Wed.Nov 20, 2024

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New PwC assurance leader works to improve audits

Accounting Today

PricewaterhouseCoopers has been focusing on auditing under a new PwC US assurance leader, Deanna Byrne, who began the job in July.

Auditing 278
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Narrowing in on 2025 with Driver-Based Budgeting & NetSuite

Accounting Department

Driver-based planning is a type of management that zeros in on a company's key value drivers and key business drivers. It helps create budgeting and business plans based on these factors. The goal of this type of planning is to center on the factors that are important to fueling success. Mathematical models can be created to project business. Driver-based planning is helpful for finance executives when they are planning long-range strategic strategies.

Budgeting 196
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FloQast aims to make CPE fun with Audit Jamz accounting music

Accounting Today

The album provides an enjoyable way for CPAs to earn continuing professional education credit.

Auditing 279
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EverBank Business Checking Review

Fit Small Business

EverBank (formerly TIAA Bank) is an excellent choice if you’re looking for a bank with various interest-earning checking options. You can choose among five EverBank business checking accounts. All of which earn interest on all balances except for the entry-level Business Checking product. In addition, the bank also offers full-service banking products and services, including.

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical

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IRS interest rates decrease for Q1 2025

Accounting Today

For individuals, the overpayment and underpayment rate will be 7%.

Tax 275
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The Practice of Now: The Practice of Now: How 1000 Accountants & Bookkeepers Are Going From Good To Great

The Successful Bookkeeper

Like most professions in recent years, accounting and bookkeeping are going through extraordinary change. We, at Sage, surveyed 1000 accountants and bookkeepers across six countries to understand what they’re feeling, their challenges, and how they plan to thrive in the immediate future.

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How to Streamline Document Collection This Tax Season

Future Firm

Many firms struggle with document collection during tax season. In this episode, I share why it's an issue and how I recommend handling it. The post How to Streamline Document Collection This Tax Season appeared first on Future Firm.

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PCAOB sanctions five firms for reporting violations

Accounting Today

Bush & Associates, Barton, Crowe Hussain Chaudhury, KPMG India and RSM Brazil settled sanctions for violating PCAOB reporting requirements.

Auditing 162
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LangChain vs LlamaIndex: Choosing the Right Framework for Your LLM Application

Nanonets

Introduction: Large Language Models (LLMs) are now widely available for basic chatbot based usage, but integrating them into more complex applications can be difficult. Lucky for developers, there are tools that streamline the integration of LLMs to applications, two of the most prominent being LangChain and LlamaIndex.  These two open-source frameworks bridge the gap between the raw power of LLMs and practical, user-ready apps - each offering a unique set of tools supporting developers in

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IESBA chair reappointed

Accounting Today

Gabriela Figueiredo Dias, chair of the International Ethics Standards Board for Accountants, has been reappointed for a second term through Dec. 31, 2026.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

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Sage Intacct Multi-company Support

Insightful Accountant

Thinking of switching from QuickBooks because multi-company support just isn't what it should be? You might want to check out Sage Intacct, a lot of multi-entity businesses transition to them for multi-company support.

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TaxPlanIQ releases pricing tool for advisory services

Accounting Today

TaxPlanIQ released a new workbook and calculator for its ROI Method of Value Pricing for advisory services.

Tax 130
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Innovating Tax Prep: StanfordTax CEO Dan Berenholtz on AI Solutions

Insightful Accountant

Gary DeHart interviews Dan Berenholtz, co-founder and CEO of Stanford Tax. Dan shares his journey into the tax and accounting industry and how inefficiencies in tax document collection inspired the creation of StanfordTax’s innovative solution.

Tax 52
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Pentagon's audit woes seen lessening despite seventh shortfall

Accounting Today

The U.S. Defense Department failed for the seventh straight year to score a clean financial audit, highlighting the challenge of tracking the finances of a sprawling organization that has some $3.8 trillion in assets and $4 trillion in liabilities.

Auditing 130
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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

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Fremont Bank Business Checking Review

Fit Small Business

Fremont Bank offers four business checking accounts that can match different transaction volumes and balances. It provides waivable monthly fees, generous free cash deposit allowances, a free business debit Mastercard, digital banking access, fee rebates, and complimentary services. Its other business banking products include analyzed checking, savings accounts, credit cards, and lending products.

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Top 12 Features of QuickBooks Point-Of-Sale for Your Retail Business

Ace Cloud Hosting

In today’s competitive retail landscape, it’s a challenge for retailers to thrive and grow. They face obstacles such as efficiently tracking inventory, delivering a great customer experience, and managing multiple.

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card_name Review

Fit Small Business

Editorial and Partnership Disclosure The card_name is a premium business credit card that lets you earn travel rewards on business purchases while enjoying attractive perks like travel credits, lounge access, and premium points rewards when you book flights, hotels, and car rentals through Capital One Travel. It’s a great option for frequent travelers who can justify.

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The Future of Restaurant Accounting: Simplified for 2025

Analytix Finance & Accounting

Costs are up: 98% of operators say higher labor costs are an issue for their restaurant. 97% cite higher food costs. 38% say their restaurants were not profitable last year. These are some of the statistics reported by National Restaurant Accounting. However, the report also says given a choice between people and technology, consumers continue to crave human hospitality in their culinary experiences.

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Back to Basics with Reconciliations

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

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7 Customer Testimonial Examples to Know & Use

Fit Small Business

Customer testimonials highlight positive experiences with your brand. They shine a light on the value of your products or services, help nudge hesitant buyers, and nurture customer relationships, ultimately boosting your bottom line. There are several types of customer testimonials to get to know. Let’s take a closer look at some client testimonial examples and.

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Goal Setting For Accountants And Tax Preparers:  Start The New Year With Clear Vision And Purpose

Insightful Accountant

The start of a new year is a prime opportunity for reflection and goal setting. For accountants and tax preparers, reaching new goals requires more than just ambition.

Tax 52
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Black Friday's Hidden Cost: How Poor Cloud Planning Hurts Profitability

finout

Learn how FinOps can help eCommerce businesses manage cloud costs and protect profits during Black Friday

FinOps 52
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Tax Policy Outlook: What Your Small Business Clients Need to Know

Insightful Accountant

The landscape for small business tax planning could see dramatic shifts in the coming years as tax advisors prepare their clients for potential changes.

Tax 52
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Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

Speaker: David Warren and Kevin O'Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

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Intuit and H&R Block fall on report of 'DOGE' interest in tax app

Accounting Today

The leaders of President-elect Donald Trump's "Department of Government Efficiency" discussed creating a new way for Americans to file their taxes.

Tax 130
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Insightful Accountant

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