ThomsonReuters

MARCH 28, 2023

Compliance may not be the most glamorous task facing indirect tax (IDT) teams, but the rapid pace of change in global regulations and reporting requirements is turning the humble compliance function into a rapid-fire gauntlet of continuous challenges. The main goal of compliance is of course to ensure all taxes are reported in accordance with the relevant regulations, accurately, and on time.

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BurklandAssociates

MARCH 28, 2023

Early-stage companies often rely on their banks or venture backers for financial guidance, but many now see the benefit of independent advice in managing their capital. The post New WSJ Article Underscores the Value of Fractional CFOs for Startups appeared first on Burkland.

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IgniteSpot

MARCH 28, 2023

What if I have an accounting emergency? The house is burning down, and the exits are blocked—at least, that’s how it feels when your finances go haywire and you don’t know how to fix the problem.

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Reckon

MARCH 28, 2023

Anthony Martin, founder and CEO of Choice Mutual says: “The relationship between our mindset and how we handle money is exciting! Your beliefs, attitudes, and behaviours towards money can affect your financial health. If you take the proper steps – acquiring sound financial education, building healthy financial habits, cultivating a sense of abundance, and focusing on long-term goals – you’ll be on your way to developing a healthy relationship with money that will lead you to live your best life

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Advertiser: Paycor

HR doesn’t exist in a vacuum. This work impacts everyone: from the C-Suite to your newest hire. It also drives results. Learn how to make it all happen in Paycor’s latest guide.

Going Concern

MARCH 28, 2023

Does anyone still care about the EY split? Did anyone ever? Well, here’s your semi-weekly update anyway. Wall Street Journal reports that EY Global CEO Carmine Di Sibio and EY US Chair Julie Boland will be going head-to-head in Palo Alto this week to hash things out. As you may remember, Boland dared to raise some questions about the split in a partner call a few weeks back so when this whole thing falls apart it will be her over whom the bus drives.

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CPA Practice

MARCH 28, 2023

New research shows that businesses have more confidence in their own growth than in the health of the broader economy. The 2023 Insights Report from financial platform Stripe, is based on a survey of 2,500 business leaders from nine countries. Eighty percent expressed pessimism about the state of the economy—a finding that was consistent across business models, location, and company size.

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Withum

MARCH 28, 2023

Jersey Mike’s is donating all sales on March 29, 2023, to local charities. They should be commended for this. About five years ago, I posted a blog about selfish neighbors. This post was about branches of regional or national companies that refused to contribute to local businesses and use the excuse: “This is handled by our national office. I will forward your request for support to them.

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Canopy Accounting

MARCH 28, 2023

What's new: Collect documents faster from clients and stakeholders using a secure link without the need to log into a client portal. Canopy users can easily send a secure link via email where recipients can open a simplified page to quickly upload files. Files can either be uploaded with a drag-and-drop functionality or by navigating the files on their device.

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CPA Practice

MARCH 28, 2023

Networking is an excellent way for seniors to connect with others and stay involved in the community. It can help them stay active, and learn new things. Why Networking Is Important for Seniors As a senior, staying connected and engaged within your community is essential. Networking can help provide you opportunities to meet new people , learn new things, and stay involved in activities that interest you.

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Withum

MARCH 28, 2023

Reporting tools can help businesses make valuable data-driven decisions that can ensure your organization’s success. If you and your team are struggling with reporting in NetSuite and/or in manual Excel spreadsheets, it’s time to explore NetSuite’s Power BI reporting solution. Withum’s NetSuite Lead, Chris Higgins , and special guest Josh LaSov , Founder of ZoneReporting (formerly Satori) are here to provide their guidance.

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Speaker: James Kahler, COO of Full Course

Ever wondered where to splurge and where to safely conserve when it comes to operating and growing your restaurant? 🤔 Join James Kahler, COO of Full Course and industry visionary, in this new webinar where he'll talk all about best practices to invest in your restaurant's success! Whether you're a new business or an established restaurant, a seasoned pro or a rookie, you'll learn the keys to sustainable success in this competitive industry.

