Mon.Aug 26, 2024

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How many millionaires? Tax returns by income group for 2024

Accounting Today

Millionaires only accounted for 0.22% of total returns filed this year for the 2023 tax season.

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What’s that Accounts Payable Automation Company with the Octopus Logo?

Fidesic blog

Fidesic is that AP automation company with the octopus logo. Fidesic, the only octopus AP automation built specifically for Dynamics GP & Business Central.

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Building the profession together

Accounting Today

AICPA chair Carla McCall talks about how accounting firms need to work together so they can all thrive separately.

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What’s that Accounts Payable Automation Company with the Octopus Logo?

Fidesic blog

Fidesic is that AP automation company with the octopus logo. Fidesic, the only octopus AP automation built specifically for Dynamics GP & Business Central.

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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

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

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Art of Accounting: How to succeed with changes

Accounting Today

Innovation and changes are hot topics, but many who talk about it or wish for it never seem to move forward or make changes.

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What is document classification?

Nanonets

In our hunter-gatherer days, we had to classify objects and beings as food, foe, or friend, for survival. Today our need for classification is less for conservation and more for clarity.  In this era of information overload, document classification is of considerable importance for the efficient management and use of information and knowledge.   In this article, we will look at the types of document classification and how ML techniques are being increasingly used for this purpose.

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What is Dunning, and Can it Improve Customer Retention?

Billing Platform

An overlooked process by many software as a service (SaaS) and subscription-based companies, dunning is a 17th-century term that describes the process that organizations take to methodically communicate with customers to collect money owed for goods or services provided. The dunning process enables you to determine why a customer didn’t send a payment, as well as serves as an opportunity to broaden the customer experience (and improve retention) by reminding the customer of the benefits of doing

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3 types of trusts that could help wealthy clients' estate plans

Accounting Today

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

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Can You Buy QuickBooks Enterprise Without Subscription? Here Is How

Ace Cloud Hosting

QuickBooks Enterprise is a popular accounting software designed for medium to large-sized businesses. The software offers a range of advanced features and tools that can help enterprises manage their financial.

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Moss Adams launches AI consulting service

Accounting Today

Moss Adams announced the launch of two new AI consulting teams, focused on machine learning and generative AI, who will work with clients on implementing AI solutions.

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Live Demo - Supercharge your Month End Close

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

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Cloud in Manufacturing Industry – Benefits and Use Case

Ace Cloud Hosting

Manufacturers face enormous pressure to innovate quickly to meet changing customer demands. These rising demands and expectations often leave them questioning how to stay ahead in today’s digital landscape. Cloud.

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IRS adds payments, Spanish to Business Tax Account

Accounting Today

The Internal Revenue Service continues to expand the things business taxpayers can do with BTA.

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The Savannah Bananas' Playbook for Unconventional Business Growth: Insights from CFO Tim Naddy

Blake Oliver

What happens when you throw out the old playbook and reimagine what a baseball team can be? You get the Savannah Bananas - a viral sensation with a million-fan waitlist and over 200 consecutive sold-out games. In this episode of the Earmark Podcast , I interviewed Tim Naddy, CFO of the Savannah Bananas, to uncover the financial strategy behind their explosive growth.

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Doeren Mayhew receives PE investment

Accounting Today

The Top 100 firm announced it has partnered with Audax Private Equity, making it the latest in a string of large accounting firms to score PE money.

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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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A Tale of Two Niches - the 2025 ProAdvisor Awards Part 2

Insightful Accountant

Murph looks at a couple of the 'sub-categories' used by Insightful Accountant for both the 'Niche' and 'CAAS' Award categories. This week's Part 2 cover 'Tax' as a specialty or CAAS service.

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Longtime Apple CFO to take on smaller role

Accounting Today

Kevan Parekh will take on the CFO role from Luca Maestri at the end of the year, as part of a planned succession.

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Are Your Non-Compete Agreements Null and Void?

Insightful Accountant

A federal judge in Dallas has blocked the U.S. Federal Trade Commission's (FTC) near-total ban on noncompete agreements, which was set to take effect next month.

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Essential HR Strategies for Small Businesses | Insights from Michelle LeBlanc & Gary DeHart

Insightful Accountant

Join Gary DeHart and HR expert Michelle LeBlanc as they dive into crucial HR strategies for small businesses!

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

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.

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QB Talks April | Modern Reports and Pivot Tables | Archives

Insightful Accountant

Get a jump on transitioning to the new 'Modern View' Reports that Intuit is starting to roll out into QuickBooks Online by attending Insightful Accountant's QB Talks on April 24, 2024 at 2:00 Eastern Daylight Saving Time.

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QB Talks March | Revenue Recognition in QBO | Archives

Insightful Accountant

In QB Talks on March 20, 2024, Alicia Katz Pollock demonstrated QBO Advanced’s latest feature, Revenue Recognition. Accrual-based companies will love the ability to automatically schedule Deferred Revenue transactions.

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QB Talks August | Top ProAdvisor Roundtable | Archives

Insightful Accountant

Join Murph, Gary and others to learn what it takes to be an Insightful Accountant "Top ProAdvisor" in the August QB Talks session.

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QB Talks May | QB Live: Assisted Bookkeeping | Archives

Insightful Accountant

Check out this special edition of QB Talks, where Alicia Katz Pollock and special guest Ted Callahan dive into the subject of assisted bookkeeping.

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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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QB Talks | Converting from QBDT to QBO | Archives

Insightful Accountant

Check out this special edition of QB Talks, where Alicia Katz Pollock dives into converting from QuickBooks Desktop to QuickBooks Online.