Sat.Mar 09, 2024 - Fri.Mar 15, 2024

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Is BOI Reporting Already Dead?

Insightful Accountant

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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How the enhanced CTC could impact tax season

Accounting Today

The fate of the Child Tax Credit is in the hands of the Senate, but the IRS is ready to implement changes rapidly if the bill is passed.

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Intuit acquires IP and hires talent from Proper Finance

Intuit

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 Challenges Faced by Non-Profits and Solutions to Help Them Succeed

Accounting Department

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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Breaking Ground on Better Payment Processes: Strategies for Construction Pros

Speaker: Timothy Allsopp

Payment challenges often lead to delayed projects, financial bottlenecks, and strained relationships. With construction projects becoming more complex, outdated processes are no longer sustainable. By refining financial workflow, companies can improve cash flow, reduce error, and foster trust between stakeholders. Discover practical strategies for redesigning payment systems to overcome workflow challenges while creating a smoother, more reliable process for contractors and subcontractors alike.

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2023 Year in Review—A Letter from Our CEO

Tipalti

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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IRS officially launches Direct File free tax-filing program

Accounting Today

The pilot program is expanding in the 12 states where it's available.

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More Trending

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Unlocking Business Growth with ERP Systems for SMBs

Accounting Department

How an ERP system, such as Netsuite, tailored for the unique needs of SMBs, can be a pivotal tool in propelling small businesses to new heights.

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Your Essential Tax Filing Checklist for 2024 [Free Download]

Ace Cloud Hosting

As the calendar flips to another year, tax professionals across the country gear up for the annual ritual of tax season. The year 2024 brings with it a set of.

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Early identification of operational distress is key

Accounting Today

While every company is different, there are 12 operational areas distressed businesses often miss, which can foretell a deteriorating financial condition.

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Robin Hall on Family, Tech Trends, and Personalized Accounting Services

Insightful Accountant

On this episode of Accounting Insiders, Gary talks to Robin Hall of VARC Solutions and her journey with Family, Tech Trends and Personalized Accounting.

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The Growth Architect: How Financial Leaders are Unlocking Potential

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

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From Psychology to Programming: Navigating My Journey into the Tech Industry

Plooto

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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Considering a Merchant Cash Advance? Answer This One Question

FundThrough

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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MassCPAs CEO aims to build accounting pipeline

Accounting Today

Zach Donah, the new CEO of the Massachusetts Society of CPAs has big plans for the organization.

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Recon Your Way to QB Talks on March 20, 2024

Insightful Accountant

If you're into revenue recognition you better reconnoiter our upcoming QB Talks on Wednesday, March 20, 2024 at 2:00 PM Eastern when Alicia Katz Pollock will teach you all about this new feature in QBO Advanced.

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2025 Payroll Calendar Templates (Biweekly, Semi-Monthly, and Monthly)

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

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From Stress to Success: The Profit First Journey | Growth Amplifiers Podcast

Reconciled Solutions

Join us in this insightful episode as we talk about how Angie transformed her business and reduced stress by implementing Profit First. The post From Stress to Success: The Profit First Journey | Growth Amplifiers Podcast appeared first on Reconciled Solutions.

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7 Tax Filing Deadlines for Small Businesses  

Nolan Accounting Center

Business taxes are certainly complicated, so it makes great sense to get professional accounting and tax preparation assistance so that tax returns are prepared correctly, and they are submitted to meet tax filing deadlines. Meeting tax filing deadlines is critical to ensure compliance with tax laws and to avoid unnecessary penalties. Four Challenges That Are Faced During the Tax Filing Process First, business leaders face complicated tax laws and regulations that constantly change, making it

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6 opportunities every firm should consider

Accounting Today

With a wealth of ways to move forward and build their practices, accounting firms need to figure of which to take, and which to pass up.

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IRS Energy Credits Online: Register for Clean Vehicle Tax Credit Advance Payments

Insightful Accountant

Auto dealers and sellers must register with IRS Energy Credits Online to submit time-of-sale reports for Clean Vehicle Tax Credit advance payments for vehicles placed in service in 2024 and beyond.

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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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The Race to Automate Audits

Blake Oliver

Blake and David meet up with AJ Yawn, partner at Armanino LLP, about Armanino's new tool, Audit Ally, which streamlines and automates SOC 2 audits. They discuss the growing trend of tech companies entering the audit space and commoditizing services like SOC 2 audits, and explore how Audit Ally aims to help accounting firms compete on price and quality by utilizing AI and machine learning.

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Nanonets Raises $29 Million to create Autonomous AI Agents for business workflows

Nanonets

We’re super thrilled to announce that we’ve raised $29 million in our Series B funding round led by Accel India in our journey to reimagine how businesses manage workflows! The funding round also saw participation from existing investors Elevation Capital, YCombinator and others. This takes the total funding raised till date to $42M. Where We are Today For a few years now Nanonets has been the go-to choice to manage documents, capture information and simplify communication –

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Grant Thornton gets major PE stake

Accounting Today

Private equity firm New Mountain Capital is taking a majority stake in Grant Thornton in the biggest deal to come along in PE firms' involvement in the accounting field.

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The Bonadio Group Rises to Top Regional Firm in Mid-Atlantic on 2024 Top 100 Accounting Firms List

Insightful Accountant

The Bonadio Group climbs to 41st on 2024 Accounting Today Top 100 Firms List, named Top Firm in Mid-Atlantic. Revenue grows over 14% post mergers.

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

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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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Top 7 Benefits of Hosting Lacerte Tax Software on the Cloud

Ace Cloud Hosting

Lacerte from Intuit is one of the most popular tax filing software for professionals and businesses. Working with Lacerte tax software on your local system can be cumbersome and a.

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Ep. 255: Donna Serdula - LinkedIn Secrets for Success in Finance and Accounting

IMA's Count Me

Welcome to the Count Me In Podcast! Join host Adam Larson and special guest Donna Serdula , founder of Vision Board Media , a professional branding company, as they dive into the world of leveraging LinkedIn for finance and accounting professionals. In this episode, Donna shares valuable insights on making the most of your online presence and building meaningful connections in the finance industry.

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Tax pros: Be careful what you tell clients about BOI

Accounting Today

Affected businesses may turn to their accountants for help, but are firms the best source to help clients report beneficial ownership information to the feds?

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Advisor Alliance: eTreem Partner Program

Insightful Accountant

With eTreem's Partner Program, you can grow your practice by helping clients simplify their accounts receivable while reducing the cost of inbound payments.

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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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Scaling Payroll Services to 7 Figures w/ Tyler Winn

Jetpack Workflow

Podcast Summary In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn , the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses.

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Azure Blob Storage – Blob Types, Storage Tiers, and Pricing

Economize

Managing and storing vast amounts of data such as such as images, videos, log files, documents, etc securely and efficiently is crucial for businesses of all sizes. Traditional on-premises storage solutions often struggle to keep pace with these demands, leading many businesses to turn to cloud-based storage solutions for scalability, reliability, and cost-effectiveness.

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IRS warns of money mule networks

Accounting Today

Criminals are exploiting networks of innocent people to move illicit funds between bank accounts, currencies and blockchains in an effort to evade law enforcement.

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3 Ways to Help Ensure New Employees Stay

Insightful Accountant

Hiring in accounting, particularly for tax talent, is tough due to declining student enrollments and CPA exam takers. This trend puts pressure on the industry for hiring.

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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.