Sat.Mar 09, 2024 - Fri.Mar 15, 2024

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Is BOI Reporting Already Dead?

Insightful Accountant

A judge ruled the Corporate Transparency Act's ownership reporting unconstitutional for NSBA and its 60,000+ members by March 1, 2024. This may trigger similar cases nationwide, impacting BOI reporting. Practitioners need to plan their response.

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How the enhanced CTC could impact tax season

Accounting Today

The fate of the Child Tax Credit is in the hands of the Senate, but the IRS is ready to implement changes rapidly if the bill is passed.

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professionals

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Unlocking Business Growth with ERP Systems for SMBs

Accounting Department

How an ERP system, such as Netsuite, tailored for the unique needs of SMBs, can be a pivotal tool in propelling small businesses to new heights.

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Powering Prosperity, One Community at a Time

Intuit

In fact, the number of Americans living in distressed communities is astounding – one in about six do. So it’s not surprising that many Intuit customers also live in these communities located in more than 10,000 distressed zip codes. These customers often will face a myriad of socio-economic hurdles, which is reflected in fewer residents completing their high school education, driving higher unemployment with more living below the poverty line.

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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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2023 Year in Review—A Letter from Our CEO

Tipalti

Chen Amit recaps Tipalti milestones of 2023 and emphasizes Tipalti’s commitment to being the best partner in finance automation for 2024, and beyond.

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IRS officially launches Direct File free tax-filing program

Accounting Today

The pilot program is expanding in the 12 states where it's available.

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Intuit acquires IP and hires talent from Proper Finance

Intuit

Intuit announced today it has acquired intellectual property and hired the team from Proper Finance to join its Fintech & SBSEG Money teams. Based in San Francisco, the Proper Finance team brings deep expertise in digital banking, payments, money movement, and financial operations and infrastructure. Intuit’s Money portfolio is revolutionizing the way small businesses manage their finances and the Proper Finance team will help accelerate innovation.

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Your Essential Tax Filing Checklist for 2024 [Free Download]

Ace Cloud Hosting

As the calendar flips to another year, tax professionals across the country gear up for the annual ritual of tax season. The year 2024 brings with it a set of.

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Early identification of operational distress is key

Accounting Today

While every company is different, there are 12 operational areas distressed businesses often miss, which can foretell a deteriorating financial condition.

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Robin Hall on Family, Tech Trends, and Personalized Accounting Services

Insightful Accountant

On this episode of Accounting Insiders, Gary talks to Robin Hall of VARC Solutions and her journey with Family, Tech Trends and Personalized Accounting.

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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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Powering prosperity for women means addressing gender inequities in the tax code

Intuit

March is a time when we all come together to honor the remarkable women in our lives and communities. While we think about the women who inspire us, it’s also an opportunity to draw attention to the important work that remains to be done. When it comes to the complexities of the tax code, women encounter distinct challenges, and here at Intuit, we’re committed to empowering prosperity for every single person—especially the inspiring women who play an integral role in driving our coll

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From Psychology to Programming: Navigating My Journey into the Tech Industry

Plooto

What led you to go into the tech industry? I started university studying psychology because it was my passion. In my second year, like everyone does, I took what I thought would be a really easy course: Computer Science 101. Many people might not think computer science would be an easy study, but for some reason, I thought it would be a breeze. Turns out, for me it was.

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MassCPAs CEO aims to build accounting pipeline

Accounting Today

Zach Donah, the new CEO of the Massachusetts Society of CPAs has big plans for the organization.

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Recon Your Way to QB Talks on March 20, 2024

Insightful Accountant

If you're into revenue recognition you better reconnoiter our upcoming QB Talks on Wednesday, March 20, 2024 at 2:00 PM Eastern when Alicia Katz Pollock will teach you all about this new feature in QBO Advanced.

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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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Setting the record straight on tax preparation 

Intuit

Intuit is an advocate for taxpayers and is committed to tax simplification. Every year, we help millions of taxpayers navigate an ever-complex tax code so they can confidently file their taxes. Our mission is to power prosperity around the world, and that commitment is why we fight to ensure our customers receive every single dollar they’ve earned and deserve.

