Wed.Oct 23, 2024

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PCAOB posts three resources for new standard

Accounting Today

The Public Company Accounting Oversight Board posted a practice aid, comparison document and webinar related to the implementation of QC 1000.

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How to Apply to the Entry-Level Tax Specialist Role at TurboTax Live

Intuit

At Intuit Academy , we offer a free pathway for people interested in a career as a financial services professional to learn about federal tax returns and become eligible to apply to an entry-level Tax Specialist role. This pathway requires no prior professional experience in tax preparation. The only requirement to apply without having prior experience is to complete our Tax Level 1 and Tax Preparation programs, both of which are completely free and self-paced on Intuit Academy.

Tax 246
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Andersen establishes institute for finance, economics

Accounting Today

The global professional services firm founded by a group of former Arthur Andersen partners has attracted influential economists to its advisory board.

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Summit NA 2024 Highlight Reel Video

Fidesic blog

We had a blast at Dynamics Communities Summit NA 2024! The conference was great, the people were awesome and we loved exploring the City of San Antonio.

AP 130
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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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Tax-exempt groups don't need to file corporate AMT form for 2023

Accounting Today

The Treasury and the IRS granted a filing exception for tax-exempt organizations, saying they don't have to file Form 4626 for tax year 2023.

Tax 244
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Understanding 529 Plans: Benefits & Savings

Intuit

What is a 529 plan? A 529 plan is a specialized savings account specifically designed to help pay for college-related expenses. These accounts enable you to save tax-deferred money that can be later withdrawn tax-free to pay for student loan repayments, college and K-12 tuition, and other educational expenses. For these reasons, they are a popular investment option for families who want to save for college but who may not have the money to completely cover all their expenses.

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Strategies for Building Credit Successfully

Intuit

How to build your credit Having a good credit score opens the door to a world of opportunities, not to mention lower interest rates when you borrow money. Unfortunately, we’re not born with a high credit score—we must build one.  So, how do you build your credit? First, let’s look at the importance of building credit as early as possible and some key considerations to think about.

Deposits 130
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What accounting firms can learn about talent management from tech vendors

Accounting Today

Explore lessons that accountants can learn from vendors with a focus on one of the most pressing challenges in the profession: talent management.

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Easily Check Your Credit Score Online with These Steps

Intuit

How can I check my credit score? Your credit score indicates your creditworthiness. It’s a number that tells creditors the level of risk you present as a borrower. Many businesses, including insurance companies, phone companies, credit cards, and loan and mortgage providers, review your credit score when determining whether they should issue you a policy, loan, or service and what rates and terms you’re eligible for.

Budgeting 130
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Wolters Kluwer announces Axcess enhancements

Accounting Today

Wolters Kluwer announced a host of integrations and improvements in tax, practice management and audit for its CCH Axcess product.

Auditing 173
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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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Smart Strategies for Saving Money for College

Intuit

How to save for college: strategies and tactics Saving for college for your child or another loved one is a big step in planning for their future. But before you start saving for a child’s college education, it’s good to know your options. Some of the most popular savings vehicles include 529 plans, education savings accounts (ESAs), Uniform Gifts to Minors Act (UGMA) accounts, and Uniform Transfers to Minors Act (UTMA) accounts.

Tax 130
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AuditBoard rolls out AI features for analytics, automation

Accounting Today

Audit, risk and compliance platform AuditBoard announced the addition of three new AI-driven automation and analysis capacities to its platform.

Auditing 173
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How to budget: A comprehensive resource

Intuit

How to budget in 6 steps A budget is one of the best ways to take charge of your money and achieve more of your financial dreams. Knowing how to budget can make you more aware of how you spend your money. It helps you identify where you may be spending too much money so you can figure out a plan to start saving. The idea of creating a budget might be intimidating, but it doesn’t have to be all that complicated.

Budgeting 130
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Summit NA 2024 Highlight Reel Video

Fidesic blog

We had a blast at Dynamics Communities Summit NA 2024! The conference was great, the people were awesome and we loved exploring the City of San Antonio.

AP 130
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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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Understanding Credit Scores: Key Factors

Intuit

What is a credit score? A credit score is a number calculated by credit scoring models using information from your credit reports. Your credit score tells financial institutions your creditworthiness, which is essentially a grading scale that shows how good you are at managing your debts. A credit score ranges from 300 to 850. There are two main players that major credit bureaus and other lenders look to for scores—FICO ® and VantageScore.

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Accounting for a non interest bearing note

Accounting Tools

What is a Non Interest Bearing Note? A non interest bearing note is a debt for which there is no documented requirement for the borrower to pay the lender any rate of interest. If such a note were to be resold to a third party, the debt would be sold at a discount to its face value , so that the third party purchaser would eventually realize a gain when it was redeemed by the borrower at its face value.

