-embracing firms enjoy nearly two-thirds more revenue growth compared to their competitors, according to a recent report on the future of accounting. With MTD for Income Tax, the UK government’s initiative to digitalise the tax system—approaching its next significant phase, this stark contrast serves as both an urgent signal and a compelling invitation to accounting professionals across Britain.
Insightful Accountant
JUNE 6, 2025
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Accounting Today
JUNE 6, 2025
Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc
Withum
JUNE 2, 2025
As NetSuite users continue to explore and integrate artificial intelligence (AI) into their enterprise resource planning (ERP) systems, understanding how to effectively communicate with AI becomes crucial. One key skill in this evolving space is prompt engineering. As NetSuite continues to roll out more AI application updates, its a good time for users to explore prompt engineering in NetSuite and how it can be leveraged in AI applications for NetSuite users.
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.
CapataCPA
JUNE 5, 2025
2025 Tax Reform – “The One Big Beautiful Bill” Simplified As part of a sweeping new proposal making its way through Congress, the “One Big Beautiful Bill” outlines a series of tax changes that could significantly impact both individuals and business owners beginning in Tax Year 2025. At CAPATA, we’ve summarized the key provisions and how they differ from current tax law so you can stay ahead of what’s coming.
Shay CPA
JUNE 4, 2025
If youre a tech founder in a city like New York, theres a good chance youve come across a quasi-governmental entity known as an Economic Development Corporation (EDC). The New York City Economic Development Corporation (NYCEDC) is one of the most prominent examples, but youll find similar organizations in cities across the globe. Their mandate is straightforward: stimulate local economic growth by attracting businesses, supporting entrepreneurs, and developing strategic infrastructure projects.
Accounting Today
JUNE 5, 2025
Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc
CPA Practice
JUNE 2, 2025
The IRS completed a "successful 2025 filing season" with 87% of taxpayer phone calls answered by customer service representatives and average wait times of three minutes, the agency said last week, despite workforce reductions and leadership changes that have put the IRS at times in a state of turmoil.
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 Insight
JUNE 6, 2025
Study of oldest invoices show Government departments owed at least £290K but owe at least £1.7 million UK government departments have been waiting on payment for nearly two decades, despite strict regulations designed to ensure timely payments, new Freedom of Information (FOI) data obtained by Quadient (Euronext Paris: QDT), reveals. The oldest outstanding invoice traces back to March 2006, while the government itself is still to pay invoices from as far back as June 2007 – in both cases pre-dat
Dent Moses
JUNE 4, 2025
A C corporation is a legal structure for a business that is taxed separately from its owners. This structure offers significant legal protections and is favored by companies planning to reinvest profits or eventually go public. Unlike S corporations or LLCs, a C corp pays corporate income tax on its profits. If dividends are paid, shareholders are typically taxed on them at qualified dividend rates, creating the possibility of double taxation.
Accounting Today
JUNE 6, 2025
Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc
Withum
JUNE 4, 2025
When I last wrote about the topic of choosing the right AI for processing forms ( Microsoft Forms Processing Is AI Builder Enough or Do I Need SharePoint Syntex? ) the AI landscape for forms processing was much simpler, and the choice between what was then called SharePoint Syntex and AI Builder for Forms Processing was much easier to make. Today, Microsofts AI Form Processing choices have more overlapping capabilities, different strengths and distinct pricing models, making it essential to cho
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
CPA Practice
JUNE 5, 2025
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Accounting Web
JUNE 5, 2025
HMRC has lost £47m to a “sophisticated” fraud after cybercriminals used stolen personal data to access or create tens of thousands of online tax accounts.
Accounting Today
JUNE 6, 2025
Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc
Going Concern
JUNE 5, 2025
Struggling to Find Remote Accounting Talent? We’ve Got You Covered. If your firm or internal team is having a tough time sourcing qualified remote tax and accounting professionals, you’re not alone—and you’re not out of options. Accountingfly’s Always-On Recruiting gives you immediate access to a curated pool of top remote candidates— with no upfront cost.
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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
CPA Practice
JUNE 6, 2025
Search for: Home About Us Log In Subscribe for Free My Account Log Out Accounting & Auditing Accounting ESG Financial Reporting Nonprofit Small Business Auditing Audit Standards PCAOB SEC Tax Taxes Income Tax IRS Legislation Sales Tax State Local Taxes Tax Planning Payroll Payroll Benefits Human Resources Payroll Software Payroll Taxes Tech Technology Artificial Intelligence Automation Cloud Technology Digital Currency Hardware Security Software Advisory Advisory CAS Financial Planning Risk
SkagitCountyTaxServices
JUNE 4, 2025
Payroll day has a way of sneaking up on you. Even when things are running smoothly, theres still that moment of holding your breath Will the software cooperate? Are the numbers right? Is everyone getting paid on time? And if something does go wrong, its on you to stop and figure it out. Fast. If youre using QuickBooks Desktop 2022, you need to know (if you dont already): Intuit officially pulled the plug on it this weekend.
Accounting Today
JUNE 6, 2025
Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc
ThomsonReuters
JUNE 4, 2025
Highlights: Pillar Two introduces unprecedented complexity, requiring sophisticated technology software. Orbitax Global Minimum Tax (Orbitax GMT) automates data collection and validation, reducing manual entry errors while ensuring regulatory compliance. Early technology adoption, staff training, and continuous monitoring of regulatory changes are essential for successful Pillar Two implementation.
Advertiser: Paycor
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