AI in advisory: Estate planning
Accounting Today
MARCH 21, 2025
The third of four looks at how specific accounting firm niches are being impacted for good and ill by artificial intelligence.
Accounting Today
MARCH 21, 2025
The third of four looks at how specific accounting firm niches are being impacted for good and ill by artificial intelligence.
Outsourced Bookeeping
MARCH 21, 2025
Many business operations have been transformed through automation in the fast-paced digital environment, where bookkeeping practices also experience significant changes. The bookkeeping industry used to rely on lengthy data entry procedures and paper-based documentation. However, it is now undergoing quick digital transformation and automation. Businesses now use online bookkeeping services to handle their financial records with enhanced efficiency, security, and accuracy.
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Accounting Today
MARCH 21, 2025
The first of four looks at how specific accounting firm niches are being impacted for good and ill by artificial intelligence.
Ace Cloud Hosting
MARCH 21, 2025
Running a successful winery requires much more than cultivating vineyards and making quality wines. You must also manage other processes, such as vendor management, sales order fulfillment, inventory management, etc.
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
MARCH 21, 2025
Not all job creation incentive programs are created equal. Here are examples of programs from states across the United States.
Accounting Fun
MARCH 21, 2025
You'd be forgiven if you've never heard of 'cross tax' although it's been referenced in HMRC's compliance handbook for many years. Does it mean: a) What you get when HMRC staff are overstressed and unhappy? b) A big balancing payment that a client wasn't expecting to have to pay? c) How clients will describe the additional fees accountants charge for quarterly MTD returns?
Financial Ops World brings together the best financial operations content from the widest variety of thought leaders.
Fidesic blog
MARCH 21, 2025
In this post we are going to assume that you know the pain points of manual paper processes, and therefore understand the potential benefits of a paperless accounts payable system. So we are going to start by giving you an understanding of the scope of a paperless AP implementation, including key requirements for success.
Accounting Today
MARCH 21, 2025
Lohman adds professional services line; Nathan Wechsler hires COO; and more news from across the profession.
Compleatable
MARCH 21, 2025
This week, the care sector came together once again at the NEC Birmingham for UK Care Week 2025 , one of the most anticipated events in the social care calendar. A vibrant and forward-looking gathering, the event brought together care professionals, innovators, suppliers, and policy influencers to address the most pressing challenges and celebrate the achievements within the care industry.
Accounting Today
MARCH 21, 2025
The American Institute of CPAs' Auditing Standards Board is looking for feedback on its proposed strategic plan for 2026-30.
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.
Blake Oliver
MARCH 21, 2025
Talk about irony - Trump's pick to lead the Centers for Medicare & Medicaid Services (CMS), Dr. Mehmet Oz, paid no Medicare taxes in 2023 and barely any in 2022. On a recent episode of The Accounting Podcast , we dove into how Dr. Oz pulled this off using the "limited partner exemption" to self-employment taxes. Senate Finance Committee Democrats have flagged that he may have underpaid Social Security and Medicare taxes by approximately $440,000.
Accounting Today
MARCH 21, 2025
The second of four looks at how specific accounting firm niches are being impacted for good and ill by artificial intelligence.
Accounting Today
MARCH 21, 2025
SEC accepts 2025 FASB taxonomies; SAP builds Joule AI into Concur Expense and Concur Travel; New startup, Town, launches with SMB tax platform; and other accounting tech updates.
Accounting Today
MARCH 21, 2025
Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose opportunities for growth and savings as well.
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.
Accounting Today
MARCH 21, 2025
The fourth of four looks at how specific accounting firm niches are being impacted for good and ill by artificial intelligence.
Accounting Today
MARCH 21, 2025
When a firm is independent, there's flexibility and a cogent desire to invest in the future.
Accounting Today
MARCH 21, 2025
The cryptocurrency industry is on a roll in Washington and it's not just because of President Donald Trump.
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