Summit CPA
MARCH 22, 2023
The Virtual CPA Success Show: Episode 76 In this episode, our host, Jamie Nau, Summit CPA's Director of Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors, discuss hiring strategies with Jamie Van Cuyk, owner and lead strategist of Growing Your Team. They take a deep dive in hiring strategies and how small business owners can level up their hiring process.
CPA Practice
MARCH 22, 2023
Thanks to a little-noticed law passed in 2014—the Achieving a Better Life Experience Act (ABLE) Act—a family can set up a tax-favored savings account for a disabled individual. Appropriately enough, these are referred to as “ABLE accounts.” Now the new SECURE Act 2.0 enacted at the end of 2022 extends this opportunity to more families. Background : An ABLE account works pretty much like a Section 529 plan account for higher education expenses.
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Xero
MARCH 22, 2023
Over a decade ago, Xero acquired the WorkflowMax (WFM) product to build out Xero’s practice tool offering globally, and ultimately help us to create a more seamless experience for accountants and bookkeepers to run their practice in the cloud. We followed with the launch of Xero Practice Manager (XPM), bringing to fruition the early vision we had for the WorkflowMax product.
CPA Practice
MARCH 22, 2023
By Donna Svei, Fast Company (TNS) Have you ever been tempted to stretch the truth on your résumé? Surveys show that up to 80% of people have lied on their résumés. But I have good news: You don’t have to do that to look impressive. I was a retained search consultant for more than 25 years and have held C-level corporate executive positions. These days, I write executive and board résumés and I have found that there are many techniques applicants can use to help make their résumés impressive—with
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AccountingDepartment
MARCH 22, 2023
Outsourced bookkeeping services are here to help CFOs of small to medium-sized businesses optimize their time and offer them a number of benefits!
CPA Practice
MARCH 22, 2023
The 401(k) plan is one of the most popular qualified retirement plans around. However, in the past eligibility was generally restricted to an employer’s full-time employees. Now the new law passed at the end of 2022—dubbed SECURE Act 2.0—will provide access to more part-time workers. How does a 401(k) work? For starters, an employee can elect to defer part of their salary on a pre-tax basis to a personal account, subject to generous limits.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
CPA Practice
MARCH 22, 2023
By Catarina Saraiva, Bloomberg News (via TNS). The Federal Reserve raised interest rates at a ninth straight meeting and indicated there may be more hikes to come in a clear sign it’s confident that its bid to quell inflation won’t deepen a nascent banking crisis. The Federal Open Market Committee voted unanimously to increase its target for the federal funds rate by a quarter percentage point to a range of 4.75% to 5%, the highest since September 2007, when rates were at their peak on the eve o
Insightful Accountant
MARCH 22, 2023
Internationally renowned ProAdvisor Esther Friedberg Karp shares her insights on another barter scenario businesses encounter where your customers are not always your vendors, and vice versa.
CPA Practice
MARCH 22, 2023
As the name implies a SIMPLE plan—short for Savings Incentive Match Plan for Employees—is simple to set up and manage. Typically, these accounts operate like traditional IRAs. Now the new SECURE Act 2.0 enacted late last year makes it easier for SIMPLE plan participants to save more for retirement. Background : To qualify to use a SIMPLE, a business can’t employ more than 100 workers.
Insightful Accountant
MARCH 22, 2023
See how the program will help protect small business against unforeseen charge-backs, regardless of fraud, no questions asked.
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.
ThomsonReuters
MARCH 22, 2023
An audit team’s ability to conduct efficient, effective audits can be a major differentiation factor that sets them apart from the competition. But with all the complexities of modern-day audits, it can be difficult to ensure that you are making the most of your time and resources. That’s why it’s important to recognize common audit traps — it not only helps your team tackle these new challenges, but it also sets them up for success.
Reckon
MARCH 22, 2023
When used appropriately, SMS and email marketing are both excellent avenues for building your sales funnel. If you’re just getting into this style of marketing for the first time, let’s run through some basic tips and approaches. Pro Tip: Keep in mind that email marketing (EDMs) and SMS marketing are primarily for retargeting existing customers, as opposed to acquiring new customers.
Withum
MARCH 22, 2023
Withum’s Healthcare Services Team discuss the 2023 Healthcare Industry Tax Updates. This session will provide an update on current Federal tax matters, including the employee retention tax credit, clean energy tax credits, other IRS tax initiatives, and also Schedule H community benefit information applicable to tax-exempt hospitals while offering best practices and practical recommendations for integrated healthcare delivery systems, hospitals, and other healthcare organizations.
Reckon
MARCH 22, 2023
Artificial Intelligence has been a hot topic for decades. Up until now though, it’s really been one of those things that still occupied the realm of science fiction, with very little traction in the real world. Yeah, yeah, ‘the robots are coming’. ‘AI is on its way’… Well, we might have just reached a genuine arrival point ladies and gentlemen. Not only has AI taken conceptual leaps and bounds of late, over the last few years we’ve also seen a host of tools and software products with machine lea
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
CPA Practice
MARCH 22, 2023
Relay, the online business banking platform, and Profit First Professionals, a member organization of profitability coaches, have announced that they are launching a partnership. As a result of this partnership, Relay becomes the official banking platform for Profit First. In addition, Relay is launching auto-transfer rules—a feature that allows businesses to automate the Profit First cash management system.