CPA Practice

MARCH 28, 2023

The American Institute of CPAs is now accepting applications for the 2023 session of its Leadership Academy. This four-day immersive experience, led by Elizabeth Burkhalter, senior manager of young member/early career initiatives on the Diversity and Inclusion team, is suitable for young accounting professionals seeking to explore leadership, what that means, and how that impacts their personal life, career path, and the CPA profession.

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IgniteSpot

MARCH 28, 2023

Our firm has turned to three tools—BILL (formerly Bill.com), Divvy, and Rippling—to add more stability for our clients and organization in our workflow. Each tool cuts down on the back-and-forth with clients and stabilizes the confirmation process for cash outflow in our client's organizations. Each tool provides something different, with the goal of gaining more efficiency in recurring workflows, but each emphasizes approval and resource allocation levels.

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Anders CPA

MARCH 28, 2023

Businesses are noticing an uptick in malicious emails, including rises in the most common types of cyber-attacks , email phishing and spoofing. Spoofing attempts can be made worse if your company hasn’t applied the three basic email, including one that is often overlooked: DMARC. Applying these protocols and keeping a watchful eye over them not only can you tighten the security on emails coming into your business, but you now have a level of control over emails delivered to your clients and cust

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RitaKeller

MARCH 28, 2023

“ A leader is best when people barely know he exists, when his work is done, his aim fulfilled, they will say: we did it ourselves.” – Lao Tzu When you think of a leader in a CPA firm, you immediately think of the managing pattern (CEO) or maybe all of the members of the partner group. I have observed that all of the partners are not typically what you think of as leader material, and that’s okay.

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Speaker: Jamie Eagan

As organizations strive for agility and efficiency, it's imperative for finance leaders to embrace innovative technologies and redefine traditional processes. Join us as we explore the pivotal role of digitalization and automation in reshaping what is commonly referred to as the “last mile of reporting”. We’ll deep-dive into why digitalization is no longer a choice, but a necessity for finance departments to stay competitive in a fast-paced environment touching on: 2024 trends for the Office of

Technology

Insightful Accountant

MARCH 28, 2023

Otter PR's Mark Kaley explains why having the right public relations process in place can better boost your practice.

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Menzies

MARCH 28, 2023

Menzies LLP - A leading chartered accountancy firm. It is hard to read the news these days without the three letters being mentioned at some point. Often, it is either very large companies talking about their agendas, because they have to, or news from the investment world. So why would a company that isn’t being forced to put together an agenda or strategy, bother?

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Mark Lee

MARCH 28, 2023

Many accountants claim that they secure much of their new work through word of mouth referrals. This suggests that clients are making positive comments about their accountants. They may do that if they’re particularly happy but in the same way any unhappy clients will be quick to complain about their accountants. I’ve heard a large number of people talking about their accountants in recent years and it’s fair to categorise those views as good, bad, or most often, indifferent.

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TaxConnex

MARCH 28, 2023

We recently completed our third annual client survey and are excited to announce that we have received a world class NPS score of 91! This is the third year that our NPS score has been labeled as world class, but this was our highest score yet, almost 10 points over previous years. 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?

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Advertisement

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

Technology

ThomsonReuters

MARCH 28, 2023

Statutory reporting processes can be painstaking to carry out manually. There is a diverse range of reporting requirements to consider and keep up with. When finance professionals handle these processes without the right elements of technology and automation, they take considerably longer to execute. To help provide finance professionals with a framework with which to build a business case based on how Thomson Reuters’ automated statutory reporting solution might impact their organization, Thoms

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CPA Practice

MARCH 28, 2023

The Massachusetts Society of Certified Public Accountants (MassCPAs) today released the results of a new survey that reports thousands of high-income Massachusetts taxpayers plan to relocate from the Commonwealth within the next 12 months. The report points to the state’s tax policies that make Massachusetts an outlier, including the passage of new Millionaire’s Tax, as the primary reason for considering a move.

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CPA Practice

MARCH 28, 2023

Fyle Inc , an expense management platform, has launched a real-time credit card feed integration for business cards issued on the Mastercard network. With this capability, any Mastercard customer can access real-time transaction feeds from users’ cards that enroll and provide consent to help them improve operational efficiencies and get a sharper lens on their financial numbers.

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