Accounting Today

JUNE 27, 2025

The Pennsylvania Legislature passed a bill that establishes an additional path to CPA licensure, and it awaits Gov. Josh Shapiro's signature.

Billing 246

Billing CPA Accounting Accounting 246

Accounting Department

JULY 1, 2025

When you first launched your business, doing the books yourself (or having a friend or family member pitch in) probably seemed like a cost-saving no-brainer. But as your business grows, so does the complexity of your finances — and the stakes. Suddenly, managing your books takes more time, you’re second-guessing financial decisions, or worse, worrying about compliance mistakes.

Bookkeeping 178

Bookkeeping Accounting Accounting Outsourced Bookkeeping 178

Accounting Department

JUNE 26, 2025

Reliable financial reporting forms the foundation for sustainable growth in any small to medium-sized business. Inadequate financial oversight exposes organizations to regulatory noncompliance, cash flow challenges, and missed avenues for strategic advancement. The expertise of a controller is indispensable in addressing these critical areas.

Financial Reporting 261

Financial Reporting 261

Accounting Today

JUNE 26, 2025

Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc

QuickBooks 246

QuickBooks Corporation Tax Auditing Accounting Software 246

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

Tax

Xero

JUNE 25, 2025

When you work in healthcare, your time is best spent where it matters most: caring for people. But for many healthcare practices, that mission is being held back by outdated systems, manual admin, and time-consuming compliance tasks. Thankfully, automation is changing that. From managing patient bookings and rostering staff to invoicing and reconciling payments, smart digital tools and software are giving healthcare providers the freedom to focus on delivering high-quality care while staying fin

XERO 224

XERO Payroll Reconciling Invoicing 224

Ascend Software blog

JULY 1, 2025

Month-end close has long been a strain on finance departments—especially for Accounts Payable (AP) teams buried under manual processes. For enterprises managing complex procurement across distributed systems, the pressure intensifies. Time, accuracy, and control collide in the final days of every month. And too often, AP professionals are left scrambling to meet deadlines while navigating outdated workflows.

AP 130

AP Accounts Payable Accounts Payable Accounting 130

Accounting Today

JUNE 25, 2025

Accounting platform Digits announced the launch of Digits Accounting Agents, which CEO Jeff Seibert said can outperform humans in terms of accuracy and speed.

Bookkeeping 232

Bookkeeping Accounting Accounting Accounting Software 232

Xero

JUNE 25, 2025

Today, I’m excited to share the beta launch of our new navigation and homepage (previously called the dashboard) experience. This goes beyond a fresh new look and a change in name, it’s the new home of all your business key insights and actions. Built for you, with you, this beta is the next step towards a more intuitive and insights-rich Xero. Our goal is simple: empower you to see your business’s true performance at a glance and tackle the most important tasks, quicker.

XERO 168

XERO Invoicing Collections Budgeting 168

Jetpack Workflow

JULY 2, 2025

Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Dave Olsen, founder of an accounting firm and Nimbl Staffing. Dave shares his unique journey in the accounting industry, discussing the success of his staffing service and his exciting new venture into IT services for accounting firms. The conversation delves into the strategies behind building a solid foundation for business growth, including the structures necessary for launching new services.

Accounting 52

Accounting Accounting Bookkeeping Financial Operations 52

Compleatable

JUNE 26, 2025

This Small Charity Week , we’re shining a light on the heart of our communities: small charities doing extraordinary work, often under extraordinary pressure. They may not always make headlines, but they’re there every day, quietly changing lives in ways that truly matter. Small Charity Week (23–28 June 2025) is a national celebration of the UK’s small-but-mighty charities.

Finance Officer 100

Finance Officer Budgeting 100

Advertisement

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

Accounting

Accounting Department

JUNE 25, 2025

As we move into the summer of 2025, personalized client accounting services are becoming increasingly critical. Clients are no longer satisfied with one-size-fits-all solutions. They demand tailored services that address their specific needs and financial scenarios.

