Wed.Nov 20, 2024

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Narrowing in on 2025 with Driver-Based Budgeting & NetSuite

Accounting Department

Driver-based planning is a type of management that zeros in on a company's key value drivers and key business drivers. It helps create budgeting and business plans based on these factors. The goal of this type of planning is to center on the factors that are important to fueling success. Mathematical models can be created to project business. Driver-based planning is helpful for finance executives when they are planning long-range strategic strategies.

Budgeting 257
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FloQast aims to make CPE fun with Audit Jamz accounting music

Accounting Today

The album provides an enjoyable way for CPAs to earn continuing professional education credit.

Auditing 279
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EverBank Business Checking Review

Fit Small Business

EverBank (formerly TIAA Bank) is an excellent choice if you’re looking for a bank with various interest-earning checking options. You can choose among five EverBank business checking accounts. All of which earn interest on all balances except for the entry-level Business Checking product. In addition, the bank also offers full-service banking products and services, including.

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New PwC assurance leader works to improve audits

Accounting Today

PricewaterhouseCoopers has been focusing on auditing under a new PwC US assurance leader, Deanna Byrne, who began the job in July.

Auditing 279
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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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The Future of Restaurant Accounting: Simplified for 2025

Analytix Finance & Accounting

Costs are up: 98% of operators say higher labor costs are an issue for their restaurant. 97% cite higher food costs. 38% say their restaurants were not profitable last year. These are some of the statistics reported by National Restaurant Accounting. However, the report also says given a choice between people and technology, consumers continue to crave human hospitality in their culinary experiences.

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IRS interest rates decrease for Q1 2025

Accounting Today

For individuals, the overpayment and underpayment rate will be 7%.

Tax 279

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PCAOB sanctions five firms for reporting violations

Accounting Today

Bush & Associates, Barton, Crowe Hussain Chaudhury, KPMG India and RSM Brazil settled sanctions for violating PCAOB reporting requirements.

Auditing 268
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LangChain vs LlamaIndex: Choosing the Right Framework for Your LLM Application

Nanonets

Introduction: Large Language Models (LLMs) are now widely available for basic chatbot based usage, but integrating them into more complex applications can be difficult. Lucky for developers, there are tools that streamline the integration of LLMs to applications, two of the most prominent being LangChain and LlamaIndex.  These two open-source frameworks bridge the gap between the raw power of LLMs and practical, user-ready apps - each offering a unique set of tools supporting developers in

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Responsible AI in accounting

Accounting Today

As the accounting industry taps into the power of Generative AI, firms need to ensure privacy, transparency and other elements of responsible use.

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The Practice of Now: The Practice of Now: How 1000 Accountants & Bookkeepers Are Going From Good To Great

The Successful Bookkeeper

Like most professions in recent years, accounting and bookkeeping are going through extraordinary change. We, at Sage, surveyed 1000 accountants and bookkeepers across six countries to understand what they’re feeling, their challenges, and how they plan to thrive in the immediate future.

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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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IESBA chair reappointed

Accounting Today

Gabriela Figueiredo Dias, chair of the International Ethics Standards Board for Accountants, has been reappointed for a second term through Dec. 31, 2026.

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How to Streamline Document Collection This Tax Season

Future Firm

Many firms struggle with document collection during tax season. In this episode, I share why it's an issue and how I recommend handling it. The post How to Streamline Document Collection This Tax Season appeared first on Future Firm.

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TaxPlanIQ releases pricing tool for advisory services

Accounting Today

TaxPlanIQ released a new workbook and calculator for its ROI Method of Value Pricing for advisory services.

Tax 130
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Sage Intacct Multi-company Support

Insightful Accountant

Thinking of switching from QuickBooks because multi-company support just isn't what it should be? You might want to check out Sage Intacct, a lot of multi-entity businesses transition to them for multi-company support.

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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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Pentagon's audit woes seen lessening despite seventh shortfall

Accounting Today

The U.S. Defense Department failed for the seventh straight year to score a clean financial audit, highlighting the challenge of tracking the finances of a sprawling organization that has some $3.8 trillion in assets and $4 trillion in liabilities.

Auditing 100
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Tax Policy Outlook: What Your Small Business Clients Need to Know

Insightful Accountant

The landscape for small business tax planning could see dramatic shifts in the coming years as tax advisors prepare their clients for potential changes.

Tax 52
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Top 12 Features of QuickBooks Point-Of-Sale for Your Retail Business

Ace Cloud Hosting

In today’s competitive retail landscape, it’s a challenge for retailers to thrive and grow. They face obstacles such as efficiently tracking inventory, delivering a great customer experience, and managing multiple.

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We Still Want Your App Input

Insightful Accountant

Please tell us your preferred App Comparison categories. Take this 1-question survey to give us your input.

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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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Black Friday's Hidden Cost: How Poor Cloud Planning Hurts Profitability

finout

Learn how FinOps can help eCommerce businesses manage cloud costs and protect profits during Black Friday

FinOps 52
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Innovating Tax Prep: StanfordTax CEO Dan Berenholtz on AI Solutions

Insightful Accountant

Gary DeHart interviews Dan Berenholtz, co-founder and CEO of Stanford Tax. Dan shares his journey into the tax and accounting industry and how inefficiencies in tax document collection inspired the creation of StanfordTax’s innovative solution.

Tax 52
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card_name Review

Fit Small Business

Editorial and Partnership Disclosure The card_name is a premium business credit card that lets you earn travel rewards on business purchases while enjoying attractive perks like travel credits, lounge access, and premium points rewards when you book flights, hotels, and car rentals through Capital One Travel. It’s a great option for frequent travelers who can justify.

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Goal Setting For Accountants And Tax Preparers:  Start The New Year With Clear Vision And Purpose

Insightful Accountant

The start of a new year is a prime opportunity for reflection and goal setting. For accountants and tax preparers, reaching new goals requires more than just ambition.

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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7 Customer Testimonial Examples to Know & Use

Fit Small Business

Customer testimonials highlight positive experiences with your brand. They shine a light on the value of your products or services, help nudge hesitant buyers, and nurture customer relationships, ultimately boosting your bottom line. There are several types of customer testimonials to get to know. Let’s take a closer look at some client testimonial examples and.

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Intuit and H&R Block fall on report of 'DOGE' interest in tax app

Accounting Today

The leaders of President-elect Donald Trump's "Department of Government Efficiency" discussed creating a new way for Americans to file their taxes.

Tax 100