Future Firm

SEPTEMBER 27, 2023

If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. In this article, I’ll run through some of the more modern options that might make the most sense for your firm at the moment. Check it out: Outsourced Bookkeeping for CPAs Terminology Before continuing, there are 3 terms that I want to briefly define which will have an impact on the option you select.

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Outsourced Bookkeeping Bookkeeping Bookkeeping Services QuickBooks 98

Fidesic blog

SEPTEMBER 11, 2023

Beginning December 1, 2023, Bill.com will no longer support direct sync for Microsoft Dynamics GP (Great Plains).

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AP 245

Accounting Today

SEPTEMBER 8, 2023

Following a top-to-bottom review of enforcement efforts, the agency is shifting more attention from working-class taxpayers to high-income earners, partnerships, large corporations and promoters of abusive tax shelters.

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Tax Auditing Accounting Accounting 334

Intuit

SEPTEMBER 6, 2023

Intuit Assist delivers personalized recommendations and does the hard work for you. Today, we introduced Intuit Assist, a new generative AI (GenAI)-powered assistant that will provide personalized, intelligent recommendations to help consumer and small business customers make smart financial decisions with less work and complete confidence, enabling them to put more money in their pockets.

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QuickBooks Tax Invoicing Bookkeeping 342

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Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

Xero

SEPTEMBER 20, 2023

The application period for the Xero Beautiful Business Fund will be wrapping up a few short weeks! To help us select the winners of the 2023 Xero Beautiful Business Fund, we’ve lined up a stellar list of regional and global judges. The judges represent small businesses, accountants and bookkeepers and Xero’s global partners. They will play a key role in evaluating the entries to help our small business winners achieve their ambitions.

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XERO Small Business Accounting Bookkeeping Accounting 283

Accounting Department

SEPTEMBER 21, 2023

As a growing business, it's essential to monitor and track various key performance indicators (KPIs). This is crucial in assessing the performance of your business, determining the areas that need improvement, and making informed decisions.

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Financial Reporting 254

Fidesic blog

SEPTEMBER 20, 2023

It’s time to check out our feature of the month in the Fidesic app. Today we are putting the spotlight on our Vendor Portal.

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Accounting Today

SEPTEMBER 14, 2023

The immediate moratorium will be in effect until the end of the year.

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Tax 357

Intuit

SEPTEMBER 27, 2023

At Intuit, we believe everyone should have the opportunity to prosper, and for 40 years we’ve been working to make that a reality. Today, I’m proud to announce the release of our 2023 Corporate Responsibility and Diversity, Equity, and Inclusion report. Corporate responsibility (CR) and diversity, equity, and inclusion (DEI) are core to who we are and intrinsic parts of our business strategy.

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Accounting Accounting 325

Xero

SEPTEMBER 6, 2023

For the fifth year in a row, Xero has taken out Canstar’s Most Satisfied Customer Award for small business accounting software. This is an incredible achievement, showcasing our value to small businesses across Aotearoa New Zealand. Canstar Blue is a customer satisfaction research and ratings business aimed at helping consumers make better purchasing decisions.

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XERO Accounting Software Small Business Accounting Accounting 264

Speaker: Susan Richards

Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.

Collections

Accounting Department

SEPTEMBER 29, 2023

We are thrilled to announce that Episode 2 of our NEW podcast, Beyond the Books , is now live and ready for your listening pleasure.

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FinOps in Practice

SEPTEMBER 10, 2023

In this article, we describe Process 2 – Feature engineering, or the development of features. Please, find the whole scheme, which describes key MLOps processes here. The main parts of the scheme are horizontal blocks, inside of which the procedural aspects of MLOps are described. Each of them is designed to solve specific tasks within the framework of ensuring the uninterrupted operation of the company’s ML services.

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FinOps FinOps 130

Fidesic blog

SEPTEMBER 12, 2023

A new AI powered invoice process solution for Microsoft D365 Business Central is a truly transformative piece of technology for accounts payable pros.

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Invoicing Accounts Payable Accounts Payable Invoice Processing 243

Accounting Today

SEPTEMBER 6, 2023

The Financial Accounting Standards Board voted to adopt its eagerly awaited standard for cryptocurrency like Bitcoin held by companies.

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Financial Accounting Accounting Accounting Financial Reporting 353

Speaker: Danny Gassaway and Wayne Richards

Finance leaders are prioritizing efficiency and digital transformation, yet many hesitate to automate due to uncertainty. Without a clear understanding of its impact, organizations risk falling behind competitors who are leveraging automation to drive productivity and cost savings. Join Wayne Richards and Danny Gassaway from AvidXchange for a practical guide on bringing accounts payable (AP) automation to your organization.

Accounts Payable

Intuit

SEPTEMBER 15, 2023

Tell us a little bit about yourself and what brought you to Intuit. I was born and raised in Lima, Peru, and moved to the US when I was 19 for college. I graduated from UC Berkeley and have been working in project/program management focused in tech since graduation. My friend worked at Intuit and her team was looking for a technical program manager, and the rest is history.

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Xero

SEPTEMBER 27, 2023

With economic conditions putting pressure on Australian small businesses, owners are looking at different ways to maintain a healthy cash flow. Our ‘Money matters’ report showed that 61% of Australian small business owners increased their prices in the last 12 months to stay ahead of rising costs and make a profit. 27% also had to dip into their personal savings to manage their cash flow.