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Strategies for Building Credit Successfully

Intuit

How to build your credit Having a good credit score opens the door to a world of opportunities, not to mention lower interest rates when you borrow money. Unfortunately, we’re not born with a high credit score—we must build one.  So, how do you build your credit? First, let’s look at the importance of building credit as early as possible and some key considerations to think about.

Deposits 130
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Why Invoicing Software is the Better Choice Than Excel

Invoicera

Introduction The process of invoicing is very important for any business as it promotes adequate compensation for services provided. Many businesses rely on Microsoft Excel for invoicing due to its ease of access, but this is becoming less effective owing to progressive technology. As businesses grow and evolve, there is a need for a better and more sophisticated invoicing solution.

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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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Easily Check Your Credit Score Online with These Steps

Intuit

How can I check my credit score? Your credit score indicates your creditworthiness. It’s a number that tells creditors the level of risk you present as a borrower. Many businesses, including insurance companies, phone companies, credit cards, and loan and mortgage providers, review your credit score when determining whether they should issue you a policy, loan, or service and what rates and terms you’re eligible for.

Budgeting 130
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Holiday Shopping Report 2024

Insightful Accountant

Intuit QuickBooks Report shows Consumer spending down, but small business sentiment remains strong.

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Smart Strategies for Saving Money for College

Intuit

How to save for college: strategies and tactics Saving for college for your child or another loved one is a big step in planning for their future. But before you start saving for a child’s college education, it’s good to know your options. Some of the most popular savings vehicles include 529 plans, education savings accounts (ESAs), Uniform Gifts to Minors Act (UGMA) accounts, and Uniform Transfers to Minors Act (UTMA) accounts.

Tax 130
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IRS Nationwide Tax Forum Online: A Valuable Resource for Tax Professionals

Insightful Accountant

Tax practitioners looking to stay up-to-date with the latest information may be missing out on a key resource offered by the IRS- The Nationwide Tax Forum Online (NTFO).

Tax 52
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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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How to budget: A comprehensive resource

Intuit

How to budget in 6 steps A budget is one of the best ways to take charge of your money and achieve more of your financial dreams. Knowing how to budget can make you more aware of how you spend your money. It helps you identify where you may be spending too much money so you can figure out a plan to start saving. The idea of creating a budget might be intimidating, but it doesn’t have to be all that complicated.

Budgeting 130
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My 8 Best Tips to Reduce Stress in Your Firm

Future Firm

Running a firm can be stressful. Discover my top 8 stress-reduction tips that I used while running my firm and now in my current business. The post My 8 Best Tips to Reduce Stress in Your Firm appeared first on Future Firm.

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Increase Your Credit Score with These Expert Tips

Intuit

How to increase your credit score Are you serious about getting your finances in order? Increasing your credit score is a good place to focus. It’s important for many reasons and can help brighten your financial future. But what is a good credit score? And why do they matter so much? Credit scores may seem mysterious, but they tend to follow a few common principles.

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Qvinci App: Dashboards For Quickbooks

Remote Quality Bookkeeping

The dashboard in your car shows how fast you are going and what kind of maintenance is required. Our Qvinci app and dashboards for QuickBooks does just that for your business! Detailed financial reports are intimidating and hard to digest. However, we can build custom dashboards to provide a financial snapshot of your business that are easy to read and understand.

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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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Understanding What Makes a Good Credit Score

Intuit

What is a good credit score? Your credit score influences many aspects of your financial life. Above all, it can determine your eligibility for credit cards, car loans, home mortgages, apartment rentals, and even certain jobs. Knowing what a good credit score is and understanding the different tiers of scores is helpful in deciding what loans to apply for.

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Intuit Unveils New ProAdvisor Academy and Names Ted Callahan as new QuickBooks ProAdvisor Program Leader

Insightful Accountant

Ted Callahan's role at Intuit has been expanded to now include "Leader of the ProAdvisor Program.

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 Simple Steps to Begin Saving Money

Intuit

10 Ways to Start Saving Money One of the most important aspects of financial wellness is learning how to start saving money. While learning how to start saving probably seems simple at the surface level, the concept is challenging for many: As of late 2023 , 49% of Americans had $1,000 or less in their savings accounts. If you’re in the same boat or just don’t have as much saved as you’d like, this guide may be helpful.

Budgeting 130
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Azure Reservations vs Savings Plans: Pros & Cons Explained

Economize

Introduction Cloud costs can pile up quickly as your business scales. Azure Cloud gives you powerful tools for storage, networking, and infrastructure. But if not managed properly, the bills can take a big chunk out of your budget. Azure offers two cost-saving plans to help businesses save costs: Azure Reservations and Savings Plans.

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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.