Nancy McClelland, LLC

MARCH 6, 2022

For anyone in the field or looking to get into it, I strongly recommend a membership , which gets you into all of these webinars below at no extra charge. The NSAC line-up for the next few months is seriously powerhouse. Note: I am not paid or given a discount to promote NSAC — I just think they’re great!

Agriculture 52

Agriculture Account accountant accounted 52

Patriot Software

AUGUST 21, 2023

Want to be able to look at the financial health of any business in minutes? Industry expert Mike Milan, otherwise known as Cash Flow Mike, presents “The 7-Minute Conversation – How To Analyze Any Company’s Financial Statements in 7 Minutes or Less.”

financial statements 52

financial statements Account accountant accounted 52

CPA Practice

MAY 10, 2023

Accountants can earn CPE credits for live attendance of Patriot Software webinars, which are free to attend. CPAs looking for opportunities to maintain their professional competence can participate in a free Patriot Software webinar and receive one CPE credit per 50-minute session. Interested participants can register here.

payroll 59

payroll cpas bookkeeping accounting software 59

TaxConnex

APRIL 26, 2022

Non-compliance can compromise your company’s financial statement, a tough problem for small and new enterprises. For more on your compliance repercussions and risks, here’s our webinar specifically on the topic. Penalties associated can start at 25% of tax liabilities. Then there’s the business cost. your sales tax obligations?and

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audit Tax Sales Start-ups 173

TaxConnex

OCTOBER 12, 2023

There are also two big reasons to estimate the prior-period exposure: The data can help determine a strategy to mitigate the liability; and, if a company is publicly traded, it must required to disclose the exposure on the financial statements if it meets the reportable criteria/thresholds. Evaluate mitigation options.

Sales 113

Sales Tax audit tax return 113

ThomsonReuters

DECEMBER 8, 2023

How AI is transforming audit Traditionally, auditors have heavily relied on manual processes to uncover risk in financial statements and business operations. To future-proof your firm, watch our webinar on 3 keys to the future of audit.

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audit auditor financial statements Technology 98

CPA Practice

APRIL 29, 2024

One core strategy for doing this will be marketing new and consistently in-demand services – from CAS and CFO advisory, to AP and financial statement preparation. Even better – get them involved by teaming up for co-marketing opportunities like events, articles or webinars.

Education 118

Education cpas bookkeeping accounting firms 118

ThomsonReuters

OCTOBER 31, 2023

AI is often instrumental in helping to identify errors and improve the overall accuracy of financial statements and reports, while streamlining and standardizing workflows. Webinar Discover how generative AI is changing the accounting industry in a new webinar. Can AI do accounting?

accounting jobs 52

accounting jobs accountant jobs accounts jobs Account 52

PANALITIX

MARCH 31, 2021

In a recent webinar, Panalitix CEO Mark Ferris discussed how accountants can offer more strategic (CFO-type) services. If you would like to watch the webinar, please get in touch. RESOURCES / ARTICLES. Being the CFO. Your Client Needs. Accountants raised great points before and during the event. Here’s a summary below.

Rhode Island 130

Rhode Island accounting and finance Oregon Maryland 130

Airbase

JULY 19, 2023

Acquiring dependable, readily accessible data becomes challenging due to the growing volume of financial transactions that are not being captured and recorded in real time. In our What I Wish I Knew webinar on system optimization, Reuben Cook of Squire talked about the development of siloed systems within a company.

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audit Legal Spend Management Finance 130

ThomsonReuters

MARCH 19, 2024

Document generation and summarization: Generative AI models have the potential to automatically generate financial reports, invoices, or other accounting documents. They could also assist in summarizing lengthy financial statements or reports for quick insights.

Tax 52

Tax Technology Education auditor 52

Going Concern

OCTOBER 31, 2022

The story is behind a paywall but Law.com says that during a recent Law.com webinar, EY global law leader Cornelius Grossmann said a new EY company, split from its audit business, would focus on largescale clients and projects that are multidisciplinary in nature, with legal services being a key—but not dominant—component. Happy Spoopy Day!

Account 97

Account accountant accounted audit 97

ThomsonReuters

MAY 2, 2023

” As outlined in the conforming amendments to SAS 145, a top-down approach involves: Beginning at the financial statement level; Using the auditor’s understanding of the overall risks to ICFR; Focusing on entity-level controls, which may be indirect or direct controls as described in SAS No.

audit 52

audit auditor financial statements Account 52

ThomsonReuters

JULY 6, 2023

In today’s ultra-competitive business landscape, being an accountant means far more than preparing tax returns or compiling financial statements. Advisory Roundtables are virtual peer-to-peer events to connect and share with peers about best practices, challenges, and hot topics.

Account 88

Account accountant accounted tax return 88

MazumaBusinessAccounting

JUNE 3, 2020

The portal includes the following: Mazuma Portal Dashboard: Your financial statements. This page also provides announcements for upcoming webinars, articles, reports, events, and other relevant information. Our portal is the software we use to connect our client’s information with our tax professionals. Announcements.

bookkeeping 59

bookkeeping Tax financial statements tax accountant 59

Going Concern

FEBRUARY 9, 2024

IRS warns tax professionals to be aware of EFIN scam email; special webinars offered next week [ IRS ] The IRS warned that scammers are posing as tax software providers and requesting EFIN documents from tax professionals under the guise of a required verification to transmit tax returns. researchers surveyed financial executives (e.g.,

Technology 83

Technology Colorado audit cpa firm 83

ThomsonReuters

DECEMBER 20, 2021

Look for cloud-based software that combines write-up, trial balance, payroll, and financial statement analysis to help streamline your operations. . If you’ve already begun your journey to firm ownership, join us for our upcoming webinar, “Small firm health check: How to keep your business in top shape”.

accounting firms 52

accounting firms Account accountant accounted 52

Going Concern

MAY 13, 2024

On June 4, Cherry Bekaert is holding a Employee Retention Credit updates webinar. She’s spent more than two decades at AT&T, steadily working her way up to the C-suite from a role as an accounting manager. Just want to add this screenshot. However, several commenters interpreted the proposed requirements differently.

