Accounting Department

DECEMBER 19, 2023

Reports play a crucial role in managing a business effectively, and QuickBooks provides a wide range of reports that can help small and medium-sized businesses track their financial performance and make informed decisions. These reports provide valuable insights into various aspects of the business, such as income, expenses, sales, inventory, and payroll.

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QuickBooks Payroll Financial Reporting Budgeting 238

Accounting Today

DECEMBER 19, 2023

The top state in the ranking received a total score for financial literacy of 69.06 out of 100.

Tax 312

Tax 312

Insightful Accountant

DECEMBER 19, 2023

Insightful Accountant will host a 'talkative' ProAdvisor Meetup for our first QB Talks of 2024. ProAdvisors are invited to this 'open mic' discussion of issues surrounding the ProAdvisor Awards, the ProAdvisor Program and QuickBooks Desktop 2024.

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QuickBooks Accounting Accounting 105

Accounting Today

DECEMBER 19, 2023

The AI landscape has a lot of misconceptions and overblown claims. We asked AI thought leaders in the accounting field what some of the worst were.

Accounting 237

Accounting Accounting 237

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

Ace Cloud Hosting

DECEMBER 19, 2023

The accounting profession helps businesses drive successful commerce around the world. From tax law changes to financial statement reporting changes, so much is happening in this space that it can.

Financial Statements 85

Financial Statements Accounting Accounting Tax 85

Accounting Today

DECEMBER 19, 2023

Accounting firm leaders need to take the lead in welcoming new clients.

Accounting 246

Accounting Accounting 246

Accounting Today

DECEMBER 19, 2023

Stakeholders have until March 18 to comment on the proposed accounting standards update.

Accounting 195

Accounting Accounting 195

Tipalti

DECEMBER 19, 2023

Stay compliant in 2024: unravel Form 1099 rules to help navigate tax regulations seamlessly and stay on top of the constantly-changing business taxes landscape.

Tax 75

Tax 75

Accounting Today

DECEMBER 19, 2023

The Big Four firm shared its outlook on generative AI in the coming years, saying accountants should prepare for major changes or else be outcompeted.

Accounting 157

Accounting Accounting 157

Invoicera

DECEMBER 19, 2023

A balance sheet tells a story of a company’s financial health—a tale of assets, liabilities, and the missing chapters of overlooked value. Do you truly know your business’s worth? If not, you are missing something on your balance sheet. A balance sheet isn’t just numbers; it’s a story of your business’s money journey. But sometimes, important things get missed in it.

Financial Records 52

Financial Records Deposits Record Keeping Customer Service 52

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.

Accounting

Accounting Today

DECEMBER 19, 2023

As part of this year's Top 100 Most Influential People survey, Accounting Today asked, "How would you fix the pipeline problem of too few people entering the profession?

Accounting 145

Accounting Accounting 145

Invoicera

DECEMBER 19, 2023

Introduction Have you ever found yourself juggling incomplete payments on your invoices? Handling these partial payments can often feel like completing a puzzle with missing pieces. According to a study by the National Federation of Independent Business (NFIB) , approximately 64% of small businesses experience late payments from customers, with a significant portion being partial payments.

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Invoicing Reconciling Budgeting Financial Reporting 52

Accounting Today

DECEMBER 19, 2023

Too much money; five little letters on how clients might see you; loss-harvesting season; and other highlights from our favorite tax bloggers.

Tax 150

Tax 150

Invoicera

DECEMBER 19, 2023

Introduction Have you ever found yourself juggling incomplete payments on your invoices? Handling these partial payments can often feel like completing a puzzle with missing pieces. According to a study by the National Federation of Independent Business (NFIB) , approximately 64% of small businesses experience late payments from customers, with a significant portion being partial payments.

Invoicing 52

Invoicing Reconciling Budgeting Financial Reporting 52

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.

Accounting

Accounting Today

DECEMBER 19, 2023

The Houston-based firm has acquired local CPA firm Gummer Group.

CPA 189

CPA 189

Nanonets

DECEMBER 19, 2023

Introduction Since the internet became a commercial force in the mid-'90s, email has been a constant in our personal and business lives. With improved broadband and Wi-Fi, email has adapted, becoming more accessible. Crafting quality emails is crucial for business operations as it serves as a powerful marketing tool, facilitating quick communication with clients, suppliers, and staff.

Budgeting 52

Budgeting Customer Service Invoicing 52

Plooto

DECEMBER 19, 2023

Helping businesses work through their complex accounting needs is what LiveCA does best. Leveraging technology that streamlines processes and communication makes this possible. Plooto has enabled LiveCA to manage payments at scale for all their clients from a single online platform that seamlessly integrates with their current accounting software and offers reliable client communication.