SkagitCountyTaxServices
MARCH 22, 2023
Firstly, before I jump into what business referrals could mean for your Skagit County business, I wanted you to see this. You may have already heard me talk about this … but the explosion of shady flim-flammers gaming the Employee Retention Credit and making questionable claims on behalf of business owners is raising all kinds of red flags at the IRS.
Withum
MARCH 22, 2023
Environmental, social, and governance (“ESG”) issues increasingly influence dealmaking and M&A transactions. Buyers are becoming acutely aware of how ESG diligence can identify various risks and opportunities that may affect a target’s valuation in ways not readily identified by traditional due diligence. Furthermore, buyers understand the need to consider the impact of increased regulatory and customer requirements on a target’s activities.
Shay CPA
MARCH 22, 2023
As part of the Tax Cuts and Jobs Act (TCJA), there was a change to Section 174 that directly impacts the R&D tax credit many startups take. Beginning after 12/31/2021, research and experimental expenditures need to be capitalized instead of expensed as previously allowed. In other words, you need to spread out your deduction over several years instead of taking it all at once.
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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.
Accounting Insight
MARCH 22, 2023
For firms looking to scale, by means of cutting costs or for the need of a wider pool of talent, it makes sense to explore offshoring as a business strategy. While the multiple benefits of offshoring make it a lucrative decision, it can get quite tricky if not done carefully. When choosing an offshore partner, certain mistakes if overlooked, can be detrimental to your business’s growth.
Shay CPA
MARCH 22, 2023
R&D Expenditure Capitalization Rules (New for 2022) The TCJA amended Section 174 relating to the federal tax treatment of research or experimental expenditures paid or incurred during the taxable year. The new Section 174 rules require taxpayers to capitalize and amortize specified R&E expenditures over a period of five years (for costs attributable to domestic research), or 15 years (for costs attributable to foreign research), beginning with the midpoint of the taxable year in which th
Menzies
MARCH 22, 2023
Menzies LLP - A leading chartered accountancy firm. In a recent study undertaken by the UK Warehousing Association, the warehousing sector possesses approximately a third of all commercial roof space and whilst the take up of solar panel installations in the sector have been slow, this is now starting to increase and gain momentum. By 2030, non-domestic minimum expected energy standards (MEES) will require all non-domestic private rented properties to have an EPC level of at least level B, with
Inform Accounting
MARCH 22, 2023
Silicon Valley Bank (UK) Ltd (SVB UK) was sold last week to HSBC for a symbolic £1. HSBC, headquartered in London, is the largest bank in Europe and is one of the world’s largest banking and financial services institutions, serving 39 million customers globally. Customers of SVB UK are now able to access their deposits and banking services as normal.
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Insightful Accountant
MARCH 22, 2023
The three-year agreement will help bring the capabilities of cloud accounting technology to more of Allinial Global member firms around the world.
RitaKeller
MARCH 22, 2023
“I’ve learned from experience that the greater part of our happiness or misery depends on our disposition and not on our circumstances.” – Martha Washington I hear lots of wonderful stories about partners and especially about managing partners. I also hear many stories about the not-so-friendly partners. If you are a leader in a CPA firm, you might not be aware that your attitude and demeanor influence others.
CPA Practice
MARCH 22, 2023
A recent survey of 250 finance professionals commissioned by Flywire (Nasdaq: FLYW), a global payments enablement and software company, found that as finance professionals increasingly rely on their enterprise resource planning (ERP) systems for financial data, there’s an opportunity to integrate their ERPs with payment software to improve how their businesses gets paid.
Going Concern
MARCH 22, 2023
On March 20, New York Attorney General Letitia James filed a motion to compel (aka “gonna need the court to make someone do something thx”) Whitley Penn to hand over documents and communications relating to her civil fraud case against their client Donald Trump, three of his adult children, and the Trump Organization. Whitley Penn did not oblige the request, citing accountant-client privilege.
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Technology evolves at lightning speed, and as finance keeps changing, instant payments emerge as a game-changer for small businesses. By 2030, instant payments are projected to surge by 289% and will become the new norm in financial transactions. Our whitepaper reveals seven must-know facts about instant payments, offering to help you navigate this financial revolution effectively.
CPA Practice
MARCH 22, 2023
Phishing attacks remain a significant threat to organizations. According to the data presented by the Atlas VPN team, based on the survey conducted by Egress with 500 cybersecurity leaders, 92% of organizations were victims of phishing in the past 12 months, and 86% experienced negative consequences as a result. The most commonly reported fallout from phishing attacks was financial losses from customer churn.
CPA Practice
MARCH 22, 2023
The Texas Senate unanimously passed a bill on Tuesday that would lower the eligibility requirement for CPA candidates to sit for the CPA exam from 150 semester credit hours to 120. The bill now advances to the Texas House of Representatives for a vote. Today, SB 159 (120 hours to test leg) passed unanimously out of the TX Senate! Thank you to @electcharles , the TX Senate & Lt.
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