Withum

MARCH 19, 2024

Withum’s approach involved working with the Labor Union’s management to understand their processes, conduct assessments, and provide recommendations for improving their internal controls. Strategic Plan: We partnered with management to outline a comprehensive review of existing controls and processes. About t he Client A Labor Union.

payroll 52

payroll audit 52

Withum

MARCH 19, 2024

Withum’s approach involved working with the Labor Council’s management to understand their processes, conduct assessments, and provide recommendations for improving their internal controls. Strategic Plan: We partnered with management to outline a comprehensive review of existing controls and processes.

payroll 52

payroll audit 52

Anders CPA

DECEMBER 20, 2022

With thousands of firms recommended in tax and accounting, Anders is one of 160 firms in the country to be named on both lists. Forbes partners with market research company Statista to create the list of the most recommended firms for tax and accounting services in the U.S. Louis to make both lists.

accounting firms 98

accounting firms Tax Missouri Account 98

CPA Practice

MARCH 11, 2024

These recommendations focus on a continuation of the United States’ leadership amid a dynamic and disrupted global environment.” And what you see is some trading partners stepping in where they didn’t historically. With the United States now not being the largest trading partner to some of these countries, who is?

Agriculture 111

Agriculture Minnesota 111

Anders CPA

MARCH 25, 2024

Some of it depends on your firm – its size, type and client-makeup, its partner demographics, and its billing practices. Every firm will have their own cash target, but here are guideposts we recommend: On the 10% end of the spectrum, you’ll have: Firms that bill hourly and have good billing processes with a short cash cycle.

tax accountant 116

tax accountant accounting and finance Tax Start-ups 116

TaxConnex

MAY 16, 2023

The reason sales tax remains in house could be a multitude of factors, a distrust of an outside partner with financials, a lack of understanding of current obligations or the complexities to accurately comply, or just a hurdle in not wanting to outsource something that is supposed to be a pass-through tax.

Sales 130

Sales Tax cpa firm CPA 130

CPA Practice

MARCH 14, 2024

To further protect sensitive information, role-based security is embedded directly into Oracle Fusion Applications workflows that only recommends content that end users are entitled to view. Supplier recommendations: Help procurement professionals quickly and efficiently add suppliers to their organization’s supply chain.

accounting and finance 52

accounting and finance Finance Sales Manufacturing 52

Cherry Bekaert

APRIL 23, 2024

Should we consider a partner for AI strategy and implementation? Otherwise, it’s the business equivalent of a tail wagging the dog,” says Richard Schwartz, a partner at T&Co by Cherry Bekaert. Schwartz recommends the following: Rely on experience with navigating past technolo­gy revolutions. Why use AI technologies?

Technology 116

Technology Manufacturing B2C accounts payable 116

TaxConnex

MARCH 28, 2023

Net Promoter Score ® (NPS ®) is calculated based on responses to a single question, “How likely is it that you would recommend our company/product/service to a friend or colleague?” Service and excellence have always been two of our core values at TaxConnex,” explained Robert Dumas, Founder and Managing Partner at TaxConnex. “We

accounting and finance 130

accounting and finance Tax Sales Finance 130

CPA Practice

FEBRUARY 22, 2024

ADP Marketplace, the world’s largest digital HR storefront with over 800 partner solutions worldwide, is enhancing the client experience by offering AI-enabled, integrated partner solutions. ADP Marketplace has adopted responsible AI principles to which all its partners offering AI-enabled solutions must commit. “For

Government 59

Government 59

CPA Practice

FEBRUARY 27, 2024

For small business owners, CFOs, accountants, and HR leaders, Sage Copilot will act as a trusted member of their team, handling administrative and repetitive tasks in ‘real time’, while recommending ways to make savings and drive business improvements. Sends email invoices without having to leave the window you’re in.

Account 64

Account accountant accounted Technology 64

CPA Practice

JUNE 7, 2023

It’s time for even harder questions—What would it take for a Woman to be the Managing Partner or CEO? And even if the firm has had one, is that the recommended path? I have met many women who would not recommend the path that they themselves had to take to reach their career goal. Where are they in the organization and why?

