Future Firm

SEPTEMBER 27, 2023

If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. In this article, I’ll run through some of the more modern options that might make the most sense for your firm at the moment. Check it out: Outsourced Bookkeeping for CPAs Terminology Before continuing, there are 3 terms that I want to briefly define which will have an impact on the option you select.

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Outsourced Bookkeeping Bookkeeping Bookkeeping Services QuickBooks 98

Fidesic blog

SEPTEMBER 11, 2023

Beginning December 1, 2023, Bill.com will no longer support direct sync for Microsoft Dynamics GP (Great Plains).

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AP 245

Accounting Today

SEPTEMBER 8, 2023

Following a top-to-bottom review of enforcement efforts, the agency is shifting more attention from working-class taxpayers to high-income earners, partnerships, large corporations and promoters of abusive tax shelters.

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Tax Auditing Accounting Accounting 326

Intuit

SEPTEMBER 6, 2023

Intuit Assist delivers personalized recommendations and does the hard work for you. Today, we introduced Intuit Assist, a new generative AI (GenAI)-powered assistant that will provide personalized, intelligent recommendations to help consumer and small business customers make smart financial decisions with less work and complete confidence, enabling them to put more money in their pockets.

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QuickBooks Tax Invoicing Bookkeeping 342

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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

Xero

SEPTEMBER 6, 2023

For the fifth year in a row, Xero has taken out Canstar’s Most Satisfied Customer Award for small business accounting software. This is an incredible achievement, showcasing our value to small businesses across Aotearoa New Zealand. Canstar Blue is a customer satisfaction research and ratings business aimed at helping consumers make better purchasing decisions.

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XERO Accounting Software Small Business Accounting Accounting 264

Accounting Department

SEPTEMBER 21, 2023

As a growing business, it's essential to monitor and track various key performance indicators (KPIs). This is crucial in assessing the performance of your business, determining the areas that need improvement, and making informed decisions.

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Financial Reporting 251

Fidesic blog

SEPTEMBER 12, 2023

A new AI powered invoice process solution for Microsoft D365 Business Central is a truly transformative piece of technology for accounts payable pros.

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Accounting Today

SEPTEMBER 29, 2023

The Internal Revenue Service is allowing tax practitioners to see their client's tax information, including balance due amounts, as well as withdraw from their active authorizations online in real time.

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Tax Accounting Accounting 342

Intuit

SEPTEMBER 27, 2023

At Intuit, we believe everyone should have the opportunity to prosper, and for 40 years we’ve been working to make that a reality. Today, I’m proud to announce the release of our 2023 Corporate Responsibility and Diversity, Equity, and Inclusion report. Corporate responsibility (CR) and diversity, equity, and inclusion (DEI) are core to who we are and intrinsic parts of our business strategy.

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Accounting Accounting 325

Xero

SEPTEMBER 20, 2023

The application period for the Xero Beautiful Business Fund will be wrapping up a few short weeks! To help us select the winners of the 2023 Xero Beautiful Business Fund, we’ve lined up a stellar list of regional and global judges. The judges represent small businesses, accountants and bookkeepers and Xero’s global partners. They will play a key role in evaluating the entries to help our small business winners achieve their ambitions.

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XERO Small Business Accounting Bookkeeping Accounting 243

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Setting the stage for successful organizational change always begins with clear, thoughtful communication. When it comes to rolling out a new travel and expense (T&E) policy, establishing a well-structured communication plan is key to ensuring that all employees understand the changes and their impact. By following a step-by-step approach, you can guide your organization through the transition, fostering smooth adoption from the outset and improving compliance.

Accounting Department

SEPTEMBER 7, 2023

Budgeting is a vital process that enables small and medium-sized businesses to effectively allocate resources, plan for the future, and achieve financial stability. However, navigating the budgeting process can be challenging without a clear roadmap.

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Budgeting 240

Insightful Accountant

SEPTEMBER 7, 2023

Intuit increased QuickBooks Payments rates for QuickBooks Desktop users this past June. Now, it is making increases for Payments Customers using QBO effective in October.

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QuickBooks 119

Fidesic blog

SEPTEMBER 20, 2023

It’s time to check out our feature of the month in the Fidesic app. Today we are putting the spotlight on our Vendor Portal.

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Accounting Today

SEPTEMBER 28, 2023

Close to a thousand taxpayers who earn over $1 million a year failed to file tax returns over multiple recent years, potentially owing $34 billion in taxes, according to IRS data.

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Tax 322

Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor

AR

Intuit

SEPTEMBER 15, 2023

Tell us a little bit about yourself and what brought you to Intuit. I was born and raised in Lima, Peru, and moved to the US when I was 19 for college. I graduated from UC Berkeley and have been working in project/program management focused in tech since graduation. My friend worked at Intuit and her team was looking for a technical program manager, and the rest is history.

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Xero

SEPTEMBER 27, 2023

With economic conditions putting pressure on Australian small businesses, owners are looking at different ways to maintain a healthy cash flow. Our ‘Money matters’ report showed that 61% of Australian small business owners increased their prices in the last 12 months to stay ahead of rising costs and make a profit. 27% also had to dip into their personal savings to manage their cash flow.

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Accounting Department

SEPTEMBER 20, 2023

In today's fast-paced business environment, maximizing efficiency is key to staying competitive and achieving sustainable growth. One area where businesses can significantly streamline their operations is within their accounting department. By outsourcing these functions to client accounting service experts, organizations can focus on their core activities while benefiting from enhanced accuracy, improved financial processes, and valuable time savings.

