Cherry Bekaert

OCTOBER 3, 2023

In this episode of Cherry Bekaert’s Digital Journeys podcast series, Pamela Butler , Salesforce Architect for our Digital Advisory services, and Tertius Eksteen , Senior Manager of Digital Advisory services, discuss their perspectives on Dreamforce 2023. Schedule your assessment here.

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California Technology Account accountant 102

Cherry Bekaert

SEPTEMBER 27, 2023

Continuous improvement can be defined as organizational efforts to enhance systems, processes, products or services. If you have any questions specific to your situation, Cherry Bekaert’s Digital Advisory team is available to discuss your situation with you. View all Digital Journeys Podcasts Questions?

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Cherry Bekaert

APRIL 16, 2024

Numerous risks loom over state and local governments, which could impair their service delivery or hinder their capacity to fulfill obligations in a timely manner. Contact Us The post Navigating GASB 102: Certain Risk Exposure appeared first on Cherry Bekaert. 102, which adds new disclosure requirements for governments.

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Government accounting standards financial statements audit 52

Cherry Bekaert

FEBRUARY 9, 2024

Kimberly Konczack, an Advisory Manager at Cherry Bekaert, hosted Shuo Zhang, Manager, and Kat Kizior, Senior Associate, to discuss their experience with grants management at state and local organizations, grant budgets and the importance of planning.

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Government 107

TaxConnex

NOVEMBER 22, 2022

In our blog last week, we looked at how sales and use tax advisory services might be a good new field for CPAs and accounting firms. Another cost-effective approach to adding sales and use tax advisory services: partnering with sales and use tax experts. How can they go about making the move?

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accounting firms Sales Tax tax return 130

TaxConnex

NOVEMBER 15, 2022

Many certified public accountants (CPAs), enrolled agents and other tax preparers and professionals that run accounting and tax preparation firms are constantly looking for new advisory avenues to service clients. Accounting firms have long moved into technology, forensics, business management and a host of other biz services.

accounting firms 130

accounting firms Sales Tax Account 130

Withum

APRIL 18, 2024

Withum is an extraordinary firm and the fact that 4 of us are included on that list indicates recognition of that. Jim Bourke is the partner in charge of our Advisory Services Team which encompass so many innovative and nontraditional services that it is hard to describe. All three are friends and great people to be with.

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cpas accounting firms Tax Account 59

Cherry Bekaert

MAY 15, 2023

Explanation of integration platform as a service (iPaaS) consists of a suite of cloud-based services. If you have any questions specific to your situation, Cherry Bekaert’s Digital Advisory team is available to discuss your situation with you. Contact us today !

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Cherry Bekaert

DECEMBER 12, 2023

Read the full article, initially published by Gov-Exec, here : Cherry Bekaert’s Managing Partner of Advisory Services , Srikant Sastry, joined former Obama Administration executive Ed DeSeve in an op-ed heralding progress at the Department of Veterans Affairs (VA) improving the veteran experience.

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Government 105

Cherry Bekaert

SEPTEMBER 8, 2023

Cherry Bekaert Managing Partner of Advisory Services , Srikant Sastry, recently coauthored an editorial on the subject with former White House executive Ed DeSeve. The OECD uses this framework to assess the state of trust in governments worldwide. Our nation’s success depends on restoring trust in its government institutions.

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Government Healthcare accounting and finance accounting firms 98

Withum

JANUARY 17, 2024

Premier Sports Network is pleased to announce it has extended its agreement for a second year with Withum, a Top 25 Public Accounting and Advisory firm in the US. As a Player Care Partner at PSN, Withum has been able to grow its sports desk and portfolio, working closely with some of the highest-performing athletes in US sports.

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Sports public accounting Education Entertainment 59

Cherry Bekaert

DECEMBER 12, 2023

For specific questions related to your M&A objectives, Cherry Bekaert’s Transaction Advisory , Private Equity Services and Risk Account & Advisory teams welcome the opportunity to discuss challenges, opportunities and how we may be of resource to you.

