Sat.Oct 05, 2024 - Fri.Oct 11, 2024

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Achieving Continuous AP Improvement in iCompleat

Compleatable

Whether you’re a long time AP Automation user or you’ve recently implemented AP Automation software, one thing is for certain: Maintaining your AP Process will be crucial to the overall success of your business. Achieve continuous improvement by regularly reviewing system settings, monitoring transactions or reports, and analyzing your overall process.

AP 100
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Internal auditors less confident on AI versus other threats

Accounting Today

A survey of internal audit and IT leaders found that while they identity AI as a growing technology risk, they have the least confidence in their ability to evaluate and handle its risks versus other technologies.

Auditing 338
professionals

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Avoid These Common Budgeting Mistakes for Your Business Going into 2025

Accounting Department

Budgeting is crucial for any business that wants to succeed in the long term. As a business owner of a small to medium-sized business, you may have experienced the challenges of creating and implementing a budget.

Budgeting 278
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What’s new in Xero – October 2024

Xero

This month’s Xero product updates include exciting new features and enhancements to streamline your workflows and boost productivity. From rolling out new tools for our accountants and bookkeepers, to improvements to the Xero Accounting app, and tools for managing inventory, Xero’s October updates offer valuable enhancements for both small businesses and advisors alike.

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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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Partnering to power prosperity: Intuit and the accounting community

Intuit

For decades, Intuit and accounting professionals have partnered to grow their firms, scale staffing, and drive the success of our shared customers. This collaboration has expanded business opportunities for the accounting community. Last year, alone, over half a million accounting professionals grew their practices with us through our ProAdvisor programs, and 1,500+ earned nearly $60M in additional income as live experts on our platform.

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KPMG supports alternative CPA pathways

Accounting Today

To help build the accounting pipeline, the Big Four firm is publicly supporting other ways to earn a license.

CPA 331

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Maximise Efficiency with Amazon Business and Compleat Education 17/10 11:00AM

Compleatable

On Thursday the 17th of October the esteemed Amazon Business are hosting us as part of their special Back to School webinar series! We’ll be showing Amazon Business customers how we can help streamline purchasing and accounts payable for their school. Learn how the Amazon Business integration, combined with Compleat Education , extends your existing finance system to give your team more control, save time, and allow you to focus on what really matters—your students.

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What Do You Think About 'Intuit'

Insightful Accountant

We've heard many of you express concerns over recent actions Intuit has taken. We want the opinions of you, our Accountant, Bookkeeper, Consultant, Enrolled Agent, ProAdvisor and Tax-preparer/Professional readers. Please take this short survey.

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The 2024 Best Firms for Women

Accounting Today

Our annual ranking of the most female-friendly workplaces in accounting.

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Fidesic to Relaunch Fidesic Free at Summit NA

Fidesic blog

Fidesic’s Free AP automation app is being repositioned to make it more convenient for accounting pros to get lightweight AP processing tool and test Fidesic.

AP 130
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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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What Is Value-Based Pricing?

Billing Platform

We’re all familiar with the value-based pricing example – think Mercedes, Gucci, Christian Louboutin, Rolex, and Louis Vuitton. While typically associated with luxury items, that’s not always the case. For instance, Starbucks, Netflix, and Apple, as well as software-as-a-service (SaaS) companies like Adobe, Salesforce, Hubspot, and Slack rely on value-based pricing to attract customers within their niche markets and boost profitability.

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Intellectual capital definition

Accounting Tools

What is Intellectual Capital? Intellectual capital is the technical expertise and process knowledge contained within an organization. If intellectual capital gives an organization a significant competitive advantage , it is entirely possible that a large portion of the firm's valuation is derived from this expertise and knowledge. If a firm does not recognize the value of its intellectual capital, it may engage in adverse personnel management practices, triggering an outflow of valuable employee

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Top taxpayer disputes with the IRS

Accounting Today

Disagreements with the IRS, while business as usual for CPAs, can be terrifying to the taxpayer.

Tax 321
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International Wire Transfer

Tipalti

Explore both online and offline reliable methods for making international wire transfers. These methods are ideal for businesses and individuals with consistent international payment needs.

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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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Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter’s

Jetpack Workflow

Podcast Summary In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter , the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services , a modern accounting and tax firm for small businesses. The conversation delves into Patrick’s successful strategies for acquiring firms, his approach to client mix, and how his model differs from conventional accounting practices.

