Accounting Insight

OCTOBER 24, 2024

What began in 2014 as a tool to automate overdue invoice reminders has evolved into a globally recognized platform, and has empowered over 7,000 businesses to manage credit control efficiently. Recent years have also seen Chaser further advance its automation capabilities, to make invoice payments faster and easier for businesses.

Technology

SchoolofBookkeeping

JULY 9, 2025

If you’ve logged into QuickBooks Online lately and felt like the platform suddenly got a whole lot smarter, you’re not imagining things. What Are QuickBooks AI Agents? ”) Which QuickBooks Plan Gets You Which AI Agent? QuickBooks Plan Included AI Agents What They Do (Trust but Verify!)

quickbooks

SchoolofBookkeeping

JULY 30, 2025

The 2025 Intuit QuickBooks Accountant Technology Survey is out, and the future for accountants is looking both smarter and more complicated than ever. According to Intuit, accountants are charging full speed ahead into the world of AI, automation, and strategic advisory services. But is this transformation as rosy as it sounds?

Technology

CPA Practice

JUNE 27, 2025

Intuit said the new AI agents will automate workflows and, when combined with human experts, deliver real-time insights and improve cash flow for businesses.

quickbooks

Accounting Today

JUNE 5, 2025

EDT 5 Min Read Facebook Twitter LinkedIn Email Over the last several months, Ive been partnering with Intuit QuickBooks, Brittany Brown with Ledger Gurus and Utah Valley University professor David Waite to deliver a hands-on accounting curriculum that teaches students the skills they need to succeed in the accounting profession.

accountant

CPA Practice

JUNE 30, 2025

The awards highlight the most useful technology for firms and clients. From tax prep to asset management, invoicing and portals, and auditing to remote CFO functions, the services the accounting and tax pros provide are dependent on the technologies they use.

Technology

CPA Practice

DECEMBER 4, 2024

the financial technology platform behind TurboTax, Credit Karma, QuickBooks, and Mailchimp, is collaborating with fintech firm Adyen to help small and mid-market businesses more easily manage electronic payments. Intuit QuickBooks financial software is delivered as part of Intuit’s business platform. Intuit Inc.,

Technology

Accounting Seed

NOVEMBER 15, 2024

Though 98% of CFOs have invested in digitization and automation, most report that less than a quarter of their processes are automated—unnecessarily slowing the generation of crucial reports. The push for better solutions continues to rise, with 58% of CFOs increasing their technology investments compared to last year.

Technology

Shay CPA

MARCH 19, 2025

QuickBooks has long been the standard in accounting software, and for good reason. QuickBooks can get costly as you add seats and features. As technology explodes, even more options have come onto the scene. First, its software helps to automate accounting and financial reporting tasks.

quickbooks

CPA Practice

JUNE 18, 2025

She brings more than 20 years of leadership experience in operational strategy, technology consulting, and full P&L management across the public, private, and startup sectors. Most recently, she served as president of North America at QuickFee, a payment technology platform. © 2025 Firmworks, LLC.

Technology

CPA Practice

NOVEMBER 12, 2024

Combined with Navan’s award-winning travel and expense management platform, the automated experience enables accountants to advise clients on T&E spend and focus on work that provides the most value to their clients. With Navan Connect, firms can now consolidate client spending on multiple card feeds using a single dashboard.

Expense Management

CPA Practice

DECEMBER 9, 2024

QuickBooks will become Amazons preferred partner for financial management solutions integrated directly in Amazon Seller Central, the Amazon site where sellers manage their businesses. We know businesses that use Intuits QuickBooks platform have a nearly 20-point higher success rate than those who dont. Intuit is a member of the U.S.

quickbooks

Withum

DECEMBER 20, 2024

The Client The client is a technology company that provides a streaming SQL database for real-time applications, live dashboards and streaming data pipelines. Departmental expense tracking: To improve expense tracking at the department level, Withum utilized QuickBooks Online Classes. and foreign entities.

audit

Basis 365

MARCH 23, 2025

By leveraging cloud-based technology and expert financial support, businesses can reduce costs, improve accuracy, and gain real-time financial insights. As automation, AI, and remote work reshape industries, companies need scalable, cost-effective financial solutions. Automated Bookkeeping Reduced human error.

accountant

Nancy McClelland, LLC

APRIL 5, 2025

Some examples from the past for us: niching; staffing; training; defining our Ideal Client Profile; pivoting to education, leadership, public speaking; automation and delegation; the client experience; the list goes on. Its also how I finally decided to focus on QuickBooks rather than diversify into other platforms.

accountant

Shay CPA

MAY 21, 2025

Automated billing software, such as Stripe or Chargebee, can streamline the process and reduce errors. Automated tax software can help manage these obligations, but bookkeepers must ensure tax liabilities are recorded accurately. Popular options include: Accounting Software: QuickBooks Online, Xero, or NetSuite.

bookkeeping

Acterys

FEBRUARY 19, 2025

and billing solutions as well as a near automated process from Power BI. Professional services and technology partners integrating Acterys for tailored solutions. We bring technology to you and solve challenges others cant comprehend. SMBs achieving rapid growth through Acterys flexible, scalable platform.

