RogerRossmeisl

NOVEMBER 7, 2020

Surprise sales You may already have made taxable “sales” of part of your mutual fund investment without knowing it. One way this can happen is if your mutual fund allows you to write checks against your fund investment. The post Mutual Fund Buy-Sell Tax Pitfalls appeared first on Roger Rossmeisl, CPA.

Tax 172

Tax CPA fund accounting Sales 172

CPA Practice

JUNE 19, 2023

Professional association leaders warn that accounting staff shortages are popping up nationwide, impairing financial reporting at the same time that Congress has been pushing for more transparency in financial data , which will require even more staff work. CPA-credentialed city and county controllers and CFOs can and should do the same.

Government 98

Government Account accountant accounted 98

CPA Practice

SEPTEMBER 12, 2023

In 2022, sovereign and public sector pension funds accounted for 152 funds in the top 300, representing 70.9% Sovereign pension funds accounted for $6.2 trillion in assets, while sovereign wealth funds totaled $11.6 Sovereign wealth funds’ assets grew by 13.9% The top 20 funds accounted for 41.5%

fund accounting 115

fund accounting New York California Florida 115

DMCL

MARCH 16, 2022

For those who can’t keep up with all the CPA lingo (who can?), internal controls are mechanisms to identify, control, and reduce the risks to your business which may arise from a failure to comply properly with laws, regulations and best practices in your accounting and financial reporting. Detective controls. Reconciliation.

audit 52

audit financial statements CPA fund accounting 52

CPA Practice

MAY 26, 2023

With NetSuite for Government, agencies can automate: Core Fund Accounting: Helps agencies to efficiently manage finance and accounting with integrated general ledger, accounts receivable, accounts payable, cash management, statistical accounting, allocation schedules, and real-time reporting capabilities.

NetSuite 52

NetSuite Government general ledger Approval Workflows 52

CPA Practice

DECEMBER 20, 2023

Current Current is a fintech company that offers a deposit account that combines some checking and savings account features, including a debit card and the ability to earn interest on some of your funds. Account holders have access to a variety of financial health tools through a mobile banking app.

Start-ups 115

Start-ups Account accountant accounted 115

Snyder

DECEMBER 21, 2022

Among all the features you may be interested in are the following: Accounts Receivable; Bank reconciliation; Billing & Invoicing; Expense Tracking; Fixed asset management; Fund accounting; Payroll management; Project accounting; Purchase order management; Tax management.

quickbooks 72

quickbooks NetSuite E-commerce accounting and finance 72