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Considering a Merchant Cash Advance? Answer This One Question

FundThrough

We’ve been noticing a trend: an increasing number of our clients have merchant cash advances (MCAs) listed on their lien reports. A recent U.S. Consumer Financial Protection Bureau report highlights this surge, revealing that MCA use more than doubled over five years, leading to heightened regulatory scrutiny. This quick-fix financial solution, often seen as an […] The post Considering a Merchant Cash Advance?

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6 opportunities every firm should consider

Accounting Today

With a wealth of ways to move forward and build their practices, accounting firms need to figure of which to take, and which to pass up.

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The Bonadio Group Rises to Top Regional Firm in Mid-Atlantic on 2024 Top 100 Accounting Firms List

Insightful Accountant

The Bonadio Group climbs to 41st on 2024 Accounting Today Top 100 Firms List, named Top Firm in Mid-Atlantic. Revenue grows over 14% post mergers.

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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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From Stress to Success: The Profit First Journey | Growth Amplifiers Podcast

Reconciled Solutions

Join us in this insightful episode as we talk about how Angie transformed her business and reduced stress by implementing Profit First. The post From Stress to Success: The Profit First Journey | Growth Amplifiers Podcast appeared first on Reconciled Solutions.

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7 Tax Filing Deadlines for Small Businesses  

Nolan Accounting Center

Business taxes are certainly complicated, so it makes great sense to get professional accounting and tax preparation assistance so that tax returns are prepared correctly, and they are submitted to meet tax filing deadlines. Meeting tax filing deadlines is critical to ensure compliance with tax laws and to avoid unnecessary penalties. Four Challenges That Are Faced During the Tax Filing Process First, business leaders face complicated tax laws and regulations that constantly change, making it

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Grant Thornton gets major PE stake

Accounting Today

Private equity firm New Mountain Capital is taking a majority stake in Grant Thornton in the biggest deal to come along in PE firms' involvement in the accounting field.

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IRS Energy Credits Online: Register for Clean Vehicle Tax Credit Advance Payments

Insightful Accountant

Auto dealers and sellers must register with IRS Energy Credits Online to submit time-of-sale reports for Clean Vehicle Tax Credit advance payments for vehicles placed in service in 2024 and beyond.

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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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The Race to Automate Audits

Blake Oliver

Blake and David meet up with AJ Yawn, partner at Armanino LLP, about Armanino's new tool, Audit Ally, which streamlines and automates SOC 2 audits. They discuss the growing trend of tech companies entering the audit space and commoditizing services like SOC 2 audits, and explore how Audit Ally aims to help accounting firms compete on price and quality by utilizing AI and machine learning.

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Nanonets Raises $29 Million to create Autonomous AI Agents for business workflows

Nanonets

We’re super thrilled to announce that we’ve raised $29 million in our Series B funding round led by Accel India in our journey to reimagine how businesses manage workflows! The funding round also saw participation from existing investors Elevation Capital, YCombinator and others. This takes the total funding raised till date to $42M. Where We are Today For a few years now Nanonets has been the go-to choice to manage documents, capture information and simplify communication –

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Tax pros: Be careful what you tell clients about BOI

Accounting Today

Affected businesses may turn to their accountants for help, but are firms the best source to help clients report beneficial ownership information to the feds?

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Advisor Alliance: eTreem Partner Program

Insightful Accountant

With eTreem's Partner Program, you can grow your practice by helping clients simplify their accounts receivable while reducing the cost of inbound payments.

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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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Top 7 Benefits of Hosting Lacerte Tax Software on the Cloud

Ace Cloud Hosting

Lacerte from Intuit is one of the most popular tax filing software for professionals and businesses. Working with Lacerte tax software on your local system can be cumbersome and a.

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Ep. 255: Donna Serdula - LinkedIn Secrets for Success in Finance and Accounting

IMA's Count Me

Welcome to the Count Me In Podcast! Join host Adam Larson and special guest Donna Serdula , founder of Vision Board Media , a professional branding company, as they dive into the world of leveraging LinkedIn for finance and accounting professionals. In this episode, Donna shares valuable insights on making the most of your online presence and building meaningful connections in the finance industry.

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IRS warns of money mule networks

Accounting Today

Criminals are exploiting networks of innocent people to move illicit funds between bank accounts, currencies and blockchains in an effort to evade law enforcement.

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3 Ways to Help Ensure New Employees Stay

Insightful Accountant

Hiring in accounting, particularly for tax talent, is tough due to declining student enrollments and CPA exam takers. This trend puts pressure on the industry for hiring.

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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.