Maryland 98

Maryland Account accountant accounted 98

CPA Practice

JUNE 10, 2023

Accordingly, it is recommended that all firms have a WISP with the caveat that it is “appropriate” to their firm’s size and situation. Kepczyk, CPA.CITP, CGMA is director of Firm Technology Strategy for Right Networks and partners exclusively with accounting firms on production automation, application optimization and practice transformation.

Education 111

Education CPA cpa firm tax return 111

CPA Practice

MAY 22, 2023

We recommend firms review and update these policies at least annually as there continues to be significant change. Comprehensive security briefings should be mandatory as part of the onboarding process of new employees, and we recommend they be required for all personnel at least annually with verification of completion.

tax preparation 105

tax preparation Technology Education accounting firms 105

Xero

DECEMBER 10, 2023

We’ve spoken to our accountant and bookkeeping partners and based on their experiences and expert recommendations, we’ve put together a shortlist of best in class apps focused on driving practice efficiency – designed for advisors like you, by advisors like you.

bookkeeping 87

bookkeeping Start-ups Account accountant 87

CPA Practice

JANUARY 24, 2023

Always curious to learn more about our participants, this week we decided to ask them to share titles of books they were reading currently or to share podcast recommendations. I recommend it for every leader.

Account 115

Account accountant accounted Oregon 115

Xero

APRIL 3, 2024

It’s with great excitement and anticipation that we announce the winner of Xero Australia’s Xerocon London partner competition. One lucky partner and a guest of their choosing will be treated to flights and accommodation to London and tickets to attend this year’s Xerocon London on 12 – 13 June. So, the moment of truth.

Technology 81

Technology Account accountant accounted 81

CPA Practice

JULY 27, 2023

Privacy concerns about uploading any client confidential information will remain a stumbling block and caution to our recommendations for using AI by accounting professionals as long as the LLMs remain public and owned by the providers. Base your course recommendations on thorough research and testing, not on partnership agreements.

Technology 98

Technology audit Education accounting and finance 98

Cherry Bekaert

NOVEMBER 29, 2023

Steve Ursillo, a Partner in the Risk & Accounting Advisory Services Practice and Leader of the Cybersecurity Group, joins Joseph Carson on Delinea’s 401 Access Denied Podcast.

audit 52

audit Account accountant accounted 52

CPA Practice

SEPTEMBER 5, 2023

The letter outlines the following recommendations: Consider an expedited process for the issuance of quick refunds for applicable entities eligible for direct pay. Consider allowing partnerships with all tax-exempt partners to be considered “applicable entities.” Owner, and instructions.

audit 59

audit cpas auditor accounting principles 59

Airbase

AUGUST 30, 2023

With 88% recommending SuiteWorld to a friend and 81% saying they identified new solutions or have learned ways to create new efficiencies at the 2022 conference, it’s the place to be for everyone who is anyone in finance. Airbase proudly partners with NetSuite to provide the deepest integration available from a spend management solution.

NetSuite 130

NetSuite Spend Management Solutions Start-ups Spend Management 130

Cherry Bekaert

OCTOBER 12, 2023

We recommend a 60 to 90-day approach to assess your WCF to: Confirm that existing financial policies and procedures are complete and comply with applicable laws/regulations/guidelines.

Government 92

Government 92

CPA Practice

AUGUST 23, 2023

The letter outlines the following recommendations: Consider an expedited process for the issuance of quick refunds for applicable entities eligible for direct pay. Consider allowing partnerships with all tax-exempt partners to be considered “applicable entities.”

Tax 52

Tax Manufacturing cpas 52

CPA Practice

JUNE 29, 2023

A non-exhaustive list of what PwC is doing to get its Australia business back on track Tom Seymour resigned from his role as PwC Australia CEO on May 8, days after disclosing he was one of dozens of partners who received emails that discussed plans to use confidential government tax policy information to win new clients.