Technology

Basis 365

MARCH 23, 2025

By leveraging cloud-based technology and expert financial support, businesses can reduce costs, improve accuracy, and gain real-time financial insights. As automation, AI, and remote work reshape industries, companies need scalable, cost-effective financial solutions. Automated Bookkeeping Reduced human error.

accountant

CPA Practice

JULY 14, 2025

At this global industrial automation leader, he served as vice president of strategy and planning and later as general manager of the semiconductor segment. Burrows brings more than two decades of experience leading marketing strategy at high-growth technology companies.

West Virginia

CPA Practice

JUNE 18, 2025

She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary’s work has appeared in The Motley Fool , The Blueprint , and Property Manager.com. © 2025 Firmworks, LLC.

accounting and finance

Nancy McClelland, LLC

MARCH 7, 2025

Tap Technology to Do More with Less Ill start with the lifesaver of modern accounting: technology. For me, that means making sure my tech is portable, accessible by my whole team, easy for my clients to use, secure, and reliable. QuickBooks Online has been my trusty sidekick on this journey for years.

Technology

AccountingDepartment

AUGUST 5, 2025

Fyle automates this process, making expense tracking easier than ever. Fyle allows users to scan receipts directly from their smartphones with its OCR (Optical Character Recognition) technology. Streamlined Accounting Integration Fyle connects effortlessly with leading accounting software like QuickBooks and NetSuite.

Expense Management

Going Concern

OCTOBER 10, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID # 22574493 Certifications: EA in process Education: BA Business Experience (years): 20+ years accounting experience Work experience (detail): Currently Accountant & Office Manager at a CPA firm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)

Real Estate

CPA Practice

JULY 7, 2025

They are (in alphabetical order): Andrew Christakos, CPA/PFS, CFP — Christakos Financial, Cranford, NJ Matthew Kidd, CPA/PFS — Blunden & Kidd Accounting & Consulting, Livonia, MI Technology Advisory Standing Ovation The two recipients of the 2025 Technology Advisory Standing Ovation award all hold the CITP credential.

cpas

Shay CPA

DECEMBER 11, 2024

As technology gets increasingly useful, most company founders are encouraged to think about their tech stacks even early on. Leveraging that expertise, we wanted to share some tips on laying the right foundation for your fintech (financial technology) stack. It will pay dividends years down the road.

Technology

CPA Practice

JULY 7, 2025

She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. She currently writes a monthly accounting and technology-related blog for PLANERGY , and ghostwrites several blogs for various software companies.

North Carolina

CPA Practice

JULY 25, 2025

At this global industrial automation leader, he served as vice president of strategy and planning and later as general manager of the semiconductor segment. Burrows brings more than two decades of experience leading marketing strategy at high-growth technology companies.

West Virginia

CPA Practice

JUNE 18, 2025

BILL delivers best-in-class technology because we have a best-in-class business. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. © 2025 Firmworks, LLC.

Technology

Basis 365

APRIL 14, 2025

Remote work, digital collaboration, and cloud-based technology became essential tools for survival. By leveraging cloud-based tools like Xero or QuickBooks, businesses can maintain real-time financial visibility while outsourcing key accounting functions to expert teams. But why has outsourced accounting become the new normal?

accountant

Basis 365

JANUARY 26, 2025

Outsourcing providers like Basis 365 Accounting employ highly trained professionals who stay updated on the latest industry trends and technologies. Reduced overhead from software and technology costs. Advanced Technology and Automation Keeping up with the latest accounting technologies and software can be expensive and time-consuming.

Finance

CPA Practice

JUNE 19, 2025

Passionate about innovation and technology, he is pioneering the use of artificial intelligence in RSM’s sales process. Prior to his time at Salesforce, he served as a Strategic Engagement Manager at IBM, managing the company’s largest client programs around technology, process, and people.

Real Estate

CPA Practice

OCTOBER 28, 2024

While much of the focus will be on staffing and preparing for year-end/busy season, I feel it imperative to consider the underlying technologies that can be fine-tuned for a tax season. In that light, I present my Top 10 Technology Predictions for your consideration while you fire up your 2025 planning.

accounting firms

Basis 365

APRIL 7, 2025

This tool takes into account essential metrics that help you plan for the future, including: Expected revenue Upcoming expenses Seasonal fluctuations Investment activities Why It Matters When Scaling Scaling often requires upfront investment in marketing, technology, personnel, and infrastructure.

accountant

Accounting Today

JUNE 26, 2025

They operated a health informatics and product development company that provided clinical care and technology services; Valdez was the CEO and Olson the CFO. Tax-related court cases Tax scams Tax fraud Tax preparation Tax crimes Tax evasion MORE FROM ACCOUNTING TODAY Technology Does your app share client data?

Tax

CPA Practice

OCTOBER 22, 2024

The goal of Intuit Enterprise Suite is to help existing Intuit QuickBooks customers access more powerful functionality—without losing the intuitive nature of Intuit’s products. Automation across the business. Business growth has introduced technology and reporting complexity—and challenges.

quickbooks

Going Concern

NOVEMBER 21, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)

Real Estate

Accounting Insight

NOVEMBER 26, 2024

In order to understand how Self Assessment, an annual feature on the financial calendar, has become so triggering, Intuit QuickBooks commissioned a unique experiment using biometric data to assess the physiological impact of Self Assessment. 5. In need of more support from the tech and accounting community.

Tax