Accounting 183

Accounting Accounting 183

Insightful Accountant

JULY 1, 2025

Is AI delivering real bottom-line impact for PSOs, or is it still more hype than tangible ROI? What critical hurdles are stalling widespread AI success in professional services? Get the answers.

59

59

Trade Credit & Liquidity Management

JUNE 25, 2025

According to the 2025 Association for Financial Professionals (AFP) Liquidity Survey , 61% of organizations identified safety as their foremost objective for short-term investments, significantly outpacing liquidity (35%) and yield (5%) as priorities. Even so, the emphasis on liquidity increased by five percentage points from the previous year, while the focus on yield remained stable.

Deposits 52

Deposits Collections 52

Ace Cloud Hosting

JUNE 27, 2025

With the evolving cyber threat spectrum, data security has become non-negotiable for the accounting industry. Therefore, firms are always looking to improve their security posture. However, you cannot achieve an.

Accounting 90

Accounting Accounting 90

Advertiser: Paycor

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

oAppsNet

JUNE 26, 2025

The role of the Chief Financial Officer (CFO) has expanded far beyond its traditional scope of financial reporting and accounting. Today, CFOs are expected to lead the charge in shaping a company’s financial strategy, fostering innovation, and ensuring long-term growth in a constantly changing environment. With rapid shifts in economic conditions, emerging technologies, and the increasing focus on sustainability, the modern CFO must evolve to meet these challenges head-on.

Financial Reporting 52

Financial Reporting Accounting Accounting 52

Accounting Today

JUNE 27, 2025

AI-driven firms fail to mention that if their AI-generated tax advice results in an audit, their customers, not the firms themselves, are held legally liable.

CPA 201

CPA Auditing Tax 201

Gaviti

JULY 2, 2025

If you work in a competitive industry, you can no longer rely on outdated or rigid payment structures. Customers know they have choices and if you don’t offer a payment policy with some flexibility, they will go elsewhere. Optimizing payment policies has become crucial to strengthening cash flow, improving customer satisfaction, and ensuring regulatory compliance.

52

52

Trade Credit & Liquidity Management

JUNE 25, 2025

From a Press Release dated June 3, 2025, New York, New York ThetaRay , a global leader in cognitive AI compliance for financial crime, and Spayce , a next-generation cross-border payments platform, have announced a strategic partnership to address evolving financial crime threats and enhance the security of international payments. The collaboration was unveiled at Money 20/20 and comes at a time when financial crime is becoming more sophisticated, with criminal networks operating with the comple

52

52

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

Accounting

Stephanie Peterson

JUNE 28, 2025

By Stephanie Peterson, Advanced QuickBooks ProAdvisor | Superior Virtual Bookkeeping LLCNo one likes the word audit. But if you’re a business owner in Murrieta, Temecula, Wildomar, Menifee, or anywhere in Southern California, an IRS audit is something you need to be prepared for — especially as small business audits are on the rise.At Superior Virtual Bookkeeping LLC, I’ve seen how accurate, organized books can make or break a business during an audit.

Virtual Bookkeeping 59

Virtual Bookkeeping Bookkeeping Auditing QuickBooks 59

Jetpack Workflow

JUNE 27, 2025

Summary In this episode, host David gathers a panel of industry experts to discuss the nuances of pricing and packaging in the accounting sector. The panelists include Mark Stovel, a CPA from Canada who runs a consulting firm for CPA owners and works as a fractional CFO; Luke Templin from Omaha, Nebraska, who operates a fractional CFO business and develops financial software; Ashleigh Sutter, who brings over a decade of experience in Client Accounting Services (CAS) and currently works at CLA; a

CPA 52

CPA Financial Software Accounting Accounting 52

Accounting Today

JUNE 25, 2025

The Board fined Deloitte Netherlands, PwC Netherlands and EY Netherlands a total of $8.5 million after finding widespread exam misconduct on internal training tests.

