Thu.May 01, 2025

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Sales Order Entry Automation with AI: Why It’s a Game-Changer

oAppsNet

In today’s fast-paced, data-driven business environment, sales teams are expected to accomplish more with lessprocessing more orders, responding more quickly, and maintaining flawless accuracy. Yet many still rely on manual sales order entry processes that are slow, error-prone, and resource-intensive. This outdated approach not only stalls growth but also undermines customer trust.

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How to Stay Focused and Become a ‘Smarter Accountant’ w/ Dawn Goldberg

Jetpack Workflow

Podcast Episode Round-Up In this episode of the Growing Your Firm podcast, David Cristello welcomes Dawn Goldberg , a seasoned CPA and a Certified Professional Coach. Dawn shares her incredible story of maintaining her productivity even after a stage four cancer diagnosis forced her to undergo six months of chemotherapy. To accomplish this, Dawn maintained some key practices including mind management, time management, and a scheduling trick she calls container calendaring.

professionals

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Mastering the Hiring Process: Building a High-Performing Bookkeeping Team

The Successful Bookkeeper

Hiring the right team is critical for scaling your bookkeeping business effectively. While many business owners rely on instinct or quick fixes, creating a structured hiring process is essential to ensure long-term success. Debbie Roberts, co-founder of The E-Myth Bookkeeper, shares her hard-earned insights on transforming the hiring process into a reliable system.

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Compleat Software and Fintainium announce Strategic Partnership to Deliver Full-Service AI Procurement & Payments Offering

Compleatable

Compleat Software partners with Fintainium to expand end-to-end automated purchasing offering for USA businesses. today announced a new partnership with Fintainium. This new partnership will to a truly seamless, purchase to pay experience. We are thrilled to announce our partnership with Compleat Software, a proven innovator in financial process automation.

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8 Ways to Torture Your CFO

The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.

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Take the Stress Out of Finances: Bookkeeping and Tax Preparation Services for Murrieta & Temecula Businesses

Stephanie Peterson

Running a small business in Murrieta or Temecula means juggling a thousand tasks; marketing, sales, customer service, and operations. But one of the most critical (and often neglected) areas is financial management. If youre still trying to manage your own books or scramble each tax season, you may be missing opportunities to grow, and risking costly errors.

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

Earmark Accounting Podcast

What happens after the ink dries on an accounting firm acquisition? Michael Ly and Ashley Rhoden reveal why many buyers overinvest in the purchase but underinvest in the crucial integration phase. Drawing from their hard-won experiencesboth successful and unsuccessfulthey walk through how to develop a comprehensive 100-day integration plan that begins during due diligence.

CPA

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How to Reduce Your Taxes in 2025: Smart Strategies for Small Business Owners

Stephanie Peterson

Tax season doesn't have to be a source of stress. With proactive planning and expert guidance, you can minimize your tax liability and keep more of your hard-earned money.Superior Virtual Bookkeeping LLC, specializes in helping small and medium sized businesses navigate the complexities of tax preparation and bookkeeping.Here's how you can reduce your taxes in 2025 while leveraging our services to your advantage.1.

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Is time running out for accounting's 150-hour rule?

Accounting Today

State CPA societies are pushing for alternatives to the 150-hour rule as a major step towards addressing the major talent crisis.

CPA
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ADC Attends The 2025 CEO Coaching Make BIG Happen Summit

Accounting Department

Last week, AccountingDepartment.com Business Development Representative, Shawn Marcum hit the road and attended the CEO Coaching Make BIG Happen Summit in Miami, FL.

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PCAOB chair Erica Williams defends audit regulator amid possible SEC takeover

Accounting Today

PCAOB chair Erica Williams says the role played by the PCAOB can't simply be "cut and pasted" into the SEC as legislation threatens to shutter the board.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

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Why Payroll Tax Audits Happen and How to Prepare for One

Remote Quality Bookkeeping

Payroll tax audits can feel overwhelming, especially for small businesses. These audits often result from simple filing errors or missing payments. Misclassifying employees or failing to deposit payroll taxes on time can also trigger an audit. Understanding what causes them helps reduce the risk of future issues. Preparation begins with maintaining accurate and up-to-date payroll records.

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Tax Fraud Blotter: Unhealthy habits

Accounting Today

Insult to injury; lack of progress; gone fishing; and other highlights of recent tax cases.

Tax
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The Key to Better Auto Repair Profit Margins (Labor vs Parts)

CSI Accounting & Payroll

As an automotive repair shop owner, if you only focus on the big picture, youre oversimplifying things. Different service areas should have different profit margin goals, helping you maximize your profitability.

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Take comfort in gradual change in an era of audit upheaval

Accounting Today

The numbers will continue to skew toward a younger generation of internal audit leaders with each passing year.

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You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

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2025 Tariff Updates: What Every Business Owner Should Know

Outsourced Bookeeping

With the changing global economy and the new trade policies, tariff updates are back in the business discussions. New policies introduced by the U.S government are already altering the way that companies approach imports, pricing and financial control. This is particularly important for companies that rely on imports of supplies or exports of their products, since they need to adapt to these changes to remain competitive and financially sustainable.

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CLA merges in Dembo Jones

Accounting Today

CliftonLarsonAllen LLP has added a firm with offices in North Bethesda and Columbia, Maryland, expanding CLA's presence in the U.S. Capital region.

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Trade Credit & Liquidity Management Newsletter

Trade Credit & Liquidity Management

Features Help us grow the Trade Credit & Liquidity Management community by sharing this Newsletter Share Conversations Trade Credit & Liquidity Management is a reader-supported publication. To receive new posts and support our work, consider becoming a subscriber. For a limited time, annual subscriptions are half off.

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Savant acquires Corrigan Financial

Accounting Today

Savant Wealth Management acquired CPA-led registered investment advisor Corrigan Financial, based in Middletown, Rhode Island, on April 30.

CPA
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Precision in Motion: Why Process Optimization Is the Future of Manufacturing

Speaker: Jason Chester, Director, Product Management

In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.

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Proactive Credit Management in a Fluid Tariff Environment

Trade Credit & Liquidity Management

The article “Companies Are on Pause Right Now” from the Wall Street Journal’s Heard on the Street column discusses how the threat of new tariffs is not prompting companies to overhaul their operations quickly. Instead, the uncertainty from the ongoing trade war is causing businesses to freeze major decisions and investments. (Photo by Christine Roy on Unsplash ) This is reflected in reports from major banks like Wells Fargo and JPMorgan Chase, which have not observed companies

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Rehmann combines with Martinet Recchia

Accounting Today

The Top 50 Firm based in Troy, Michigan has added a family-owned CPA firm in the Cleveland suburb of Willoughby, expanding its presence in Ohio.

CPA
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Bookkeeper Job Description for Modern Firms (Free Template)

Future Firm

Writing a bookkeeper job description for your accounting firm might seem simple But if you want to attract highly qualified […] The post Bookkeeper Job Description for Modern Firms (Free Template) appeared first on Future Firm.

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Do we have too much regulatory gridlock on group audits?

Accounting Today

Audit regulators are increasing their focus on how group auditors identify, engage and supervise component auditors. Is this level of scrutiny necessary?

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AI In Accounting: A Practical Roadmap For Smarter AP

Speaker: Gerald Ratigan

The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.

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SALT talks stall as GOP mulls limiting tax break to middle class

Accounting Today

Key House Republicans discussed ways to direct an expanded state and local tax deduction to those making less than $400,000.

Tax