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XERO Budgeting Payroll Bookkeeping 254

Accounting Department

SEPTEMBER 7, 2023

Budgeting is a vital process that enables small and medium-sized businesses to effectively allocate resources, plan for the future, and achieve financial stability. However, navigating the budgeting process can be challenging without a clear roadmap.

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Budgeting 245

Blake Oliver

SEPTEMBER 29, 2023

Ed. note: enjoy some wisdom from a profession OG in this guest post from Blake Oliver. TLDR: Patience, intellectual curiosity, soft skills, and time management will take you far. Most importantly, advocate for yourself. Different generations in the workforce often struggle to understand each other. But experts say one thing that young professionals can do, including young accountants, is to be more patient.

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Accounting Accounting Auditing CPA 128

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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

Accounting

Fidesic blog

SEPTEMBER 11, 2023

Beginning December 1, 2023, Bill.com will no longer support direct sync for Microsoft Dynamics GP (Great Plains).

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AP 130

Accounting Today

SEPTEMBER 8, 2023

The SEC's recently finalized rule on private fund advisors will impose new requirements.

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Auditing 348

Intuit

SEPTEMBER 25, 2023

At Intuit, our mission is to power prosperity, which is why we built Intuit for Education, a free financial literacy platform, designed to help Gen Z and Gen Alpha high school students become the most financially literate generations ever. To that end, Intuit is committed to our goal of helping 50 million students become financially literate by 2030, so that when they enter adulthood, they’ll already possess the financial knowledge they need to thrive and prosper.

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QuickBooks Budgeting Tax Accounting 264

Xero

SEPTEMBER 13, 2023

We are pleased to share the key findings from our study of the accounting and bookkeeping sector. This report involved engaging with over 600 accounting and bookkeeping professionals practising across the UK, from sole practitioners to large practices. Despite global economic uncertainty and rising inflation, this sector has shown remarkable growth and resilience.

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Bookkeeping XERO Accounting Accounting 252

Speaker: Jennifer Hill

Payroll compliance is a cornerstone of business success, yet for small and midsize businesses, it’s becoming increasingly challenging to navigate the ever-evolving landscape of federal, state, and local regulations. Mistakes can lead to costly penalties and operational disruptions, making it essential to adopt advanced solutions that ensure accuracy and efficiency.

Payroll

Accounting Department

SEPTEMBER 20, 2023

In today's fast-paced business environment, maximizing efficiency is key to staying competitive and achieving sustainable growth. One area where businesses can significantly streamline their operations is within their accounting department. By outsourcing these functions to client accounting service experts, organizations can focus on their core activities while benefiting from enhanced accuracy, improved financial processes, and valuable time savings.

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Insightful Accountant

SEPTEMBER 11, 2023

Murph is prone to repeating himself these days. That's especially so when it comes to important clues, like "don't miss training opportunities" for Top 100 2024.

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Blake Oliver

SEPTEMBER 13, 2023

The accounting talent pipeline is narrowing at a troubling rate. As baby boomers retire, fewer college students opt into the profession, creating a widening gap in the number of CPAs. In my latest Firm of the Future article , I share insights from a recent podcast interview with Jen Cryder, CEO of the Pennsylvania Institute of CPAs. She describes a profession facing urgent questions about its future workforce.

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CPA Accounting Accounting 115

Accounting Today

SEPTEMBER 28, 2023

Leading practitioners and accounting technology experts share their favorite tools for work and life.

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Accounting Accounting Accounting Software 347

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

Intuit

SEPTEMBER 26, 2023

To that end, Intuit has introduced a technical and entrepreneurial educational program providing fully operational food trucks to school districts, with curriculum to teach high schoolers how to run and operate a small business using Intuit’s financial tools. The food trucks are equipped with commercial-grade kitchens, enabling students to build real-world skills and experiences in a professional context and setting.

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QuickBooks Accounting Accounting 246

Xero

SEPTEMBER 25, 2023

This guest blog was written by the team at the leading bank payment solution, GoCardless. With interest rates at the highest level since 2012 in Australia and costs rising across the board, it can feel like the macro environment is designed to dent you and your clients’ businesses. But it’s not all doom and gloom. As you’re at the centre of your customers’ financial processes, you’re in the perfect position to make strategic recommendations and add greater value to their businesses.

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XERO Reconciling Accounting Accounting 252

Accounting Department

SEPTEMBER 13, 2023

Since its establishment in 2015, Rewind has been dedicated to empowering businesses to safeguard their valuable SaaS and cloud data. With an impressive customer base of over 100,000 across 100 countries, Rewind's highly acclaimed apps and unwavering support have become the go-to solution for ensuring the uninterrupted operation of software-as-a-service applications.

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Accounting Accounting 223

Insightful Accountant

SEPTEMBER 7, 2023

Intuit increased QuickBooks Payments rates for QuickBooks Desktop users this past June. Now, it is making increases for Payments Customers using QBO effective in October.

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QuickBooks 119

Speaker: Debra L. Robinson

CPAs know the drill: taxes, compliance, rinse, repeat. But what about the sneaky cash flow that’s quietly messing with your organization’s success? It’s time to step into the spotlight and expose the “dirty little secrets” of cash flow to fuel strategic growth. By upskilling your accounting practices and shifting focus from tax compliance to the strategic movement of money, you can transform your role from reactive accountant to proactive financial strategist.

CPA