Canopy Accounting

JUNE 7, 2023

What's new: We’ve enhanced the experience of creating and managing recurring tasks within Canopy’s Workflow module to provide more flexibility, context, automation, and accuracy related to work within your firm. These enhancements allow users to create tasks to recur on a schedule based on the tasks due date (not just on completion), automatically create tasks within a specified amount of time before a task due date, and set recurring details on a template.

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BurklandAssociates

JUNE 7, 2023

M&A resources to help your startup secure the best deal, negotiate favorable terms, and mitigate potential risks. The post M&A Resources for Startups appeared first on Burkland.

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accountant accounted Account 130

Insightful Accountant

JUNE 7, 2023

Murph takes one of his second look at a payroll program designed for accountants, bookkeepers and consultants wanting to offer payroll to their clients.

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payroll bookkeeping Account accountant 105

Going Concern

JUNE 7, 2023

A second large pension fund has severed ties with PwC Australia as a direct result of the leak of confidential tax intel the firm used to sell tax avoidance schemes to certain VIP clients. Australian Retirement Trust is the second largest pension fund in the country and joins largest fund AustralianSuper in breaking up with the most prestigious of Big 4 professional services firms.

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audit Tax Government Account 104

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. But if you’re aiming for the summit, the air gets thinner, and what got you here won’t be enough to get you to the top. 🗻 What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level. The higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.

accountant

CPA Practice

JUNE 7, 2023

Kimberly Ellison-Taylor, CPA.CITP, CGMA 2023 Most Powerful Women in Accounting Chief Executive Officer KET Solutions, LLC How do you envision the accounting profession evolving in the foreseeable future for women? In order to maintain competitiveness and relevance, the accounting profession must continue to evolve. There is no other option if we want continued success.

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Maryland Account accounted accountant 98

Cherry Bekaert

JUNE 7, 2023

Leaders of technology companies – particularly those in the startup phase or strapped for cash – have a lot to mentally juggle in their day-to-day operations. However, one area of the business they should pay attention to are the state and federal credits available to them. Tax credits for technology companies may save money and time, creating opportunity to manage and optimize their business more effectively.

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Technology Tax Government 98

Insightful Accountant

JUNE 7, 2023

See why the Sterling Marketing Group's Karen Tiber Leland says the answer most experts give is no.

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KROST

JUNE 7, 2023

Loan-out corporations are widely used by sports and entertainment professionals as a tax and financial strategy. These corporations offer a wide range of benefits to individuals, such as tax advantages and enhanced financial flexibility. Actors, athletes, musicians, and other high-income earners become an employee of the corporation, and the corporation is hired with services rendered Read the full article.

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Entertainment Sports Tax 82

CPA Practice

JUNE 7, 2023

By Yueqi Yang, Bloomberg News (TNS) The list of digital tokens deemed as unregistered securities by the Securities and Exchange Commission now spans over $120 billion of crypto after the U.S. agency’s lawsuits against Binance Holdings Ltd. and Coinbase Global Inc. The regulator in the complaints against Binance and Coinbase cited more than a dozen major coins as assets that fall under its purview.

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New York Legal 59

Withum

JUNE 7, 2023

In its purest form, technology can be used to anyone’s benefit, and utilizing technology to find new ways to improve your not-for-profit organization has never been more accessible. Between the new metaverse, TikTok, and other social media platforms, there are endless ways to reach a new audience that can drastically improve your economic standing and get your message out into the world.

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Education Technology 59

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

Finance

Ace Cloud Hosting

JUNE 7, 2023

What has DNA got to do with accounting. DNA holds within it a secret of resilience and sustainability, constantly evolving over time. The same way, accounting firms must also move.

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quickbooks accounting firms Account accountant 52

CPA Practice

JUNE 7, 2023

ForwardAI , a fintech providing aggregated direct data access to accounting and ERP platforms, has launched Forwardly , the first of its kind real-time payment (RTP) enabled cash flow management tool for small and medium sized businesses in North America. Forwardly was designed to help small business owners and accountants simplify their cash flow through instant payments.

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accounting and finance accounting system quickbooks B2B 52

Ryan Lazanis

JUNE 7, 2023

Do you want to improve your recruitment process? In this week’s podcast episode, I discussed the step you have to include in order to get the best candidates who will elevate your firm. Listen below. 0:31 – Low performers will hinder your firm’s progress, whereas high-performing team members can help eliminate bottlenecks and significantly enhance your business’s capacity. 1:06 – Integrating a skill test into your recruitment process is a crucial step, typically con

accountant 52

accountant accounted Account 52

Going Concern

JUNE 7, 2023

Heard a few grumblings about RSM layoffs earlier today, lo and behold there’s a Reddit thread. Text: Hearing rumors from multiple sources that RSM is conducting layoffs today and for the rest of the month. Areas impacted today: Transaction Advisory Services. If you are a client of RSM, ask for a new firm. Partners sending all the work to india and keeping the profits.

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audit Account accountant accounted 52

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.

Finance

inDinero Tax Tips

JUNE 7, 2023

In April 2023, the IRS received $80 Billion in a new budget as part of the Inflation Reduction Act. Recently, the agency revealed they’ll use some of those funds to hire thousands of agents to audit the filings of wealthy individuals and corporations to close “the tax gap.” Let’s look closer at where these funds will go and what implications the changes may have for taxpayers and business owners.

