Dent Moses
MARCH 20, 2023
Over the last week, many of our clients have called and asked if they should be concerned about banks and deposits. While we don’t offer opinions on the stability or solvency of any particular financial institution, we wanted to provide information about these events and FDIC insurance limits. On March 10, Silicon Valley Bank (“SVB”) became the largest bank to collapse since the 2008 global financial crisis.
Insightful Accountant
MARCH 20, 2023
Murph takes you through the basic steps to use QuickBooks Online-Advanced Spreadsheet Sync. Preliminary results of our Top 100 Applicants specializing in QBO-Adv show not many of their clients are using this feature.
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CPA Practice
MARCH 20, 2023
By Tom Wadelton, CPA. Many accountants begin their career by landing a junior-level position that requires long hours staring at spreadsheets. Some accountants will be satisfied with that as the “end-all, be-all,” but not you. You’re here because you want to learn how to become a CFO, or even better, how to become a VCFO, or Virtual Chief Financial Officer.
Going Concern
MARCH 20, 2023
It’s no secret the pandemic screwed a lot of things up. Firms suddenly had to figure out how to manage an entirely remote work force, CPA exam candidates couldn’t test for months due to Prometric closures, and let’s not forget the poor interns and first years who had to wait for answers in Teams while their superiors were jerking off and playing video games tied up with other work and unable to be bothered in person (it’s harder to ignore someone who is standing in front
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.
GrowthForceBlog
MARCH 20, 2023
8 min read There's a lot of talk about marketing budgets- but what about budgets for marketing agencies?
Going Concern
MARCH 20, 2023
Hello and happy Monday. Or just Monday, I’m not here to force emotional responses. Here are a few things going on in our little corner of the world. From Forbes’ America’s Best Management Consulting Firms : For the second year in a row, both Bain & Company and Deloitte were the most-recommended consultancies, with star ratings in all 32 categories.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Insightful Accountant
MARCH 20, 2023
The national office managing director at Deloitte & Touche will serve as AICPA’s official voice on financial reporting matters.
KROST
MARCH 20, 2023
According to a recent study, 66% of Americans have no estate plan to protect their assets. If you have a trust, it’s essential to review and update it regularly, to make sure it still meets your goals and objectives. It is believed that 20% of Americans with estate plans have updated it within the last Read the full article. The post [Infographic] Reviewing and Updating Your Trust appeared first on KROST.
CPA Practice
MARCH 20, 2023
Bitwave , an enterprise tax and accounting software tailor-made for digital assets, will host the 2nd Annual Enterprise Digital Asset Summit (EDAS) in Austin, Texas, on April 25, 2023. The event continues the conversation from last year’s summit and serves as a meeting ground for the growing community of finance, tax, and accounting professionals who are pioneering best practices to ensure the efficient, transparent, and secure use of digital assets within their organizations.
ThomsonReuters
MARCH 20, 2023
Today, ESG factors sit at the forefront of many investment decisions. With ESG-related legislation and heightened investor interest, incorporating an ESG narrative is critical for businesses as they navigate the complexities and look to ensure compliance. For tax and accounting firms, therein lies an opportunity. Forward-looking firms are increasingly moving beyond compliance by telling a compelling ESG story that sets their firm apart from the competition.
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.
CTP
MARCH 20, 2023
As an entrepreneur, you have already established that you are an out-of-the-box thinker. After all, you developed a product or service that delivers value your competitors simply don’t offer. However, there is more to launching your business than a well-thought-out marketing mix. How you structure your company may impact your bottom-line results as much as the classic “Five Ps”.
Snyder
MARCH 20, 2023
Shopping on Amazon is convenient and often the best way to get what you need at the lowest price. Still, it might be hard to manage your budget and not overspend. That’s where Affirm comes in, letting you shop with flexible payment options and budget-friendly payments so that you purchase in a way that works well for you and your wallet. Whether you’re looking to save money or need to manage your spending, Affirm can be an option you might want to consider.
Insightful Accountant
MARCH 20, 2023
In the final part in his three-part series, Go Beyond's Greg Sloan explains the strategy behind your efforts to creating purpose-driven, happy employees.
Snyder
MARCH 20, 2023
Are you tired of waiting for months to close a B2B sales deal? You’re not alone. The sales cycle can be a lengthy process that involves generating leads, nurturing them, and finally closing the sale. According to the research by Klipfolio, it takes about 75% of businesses at least four months to complete their sales cycle. But what if you could speed up the process?
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.
Cherry Bekaert
MARCH 20, 2023
With certain markets experiencing a rise in transactions and acquisitions, profitability over growth is key for tech investors in 2023. See the latest technology trends and outcomes from the 2023 Florida Venture Capital Conference: cbh.com/technology Carolyn Mathis | Partner, Harbor View Advisors, Chair, Florida Venture Forum Alex Otero | Vice President, Updata Partners Peter Peterson | Managing Member, GSI Capital Partners The post Trends in Technology Investment from the 2023 Florida
Menzies
MARCH 20, 2023
Menzies LLP - A leading chartered accountancy firm. The Government seemed to back up their statement that they want to strengthen the UK’s position as a global science and technology power, but from their recent budget announcements, this was less evident. In particular, from 1st April 2023 the R&D enhancement for SME’s was due to drop from 130% to 86% and the repayable tax credit was due to drop from 14.5% to 10%.
Basis 365
MARCH 20, 2023
The topic has been all over the news, a steep incline in prices and as businesses face the effects of inflation, adopting suitable strategies to mitigate its impact is essential. Inflation can negatively affect a company's financial performance, cash flow, and profitability. However, there are ways businesses can navigate through inflationary periods to ensure sustainability and growth.
CPA Practice
MARCH 20, 2023
Edge Marketing, Inc. (formerly Edge Legal Marketing and Accounting Edge Marketing), a Minneapolis-based public relations and marketing firm serving the needs of organizations in the legal and accounting industries, announces CEO Amy Juers, MBA, has published her first book: The Marketing Edge: A Sharper Way to Approach Building a Brand. The Marketing Edge offers actionable and practical tips on performing a SWOT analysis, crafting SMART goals, building buyer personas, defining your unique value
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.
CTP
MARCH 20, 2023
The IRS has put conservation easements on its annual “Dirty Dozen” list which, says the IRS, “represents the worst of the worst tax scams.” The DOJ has also declared war on the misuse of conservation easements and is investigating some investors. How did a seemingly benign charitable tax deduction go so wrong? A Bit of Background A conservation easement restricts certain types of activities such as construction on land in order to protect the environment and preserve the land’s resources in perp
CPA Practice
MARCH 20, 2023
David Matthews, New York Daily News (via TNS). The U.S. Centers for Disease Control and Prevention warned Monday that cases of Candida auris, or C. auris — a potentially deadly and drug-resistant fungal infection — are on the rise at U.S. health-care facilities. New CDC data published in the journal Annals of Internal Medicine showed that the number of infections has grown since it was first detected in the U.S. in 2013.
CTP
MARCH 20, 2023
As an entrepreneur, you have already established that you are an out-of-the-box thinker. After all, you developed a product or service that delivers value your competitors simply don’t offer. However, there is more to launching your business than a well-thought-out marketing mix. How you structure your company may impact your bottom-line results as much as the classic “Five Ps”.
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