Wed.May 14, 2025

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Dynamics GP Reconcile to GL - Save Time at Month-End in Accounts Payable

Fidesic blog

Did you know Microsoft Dynamics GP includes a powerful feature that can significantly reduce the time and effort required to reconcile your Accounts Payable subledger with your General Ledger? In this post we will tell you about Great Plains' Reconcile to GL tool, how to use it and the how it helps AP teams reduce month-end stress.

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IRS High-Income Nonfiler Sweeps: What Tax Practitioners Need to Know

Insightful Accountant

A recent Treasury Inspector General for Tax Administration report reveals that IRS "sweeps" targeting high-income nonfilers have proven remarkably effective.

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The Critical Feature of a Systematized Firm: Predictability

Future Firm

Predictability is key if you want to systematize your firm. Here are a few practical tips I used back when I was running mine. The post The Critical Feature of a Systematized Firm: Predictability appeared first on Future Firm.

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Guide to the Snowball Method: How to Snowball Debt & Example

Fit Small Business

Imagine rolling a small snowball down a hill you start with your smallest debt, and as you pay it off, the money you free up adds to the next one, making the snowball (and your payments) grow bigger and faster. Over time, that momentum helps you crush your larger debts, just like a snowball. The post Guide to the Snowball Method: How to Snowball Debt & Example appeared first on Fit Small Business.

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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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Fiserv Small Business Index Inches Upward in April

Trade Credit & Liquidity Management

The Fiserv Small Business Index for April 2025 rose by 1 point to 151, indicating a slight improvement in small business sales compared to March. The index is based on aggregated point-of-sale transaction data from about 2 million U.S. small businesses and provides a timely and reliable measure of small business performance. (Photo by Dan Dimmock on Unsplash ) Here’s a top-level summary of the findings: Year-over-year sales increased by 3.2% and transactions by 6.9%.

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Top 10 Communication Technology Trends (2025)

Fit Small Business

2025 has been a year of significant advancements in communication technology, particularly in workflow automation and artificial intelligence (AI). However, with these new technologies come new expectations for managing the introduction of new software and tools into your workspace. This includes considerations about data privacy, security, and best practices for integrating automation and AI.

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How I Built a Content Repurposing Strategy for a Top D2C Startup

Fit Small Business

At a previous job, I helped manage a content marketing strategy for a D2C brands website. And one of our biggest challenges was figuring out how to constantly publish fresh content for our growing audience. Thats where the idea of content repurposing came in, and its since been one of the biggest lessons I learned. The post How I Built a Content Repurposing Strategy for a Top D2C Startup appeared first on Fit Small Business.

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Four Questions to Ask When Evaluating Customer Risk

Trade Credit & Liquidity Management

If it weren’t for risk, companies would not need credit managers. This is truer than ever, given that the types of risk, about which corporate executives and investors are concerned, are expanding. Twenty-five years ago, and beyond, credit executives were solely focused on financial risks. The question was: Will this account pay us? The ability of an account to make timely payments (delinquency risk) and the risk of default were the primary issues.

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AICPA concerned about changes to deductibility of state, local taxes for firms

Accounting Today

The American Institute of CPAs is worried about a provision in the tax reconciliation bill limiting deductibility of state and local taxes paid by firms.

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Leveraging the Four C's of Negotiation Drives Better Outcomes

Trade Credit & Liquidity Management

As a credit professional, you regularly face situations involving an internal stakeholder, manager, or customer who pushes back. Internally, it could be a push back on a credit decision, a change in procedure, or a deadline. With a customer, it could be a disputed balance, a request for extended terms, or arranging a payment workout because they are facing financial difficulties.

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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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AICPA, NASBA approve CPA licensure model legislation

Accounting Today

The American Institute of CPAs and National Association of State Boards of Accountancy OK'd model legislation providing an alternative path to a CPA license.

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Cleo and Paystand Ecosystem Modernizes B2B Payment Automation

Trade Credit & Liquidity Management

From a Press Release dated May 13, 2025, Chicago, Illinois & Scotts Valley, California Cleo, a global leader in ecosystem integration and provider of the Cleo Integration Cloud (CIC) platform, has announced a strategic partnership with Paystand, a B2B payments solution provider. This collaboration is designed to transform how businesses automate and manage their order-to-cash (O2C) and accounts receivable (AR) processes, particularly for retailers, manufacturers, distributors, and software v

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QBO vs. Desktop, and other tech stories you may have missed

Accounting Today

Plus, faking resumes with AI, the return of Microsoft's Recall, and seven other developments in technology.

