Wrapping Up 2024 with Insightful Accountant

Wrapping Up 2024 with Insightful Accountant

Xero's Future Unveiled: AI, CAS, and Regional Expansion Plans for 2025 with Ben Richmond

Join us as Ben Richmond CA , Xero's newly appointed Managing Director for North America, shares key updates and the future direction of Xero's platform during the Product Update and Strategy Discussion meeting.


Highlights include:

?? Xero's 'Three by Three' strategy targeting the US, Australia, and UK markets

?? Launch of the full bank reconciliation feature for US and Canadian users

?? Exciting new AI capabilities across the platform

?? Partnerships with Gusto and Bill.com

?? The growing importance of Client Advisory Services (CAS) for accountants

?? Xero's increasing physical presence in North America

?? Recognition as part of the Fortune Future 50 list

Looking ahead to 2025, Xero aims to revolutionize bookkeeping, expand AI integration, and systemize CAS with a focus on educating users about AI in accounting.

Watch and listen now!


Government Funding Deal: Tax and Fiscal Implications for 2025

by: ??Christine Gervais??

In a significant development affecting fiscal policy and tax planning, Congress has passed a temporary government funding measure through March 14, 2025, with President Biden signing it into law. The legislation, primarily focused on preventing a government shutdown, includes substantial fiscal provisions that warrant attention from tax professionals and firm managers.

Want to know more? Find out here.


Cashflow Mastery Talks | Introduction to Cash Flow Management: Understanding the Basics

Speaker - Mike Milan

Learn the fundamentals of cash flow management, including its importance to business sustainability. Explore key concepts such as cash flow statements, operating cash flow, and the impact of positive cash flow on business growth.

Join Cash Flow Mike for this short (30 minutes), monthly webinar series during which Mike Milan will cover key topics to help you Master Cash Flow for your clients.


Register now!


How to Tame Your Client's E-commerce Payment Gateways

Speaker - Teresa (Terri) Slack, ACS, FLMI, CPB

Are you overwhelmed by the complexities of reconciling e-commerce payment gateways like Stripe, PayPal, and Amazon?

Join our webinar, How to Tame Your Client’s E-commerce Payment Gateways, led by Teresa Slack, an award-winning e-commerce accounting expert. This session is designed to equip accounting professionals with the knowledge and tools to streamline reconciliation processes, utilize clearing accounts effectively, and make sense of the intricacies of gross versus net sales.

Gain practical insights into evaluating integration apps, managing multi-currency challenges, and selecting the right reconciliation methods tailored to your clients’ needs. Elevate your skills, save time, and deliver exceptional value to your clients.

Don’t miss out—secure your spot today!




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