Firm Management May 27, 2026
Executive Summary: ==-== The accounting profession is built on people and relationships, but it can be easy to lose sight of that, especially in the midst of a busy tax season. Churning through work often leaves little time for personal interaction with clients. Paradoxically, technological solutions including AI tools can help bring the focus back...…
May 27, 2026
May 27, 2026
November 23, 2020
The partnership comes just ahead of the kick-off to the 2020 tax filing season in January. The IRS recently released its draft form for the season, moving virtual currency to page one of the standard 1040 form.
November 23, 2020
This year, Expensify has added a corporate card, travel booking, invoicing, and bill pay to its eponymous expense management offering. Additionally, the company launched a 501(c)(3) nonprofit, Expensify.org, which reimbursed grocery bills for ...
November 22, 2020
The average account balance across all participant accounts finished Q3 2020 at $302,256, a 9% increase year-over-year and a 6% increase from Q2 2020.
November 18, 2020
Key focuses of CI in fiscal year 2020 included COVID-19 related fraud, cybercrimes, with an emphasis on virtual and cryptocurrencies, traditional tax investigations, international tax enforcement, employment tax, refund fraud and tax-related identity ...
November 18, 2020
The coalition suggests that existing PPP Forgiveness Applications – specifically, SBA Forms 3508, 3508EZ and 3508S – should continue to be used because they “…allow the agencies to examine, in greater detail and prior to the approval of loan forgiveness
November 17, 2020
From big-screen TVs to soundbars, employees often bend the rules on equipment purchases, payment and procurement methods as they work from home. Expenses submitted as office supplies and meals/restaurants accounted for more than 25% of spend violations.
November 17, 2020
Grant Thornton LLP has launched SOC.x, a new platform to more efficiently produce reports covering System and Organization Controls (“SOC”), while also providing industry-leading, market-accepted quality.
November 17, 2020
The pandemic changed the calculation on crafting the right real estate strategy for 2021. According to a new LeaseQuery survey, cost optimization, flexibility and liquidity are now the key goals driving companies’ plans to rightsize and ...
November 16, 2020
AICPA News is a roundup of recent announcements from the association.
November 12, 2020
During the executive keynote presentation at Audit & Beyond, attendees were asked questions about the risks their businesses face as a result of the pandemic and looking forward. Responses reveal an evolving risk landscape with a variety of different ...
November 12, 2020
Small mistakes in ACA filing can result in costly penalties approaching millions of dollars for the reporting organization, and most self-completion ACA software solutions do not offer the capability to identify or prevent IRS penalty risk.
November 11, 2020
This strategic partnership provides the more than 700 Rootworks member firms with cutting edge cash flow monitoring and forecasting software as well as education and certification which will significantly jump start them to help small businesses with ...