Sat.Dec 21, 2024 - Fri.Dec 27, 2024

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Essential Insights on Zero-Based Budgeting Techniques

Intuit

Understanding zero-based budgeting Do you know exactly where every dollar you earn goes each month? If you dont, zero-based budgeting might be worth a try. This popular budgeting method asks you to allocate every dollar you earn to specific expenses, giving each of those dollars a specific job. Unlike traditional budgets that might leave room for overspending, zero-based budgeting aims for precision.

Budgeting 130
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Unlocking Growth: How Accurate Financial Reporting Can Propel Your Business Forward

Accounting Department

In the dynamic world of medium-sized businesses, growth isn't just a goalit's a necessity for survival and success. Yet, achieving sustainable growth requires more than just ambition; it demands a strategic approach powered by accurate financial insights. This is where precise financial reporting becomes a game-changer, offering a roadmap to navigate the complexities of business expansion.

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Unlocking the Full Cycle: Why Accounts Receivable Automation Complements Your AP Strategy

Nanonets

Automation has revolutionized the way finance teams operate, with accounts payable (AP) automation being the go-to first step for businesses looking to improve efficiency and cut costs. Companies like Nanonets and Centime have made AP processes smarter, faster, and more streamlined through cutting-edge technology, while also paving the way for more comprehensive financial solutions.

AP 52
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Appeals court reinstates injunction on beneficial ownership reporting

Accounting Today

A federal appeals court has reversed itself, reinstating an injunction on beneficial ownership information reporting by businesses only days after lifting it.

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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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6 Practical Budget Apps for Your Finances

Intuit

6 best budgeting apps for managing your money Theres no limit to what the smartphone in your pocket can do. Sure, its a great source of news and entertainment, but it can be a tool to help you get ahead. And, if your finances are an area youre looking to improve, theres no shortage of budgeting apps to help get you on track. However, the challenge becomes wading through the sea of options and choosing the one that works for you.

Budgeting 130
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The Hidden Costs of In-House Accounting: Is Outsourcing the Answer?

Accounting Department

For many medium-sized businesses, the decision to maintain an in-house accounting team seems like a straightforward choice. After all, having an on-site dedicated team can seem beneficial for managing financial operations closely. However, beneath the surface lies a myriad of hidden costs that can significantly impact your bottom line. This blog post explores these hidden costs and examines whether outsourcing accounting functions might be a smarter, more efficient alternative.

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The best and worst states for individual taxes in 2025

Accounting Today

From those with no individual income tax at all, to those with complex tax structures a guide to most and least competitive states when it comes to individual income taxes.

Tax 317
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Budgeting guidelines for living expenses

Intuit

Table of Contents What are living expenses? Categories of living expenses How to budget for monthly living expenses Budgeting tips Manage your living expenses for a brighter financial future When managing your money, living expenses are the heavy hitters. You know, those recurring costs that keep a roof over your head, food on your table, and the lights on.

Budgeting 130
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The Hidden Pitfalls of Showback: Why Your Cost Allocations Might Be Wrong

finout

Struggling with unpredictable AWS cloud bills, internal conflicts over cost allocations, and endless manual work in spreadsheets? Youre not alone. Managing AWS cloud costs can be trickyrandom allocations of discounts, including Reserved Instances (RIs), Savings Plans (SPs), and Spot Instances, often lead to unpredictable bills, internal friction, and missed optimization opportunities.

Billing 52
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Ep. 293: Siqi Chen: Breakthrough In Financial Intelligence

IMA's Count Me

Join us for an insightful chat with Siqi Chen , CEO of Runway and a visionary in AI and finance, on this episode of Count Me In! Host Adam Larson sits down with Siqi to explore the incredible potential of AI in streamlining our work, making complex tasks more intuitive. Discover the fascinating world of prompt engineering and how Runway, Siqi's brainchild, is redefining tools for strategic thinking.

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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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IRS to send out $2.4B for unclaimed credits

Accounting Today

The agency will send out checks for up to $1,400 to taxpayers who didn't claim the Recovery Rebate Credit.

Tax 306
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What is a budget? 

Intuit

Table of Contents Why do you need a budget? Types of budgets How to start a budget Common budgeting mistakes Start budgeting today for a better financial future A budget is a summary of how much money you bring in and how much you spend. Think of it as a financial roadmap to measure and guide your income and expenditures for a certain period, such as a month, quarter, or year.

Budgeting 130
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Bitcoin: Prudent Investment or Pricey Gamble?

Earmark Accounting Podcast

Blake challenges guest Noah D. Buxton, Co-Founder and CEO of The Network Firm, to make the case for Bitcoins lasting value. They explore the nature of money, the complexities of digital scarcity, the inevitability of tokenized real-world assets, and the forces driving institutional interest in cryptocurrency. This candid exchange offers insights into what truly underpins Bitcoins worth, how regulators and investors view it, and why blockchain technology is poised to reshape finance as we know it

CPA 45
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Invoicera vs. Zoho Books vs. AlignBooks

Invoicera

Whether you’re looking for global scalability, user-friendly design, or industry-specific compliance, finding the perfect invoicing software can change how you manage your invoicing operations. Many businesses struggle with late payments due to inefficient invoicing systems. The solution lies in tools that streamline processes, ensure accuracy, and offer robust support.

