Wed.Oct 05, 2022

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Creating the VIP Client Experience Through Automated Services

CTP

When it comes to creating a peaceful and profitable tax practice, there is ONE recipe for success that you can ALWAYS count on: automation! Here’s the cold, hard truth: Client experience is what makes or breaks a tax practice. Without a thoughtful and efficient system in place, your clients may end up feeling confused, overwhelmed , and ready to move on to a new tax pro.

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Three Cybersecurity Gaps Not to Overlook

Withum

Cybersecurity Awareness: A Business Imperative. The landscape within cybersecurity has moved, and it is not just regulated industries that really need to be concerned about cybersecurity. Cybersecurity is a business imperative for all. It is a business decision to implement the best security practices to keep you, your business and employees safe. Three Cybersecurity Gaps.

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Trending Sources

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Pathways to Growth: Take five to grow

Accounting Today

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How to get support from Xero

Xero

We know that when you have a question about Xero, you want a helpful answer quickly so that you can get back to work. . Xero Central is our one-stop-shop for getting the support you need. It has a range of content to help answer your questions about Xero, including how-to articles, videos, community discussions and the option to raise a case with our customer experience team if you get really stuck.

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Your Accounting Expertise Will Only Get You So Far: The New Way To Lead

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.

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Picking the right liability insurance

Accounting Today

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'Sage Transform 2022' Awaits — And Murph Will be There

Intuitive Accountant

Murph is off to Orlando for 'Sage Transform' — the conference for Sage Intacct users and partners. To get you ready, he thought he'd provide a preview of what he plans on covering.

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How advisors can support small businesses to access finance

Xero

Small business lending, and in fact lending in general, has had a lot of recent focus – through the Royal Commission, the government support initiatives during COVID-19, RBA rate changes and the work of the Small Business Ombudsman. . A persistent theme we see from small businesses is that many are struggling to access capital when they need it, which can impact a business’ ability to grow or to maintain a positive cash flow. .

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The 2022 Malpractice Insurance Buyers' Guide

Accounting Today

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Jennifer McKinney Bankruptcy Round 2

FraudFiles

Jennifer McKinney: Deadbeat. Yesterday my friends over at MckFacts informed me that our pal Jennifer McKinney was recently in bankruptcy court again. Back in 2012, Jennifer and her (soon-to-be ex-) husband Israel McKinney filed bankruptcy and eventually had it denied because of their attempted fraud on the court. The primary problems were a failure to disclose certain assets and income.

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IRS grants $41 million for TCE and VITA

Accounting Today

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

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.

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Fat Joe is Suing BDO

Going Concern

TMZ reported over the weekend that Fat Joe is suing his longtime accountant Andre N. Chammas and Chammas’ firm BDO for alleged misappropriation of funds. Oh and he claims that BDO is running some kind of Ponzi scheme. According TMZ’s review of the legal documents, Fat Joe noticed “some accounting regularities” after Chammas’ assistant Vanessa Rodriguez was fired in July. “[H]e says things really didn’t add up when he started taking a closer look,”

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Plooto – 'Live' From Xerocon

Intuitive Accountant

Check out Insightful Accountant Publisher Gary DeHart's conversation with Plooto's Brian Rego during the recent 'Xerocon 2022' event in New Orleans.

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Top 5 SME Essentials

Simple Accounts

“The biggest mistake a small business can make is to think like a small business.” . Are you an SME owner, a business partner, or someone with a business dream? Learn about how to build a business from scratch using a few essential things. . No matter the size of the company, whether small, medium-sized, or large, the basics must always be managed in the same manner.

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Getting Ready for Top 100 – Niche Part 1

Intuitive Accountant

What does it take to be in the Top 100? This is the first in a series covering the various Top 100 categories and process where Murph 'clues you in.' You won't want to miss it.

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Doing More With Less: The Modern Finance Miracle

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.

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PCAOB sanctions 4 firms over Form AP

Accounting Today

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Getting Ready for Top 100 – Niche Part 2

Intuitive Accountant

Murph continues his series on what it takes to be part of the Top 100 ProAdvisors. You might be surprised to find the secret to our award standard success.

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State Income Tax Exemption: Exempt or Not Exempt? That Is the Question

Patriot Software

Most of us would agree with the following statement: Employee wages are taxed federally and at the state level. But this isn’t always the case. Some employees can state income tax exemption. We all know that taxes can be complicated. This guide will cover everything you need to know about claiming tax exemptions on state […] READ MORE.

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SWIFT says it can handle digital tokens

Accounting Today

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8 Pillars of Leadership Development

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.

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Energy Tax Deduction 179D Benefit Increase to Expand in 2023

Intuitive Accountant

Among the provisions included in this bill is the expansion of the Section 179D tax deduction for building energy efficiency. Energy Tax Savers' Charles R. Goulding and Jacob Goldman explain.

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Where Have All the Employees Gone?

Dent Moses

The pandemic caused a major disruption in the US workforce. The Bureau of Labor Statistics reported August 2022 unemployment at 3.7%, roughly 6 million unemployed workers. Employers are struggling to fill 11 million open positions. At the same time, there are 2.5 million fewer people in the workforce post-pandemic. Why? There is no simple answer, but economists and researchers point to several factors: Early retirements.

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3 Accounting Strategies to Implement to Position Your Business for Success

Basis 365

Do you feel like your business is too busy? Are you putting off your most important ideas? These questions could impact the financial success of your company. However, you can implement these three accounting strategies to position your company for long-term financial success. Allocate your time wisely You have some control over your accounting decisions.

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IRS Appeals aims for 'clear and easy' contact letters

Accounting Today

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Protect What Matters: Rethinking Finance Ops In A Digital World

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.

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Is the U.S Headed Towards a Recession?

GrowthForceBlog

6 min read. Following the economic struggles of the pandemic, most people had high hopes for the return of a strong economy by 2022.

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5 key questions for liability insurance

Accounting Today

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Benefit Package Incentives: Employee Meals

KROST

As restaurant operators struggle to find enough staff to maintain their operations, many owners are considering improving their benefits package as an incentive for employees. Benefits expansion is a challenging and always tricky strategy for restaurant operators. An organization needs to be certain that the perks provided are valuable to the employee group through surveys Read the full article.

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IRS wants input on energy guidance

Accounting Today

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How to Set Better OKRs and Drive Results

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.

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KROST is Attending the Clio Cloud Conference

KROST

Our Assurance & Advisory Principal, Keith Hamasaki, CPA, and Marketing Director Anna Chen are attending the Clio Cloud Conference. The conference takes place from October 10th-11th and will be held at the Gaylord Opryland Resort and Convention Center in Nashville, Tennessee. Our team will be networking and attending sessions on topics such as billing processes, Read the full article.

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Five IRS employees charged with defrauding PPP and EIDL Program

Accounting Today

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What is Venture Capital? How it can help you raise finance for growth

Wellers Accounting

Ercan Demiralay FCCA explains what venture capital funding is and how it can work to help grow your SME business.

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Annual Investment Allowance Limit Extension

Menzies

Menzies LLP - A leading chartered accountancy firm. The Annual Investment Allowance (AIA) gives businesses the opportunity to claim 100% capital allowances in the year of expenditure on qualifying capital assets. ANNUAL INVESTMENT ALLOWANCE PERMANENTLY SET AT £1 MILLION. The 100% AIA amount for expenditure on plant and machinery and integral features was temporarily increased from £200,000 to £1 million with the measure due to be reversed from 31 March 2023.

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Automation, Evolved: Your New Playbook for Smarter Knowledge Work

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.