Accounting Today

DECEMBER 2, 2024

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

Tax 200

Tax 200

Intuit

DECEMBER 2, 2024

For over 40 years, Intuit has worked to find new, innovative ways that technology can solve our customers’ most important financial problems. In this era of artificial intelligence, our global AI-driven expert platform strategy will revolutionize the customer experiences we deliver around the globe. To realize the opportunity in front of us, we must continue to evolve our commercial strategy to go to market as a platform, embracing AI to better understand our customers, personalize their journe

130

130

Accounting Today

NOVEMBER 27, 2024

The IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.

Tax 317

Tax 317

Accounting Department

NOVEMBER 28, 2024

This year we're especially thankful for our clients and our team - it is their collective energy, positivity, and dedication to success that has made this such a great year.

Collections 232

Collections 232

Advertiser: Paycor

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!

Payroll

Xero

NOVEMBER 28, 2024

Customer experience (CX) is more than a buzzword – it’s pivotal to building solid relationships with your customers and gaining a competitive edge. It’s often discussed in the context of large businesses like airlines or banks, but CX is equally important for small businesses, where things like recommendations and positive reviews can make a huge difference.

XERO 158

XERO Invoicing Collections 158

FinOps Foundation

NOVEMBER 26, 2024

Key Insight: Oracle is partnering with other clouds and investing in FOCUS to meet customers where they are. At FinOps X in San Diego in June 2024, J.R. Storment , Executive Director of the FinOps Foundation, sat down with Phil Newman , VP of Product Management at Oracle, to talk about FOCUS and to ask Phil what he thinks the Future of FinOps will look like.

FinOps 130

FinOps FinOps 130

Accounting Department

NOVEMBER 27, 2024

For any business owner, prioritizing the company’s future is essential. Financial planning plays a crucial role in this, enabling business owners to drive growth and broaden their operations. If a business owner hasn’t focused on this aspect, they need to understand what it is, what it does, and how it differs from regular accounting. What Is FP&A?

Budgeting 197

Budgeting Financial Statements Accounts Receivable Accounts Receivable 197

Xero

NOVEMBER 28, 2024

We recently announced a strategic partnership with Xeinadin that builds upon years of working together. Ellie Redfern , Enterprise Account Manager at Xero, recently spoke with Symon Barkway , a partner at the Xeinadin Sittingbourne office and the area managing partner of the North Kent region, on his journey with Xero and why he’s passionate about helping other accounting firms embrace change.

XERO 130

XERO Bookkeeping Accounting Software Invoicing 130

Compleatable

NOVEMBER 27, 2024

At Compleat Software, we’ve always been committed to empowering small to medium sized businesses with tools that drive efficiency and growth. Today, we’re excited to announce the launch of the Compleat EcoSystem , a groundbreaking platform designed to transform how customers and suppliers interact and transact. For Our Customers: The Compleat EcoSystem enhances yet simplifies the entire purchasing process by putting trusted supplier information at your fingertips.

100

100

Ascend Software blog

NOVEMBER 26, 2024

As governments worldwide move toward mandatory electronic invoicing (e-invoicing) systems, businesses are facing a new challenge: adapting their processes to comply with these regulations. At Ascend, we believe that while the transition to e-invoicing may seem daunting, it presents a significant opportunity for businesses to streamline operations, reduce costs, and improve financial accuracy.

Invoicing 100

Invoicing Accounts Payable Accounts Payable AP 100

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 Today

NOVEMBER 26, 2024

The Internal Revenue Service extended its transition relief Tuesday for the new Form 1099-K information reporting threshold.

Tax 299

Tax 299

Fit Small Business

NOVEMBER 28, 2024

Wrike is a popular project management solution that offers teams a centralized platform for planning, tracking, and completing their work. While Wrike helps increase efficiency and productivity, its file storage offering is limited, and its free plan lacks advanced features. We have explored popular Wrike alternatives that provide scalable plans, comprehensive collaborative tools, and unlimited.

97

97

RevCycle

NOVEMBER 27, 2024

Medicare presents both opportunities and challenges for healthcare providers, with reimbursement management being the primary focal point. With complex regulations, evolving policies, and an intricate reimbursement structure, maximizing Medicare reimbursements is critical for the financial health of practices, clinics, and hospitals. In this blog post, we’ll explore practical strategies healthcare providers can use to optimize their Medicare reimbursements.

Billing 75

Billing Revenue Cycle Auditing Accounting 75

Less Accounting

DECEMBER 2, 2024

In today’s fast-paced business environment, making informed decisions quickly is more critical than ever. Real-time bookkeeping, which provides up-to-date financial information at the click of a button, has become an indispensable tool for modern businesses. Gone are the days of waiting until month-end or quarter-end to see how your business is performing.

Bookkeeping 59

Bookkeeping Data Entry Auditing Accounting Software 59

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.