Accounting Software 52

Accounting Software Accounting Accounting 52

Nanonets

DECEMBER 19, 2023

Introduction In the modern business landscape, Customer Relationship Management (CRM) platforms like Salesforce have become indispensable. Salesforce’s ability to integrate with popular email services such as Outlook and Gmail enhances its functionality, making it a powerful tool for businesses. This integration streamlines communication, ensures efficient data management, and augments customer engagement strategies.

Data Entry 52

Data Entry Computation Invoicing Accounting 52

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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.

Financial Statements

Blake Oliver

DECEMBER 19, 2023

Hear from two young virtual CFOs on the talent shortage and future of accounting. ? I sat down with Hannah Hood and Joey Kinney, CPA of Summit Virtual CFO by Anders , to discuss the challenges facing young accountants today. We cover topics including: · Low starting salaries and lack of flexibility at traditional firms · The value of remote work arrangements · The need for more women leaders and work-life balance · Making accounting adaptable and inclusive Hannah and Joey share their perspective

CPA 52

CPA Accounting Accounting 52

AvidXchange

DECEMBER 19, 2023

For the past two years, inflation and other macroeconomic factors have put nonprofits in a crunch. The number of donors is dropping, as is the size of their donations. A report by the Fundraising Effectiveness Project found that large donors cut contributions by nearly 10% in early 2023 while new donors slashed donations by more than a third. Meanwhile, the need for nonprofit services grows.

Computation 52

Computation AP Accounts Payable Accounts Payable 52

Nanonets

DECEMBER 19, 2023

In today’s hyper-digital world, companies are shifting to e-sourcing with e sourcing tools designed for digital transformation in tactical and strategic sourcing. E sourcing software provides efficiency and other benefits, including better vendor selection, collaboration, and visibility into this element of e-procurement and business spending.

Purchase Order 52

Purchase Order Data Entry AP Budgeting 52

Invoicera

DECEMBER 19, 2023

A balance sheet tells a story of a company’s financial health—a tale of assets, liabilities, and the missing chapters of overlooked value. Do you truly know your business’s worth? If not, you are missing something on your balance sheet. A balance sheet isn’t just numbers; it’s a story of your business’s money journey. But sometimes, important things get missed in it.

Financial Records 52

Financial Records Deposits Record Keeping Customer Service 52

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

5 Minute Bookkeeping

DECEMBER 19, 2023

Are you a bookkeeper looking for affordable and efficient tools to streamline your business operations? In today’s digital age, there are numerous free and low-cost apps available that can help you manage your bookkeeping business effectively. Let’s go over the best free and low cost apps for bookkeepers. Accounting Software My number 1 app is QuickBooks online accountant.

Bookkeeping 52

Bookkeeping Virtual Bookkeeping QuickBooks Accounting Software 52

Tipalti

DECEMBER 19, 2023

IRS Form 1042-S is a critical tax document for US-based businesses to report payment to foreign persons. Learn how to navigate Form 1042 in this comprehensive article.

Tax 52

Tax 52

Insightful Accountant

DECEMBER 19, 2023

We sat down with Lauren to get her thoughts on being a 2023 Top 25 Up-N-Coming ProAdvisor, her journey, path to success and going above and beyond for her clients.

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52

Plooto

DECEMBER 19, 2023

If we have to reimburse our employees, if we have to pay our vendors, if we have to provide rebates and discounts to our customers, we use Plooto for everything.

CPA 52

CPA 52

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.

Insightful Accountant

DECEMBER 19, 2023

We sat down with Lauren to get her thoughts on being a 2023 Top 25 Up-N-Coming ProAdvisor, her journey, path to success and going above and beyond for her clients.

52

52

Tipalti

DECEMBER 19, 2023

Trades or businesses need to get W9 Forms from U.S. vendors to prepare information returns like Form 1099-NEC and 1099-MISC required by the IRS to report calendar year amounts paid to them of $600 or more or amounts of backup withholding of federal income taxes.

Tax 40

Tax 40

Accounting Tools

DECEMBER 19, 2023

What is a Payer? A payer is the person or business responsible for making a payment to a payee. Thus, a person making a mortgage payment to a lender is designated at the payer, and the lender is the payee. Or, the issuer of a bond is the designated payer of subsequent coupon payments to investors. The concept can refer to the payment for any transaction , such as for goods, services, loans , and dividends.

Accounts Payable 40

Accounts Payable Accounts Payable Billing Accounting 40

Tipalti

DECEMBER 19, 2023

IRS 1099 form is an important tax document for independent contractors and freelancers to accurately report their annual earnings and file their federal and state taxes. Learn more.

Tax 40

Tax 40

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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.