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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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If accounting is transforming, CPE should too

Accounting Today

Is most CPE content not good because nobody cares enough to make investing in it worthwhile, or does nobody care about CPE?

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What to include in a budget: 10 types of expenses

Intuit

Table of Contents Types of expenses Expenses to include in your budget Tips for managing your budget Putting your budget to work A budget is a financial record of your income and expenses over a set period of time. People often calculate and analyze their budgets yearly, quarterly, or monthly. Some might even track their expenses daily if theyre adamant about getting a handle on where their money is going.

Budgeting 130
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The virtual close

Accounting Tools

What is the Virtual Close? A virtual close involves the use of fully integrated company-wide accounting systems to produce financial statements at any time, on demand. This approach requires not only enterprise resources planning (ERP) systems, but also a great deal of effort to ensure that the underlying information is correct. The required investment is so large that you rarely see a virtual close in smaller companies.

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3 Steps to Launch Successful Subscription Billing Management Software

Billing Platform

Can you handle your subscribers fluctuating requirements and monetize opportunities at each stage of the life cycle? In an industry thats in a constant state of flux, meeting changing customer preferences requires robust subscription billing management software one that provides the agility and scalability that allows you to quickly and easily adjust to market changes and customer requirements without the cost of custom development.

Billing 96
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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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Aiwyn raises $113M in funding

Accounting Today

The money will help it expand from payments and collections to a broader practice management platform, and to develop a tax solution.

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The basics of budgeting

Intuit

Table of Contents Learning how to be on a budget Tips for making budgeting easier Creating a budget with Intuit Let’s be honest: The prospect of learning how to budget doesn’t usually spark excitement. If we had to guess, thats probably because budgets are often synonymous with limitations. But a well-crafted budget is actually more freeing than restraining.

Budgeting 130
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Unlocking the Power of Systems: A Bookkeeper’s Journey to Success

The Successful Bookkeeper

The journey from simply "doing the work" to building a thriving, scalable business begins with a shift in mindset. Michael E. Gerber, the legendary author of The E-Myth Revisited and co-author of The E-Myth Bookkeeper , shared transformative insights in an episode of The Successful Bookkeeper Podcast. His philosophy has helped countless small business owners, including bookkeepers, transform their operations from chaotic to scalable enterprises.

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Tax Season 2025 – Why CPAs Should be Vigilant About Cyberattacks?

Ace Cloud Hosting

As tax season 2025 approaches, the bustling months ahead bring not just opportunities for CPAs but also heightened vulnerabilities to cyber threats. In todays digital age, where sensitive financial data.

Tax 75
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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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AICPA wants SEC to reject PCAOB rules on firm and engagement metrics

Accounting Today

The American Institute of CPAs is asking the Securities and Exchange Commission to reject the Public Company Accounting Oversight Board's recent standard.

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What to include in a budget: 10 types of expenses

Intuit

Table of Contents Types of expenses Expenses to include in your budget Tips for managing your budget Putting your budget to work A budget is a financial record of your income and expenses over a set period of time. People often calculate and analyze their budgets yearly, quarterly, or monthly. Some might even track their expenses daily if theyre adamant about getting a handle on where their money is going.

Budgeting 130
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What Is AI and How Can It Impact Your Business?

NextProcess

Its impossible to ignore the topic of artificial intelligence (AI) in the modern world. Even if youre not using any of the generative AI tools like ChatGPT, you still encounter AI all over the place. Google searches now return an AI-generated summary at the top of the page. AI-powered algorithms drive what posts you see on social media. Many email programs offer prompts while youre typing based on AI predictions of what you want to say next.

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App Aware: Clear Path to Cash

Insightful Accountant

In this edition of App Aware we look at the Clear Path to Cash App that empowers Advisors to find hidden cash and maximize Business value.

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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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IRS proposes new requirements for tax pros

Accounting Today

If enacted, the regs would require practitioners to maintain a certain level of technological competence, among other things.

Tax 290
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Understanding budget templates

Intuit

Table of Contents What is a budget template? Types of budget templates Benefits of using a budget template Budgeting templates help you avoid these common pitfalls Budgeting is made easy with budget templates Budget templates provide a framework for organizing income and expenses, helping users gain a clear picture of their finances. Whether you’re a budgeting beginner or have some experience, a template is always a good idea.

Budgeting 130
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The Hardest Firm Owner Trait to Master

Future Firm

What trait sets successful firm owners apart? In this episode, I share the key quality for achieving your ideal work-life balance. The post The Hardest Firm Owner Trait to Master appeared first on Future Firm.

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Advisor Alliance: InsureTax

Insightful Accountant

We've previously introduced you to InsureTax, a new way to insure against losses resulting from an IRS tax audit. now let us tell you about the partner program InsureTax offers.

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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.