Tax 97

Tax Government Finance Sales 97

CPA Practice

NOVEMBER 14, 2023

Intuit, the maker of QuickBooks , TurboTax , Credit Karma , and Mailchimp , has partnered with Allstate Health Solutions to provide QuickBooks Online Payroll customers with expanded insurance options for their employees, in time for open enrollment season.

quickbooks 98

quickbooks payroll Healthcare Hospitality 98

CPA Practice

FEBRUARY 26, 2024

For example, I was just out to dinner with a friend who is a partner at a law firm. Consider partnering with a third-party to fill that skill gap and better serve your clients. If you’re not sure which services would best suit your clients, ask them. I said, “So, you want advisory services?”

tax planning 119

tax planning CPA Tax Construction 119

Xero

NOVEMBER 16, 2022

In this report, we’ve made some crucial recommendations to deliver meaningful policy support to small businesses – the backbone of our economy. . At Xero, we understand the challenges our small business customers and accounting and bookkeeping partners face. Big opportunity ” manifesto to the UK Government. trillion in 2021. .

bookkeeping 106

bookkeeping accounting and finance Government Education 106

CPA Practice

AUGUST 10, 2023

Kendra Decker will serve as the national managing partner of the firm’s Professional Practice, effective immediately. Decker assumes her new role from Mary Ropes, an Audit partner at Grant Thornton, who retires after more than 35 years of service at the firm.

audit 98

audit accounting principles Texas accounting standards 98

Cherry Bekaert

JUNE 9, 2023

Listen as Brooks Nelson , Partner and Strategic Tax Leader, and Sarah McGregor , Tax Director, are joined by Brian Dill , International Tax Leader, as they discuss: 2:28 – Background Farhy v. Commissioner brought to light how the Internal Revenue Service (IRS) applies these penalties.

tax return 84

tax return Maine Tax Government 84

CPA Practice

JANUARY 29, 2024

was fined $400,000 and two current and two former partners were fined a total of $190,000 by the Public Company Accounting Oversight Board (PCAOB) on Jan. Top 100 accounting firm Haynie & Co. 23 for subpar auditing and quality control failures. or Haynie’s 2019 audit of Investview Inc. or Haynie’s 2019 audit of Investview Inc.

audit 52

audit financial statements accounting firms public accounting 52

Cherry Bekaert

MARCH 10, 2023

It had no fewer than 19 recommendations for improvement. These recommendations cover how exams are conducted, how controls are defined, how data is collected and how specific threats are addressed. Financial institutions anticipating an InTREx examination with the FDIC can expect much more rigorous treatment.

audit 52

audit Technology 52

CPA Practice

FEBRUARY 19, 2024

EY private tax partner Damien Martin, a CPA who works within the firm’s financial services organization in Chicago, says more clients are inquiring about the home office tax deduction , which has long been a staple for solopreneurs. That includes full-time employees with side hustle LLCs.

Tax 116

Tax Real Estate New Jersey CPA 116

Going Concern

APRIL 2, 2024

Last month, Stuff of New Zealand wrote about the mysterious departure of EY New Zealand chair, partner, and business development leader Braden Dickson due to a “historical behavioral matter.” It would lead to tension between the company’s partners because some disapproved of others’ behaviour.

auditor 67

auditor accounting firms audit Account 67

Withum

APRIL 5, 2022

Joel and Brian, Partners, and Billy, Senior Manager, were chosen for the directory because of their industry expertise, community involvement and trustworthy reputations in the DC business world. The Washingtonian surveyed hundreds in the industry and chose those professionals that came with the best personal recommendations.

tax accountant 98

tax accountant business tax Tax Account 98

CPA Practice

JANUARY 9, 2024

As a former PwC partner who hired many staff accountants, I found several candidates lacked expected skills even with fancy resumes. Here are four kinds of tests I recommend you use in hiring: Technical Knowledge Tests Technical tests that show what a candidate can do are essential. Talk about a resume minefield.

tax preparation 114

tax preparation bookkeeping financial statements audit 114

Acterys

JUNE 27, 2022

Acterys has been included in the Top-Rated Performance Management Vendors for 2022 by BPM Partners. rating for overall customer satisfaction and a whopping 94% user recommendation rate. Craig Schiff, CEO of BPM Partners, announced the results in a webcast event. About The Pulse of Performance Management 2022.

NetSuite 130

NetSuite Maine Start-ups 130

PANALITIX

FEBRUARY 3, 2021

Recommendation. Recommendation. Recommendation. A consulting firm learned that two of the four partners would retire in the next 18 months and they faced a leadership void. A hiring plan was developed to train and promote one employee and to attract a senior partner from a rival firm. A growing insurance broker.

Hospitality 130

Hospitality Education Sales Account 130