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Tax tax return audit income tax 52

Cherry Bekaert

JUNE 7, 2023

Learn the fundamentals of New Markets Tax Credit allocation applications, compliance, and reporting requirements. The guiding document for a Community Development Entity (“CDE”) is its NMTC Application, becoming the roadmap in the execution of the CDE’s goals and objectives. This course will help guide organizations through the steps of compliance, asset management and the accounting/bookkeeping needs for successful capital deployment.

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Going Concern

JUNE 7, 2023

For some time now municipalities have felt the crunch from the accountant shortage and unlike public accounting firms feeling the same, these entities don’t have the luxury of turning down work to ease it nor can they overwork their people with no overtime. In March, Bloomberg reported that city credit ratings are at risk due to staffing shortages driving a lack of timely disclosures and filings.

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CPA Practice

JUNE 7, 2023

The PCAOB on Tuesday introduced a proposal amending current PCAOB auditing standards related to the auditor’s responsibility to detect noncompliance with laws and regulations, including fraud, in the audit of a public company. Erica Williams If the proposed changes are approved, they would strengthen auditor requirements to identify, evaluate, and communicate to management and the audit committee possible or actual noncompliance with laws and regulations, thereby enhancing investor protection, t

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Advertiser: Paycor

Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.

LSLCPAs

JUNE 7, 2023

In case you forgot or thought you were dreaming when we issued our alert “Wait…What? Tax Season All The Way Through October 16th?”, please don’t wait – this is your friendly reminder. The federal and California filing and payment deadlines are still October 16th for nearly all California residents and owners of California businesses. You really.

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California Tax cpas 52

CPA Practice

JUNE 7, 2023

Fieldguide, an advisory services platform, has launched Fieldguide AI, a secure and private AI solution that helps firms future-proof their business. The new AI capabilities allow firms to securely leverage the latest AI innovations in order to significantly reduce the work and tedium associated with drafting and analyzing tests, requests, and document reviews, so that staff members can focus on more critical and higher margin work.

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cpa firm CPA Technology 52

ThomsonReuters

JUNE 7, 2023

From the middle of the bustling expo at PayrollOrg’s 41st Congress conference in Denver on May 17, Lisa Weckman, VP of Product at Ceridian, talked with Checkpoint Payroll Update about global payroll challenges facing the industry. “Compliance is the number one challenge,” Weckman said, cutting to the chase regarding a glaring concern when it comes to global payroll. “If you just look at the U.S., the complexity we have here with states and localities introducing changing

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payroll audit payroll tax Tax 52

CPA Practice

JUNE 7, 2023

Bay Area accounting firm SD Mayer & Associates has acquired WOVEN, a human resources advisory firm providing HR strategy and operations to small and-medium sized businesses. WOVEN was established in San Francisco in 2017 by Carmela Krantz, who brings more than 30 years of HR leadership experience to SD Mayer. “WOVEN takes a hands-on approach to human resources, helping our clients see and use HR as a strategic advantage and differentiator,” Krantz said in a press release.

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Non-Profits accounting firms Account accountant 52

Speaker: Cheryl J. Muldrew-McMurtry

Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.

Finance

Shay CPA

JUNE 7, 2023

In the grand scheme of things, layoffs can be a critical strategic move to help your company survive long-term. But if you’re in the middle of a round of layoffs or even considering them, it’s hard to get that high-level view. Layoffs are painful and can get complicated. You probably just want all of it to be over. Resist the temptation to rush through, though.

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Summit CPA

JUNE 7, 2023

As a hyrbid firm , not only do we serve our clients remotely, but our team members are often distributed as well. We understand the accounting, bookkeeping, cash flow management, and tax nuances of running a distributed company. We pride ourselves on our ability to provide the highest quality Virtual CFO services while being hybrid, and we couldn't do any of it without our amazing team.

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bookkeeping Tax Account accountant 52

Accounting Insight

JUNE 7, 2023

Did you know that 850 million people use LinkedIn, but only 1% actually create content? Ashley Leeds has been training people on LinkedIn since 2018, and he’s helping them to get business from LinkedIn, with his 30 years of sales experience. Spend 3 minutes getting to know Ashley… How did you get into your profession? Purely by accident. With over 30 years in different sales roles, I am used to negotiation and marketing so after working with Accountants & Bookkeepers selling software w

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CPA Practice

JUNE 7, 2023

Citrin Cooperman said on Tuesday that Carlsbad, CA-based FMT Consultants has joined the top 25 accounting firm. Terms of the deal were not disclosed. FMT will bring more than $29 million in revenue and more than 80 individuals to New York-based Citrin Cooperman’s West Coast operations. “FMT is a wonderful fit to join our transformation and growth services group,” Citrin Cooperman Advisory Services President Richard DeRienzo said in a press release.

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California New York Manufacturing accounting firms 40

Advertiser: Paycor

Before you can achieve success, you have to define it. Objectives and Key Results (OKRs) give you the framework to do just that. Paycor’s free guide includes a step-by-step process leaders can use to work toward – and achieve – their loftiest business goals.