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Stop Adapting to Software — Use AI That Adapts to You

Ascend Software blog

Why Adaptability Is the Future of Enterprise AP In todays enterprise finance environment, automation is everywherebut true intelligence is rare. For many organizations, the promise of AP automation still comes with a caveat: reconfigure your processes, retrain your team, and rebuild your data structures to match the limits of your software.

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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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Zoho rolls out CRM for Everyone

Accounting Today

Zoho's customer relationship manager, previously only for sales teams, has been modified and enhanced with AI to become CRM for Everyone.

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Top VDI Providers to Watch in 2025 (And the Features to Look For) 

Ace Cloud Hosting

Businesses face increasing pressure to provide uninterrupted remote access, instant connectivity, and high-end remote work security in 2025. However, meeting these demands while maintaining efficiency and control is a major.

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Zoho touts Payments solution, highlights risk and compliance support

Accounting Today

Business management solutions provider Zoho announced the general release of a new payments solution, Zoho Payments, promised to be the first step in a broader move into financial services.

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Beyond the Purchase: The Make-or-Break Integration Phase of Firm Acquisitions

Blake Oliver

Most buyers overinvest in the acquisition process and underinvest in what really matters - integration. This episode of Earmark Podcast dives deep into the critical post-acquisition phase of firm mergers. Michael Ly and Ashley Rhoden share their hard-earned lessons from both successful and failed firm integrations, covering: Creating a comprehensive 100-day integration plan that begins during due diligence Why keeping key employees is vital to client retention How to effectively communicate chan

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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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LITC grant application period opens May 15

Accounting Today

The IRS is granting up to $200,000 to individual low-income taxpayer clinics.

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Relational Marketing, Client Retention & AI Integration with Christian Jones

Insightful Accountant

Discover how to elevate your marketing strategy from tactical to relational with insights from Christian Jones of TaxProMarketer.

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AI recruiting has arrived for accounting. It's not enough

Accounting Today

These days, it takes an AI village to develop an accountant.

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A Smart Tax-Saving Combo: SEP IRA Contributions + Capital Loss Harvesting

Analytix Finance & Accounting

Tax season may be over, but smart planning never goes out of style. While many breathe a sigh of relief once returns are filed, the real opportunity for high-impact tax savings begins now. And no one understands this better than Bhairavi, CPA at Analytix Solutions. In her latest feature, “ Stacking capital loss harvesting with a SEP contribution ” (Intuit Accountants, April 18, 2025), she shares a timely and tactical duo to help self-employed individuals and small business owners get

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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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9 States with No Income Tax in 2025 – What It Means for Your Business

Stephanie Peterson

If youre a small business owner or entrepreneur living in Murrieta, Temecula, Menifee, Wildomar, or nearby areas, tax planning is always top of mindespecially with tax season fresh in memory. One major question I get at Superior Virtual Bookkeeping LLC is: Should I move my business to a state with no income tax?Well, in 2025, nine U.S.

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Alternative Financing Options for Small Businesses (Outside Traditional Bank Loans)

Remote Quality Bookkeeping

Securing funding for a small business isn’t always simple. Traditional bank loans have stringent requirements and limited flexibility. Many small business owners struggle to qualify, especially those just starting or experiencing inconsistent revenue. These challenges prompt entrepreneurs to explore more flexible financing options tailored to their needs.

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What Is Cloud TCO & 5 Steps to Calculating Yours

finout

What Is Cloud Total Cost of Ownership (TCO)? Cloud total cost of ownership (TCO) quantifies the full financial impact of adopting cloud services over time. It includes direct costs like subscription fees and indirect costs such as migration, configuration, and long-term operational expenditures. TCO is a basic metric used to quantify financial investments and determine profit marginsthis applies to cloud investments just like any other business expense.

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5 Cybersecurity Best Practices Every University Must Adopt in 2025

Ace Cloud Hosting

They say, “Privacy is a myth,” and in today’s digital age, this statement rings increasingly true. With just a click, it’s possible to uncover extensive information about anyone with an.

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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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Finout's Complete Guide to Kubernetes Labels

finout

Whether you run your own clusters or use a managed Kubernetes service from Amazon, Google, or their competitors, you need to stay on top of managing resource usage and your container lifecycle.

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Trump tax plan gains momentum in House as it heads to floor vote

Accounting Today

President Trump's economic package took a major step toward becoming law when a House committee approved trillions in new tax cuts on a party-line vote.

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Senate Republicans balk at House plan to gut energy tax cuts

Accounting Today

Key Senate Republicans are resisting the House's plan to gut clean energy tax credits, vowing to soften the blow for emerging technologies and nuclear power.

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Here are the winners and losers in the Republican tax bill

Accounting Today

Wealthy Americans and business investors are among the big winners while targets of Trump's ire such as immigrants and elite universities were hammered.

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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.