Mark Lee
JULY 21, 2022
We all know the old adage “if you don’t ask, you don’t get“. So it is perhaps unsurprising that some people ask if we will reduce our fees. This even happens occasionally when accountants approach me for my NED-style mentoring support services. Fortunately it’s very rare. But it has happened. A little part of my heart sinks when an accountant asks me for a discount as I don’t like to turn anyone away.
TaxConnex
JULY 21, 2022
Understanding economic and physical nexus and the taxability of your products and services goes a long way to ensuring your sales tax compliance. But nothing’s that simple with sales tax. Here’s a look at a few other things you should keep in mind – including how to avoid hefty penalties. Off to marketplace. Economic?nexus requires remote sellers to collect sales tax because they hit certain thresholds of revenue or sales in states.
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Xero
JULY 21, 2022
We’re numbers people here at Xero. And we know you – our partner community – are too. So to celebrate the return of Xerocon Sydney this September, we’ve gone and rounded up some stats to give you a taste of what to expect. Because if our calculations are correct, there are 1,161 reasons (and counting) to get excited about this unmissable event for cloud accounting leaders. . 12 keynote sessions.
Withum
JULY 21, 2022
A former student asked me to suggest some books she could read about starting a business. I read a lot and can recommend quite a few books, but then realized being an entrepreneur is a very broad topic and felt I needed some specifics before recommending something to her. Starting the business is just the first part. Running it is the major issue. In fact, most new businesses do not make it past their second year.
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.
ThomsonReuters
JULY 21, 2022
QUESTION: Our company currently offers a general-purpose health FSA. If we switched to an HDHP/HSA, could our employees receive tax-free reimbursements for the same types of expenses from their HSAs? ANSWER: Yes, and they might acquire a few additional options. Like health FSAs, HSAs can provide tax-free reimbursement of out-of-pocket expenses for medical care as defined in Code § 213(d).
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Xero
JULY 21, 2022
It’s hard to describe the feeling of connecting with Xero’s amazing accounting and bookkeeping community in person again after nearly three years. Whether it was from up on stage, walking the exhibition floor, or catching up at the fabulous Xerocon party, it was an absolute privilege and has left me buzzing. I was thrilled to host two keynote sessions at Xerocon London , to give our attendees some insights into what we’ve been up to in the customer space and how we should all be thinking about h
Going Concern
JULY 21, 2022
In comments to Financial Times , EY Global Chairman and CEO Carmine Di Sibio says splitting consulting and audit “would win its consulting division up to $10bn in extra fees by liberating it from conflicts of interest that block partnerships with the world’s largest tech groups.” Those consulting fees are as yet out of EY’s reach “because conflicts rules restrict it from working alongside the likes of Amazon or Salesforce.” The split would also benefit the aud
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.
Xero
JULY 21, 2022
It was great to connect with so many advisors at Xerocon London today. You could really feel the excitement and buzz in the air, and my team and I were thrilled to share the latest developments in Xero. Here are some highlights of the announcements we made today. Coming soon: Document packs. You know all too well how vital it is to collect approval signatures from clients on financial statements, tax returns, and other key documents to keep work flowing and meet deadlines.
Intuitive Accountant
JULY 21, 2022
Reach Reporting's Justin Hatch offers three ways software can improve CPA–Client communication.
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.
Ryan Lazanis
JULY 21, 2022
In this post, I’ll be outlining strategies your firm can take today for how to get accounting clients and land new business in a rapidly changing world. I’ll be backing these strategies up with statistics gathered from a recent study titled “ The Next Chapter for Small Business: How to Thrive in a Changed World ” conducted by Forrester Consulting on behalf of Xero, which surveyed 1,000+ small businesses and 1,000+ consumers around the world in June 2020 to tap into today&
Going Concern
JULY 21, 2022
Deloitte University, known more for its delicious brisket and hash brown cheese casserole served in the facility ’s cafeteria than its intended purpose of training Green Dot younglings, might be expanding its campus in Westlake, TX, depending on how local government officials vote on the proposed expansion. From the Dallas Morning News : Deloitte University, the consulting firm’s showplace training center and hotel in Westlake, Texas, could soon undergo a $100 million expansion.
Ryan Lazanis
JULY 21, 2022
Does your firm use an accounting engagement letter when signing on a new client? This post is a deep dive into why you should. In this article, you’re going to learn about: What an accounting engagement letter for your firm is. The purpose and need of a quality engagement letter. Items to put in yours. What to use to send this valuable document. Sample sections and template letters.
Anders CPA
JULY 21, 2022
With new reporting guidelines issued for in-kind donation reporting, is your organization prepared to implement these changes? The Financial Accounting Standards Board (FASB) issued new reporting guidelines to help increase transparency around the measurement of contributed nonfinancial assets recognized by not-for-profits, including how much was used to support programs and activities.
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.
Ryan Lazanis
JULY 21, 2022
In this podcast episode, I shared my thoughts on how to make your staff more efficient by implementing capacity planning and managing what matters the most in your firm. Listen Below. 0:55 – The typical answers on how you can make your staff more efficient. 1:25 – At a certain point, you have to realize that your team aren’t workhorses. 2:30 – When I ran my firm, I managed what actually mattered, which was the deadlines. 2:45 – Manage the outputs properly by implementing
AccountingDepartment
JULY 21, 2022
With the first half of 2022 behind us, it's time to look at some accounting trends to look out for during the second half of the year and going into 2023.
Patriot Software
JULY 21, 2022
One of the great things about running a business in America is that your business can make tax-deductible donations to your favorite charities. Seventy-six percent of American businesses donate 6% of their profits on average. And, 85% of consumers have a more positive view of companies that donate. If donations are already at the heart […] READ MORE.
Intuitive Accountant
JULY 21, 2022
Even though we didn't plan it, Oracle NetSuite has provided us with an analytics solution to discuss during our July 2022 series.
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.
GrowthForceBlog
JULY 21, 2022
6 min read. Financial management and management reporting are not widely understood – not even among for-profit business leaders.
Xero
JULY 21, 2022
And that’s a wrap! What an incredible couple of days it’s been at Xerocon London, kicking off the product update with the launch of our exciting new product for sole traders, and watching as our teams share the latest tools and features in Xero. It’s been a real privilege to share how we’ve been responding to the changing world of work over the last few years, with products that help you streamline your work, give you flexibility and control in your practice, and build relationships that are bot
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.
Going Concern
JULY 21, 2022
If true this could shatter the entire financial system! We knew training has suffered due to remote work, spread out teams, and Covid stress over the past few years but not even learning SALY? Don’t want to think what this could do to the audit profession if it spreads. Hopefully this is just an isolated incident of interns not paying attention and not representative of the fundamentals of audit crumbling before our eyes.
RitaKeller
JULY 21, 2022
“Plans are only good intentions unless they immediately degenerate into hard work.” – Peter Drucker. Just a quick thought for you today. Don’t let this happen at your firm!
Accounting Seed
JULY 21, 2022
Target maximum revenue, growth, and profit with this in-depth startup accounting guide. Like many startup owners, you may have more passion for sales than for bookkeeping, but managing the money is essential to success. If you fail to set up a robust and scalable accounting system from day one, your business will suffer from financial errors, poor planning, growing pains, and a high potential for failure.
Speaker: Frank Taliano
Documents are the backbone of enterprise operations, but they are also a common source of inefficiency. From buried insights to manual handoffs, document-based workflows can quietly stall decision-making and drain resources. For large, complex organizations, legacy systems and siloed processes create friction that AI is uniquely positioned to resolve.
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