Mark Lee
MAY 27, 2025
Many of the accountants who book a call with me are looking to make more money. Although few actually say that. They may start by asking for help in building their brand, improving their marketing, using Linkedin better or any of a range of other TACTICS where I could support and guide them. I’m happy to do any of those things but always try to first clarify the REAL underlying objectives.
Canopy Accounting
MAY 26, 2025
Keeping up with technologys evolution is easier said than done. However, when you future-proof your accounting firm's tech stack, you stay competitive while giving your team some breathing room. While classic spreadsheets will never go out of style, they require a lot of manual input and have difficulty keeping pace with your clients and employees needs.
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Accounting Today
MAY 28, 2025
Consolidation, when done right and with clients and people at the forefront, is not about sacrificing quality for profit.
Accounting Today
MAY 26, 2025
Firms can benefit when more partners have an administrative assistant to help with their work.
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
Accounting Today
MAY 27, 2025
The Internal Revenue Service is expected to lean more heavily on artificial intelligence technology to select cases as it carries out widespread layoffs.
TaxConnex
MAY 29, 2025
Sales tax is not top of mind for most executives, but it is something most businesses have to manage at some level. No matter the size of your business, if you are selling a taxable product or service and establishing nexus in specific states or jurisdictions, you have a sales tax obligation. And as states and the many other tax jurisdictions continue to adjust their statutes, its important to stay in the know.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
CPA Practice
MAY 29, 2025
A majority of small businesses have cited financial uncertainty as the biggest challenge they're facing. Amid these pressures and their own financial concerns, consumers want to do their part.
ThomsonReuters
MAY 29, 2025
If youre a leader of a small or medium-sized accounting firm, youve probably felt the pressure to move beyond basic compliance work to the kind of high-value advisory services that your clients are increasingly looking for. But knowing where to begin, how to price it, and which clients are the right fit can be overwhelming. That fear of change can keep even the most motivated firm leaders stuck in the cycle of transactional, compliance-driven work.
FraudFiles
MAY 27, 2025
In this video, Tracy Coenen talks about the securities fraud cases that might need the assistance of a forensic accountant.
Accounting Today
MAY 29, 2025
Here are three ways accountants can shift from support role to strategic force, helping organizations stay profitable, predictable and well-positioned.
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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
MAY 27, 2025
BDO began piloting potential tools and approaches in early 2023. Since then, BDO has achieved several business milestones in key commitment areas and seamlessly embedded AI in its operations and client service models.
Xero
MAY 27, 2025
The 2025 Xero US Roadshow is set to deliver a day packed with innovation, networking, and inspiration. Let’s explore what’s on the agenda and why you should care. Spotlighting Innovation: AI and Advisory Services The accounting industry isn’t what it used to be; it’s smarter, faster, and more efficient, thanks to AI and advisory services.
AccountingDepartment
MAY 29, 2025
Understanding exactly how much each job or project costs your business is essential for maximizing profitability. However, many business owners struggle to track costs accurately, leading to mispriced jobs and unexpected expenses later on. This is where job costing comes into play.
Accounting Today
MAY 29, 2025
BDO USA's CEO Wayne Berson will retire effective June 30, 2026, and national managing principal of tax Matthew Becker has been tapped to succeed him.
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.
Randal DeHart
MAY 30, 2025
Running a small business is exciting, but lets be honest, managing the admin side of things can feel overwhelming. Between keeping financial records, looking after daily operations, and ensuring compliance with tax laws, its easy to feel buried under endless to-do lists. But heres the good news: with the right strategies, small business administration doesnt have to be a headache.
Going Concern
MAY 29, 2025
*In case it isn’t abundantly clear, she didn’t actually tell you to get CPA tattooed on your forehead as that would be ridiculous. Obviously. Susan S. Coffey, CPA, CGMA, CEOPublic Accounting at the Association of International Certified Professional Accountants has penned a little something for Journal of Accountancy worth our full attention.
CPA Practice
MAY 29, 2025
Tax and accounting professionals are leveraging new technologies to make their firms more efficient and to stay ahead of competitors. In this webinar, well show you how. From automated return package assembly and delivery that takes less than four minutes to send, to AI-powered intake that saves the countless hours necessary to manually handle document request lists and client material organization, and moredigital solutions that consolidate tech stacks are helping firms spend more resources on
Accounting Today
MAY 29, 2025
Cutbacks and vague guidance threaten the IRS's ability to carry out its responsibilities, which include overseeing the troubled nonprofit hospital sector.
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 Seed
MAY 28, 2025
This article was updated May 28, 2025. To be a successful government contractor, your business processes need to be Defense Contract Audit Agency (DCAA) compliant. Successfully completing a DCAA audit ensures the legality of your operation and helps you continue acquiring government contracts. You can make your life easier and guarantee smooth audits by using accounting software that helps government contractors meet DCAA compliance.
Xero
MAY 28, 2025
Late payments pose a significant hurdle for small businesses, frequently disrupting cash flow and complicating the management of daily operations. Recognising this challenge, we’re dedicated to helping you receive payments more efficiently by expanding your payment options. Building on our existing support for credit cards, debit cards, Apple Pay, and Google Pay, we’re excited to announce the addition of Pay by Bank.
CPA Practice
MAY 29, 2025
Embedded Services aims to equip platform partners with capabilities that deepen customer engagement, drive loyalty, and unlock sustainable growth through enhanced user experiences.
Accounting Today
MAY 29, 2025
Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.
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.
Insightful Accountant
MAY 26, 2025
The tax landscape for pass-through entities is facing significant changes under the proposed "One Big Beautiful Bill" approved by Congress this week.
Xero
MAY 28, 2025
If the thought of lodging your tax return makes your palms sweaty and you find yourself procrastinating to avoid the inevitable, youre not alone. Xeros latest research has found nearly three quarters of Australians are worried or anxious about tax time this year. This end of financial year (EOFY), we wanted to uncover the universal challenges that Aussies face and common knowledge gaps when it comes to tax time, and provide easy-to-understand information to reduce confusion and anxiety at this t
CPA Practice
MAY 29, 2025
The Washington-based ERP provider said on May 29 it has signed an agreement to be acquired by Vista Equity Partners, the global investment firm that purchased Avalara in 2022.
Accounting Today
MAY 29, 2025
Firm owners looking at succession must look at future state needs, not just current ones.
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.
Canopy Accounting
MAY 26, 2025
Keeping up with technologys evolution is easier said than done. However, when you future-proof your accounting firm's tech stack, you stay competitive while giving your team some breathing room. While classic spreadsheets will never go out of style, they require a lot of manual input and have difficulty keeping pace with your clients and employees needs.
Insightful Accountant
MAY 29, 2025
In this special GrowCon 2025 edition of the Accounting Insiders Podcast, host Gary DeHart sits down with Mike Milanbetter known as "Cash Flow Mike"to discuss his transformation from state trooper to entrepreneur, author, and small business coach.
CPA Practice
MAY 29, 2025
Companies like Brex, Bluevine, and Wave are already using Plaid's existing Transactions product to deliver real-time spend tracking, smarter capital access, and automated bookkeeping to businesses.
Accounting Today
MAY 29, 2025
The cloud ERP provider has been acquired by a private equity firm that specializes in enterprise software, data and technology-enabled businesses.
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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