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Accounting Accounting Bookkeeping Services Outsourced Bookkeeping 224

Blake Oliver

SEPTEMBER 13, 2023

The accounting talent pipeline is narrowing at a troubling rate. As baby boomers retire, fewer college students opt into the profession, creating a widening gap in the number of CPAs. In my latest Firm of the Future article , I share insights from a recent podcast interview with Jen Cryder, CEO of the Pennsylvania Institute of CPAs. She describes a profession facing urgent questions about its future workforce.

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CPA Accounting Accounting 115

Speaker: Chandra McCormack, CPA, MBA, NACD.DC

Imagine being a financial leader who not only ensures the books are balanced but also shapes the future of your organization. 🤔 ✨ This session will take you beyond the routine reporting and into the realm of strategic financial leadership. We’ll explore how today’s finance professionals can juggle the day-to-day operations while also delivering the long term vision that drives growth.

Accounting

Insightful Accountant

SEPTEMBER 4, 2023

Murph clues you in on why the Top 100 2024 process will still award points for QuickBooks Desktop Point-of-sale ProAdvisor Certification even if Intuit drops the certification after it stops supporting QBPOS on Oct. 3, 2023.

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QuickBooks 116

Accounting Today

SEPTEMBER 6, 2023

The ADP Research Institute released a report on how worker promotions can affect businesses and employee retention and debuted a new index for tracking employee motivation and commitment.

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Payroll 326

Intuit

SEPTEMBER 25, 2023

At Intuit, our mission is to power prosperity, which is why we built Intuit for Education, a free financial literacy platform, designed to help Gen Z and Gen Alpha high school students become the most financially literate generations ever. To that end, Intuit is committed to our goal of helping 50 million students become financially literate by 2030, so that when they enter adulthood, they’ll already possess the financial knowledge they need to thrive and prosper.

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QuickBooks Budgeting Tax Accounting 264

Xero

SEPTEMBER 25, 2023

This guest blog was written by the team at the leading bank payment solution, GoCardless. With interest rates at the highest level since 2012 in Australia and costs rising across the board, it can feel like the macro environment is designed to dent you and your clients’ businesses. But it’s not all doom and gloom. As you’re at the centre of your customers’ financial processes, you’re in the perfect position to make strategic recommendations and add greater value to their businesses.

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XERO Reconciling Accounting Accounting 214

Speaker: Joe Sharpe and James Carlson

Payroll optimization can be one of the most time-consuming and complex factors of small business management. Yet, organizations that crack the code on streamlining employee compensation often discover innovative avenues for growth. With the right strategies in place, outsourcing and streamlining payroll processes can result in substantial time and resource savings.

Payroll

Accounting Department

SEPTEMBER 13, 2023

Since its establishment in 2015, Rewind has been dedicated to empowering businesses to safeguard their valuable SaaS and cloud data. With an impressive customer base of over 100,000 across 100 countries, Rewind's highly acclaimed apps and unwavering support have become the go-to solution for ensuring the uninterrupted operation of software-as-a-service applications.

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Accounting Accounting 218

Ace Cloud Hosting

SEPTEMBER 19, 2023

When it comes to managing your business finances, QuickBooks is a name that needs no introduction. Yet, within the QuickBooks ecosystem, there are versions catering to specific business needs. Among.

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QuickBooks 111

Insightful Accountant

SEPTEMBER 11, 2023

Murph is prone to repeating himself these days. That's especially so when it comes to important clues, like "don't miss training opportunities" for Top 100 2024.

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Accounting Today

SEPTEMBER 11, 2023

The Big Four firm plans to stop offering some types of services to SEC-registered audit clients, and to cut the compensation of top leaders if the firm's audits fall short on quality.

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Auditing Accounting Accounting 322

Speaker: Brad Pinneke, VP of Business Development at Payrix and Worldpay for Platforms

In this webinar, Brad Pinneke, Vice President of Business Development at Payrix and Worldpay for Platforms, will dive into the 7 must-have criteria for evaluating payments partners, helping you maximize both efficiency and the long-term value of your investment. From assessing technology capabilities to leveraging business development opportunities, this session will give you a clear, actionable strategy to select the right partner for scaling your business.

Intuit

SEPTEMBER 26, 2023

To that end, Intuit has introduced a technical and entrepreneurial educational program providing fully operational food trucks to school districts, with curriculum to teach high schoolers how to run and operate a small business using Intuit’s financial tools. The food trucks are equipped with commercial-grade kitchens, enabling students to build real-world skills and experiences in a professional context and setting.

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QuickBooks Accounting Accounting 246

Xero

SEPTEMBER 11, 2023

Last month on stage at Xerocon Sydney, we announced that applications officially opened for the Xero Beautiful Business Fund. We’re giving away more than NZ$750,000 to eligible Xero small business customers across Australia, Canada (excluding Quebec), New Zealand, Singapore, South Africa, the UK and the US. While this initiative is targeted at small businesses, our accounting and bookkeeping partners play a key role in driving small business success and we’d love for you to help get your client

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XERO Bookkeeping Accounting Accounting 207

Accounting Department

SEPTEMBER 28, 2023

To kick off this year's series of Entrepreneurs' Organization (EO) events, ADC Business Development Representative, Shawn Marcum, attended EO Alchemy in Seattle, WA last week.

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Accounting Accounting 216

Blake Oliver

SEPTEMBER 14, 2023

From Alabama dinosaurs to pickleball, accountants have studied some unusual things to fulfill their education requirement.

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Accounting Accounting 133

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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be

Accounting