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Account accountant accounted 52

Cherry Bekaert

JANUARY 24, 2024

The Internal Revenue Service (IRS) has taken several steps to tackle the millions of invalid Employee Retention Credit (ERC) claims. Contact Us The post IRS ERC Voluntary Disclosures Program appeared first on Cherry Bekaert. First, they temporarily halted all ERC claims until the beginning of 2024.

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Tax 102

Xero

JANUARY 9, 2024

We have the pleasure of welcoming six new members to our US Xero Partner Advisory Council (XPAC). John Towle, Director of Small Business, H&R Block John is the Director of Small Business at H&R Block , currently leading the emerging services business for the US market with a focus on bookkeeping and payroll services.

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Alabama bookkeeping Technology E-commerce 77

Cherry Bekaert

APRIL 26, 2024

Leveraging their existing relationship, Cherry Bekaert’s Tax Credits & Incentives Advisory team elucidated the advantages of utilizing Section 179D Energy Efficient Commercial Building Deduction (Section 179D) and cost segregation for the Company’s construction projects.

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Real Estate Construction North Carolina South Carolina 52

Cherry Bekaert

DECEMBER 20, 2023

In the latest episode of our Risk & Accounting Advisory podcast, Neal Beggan , Risk Advisory Leader, and key leaders from Cherry Bekaert’s Risk Advisory SOX practice, Yani Diaz and Peyton Black , discuss SOX “hot buttons” to look out for as 2023 comes to an end.

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auditor audit Account accountant 52

Withum

FEBRUARY 26, 2024

It receives management fee income from the fund and handles the day-to-day operations of investment advisory to the fund. This entity houses employees and covers expenses related to the investment advisory business. For tax purposes, all entities are generally classified as partnerships. appeared first on Withum.

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Delaware tax return CPA income tax 105

Cherry Bekaert

AUGUST 7, 2023

In the second episode of our “Year of Efficiency” podcast series, Jerry Hereden hosts Tertius Eksteen , Senior Manager, and Pamela Butler , Manager, from Cherry Bekaert’s Digital Advisory Services group to discuss how some technology companies are optimizing their business while on a Digital Transformation journey.

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Technology 98

Withum

FEBRUARY 8, 2024

Kelsey Thomas, Senior Manager, Advisory Services M&A Empow’her’ment is broken down into several mini-episodes to cover current and relevant topics in the M&A world. Meet Your Host Kelsey Thomas has over 15 years of professional experience in assurance and transaction advisory services.

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Manufacturing Technology 52

Cherry Bekaert

SEPTEMBER 26, 2023

On September 8, the Internal Revenue Service (IRS) released Notice 2023-63, providing much anticipated guidance on the application of Section 174. Contact Us The post Notice 2023-63: IRS Guidance on SRE Amortization under Section 174 Explained appeared first on Cherry Bekaert. View All Podcasts from this Series Questions?

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Tax Technology 104

Cherry Bekaert

SEPTEMBER 29, 2023

The Internal Revenue Service (IRS) released new guidance for how employers may or may not have been impacted by supply chain disruptions during the pandemic. Contact Us The post Employee Retention Credit (ERC) Updates September 2023 appeared first on Cherry Bekaert.

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audit Tax Government 110

Cherry Bekaert

JULY 18, 2023

Cherry Bekaert’s Cameron Smith , Director, Transaction Advisory and Private Equity Services, talks with Steven Sparks , Director, Digital Advisory Services, about the distinguishing features and mechanics of a carve-out, including complexities and execution tactics, and what motivates buyers and sellers to undertake these transactions.

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Non-Profits Tax 52

CPA Practice

FEBRUARY 23, 2024

Marketing for advisory services firms is a nuanced process that requires a blend of traditional strategies and innovative approaches to stand out in a competitive landscape. Marketing Secrets Here are several marketing tips tailored for advisory services firms, complete with bulleted items and examples to guide your strategy.

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Account accountant accounted cpas 72

Shay CPA

MARCH 13, 2024

No matter what kind of solution, service, or product a company delivers, it has one thing in common with every other business in existence today. If that sounds familiar, we have a suggestion: consider fractional CFO services. Or you can choose a CFO advisory service. What’s that underlying thread?