Auditing 173

Auditing 173

Gaviti

JUNE 30, 2025

Cash is, and always has been, more than just king, it’s the heartbeat of every growing business. Without solid cash management strategies, even profitable companies can face insolvency. Whether you’re scaling operations, expanding into new markets, or investing in innovation, having a firm grip on your cash flow determines whether your company thrives or stalls.

Collections 52

Collections Accounts Receivable Account Receivables Accounts Receivable 52

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

Trade Credit & Liquidity Management

JUNE 25, 2025

Traditional credit reports provide a valuable foundation, but they’re no longer enough on their own. Today’s business environment is far more complex and fast-moving than in the past. In this data-driven economy, risk assessment demands more than simply evaluating whether a customer will pay their bills. To truly understand and manage credit risk today, modern companies must look beyond the basics and leverage new technologies, alternative data, and broader information sources.

Collections 52

Collections Billing Accounting Accounting 52

Ontrack Bookkeeping

JULY 1, 2025

Budget 2025: Key KiwiSaver Changes The government announced some key changes to the KiwiSaver scheme in its Budget 2025 announcement. The key changes are: The government contribution will be cut from 50 cents to 25 cents per $1, with the maximum reduced to $260.72 from July 2025. (You must be contributing minimum $1042.86 per year to receive this full entitlement) Eligibility for KiwiSaver contributions will be expanded to include 16+17 year old Kiwis – they will be eligible for Governmen

Budgeting 52

Budgeting 52

Insightful Accountant

JUNE 29, 2025

Tuesday, July 1, 2025, will see Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma,QuickBooks, and Mailchimp, will introduce a transformative set of proactive AI agents to dramatically improve businesses.

QuickBooks 52

QuickBooks 52

Accounting Today

JUNE 30, 2025

The price cuts speak to a long-held belief among some AI experts that the widespread proliferation will eventually lead to consumers paying less for products.

257

257

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.

Accounting

Stephanie Peterson

JUNE 25, 2025

By Stephanie Peterson, Advanced QuickBooks ProAdvisor | Superior Virtual Bookkeeping LLCIf your bookkeeping is behind, disorganized, or non-existent; you’re not alone. Many small business owners in Murrieta, Temecula, Menifee, and Wildomar are juggling everything on their own and falling behind on their books.Here’s the good news: You don’t have to keep stressing over spreadsheets, guessing your cash flow, or panicking during tax time.

Virtual Bookkeeping 59

Virtual Bookkeeping Bookkeeping QuickBooks Tax 59

Future Firm

JUNE 30, 2025

Discover the important accounting roles you need to grow your firm across different stages. The post The Accounting Roles You Need to Grow a Firm appeared first on Future Firm.

Accounting 52

Accounting Accounting 52

Trade Credit & Liquidity Management

JUNE 26, 2025

Featured Articles Trade Credit & Liquidity Management is a reader-supported publication. To receive new posts and support our work, consider becoming a subscriber. For a limited time, annual subscriptions are half off Conversations “A successful man is one who can lay a firm foundation with the bricks others have thrown at him.” — David Brinkley Action Items Do you like the newsletter?

Accounting 52

Accounting Accounting 52

Insightful Accountant

JUNE 25, 2025

In our July’s QB Talks, we will examine Aero Workflow, FloQast, Jetpack, Monday.com, Trello, Uku, XBert, and Xenett. I’m happy to have Debra Kilsheimer back with me this month as we review this group of Workflow Apps.

59

59

Speaker: Andrew Skoog, Founder of MachinistX & President of Hexis Representatives

Manufacturing is evolving, and the right technology can empower—not replace—your workforce. Smart automation and AI-driven software are revolutionizing decision-making, optimizing processes, and improving efficiency. But how do you implement these tools with confidence and ensure they complement human expertise rather than override it? Join industry expert Andrew Skoog as he explores how manufacturers can leverage automation to enhance operations, streamline workflows, and make smarter, data-dri