Accounting Today

MARCH 26, 2024

Taxpayers are accessing the IRS website much more this year than last to find the answers they need, with more than 410 millions visits through March 15.

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Tax 353

Intuit

MARCH 22, 2024

March is a special month because it honors the contributions and achievements women have made throughout history. The theme for Women’s History Month in 2024 is inspiring inclusion, which recognizes the importance of embracing everyone and excluding no one. At Intuit, we recognize that individuals are multi-layered, and their experiences shape who they are.

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Xero

MARCH 21, 2024

Dive into the world of franchising in this Q&A with Lime Licensing ’s CEO, Andy Cheetham, as he shares his expertise, insights, and advice for businesses looking to franchise. How can a business determine if its model is suitable for franchising? Franchising is all about replication. If your current business can create a clone of itself in another location then it’s likely that your clone could be a franchise, provided it can be profitable of course!

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Fidesic blog

MARCH 28, 2024

If you are using Microsoft Dynamics GP and moving to Dynamics 365 Business Central, Dimensional Accounting is one of the major differences you will encounter in your accounting processes. Dimensional accounting has become a standard process available in many contemporary accounting software and ERP solutions. In this post we give a basic definition of Dimensional accounting and then give a rundown on how Business Central Dimensional accounting is different from Dynamics GP processes.

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Accounting Software Accounting Accounting Accounts Payable 245

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

Accounting Department

MARCH 7, 2024

Two decades ago, a brilliant CPA joined forces with a daring sales expert, united in their mission to revolutionize how entrepreneurs approached their accounting needs—and thus, AccountingDepartment.com came into existence. While that may be the condensed version passed down in company lore, the reality is far more captivating and undoubtedly inspiring.

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Insightful Accountant

MARCH 11, 2024

A judge ruled the Corporate Transparency Act's ownership reporting unconstitutional for NSBA and its 60,000+ members by March 1, 2024. This may trigger similar cases nationwide, impacting BOI reporting. Practitioners need to plan their response.

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Intuit

MARCH 27, 2024

Intuit has joined forces with The Farmlink Projec t , a nonprofit organization dedicated to redirecting unsold fresh produce to underserved communities. The joint initiative resulted in over 8 million meals delivered to communities in Los Angeles and prevented over 9 million pounds of food from going to waste since 2023. In addition, more than 13,000 tons of CO2e emissions have been avoided since 2023 with this collaboration, which is equivalent to taking almost 3,000 gasoline-powered vehicles o

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Xero

MARCH 26, 2024

We recently announced that we’ll be retiring the older version of our invoicing product — classic invoicing — on 2 September 2024. We know you have plenty of questions and concerns about this change, so we thought we’d share an update on what’s happening behind the scenes. The good news: our teams are busy building a new invoicing product that is going to give you far more flexibility and customisation in the future, with beautiful checkout experiences and unlimited payment methods.

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XERO Invoicing Deposits 266

accountingfly

MARCH 29, 2024

Top Remote Accounting Candidates This Week Are you struggling to hire remote accountants? Accountingfly is ready to partner with you. With Always-On Recruiting , you can gain full access to a pool of highly skilled and experienced remote accountants. Plus, there’s no up-front cost! Below is a small selection of our available top accounting candidates this week.

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MS Office CPA Accounting Accounting 105

Accounting Department

MARCH 12, 2024

Non-profit organizations often stand at the frontier of social change, operating with the noblest of causes but facing challenges unique to their sector, particularly in the financial realm. With a mission-driven focus and often a limited budget, navigating the complex financial landscape of a non-profit can be daunting.

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Budgeting Outsourced Bookkeeping Bookkeeping Services Account Bookkeeping 235

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

Insightful Accountant

MARCH 21, 2024

Contributing Author Katie Thomas, CPA shows you how you can not only make it through "the busy season' by help future-proof your firm by adopting AI and proactive strategies.

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CPA 111

Accounting Today

MARCH 6, 2024

A divided Securities and Exchange Commission voted to approve a new rule that would require companies to provide climate-related disclosures to investors, but scaled back the original proposal to exclude disclosure of so-called Scope 3 emissions from their supply chains, and exempt many smaller companies.

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Accounting Accounting 330

Intuit

MARCH 11, 2024

Intuit announced today it has acquired intellectual property and hired the team from Proper Finance to join its Fintech & SBSEG Money teams. Based in San Francisco, the Proper Finance team brings deep expertise in digital banking, payments, money movement, and financial operations and infrastructure. Intuit’s Money portfolio is revolutionizing the way small businesses manage their finances and the Proper Finance team will help accelerate innovation.

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Financial Operations Financial Operations QuickBooks 240

Xero

MARCH 7, 2024

The UN theme for International Women’s Day (IWD) this year is ‘Invest in women: Accelerate progress’. The lack of investment in gender equality measures is seen to be a human rights issue by the UN, and a cornerstone for building inclusive societies. Climate change, geopolitical conflicts and the current economic system exacerbate inequality and disproportionately impact women.