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accounting and finance Finance payroll tax payroll 52

TaxConnex

DECEMBER 8, 2022

VAT is an indirect tax on consumption, ultimately payable by the final consumer of the goods or services. There are also different place-of-supply rules for goods versus services and whether the recipient of the supply is a business or a private individual. Do you have a supply contact that includes installation in Europe?

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Tax Transportation Sales Maine 195

Cherry Bekaert

MAY 16, 2023

In this episode of Cherry Bekaert’s Professional Service Podcast, Brynn McNeil , an Audit Partner in the Firm’s Professional Services Industry practice, welcomes Mandy Grivnovics , an Audit Senior Manager in our Professional Services practice. Together they define an indirect rate audit and its drivers.

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audit Transportation Government 94

Cherry Bekaert

APRIL 2, 2024

The Internal Revenue Service (IRS) often releases new guidance on energy tax credits and incentives concerning not-for-profit and tax-exempt organizations, so it is imperative to stay updated to prevent incorrectly filed tax applications. Contact Us The post Direct Pay for Not-for-Profits appeared first on Cherry Bekaert.

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Tax 59

Cherry Bekaert

NOVEMBER 17, 2023

Ensuring Responsible and Effective Government Use of AI Cherry Bekaert acknowledges the significant potential of AI to enhance government efficiency and service delivery. Contact Us The post Pioneering Trustworthy AI Solutions in Response to President Biden’s Executive Order appeared first on Cherry Bekaert.

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Government Technology Account accountant 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. Contact Us The post 401 Access Denied Podcast: Securing Compliance: Insights with Steven Ursillo appeared first on Cherry Bekaert.

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audit Account accountant accounted 52

Cherry Bekaert

JANUARY 18, 2023

In this episode of Cherry Bekaert’s Digital Journeys podcast, Jim Holman , Director of Strategy & Operations, welcomes Steve Holliday , Director in our Digital Advisory practice. Contact Us The post Digitalization and Continuous Improvement: A Recipe To Achieve Process Maturity appeared first on Cherry Bekaert.

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Cherry Bekaert

MAY 10, 2023

Form 7205 is a form in the claiming process that qualified businesses and individuals use to calculate the deduction, mark yourself as the designer or building owner, and provide information on the person performing the certification and completing the allocation.

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Tax audit 94

Withum

JANUARY 31, 2024

Download a PDF of this case study Executive Summary In response to escalating plan costs and a lack of transparency, a group dental practice, faced challenges in trust erosion with service providers, uncertainty in claims experience, concerns about plan funding, and financial vulnerability due to claims volatility.

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Healthcare Education Finance 52

Cherry Bekaert

JUNE 28, 2023

Their conversation analyzes key considerations from both the client’s and service provider’s viewpoint. Their conversation analyzes key considerations from both the client’s and service provider’s viewpoint. Establishing a formalized process for reviewing deliverables, scheduling and training.

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Account accountant accounted 52

Cherry Bekaert

MARCH 18, 2024

Hosts Kimberly Konczack, an Advisory Manager at Cherry Bekaert, and Shuo Zhang, Manager, are joined by Kat Kizior, Senior Associate, and special guest Anthony Walsh, Senior Manager. Contact Us The post Justify Your Spending — Grant Expenditures appeared first on Cherry Bekaert.

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auditor audit Government 52

PANALITIX

AUGUST 23, 2020

Business Advisory in a Post-COVID Environment: An Interview with Michael Burke. He spent 10 years with a large US manufacturer, which involved extensive travel and time in their acquisition group. Products / Services. Transitioning from Compliance to Advisory. RESOURCES / ARTICLES. Here are some excerpts. Target Clients.

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chartered accountant accounting and finance Manufacturing management accounting 130

Withum

DECEMBER 13, 2023

Regulatory compliance: Stay ahead of ESG regulations in the US, EU, and beyond. Contact us today to learn about our ESG Advisory Services. You’ll learn: Why you should start building your ESG program today: And five simple steps to doing it. Download our ESG program guide today. Ready to Elevate Your ESG Strategy?

Government 52

Government Account accountant accounted 52

Cherry Bekaert

JULY 16, 2023

With billions of dollars in available federal funding, state and local governments can significantly improve the quality of public broadband connectivity services, especially for unserved and underserved populations. View All Podcasts in this Series Questions?

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Government audit 98