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IRS Introduces Draft Form 7217: Implications for Partnership Distributions

Insightful Accountant

The Internal Revenue Service (IRS) has unveiled draft Form 7217, "Partner's Report of Property Distributed by a Partnership," set for implementation in the 2024 tax year.

Tax 59
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ERC claim revisions, CAMT guidance and other IRS updates

Accounting Today

Proposals on the Corporate Alternative Minimum Tax and Alternative Fuel Vehicle Refueling Property Credit lead the wave of legislative and procedure changes out of the Internal Revenue Service last month.

Tax 321
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All the Highlights from Tipalti’s 2024 Illuminate Conference

Tipalti

This 2024 Illuminate, we wanted to delve even deeper into our product and provide more resources on how to maximize the Tipalti experience.

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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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Unlock the CPA Exam for All Majors

Blake Oliver

In a recent episode of the podcast , we delved into the proposed modifications to the Uniform Accountancy Act by NASBA and the AICPA. One aspect that really concerns me is the continued requirement for an accounting concentration or equivalent for all three proposed pathways. I believe this is holding our profession back. There are countless ways to learn everything you need to know without attending an overpriced, traditional college or university.

CPA 52
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Azure Savings Plans: All You Need To Know

Economize

Microsoft Azure’s pricing structure is primarily based on a pay-as-you-go model where businesses are charged based on their resource consumption. However, with the growth of your business, your cloud cost also adds up. Azure offers multiple pricing strategies to deal with these rising cloud costs. One such solution is the Azure Savings Plans.

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AI: Solving old drudgery, creating new drudgery

Accounting Today

New technology has a habit of fixing old problems but creating new ones in their place, and AI is unlikely to be an exception.

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QuickBooks License: What You Need to Know Before You Buy?

Ace Cloud Hosting

QuickBooks is an accounting software that has proven to be a perfect choice for multiple businesses, from small bookkeeping firms to large enterprises. Selecting the proper QuickBooks license makes a.

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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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Save 20 Hours a Week with Invoice Automation: Travel Industry Edition

Invoicera

Introduction Managing invoices for global travel companies can be a tough task, especially when it involves handling multiple destinations with varying rates and taxes. Every travel company willing to maintain operational efficiency and client satisfaction must streamline this process. Let’s admit it: Travel companies pride themselves on their wealth of local knowledge and on offering exclusive deals across locations.

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Procure-to-Pay Automation

Tipalti

Ready to streamline your procure-to-pay process with automation? Learn winning strategies and effective tactics to implement a successful P2P system, enhancing efficiency.

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The 2024 Best Firms for Women: Freedom of choice

Accounting Today

The top workplaces in accounting for women know that their female talent need options

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QuickBooks teams with Kerry Washington's "Street You Grew Up On"

Insightful Accountant

YouTube Series will feature Mentor Moments spotlighting business women and and offering mentorship from Washington and QuickBooks.

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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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Five Common Questions About Cloud Content Management Answered

LedgerDocs

As a bookkeeper or accountant, you face a mountain of paperwork daily, and managing it all can often feel like a full-time job. Fortunately, with some of the latest cloud-based document management solutions, you can simplify this process, saving yourself both time and sanity. The Problem: Why Document Management is a Pain for Bookkeepers Handling accounting and bookkeeping documents, receipts, invoices and financial reports can be overwhelming.

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From Accounting Intern to Fashion Mogul: The Story of Vuori's Founder Joe Kudla

Blake Oliver

The founder of Vuori , the activewear brand valued at $4 billion, started his career interning at EY, on track to become a CPA. On a recent episode of The Accounting Podcast , we delved into Joe Kudla's fascinating journey. While interning at EY, Joe received an unexpected invite to model in Europe for the summer—and he took it. That experience sparked his interest in fashion, but not so much in modeling itself.

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C-suite execs concerned about taxes post-election

Accounting Today

A new survey by PwC of top corporate executives uncovered worries about tax policy after the election.

Tax 306
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I heard it "on the radio, on the radio". did you?

Insightful Accountant

Is the software you rely on running on Oracle Cloud Infrastructure (OCI) and you don't even know it? It very well could be, and you might just find out by listening to 'Business Radio.

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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.