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XERO 228

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

Plooto

MARCH 14, 2024

What led you to go into the tech industry? I started university studying psychology because it was my passion. In my second year, like everyone does, I took what I thought would be a really easy course: Computer Science 101. Many people might not think computer science would be an easy study, but for some reason, I thought it would be a breeze. Turns out, for me it was.

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Computation 105

Accounting Department

MARCH 28, 2024

Efficient financial processes are essential for the success and growth of any business. However, managing tasks like invoicing, payroll management, and financial reporting can be time-consuming and complex, diverting valuable resources from core operations. This is where client accounting services come into play. In this blog post, we will explore how client accounting services (CAS) streamline financial processes for businesses, highlighting the benefits of outsourcing accounting functions to i

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Insightful Accountant

MARCH 4, 2024

We are excited to announce the members of Insightful Accountant’s inaugural Advisor Panel. The primary purpose of the panel is to help us stay “in touch” with the audience we serve and to continue to provide the content you, our audience, want.

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Accounting Accounting 111

Accounting Today

MARCH 4, 2024

Investors have filed a lawsuit against an accounting firm alleging it helped a client maintain a Ponzi scheme involving cash advances that led to the loss of millions of dollars.

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Accounting Accounting 323

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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

Tipalti

MARCH 15, 2024

Chen Amit recaps Tipalti milestones of 2023 and emphasizes Tipalti’s commitment to being the best partner in finance automation for 2024, and beyond.

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Xero

MARCH 7, 2024

For millions of practices, managing clients in cloud-based software has become part of the daily routine. But the array of different software and apps available can feel overwhelming. Because of this, not every practice uses their software to its full potential. In our latest webinar, we explored how you can integrate Xero Practice Manager with other apps to make your daily operations simple, secure, and fast.

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XERO Invoicing Collections Billing 214

Ace Cloud Hosting

MARCH 8, 2024

One of the most preferred professional tax software for CPAs, small accounting firms, and individual tax preparers, ATX is easy to use and has a forms-based interface. It is readily.

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Tax Accounting Accounting 105

Accounting Department

MARCH 23, 2024

We are thrilled to announce that Episode 15 of our podcast, Beyond the Books , is now live and ready for your listening pleasure.

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Accounting Accounting 259

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

Insightful Accountant

MARCH 27, 2024

The Senate Finance Committee recently held a hearing to discuss Biden’s proposed budget and tax law changes and tax pros are now speculating what those proposals may mean for the rest of 2024.

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Tax Budgeting 105

Accounting Today

MARCH 5, 2024

An Alabama federal district court held that the Corporate Transparency Act is unconstitutional, stating it "exceeds the Constitution's limits on Congress' power.

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Accounting Accounting Tax 342

FundThrough

MARCH 13, 2024

We’ve been noticing a trend: an increasing number of our clients have merchant cash advances (MCAs) listed on their lien reports. A recent U.S. Consumer Financial Protection Bureau report highlights this surge, revealing that MCA use more than doubled over five years, leading to heightened regulatory scrutiny. This quick-fix financial solution, often seen as an […] The post Considering a Merchant Cash Advance?

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Xero

MARCH 19, 2024

If you’re running a small business that employs staff, you know the administrative ‘to-do’ list can be quite lengthy. Onboarding, managing timesheets, setting wages, processing payroll, preparing for end of financial year … it can all take up valuable time. Pay runs in particular need to be easy and efficient for you, as well as your accountant and bookkeeper.

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XERO Payroll Bookkeeping Accounting 202

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.

LedgerDocs

MARCH 8, 2024

“To err is human.” It is within human nature to be imperfect and to make mistakes. It is one of our biggest obstacles when it comes to bookkeeping, where accuracy is paramount. As we move deeper into the digital age, we have created artificial intelligence to help us offset this weakness. In this blog post, we will explore the key role that AI plays in reducing bookkeeping, data entry, and classification errors.

Bookkeeping 101

Bookkeeping Data Entry Invoicing QuickBooks 101

Accounting Department

MARCH 20, 2024

QuickBooks Online makes a chart of accounts accessible, but it's up to you to tailor it to your business's unique structure and financial tracking needs.

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QuickBooks Accounting Accounting 225

Insightful Accountant

MARCH 26, 2024

Have you ever heard of one-piece flow? The concept of one-piece flow stands as a beacon of efficiency. Ben Coleman explains one-piece flow and how to apply it to our daily work routines.

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Accounting Today

MARCH 22, 2024

KPMG Digital Gateway adds gen AI capacities; Chime now offers in-app tax filing; Financial Cents new ReCats tackles uncategorized client transactions; and other accounting tech news

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Tax Accounting Accounting 321

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Setting the stage for successful organizational change always begins with clear, thoughtful communication. When it comes to rolling out a new travel and expense (T&E) policy, establishing a well-structured communication plan is key to ensuring that all employees understand the changes and their impact. By following a step-by-step approach, you can guide your organization through the transition, fostering smooth adoption from the outset and improving compliance.