Oregon 74

Oregon Account accountant accounted 74

ThomsonReuters

APRIL 24, 2023

At the core of every audit is the identification and assessment of risks of material misstatement, which is critical given the potential impact on a company’s financial position. To learn more, view our webinar offering early guidance on SAS No. Take action now to ensure that your firm is fully prepared for SAS 145.

auditor 59

auditor audit financial statements Tax 59

SchoolofBookkeeping

NOVEMBER 20, 2023

With features like automated bank feeds, financial statements, and 1099 tracking, it's like a rollercoaster for accountants who crave the excitement of standardized platforms. I did have Kat join us to discuss these features in detail on a recent QB Power Hour Webinar.

quickbooks 52

quickbooks E-commerce payroll Real Estate 52

Menzies

FEBRUARY 22, 2023

The main “Clarifying amendments” are:- Firstly to ensure that comparative information is provided for virtually all the figures and notes in the financial statements, unless there is a specific exclusion (there are very few exclusions apart from movements in fixed assets). Watch our webinar on the underlying FRS102 accounting changes.

Maine 52

Maine chartered accountant financial statements Legal 52

ThomsonReuters

MAY 6, 2021

This is where Ledgible’s roots in Financial Statement audits of blockchain companies is invaluable. Learn more about crypto tax consequences at our upcoming webinar: Tax compliance for Bitcoin and virtual currencies. The IRS has trained and armed its staff with blockchain analysis and analytics tools to support audits.

cpas 59

cpas tax return audit Tax 59

CPA Practice

SEPTEMBER 26, 2023

By using generative AI, routine accounting tasks such as data entry, account reconciliations, and financial statement preparation can be further automated. On-demand webinars covering technical accounting topics and best practices.

Entertainment 40

Entertainment accounting and finance audit Technology 40

CPA Practice

SEPTEMBER 14, 2023

By using generative AI, routine accounting tasks such as data entry, account reconciliations, and financial statement preparation can be further automated. On-demand webinars covering technical accounting topics and best practices.

Entertainment 40

Entertainment accounting and finance audit Technology 40

ThomsonReuters

MAY 12, 2023

An example might look like a firm using automated bots to respond quickly to customer inquiries; another might be using AI-powered audit tools to review financial statements more efficiently; still, others are utilizing predictive analytics solutions to identify potential risks before they become costly problems for the business.

cpa firm 52

cpa firm CPA Technology cpas 52

Withum

FEBRUARY 9, 2023

View Slide Deck View More On-Demand Webinars Viewers Will Learn About Understand how a not-for-profit is formed and what needs to be considered. Evaluate basic financial reporting principles and concepts that affect not-for-profit financial statements. Analyze board member basics for corporate governance.

New York 52

New York financial statements Government 52

Cherry Bekaert

MAY 9, 2024

First, the auditor will review the A&E firm’s financial statements to gain an understanding of the business’s operations and overhead costs. The firm should ensure that its financial statements are accurate and up to date. Q: What is the process for an overhead rate audit?

audit 98

audit auditor Transportation Government 98

Withum

JULY 28, 2022

Over the past few months, the SBA has provided several audit-specific webinars for entities that have received an SVOG grant. These webinars have provided details and clarity around the requirement. They will simply submit their audited financial statements to the SBA.

audit 64

audit Non-Profits Entertainment financial statements 64

Going Concern

DECEMBER 11, 2023

Say the researchers: First, we find that the likelihood of obtaining an audit increases with a company’s size independent of any government mandate, reflecting the fact that larger companies face greater financial complexities and more diverse stakeholders and thus have a greater private demand to obtain a financial statement audit.

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auditor Account accountant accounted 100

Nancy McClelland, LLC

MAY 6, 2024

And most importantly, reviewing your “all dates” financial statements beforehand, exporting them, and comparing the same reports afterwards is essential. If you prefer your info from a third-party source, Hector Garcia does a short walkthrough on his YouTube channel , and Alicia Katz-Pollock is offering an Earmark webinar on May 21st.

quickbooks 52

quickbooks bookkeeping Tax tax preparation 52

PYMNTS

MARCH 1, 2018

The package must include the laundry list of financial records lenders want to review: balance sheets and financial statements, bank statements, tax returns, accounts payable and receivable and details about the vendors on those lists, as well as details about outstanding loans and tax returns.

accounts payable 40

accounts payable forensic accounting tax return accounting and finance 40

Ryan Lazanis

JUNE 8, 2023

In this screenshot from Future Firm Accelerate, a member seeks recommendations for improving skills in interpreting financial statements and communicating with clients in a non-accounting language. Topics range from accounting principles and practices to financial reporting and analysis.

online accounting 52

online accounting Account accountant accounted 52

KROST

APRIL 19, 2021

Bank statements. Externally or internally prepared financial statements such as Income Statements or Profit and Loss Statements. Join us for an upcoming webinar on Tuesday, May 4th. The webinar will also include updates on PPP and ERTC. IRS Form1040 Schedule C; IRS Form 1040 Schedule F.

tax return 52

tax return Tax Non-Profits Sales 52