Meet your firm's nightmare: Jackie Marie Peters
Accounting Today
APRIL 30, 2025
Jackie Marie and her accomplices hacked into an accounting firm's system for two years, changing tax returns and siphoning off the inflated refunds.
Accounting Today
APRIL 30, 2025
Jackie Marie and her accomplices hacked into an accounting firm's system for two years, changing tax returns and siphoning off the inflated refunds.
Stephanie Peterson
APRIL 30, 2025
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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Accounting Today
APRIL 30, 2025
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.
Fit Small Business
APRIL 30, 2025
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.
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.
Accounting Today
APRIL 30, 2025
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.
Stephanie Peterson
APRIL 30, 2025
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.
Financial Ops World brings together the best financial operations content from the widest variety of thought leaders.
Insightful Accountant
APRIL 30, 2025
Murph will pose real-world client inquiries to Qvinci for analytic answers that QuickBooks simply can't provide.
Accounting Today
APRIL 30, 2025
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.
Insightful Accountant
APRIL 30, 2025
Murph will pose real-world client inquiries to Qvinci for analytic answers that QuickBooks simply can't provide.
Accounting Today
APRIL 30, 2025
When it comes to AI in accounting, the future is already here but not everyone seems to have noticed.
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.
Insightful Accountant
APRIL 30, 2025
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.
Accounting Today
APRIL 30, 2025
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.
Insightful Accountant
APRIL 30, 2025
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.
Accounting Today
APRIL 30, 2025
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.
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.
Future Firm
APRIL 30, 2025
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.
Accounting Today
APRIL 30, 2025
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.
Blake Oliver
APRIL 30, 2025
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
Accounting Today
APRIL 30, 2025
The Committee of Sponsoring Organizations of the Treadway Commission collaborated with the Association of Certified Fraud Examiners on the program.
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.
Cloud Accounting Podcast
APRIL 30, 2025
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.
Accounting Today
APRIL 30, 2025
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.
Accounting Today
APRIL 30, 2025
Employers added only 62,000 jobs and annual pay grew 4.5% year over year, payroll processor ADP reported.
Accounting Today
APRIL 30, 2025
Accounting firms need to be more entrepreneurial than the profession has prepared them to be.
Advertiser: Paycor
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.
Accounting Today
APRIL 30, 2025
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.
Accounting Today
APRIL 30, 2025
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.
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