Wed.Apr 30, 2025

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Meet your firm's nightmare: Jackie Marie Peters

Accounting Today

Jackie Marie and her accomplices hacked into an accounting firm's system for two years, changing tax returns and siphoning off the inflated refunds.

Tax 246
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Why DIY Bookkeeping Is Costing Your Business More Than You Think

Stephanie Peterson

Stop Losing Time, Money, and Sleep - Here's What Professional Bookkeeping Can Do for YouRunning a business means juggling a hundred different responsibilities. For many small business owners, bookkeeping ends up on the back burner; handled late at night, on weekends, or worse, not at all. But what if your "DIY" approach to bookkeeping is actually holding your business back?

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House finance budget bill nixes PCAOB, curbs CFPB funding

Accounting Today

A budget bill passed by the House Financial Services Committee would eliminate the Public Company Accounting Oversight Board and cap the Consumer Financial Protection Bureau's budget at roughly $249 million.

Budgeting 242
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The Best Marketing Technology Stack (Less than $250 a Month)

Fit Small Business

A martech stack (aka a marketing technology stack) is just a fancy term for all the tools and software you use to promote your business. Its like your marketing toolbox. A martech stack example might include a platform for email marketing, one for social media scheduling, and one more for managing leads. The best marketing. The post The Best Marketing Technology Stack (Less than $250 a Month) appeared first on Fit Small Business.

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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

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.

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Deloitte to move North American headquarters

Accounting Today

The Big Four Firm committed to 800,000 square feet of the 1.1 million-square-foot tower known as 70 Hudson Yards, per the Wall Street Journal.

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The Numbers Don’t Lie: What the Stats Say About Bookkeeping and Business Success

Stephanie Peterson

Most entrepreneurs start their business with a dream, not a spreadsheet. But if theres one thing every successful business has in common, its this: they know their numbers. Still, many small business owners overlook the power of accurate bookkeeping until its too late. Lets take a look at what the data says about bookkeeping and how getting it right (or wrong) directly impacts your bottom line.1.

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May's QB Talks is Qvinci Real-world Analytics

Insightful Accountant

Murph will pose real-world client inquiries to Qvinci for analytic answers that QuickBooks simply can't provide.

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CAS practitioners still hesitant on AI

Accounting Today

While everyone seems to be talking about AI, the Information Technology Alliance found that few are actively using AI tools in their CAS practices, and when they are it is often generalist solutions like Copilot.

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May's QB Talks is Qvinci Real-world Analytics

Insightful Accountant

Murph will pose real-world client inquiries to Qvinci for analytic answers that QuickBooks simply can't provide.

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AI for CAS powerful, but fragmentation blunts potential

Accounting Today

When it comes to AI in accounting, the future is already here but not everyone seems to have noticed.

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Your Accounting Expertise Will Only Get You So Far: The New Way To Lead

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. But 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. 🗻 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. The higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.

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The Advisory Shift: How AI is Reshaping Tax and Accounting Services

Insightful Accountant

The accounting profession is experiencing a profound transformation. Rearview mirror accounting is giving way to forward-looking advisory services, driven by client demand, regulatory complexity, and technological advancement.

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Managing expectations key to AI implementation for CAS

Accounting Today

AI implementation at a CAS practice is hard enough, but it becomes even more so when people don't fully understand what AI can and cannot do.

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Best Practices for Optimizing Your Client's Bill Pay Processing Limits

Insightful Accountant

QuickBooks Bill Pay went live in September 2023, offering three tier options along with ProAdvisor preferred pricing. Here are some best practices for ensuring your clients have the right Bill Pay payment processing limits.

Billing 52
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To PE, or not to PE, is that the question?

Accounting Today

What does a firm need to know to determine its interest in PE or another external capital partner? Here are 10 critical questions for CPAs and some vignettes.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

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.

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My Top 4 AI Apps Right Now

Future Firm

I use AI for problem solving and replicating my expertise so my members could pick my brain 24/7. Here are my 4 favorite AI apps right now. The post My Top 4 AI Apps Right Now appeared first on Future Firm.

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Withum merges in CTM CPAs & Business Advisors

Accounting Today

The Top 25 Firm based in Princeton, New Jersey, is adding a firm based in a Chicago suburb, expanding Withum's presence in the Midwest.

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Ramp Wants to Be the Federal Spend Card, Interview with Mark Koziel

Blake Oliver

Why are firms prohibiting CPAs from identifying themselves as CPAs? In this episode of The Accounting Podcast, David Leary and I explore this concerning trend with AICPA President Mark Koziel, who explains it's often driven by legal teams worried about mobility issuesnot just private equity as many assume. We also discuss: Ramp's potential $25 million contract to manage federal government spending Economic uncertainty caused by Trump's unpredictable tariff policies Republican plans to eliminate

CPA 52
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COSO, ACFE offer fraud risk management certificate

Accounting Today

The Committee of Sponsoring Organizations of the Treadway Commission collaborated with the Association of Certified Fraud Examiners on the program.

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Doing More With Less: The Modern Finance Miracle

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.

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Ramp Wants to Be the Federal Spend Card, Interview with Mark Koziel

Cloud Accounting Podcast

Could you spend years earning your CPA license only to be told you can't use it? In this episode, Mark Koziel, president of the AICPA, joins Blake and David to discuss the shocking trend of firms prohibiting CPAs from identifying themselves as such in emails, on business cards, and even on LinkedIn. Blake and David also explore the economic uncertainty created by Trump's tariff policies, with major corporations cutting costs and delaying investments.

CPA 40
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Bessent cites digital services tax as sticking point in EU talks

Accounting Today

Treasury Secretary Scott Bessent said the European Union has some "internal matters" like the DST to sort out before the bloc can enter into trade negotiations.

Tax 130
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Private sector employers pull back on hiring amid tariff worries

Accounting Today

Employers added only 62,000 jobs and annual pay grew 4.5% year over year, payroll processor ADP reported.

Payroll 130
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Pathways to Growth: Entrepreneurship? Yes, I'm looking at you!

Accounting Today

Accounting firms need to be more entrepreneurial than the profession has prepared them to be.

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8 Pillars of Leadership Development

Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.

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Why don't GL systems have better bank recs?

Accounting Today

In an ideal world, your general ledger is streamlined, automated, and error-free financial reconciliations. Yet, in reality, when it comes to reconciling, most accountants still find themselves defaulting to Excel.

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Pro-SALT Republicans to debate deduction increase

Accounting Today

Republican lawmakers pushing for the expansion of the state and local tax deduction are slated to meet with House Speaker Mike Johnson about the $10,000 cap.

Tax 130