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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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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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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Forecasting Failures Are Costly: Here's How To Fix Them

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

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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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Setting the record straight on tax preparation 

Intuit

Intuit is an advocate for taxpayers and is committed to tax simplification. Every year, we help millions of taxpayers navigate an ever-complex tax code so they can confidently file their taxes. Our mission is to power prosperity around the world, and that commitment is why we fight to ensure our customers receive every single dollar they’ve earned and deserve.

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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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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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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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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

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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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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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How To Break Digital Transformation Barriers And Accelerate AI Adoption

Speaker: Anna Tiomina, MBA

AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?

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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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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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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

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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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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

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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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Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100

Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.