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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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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Powering Prosperity, One Community at a Time

Intuit

In fact, the number of Americans living in distressed communities is astounding – one in about six do. So it’s not surprising that many Intuit customers also live in these communities located in more than 10,000 distressed zip codes. These customers often will face a myriad of socio-economic hurdles, which is reflected in fewer residents completing their high school education, driving higher unemployment with more living below the poverty line.

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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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How to Select the Perfect Payments Partner: 7 Keys for Sustainable Growth

Speaker: Brad Pinneke, VP of Business Development at Payrix and Worldpay for Platforms

Join Brad Pinneke, Vice President of Business Development at Payrix and Worldpay for Platforms for an informational webinar about how to select the ideal payments provider for your platform! This session highlights the 7 key criteria for assessing payments partners and maximizing the value of your investment. From evaluating technology and business development programs to understanding support and compliance, this webinar will equip you with a comprehensive evaluation framework and strategy for

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Your 10-step checklist for end of financial year in 2024

Xero

We know end of financial year is a busy time, so we’ve prepared a quick 10-step checklist to help you cover your bases at the end of FY24 and start the new financial year off strong. If you’re using Xero, you can find more helpful information in our handy guide for getting ready for financial year end. End of financial year checklist for business owners In no particular order, here are some tasks to tick off to set yourself (and your business) up for a successful FY25. 1.

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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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Get set up for the new tax year with Xero Payroll

Xero

The end of the financial year is around the corner, so it’s time to review the latest changes and start getting ready to complete your payroll year end. Here are some key updates you need to know about, as well as our tips for a smooth transition into the 2025 financial year. Latest changes Payroll is always evolving, but there were a few little surprises this year.

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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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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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2024 Annual Trends Survey: Expense Management Insights

Uncover the latest trends in expense management for small and medium-sized businesses. Our 5th Annual Trends Survey reveals that corporate card use is skyrocketing, but expense software isn't keeping up. This mismatch is creating real challenges for finance teams, who now take an average of 14 days to close their books. Travel policies are shifting to accommodate hybrid work, but many companies are struggling with off-tool bookings.

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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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Four steps to a seamless payroll year end with Xero Payroll

Xero

As the summer days become a memory, it signals the onset of a crucial period for payroll professionals in New Zealand. With the approaching new tax year on 1 April 2024, regulatory changes are set to impact payroll calculations across the country. Staying informed and getting prepared is essential. In this article, we delve into these updates and provide four steps to help navigate the upcoming year-end period seamlessly, with Xero Payroll.

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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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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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Unlock The Power Of The CFO Toolkit

Speaker: Duke Heninger

With the rise of fractional finance roles, many CFOs, FP&A professionals, controllers, and accountants are stepping into independent consulting. The expansion of fractional services presents new opportunities for finance professionals, but many face challenges in navigating this transition, finding it daunting. Whether you’re new to fractional work or refining your approach, this webinar will equip you with a repeatable system for success.

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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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UK mobile app, Xero Go, to be retired

Xero

Over a year ago, we launched an early version of Xero Go to see how a purpose built app could help cater for the entry-level accounting needs of the self-employed in the UK. We have spent the last year testing and refining Xero Go and after completing a careful review to understand the future of the product, we found greater investment was required to meet the changing customer needs and expectations around the product.

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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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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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Pricing for Profit: How to Set, Negotiate, and Succeed

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

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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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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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Capital gains hikes at center of Biden's second-term tax agenda

Accounting Today

President Joe Biden's budget proposal — which calls for sweeping tax increases on corporations and the wealthy — is the opening round of a looming tax fight set to consume Washington next year.

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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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3 Steps to Successful & Strategic Year-End HR Planning

Year-end can be a hectic time for HR professionals, but with proper planning and organization, you can navigate it smoothly. Learn the main watch outs for year-end HR prep with Paycor’s helpful checklist covering employee data, wage and tax information, and special situations. Ensure compliance and efficiency by downloading today!

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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 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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Internal audit profession growing in America

Accounting Today

The internal audit function is gaining more people and funding, according to a new survey released Monday during an Institute of Internal Auditors conference in Las Vegas.

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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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Auditpalooza: Rocking the Month-End Close Audit

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.

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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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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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On the move: Centri names next SEC reporting leader

Accounting Today

Kaufman Rossin Group launches retirement and executive benefits service; Hancock Askew merges two advisory practices; and more news from across the profession.

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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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Benchmarking ROI with Forrester: Measuring the Success of Finance Transformation

Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!