Accounting

Insightful Accountant

DECEMBER 2, 2024

Tax season is a big challenge for all accountants. You need to get information from clients, clean up their books, carefully review data, and export and/or check trial balances. “Busy season” is accurate.

Tax 52

Tax QuickBooks Accounting Accounting 52

Accounting Today

NOVEMBER 27, 2024

INCPAS announces awards finalists; ConvergenceCoaching graduates Transformational Leadership Program fall class; and more news from across the profession.

246

246

Fit Small Business

DECEMBER 2, 2024

We compared dozens of banks and chose these eight as the best banks in Florida for a small business. To qualify for this list, banks had to have physical locations in the state of Florida. Then, we ranked them based on the quality of the business checking products offered, including other business products and services. The post 8 Best Banks for Small Business in Florida appeared first on Fit Small Business.

52

52

accountingfly

DECEMBER 2, 2024

Did you just lose a key staff member? Sudden staff departures can feel like a crisis, especially when deadlines are looming. In the latest Accounting Talent Podcast , Jeff Phillips and Rob Brown tackle this pressing issue with a practical, step-by-step guide to help your firm navigate the next 30 days and secure a suitable replacement quickly. Drawing on years of experience in the job board and staffing industries, Phillips shares how to turn setbacks like these into opportunities.

Accounting 52

Accounting Accounting 52

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

Ace Cloud Hosting

DECEMBER 2, 2024

There is never a good time for cyberattacks to occur. However, any cyberattack on your business process during the holiday season could reap disastrous results. This is because, during the.

Tax 52

Tax 52

Insightful Accountant

DECEMBER 2, 2024

In this episode of the Accounting Insiders podcast, Gary DeHart interviews John Martinka, co-founder of Nokomis Advisory Services, about key strategies for small businesses in the M&A sector.

Accounting 52

Accounting Accounting 52

IMA's Count Me

DECEMBER 1, 2024

Join us in an exciting conversation with Alexandre Louisy , the co-founder and CEO of Upflow , as he and host Adam Larson tackle the challenges of ensuring timely payments in the B2B world. Alexandre shares his insights on modernizing payment methods, stressing why online payments are crucial for both vendors and customers. Learn why manual invoices and checks are becoming outdated and how automation can save time and money.

Invoicing 49

Invoicing 49

Fit Small Business

NOVEMBER 29, 2024

If you’re a growing independent online seller looking to outsource fulfillment or an entrepreneur starting a new small online shop and wanting to outsource from the get-go, this guide about ecommerce and fulfillment is for you. What Is Ecommerce Fulfillment? Ecommerce order fulfillment is the process of processing, managing, and delivering online orders to customers.

52

52

Advertisement

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

Ace Cloud Hosting

NOVEMBER 26, 2024

In the fast-paced realm of business technology, staying updated with the best tools is no longer a luxury—it’s a necessity. Recently, Intuit announced the discontinuation of QuickBooks Desktop products like.

QuickBooks 59

QuickBooks 59

Insightful Accountant

DECEMBER 1, 2024

Many corporations and limited liability companies must now file a Beneficial Ownership Information (BOI) Report with the U.S. Treasury Financial Crimes Enforcement Network. have you filed yours?

52

52

Accounting Today

DECEMBER 2, 2024

Court decisions have opened up a whole new world of tax worries for college athletes.

Tax 263

Tax 263

LedgerDocs

NOVEMBER 28, 2024

Managing bookkeeping documents can feel like an uphill battle, especially when it comes to collecting documents, receipts, invoices and bank statements from your clients. The endless back-and-forth of emails, phone calls, and manual reminders needed to get just one document in your inbox can really begin to eat away at your productivity. This is where our document management system for accountants and bookkeepers comes in.

Collections 52

Collections Data Entry Bookkeeping QuickBooks 52

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

Fit Small Business

NOVEMBER 28, 2024

AccountEdge is locally installed accounting software that lets you create and send invoices to your customers, manage purchases and expenses, and track inventory. Starting at $20 per month, it offers strong value compared with other desktop options I’ve reviewed. I appreciate its robust banking and inventory features, but it uses a more traditional approach with.

Accounting Software 52

Accounting Software Invoicing Accounting Accounting 52

Ace Cloud Hosting

NOVEMBER 29, 2024

Finances can sometimes feel challenging, but the right motivation can change everything. Motivational quotes about finance uniquely inspire us to stay focused, rethink our money habits, and work towards our.

52

52

Insightful Accountant

DECEMBER 1, 2024

Users of QBO Payroll can now make payroll items, they no longer need, inactive. It's just five simple steps in this week's QB Monday Minute.

Payroll 52

Payroll 52

Accounting Today

NOVEMBER 26, 2024

The IRS Advisory Council's annual report covered 37 different areas of concern and recommendations.

Tax 272

Tax 272

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.