Wellers Accounting

MARCH 2, 2023

Tom Biggs ACA CTA , highlights the different considerations and strategies that need to be reviewed for effective end of year tax planning.

Tax 52

Tax tax planning income tax corporation tax 52

Airbase

MARCH 2, 2023

We all know the story: women and minorities are underrepresented in top finance and accounting roles, and even though their representation has grown, a yawning gap persists within senior positions and salaries. Today, only 15% of Fortune 500 company CFOs are women, and women earn between 12% and 45% less than their male counterparts in many accounting and finance roles.

Finance 130

Finance accounting and finance Gaming auditor 130

Xero

MARCH 2, 2023

Despite the fantastic work that accountants and bookkeepers do, the industry has an image problem. There’s still an old-fashioned perception, with little understanding of how you support small businesses and the wider economy. We know from our recent research – Five biggest hurdles hindering accountants – that recruitment is a key hurdle you face, and this misconception among the candidate pool isn’t helping.

accountant 111

accountant Account accounted bookkeeping 111

Going Concern

MARCH 2, 2023

Fresh off the rumor mill: BDO USA has cut 85 people from advisory, announced via internal email from brand new advisory head Eskander Yavar to all of his service line this afternoon. We were provided part of the email which reads: Today was a difficult day for our practice — we reduced our workforce by 85 professionals. Saying goodbye to colleagues is never easy, and we appreciate each individual’s contributions to our business and our firm.

accounting firms 105

accounting firms Account accounted accountant 105

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.

Account

Xero

MARCH 2, 2023

In recent years, many advisors have faced the pressures of being all things to all clients around the clock. But not Jeannie Savage. Through an expanded list of service offerings and a deep reliance on both tech and her team, she’s built a bespoke practice in Cloud 9 Strategic – and her dream lifestyle to boot. A few years ago, Jeannie Savage was at a local community salsa class when her dance partner inquired about what she did for a living.

bookkeeping 105

bookkeeping Technology 105

Going Concern

MARCH 2, 2023

A few short weeks ago, KPMG US cut a few hundred advisory jobs and KPMG Australia followed close behind with a reduction of about 200 or two percent of its approximately 10,000 staff. This, they said, was due to a slowdown in consulting work. When Australian Financial Review wrote up the KPMG cuts , they mentioned that competitors at EY and Deloitte did not plan to cut jobs, despite having observed market conditions similar to those that spurred KPMG to cut people loose.

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Snyder

MARCH 2, 2023

As a business owner, understanding the differences between new and returning customers is paramount to driving growth and success. While new customers represent opportunities for growth and expansion, returning customers are the backbone of your business, providing steady revenue streams and brand loyalty. To effectively market to both types of customers, you need to understand their differences and how to use financial data to influence your marketing strategy.

Sales 98

Sales E-commerce Education CPA 98

CPA Practice

MARCH 2, 2023

By Jay Weaver, Miami Herald (via TNS). A Broward County, Florida, man convicted of buying a Lamborghini and other luxury goods with $2 million in U.S. government loans meant for struggling businesses during the pandemic was sentenced Wednesday to six years in prison and ordered to pay back the money. Valesky Barosy, 28, who dropped out of high school and became president of a company known as VBarosySolutions Inc., was found guilty in December of wire fraud, money laundering and identity theft b

Florida 98

Florida Sports payroll Government 98

GrowthForceBlog

MARCH 2, 2023

6 min read With about 1.8 million organizations listed as 501c3s, there are more nonprofit organizations in the United States than ever before, and the nonprofit sector continues to grow.

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accounted Account accountant 98

CPA Practice

MARCH 2, 2023

The sudden shift to remote and hybrid work spurred significant change for employers, employees and job seekers. But after several years of adjusting, where do they stand when it comes to working in the office versus anywhere? New research from talent solutions and business consulting firm Robert Half reveals five remote work trends taking shape for 2023.

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Technology payroll 98

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.

Finance

inDinero Tax Tips

MARCH 2, 2023

Cryptocurrency is no longer a niche product. Crypto investments are now one of the hottest trends for businesses of all sizes — and the IRS has taken note. Cryptocurrency tax rules can be complicated and confusing, but you definitely need to report your crypto gains. Here’s a look at what happens if you don’t report cryptocurrency on taxes — along with answers to common crypto tax questions.

Tax 98

Tax income tax South Dakota tax return 98

ThomsonReuters

MARCH 2, 2023

CMS Fact Sheet: CMS Waivers, Flexibilities, and the Transition Forward From the COVID-19 Public Health Emergency (Feb. 27, 2023) Available at [link] HHS’s Center for Medicare & Medicaid Services (CMS) has issued a fact sheet addressing the end of the COVID-19 public health emergency (PHE), which (along with the COVID-19 national emergency) is anticipated to end on May 11, 2023 (see our Checkpoint article ).

Tax 97

Tax Account accounted accountant 97

Insightful Accountant

MARCH 2, 2023

How DocuWare is making wishes come true with modern invoice processing.

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95

AccountingDepartment

MARCH 2, 2023

Cloud-based technology has altered how modern-day businesses operate. From management to finance, everything has a place when it comes to recent software technology offerings. This goes for accounting as well. With the current technology and service offerings on the market, accounting is becoming simpler and much more effective for business owners.

Technology 94

Technology accounting and finance Finance Account 94

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.

Finance

Insightful Accountant

MARCH 2, 2023

Intuit is offering free migration services for users of QuickBooks Desktop to take them to QBO from some Desktop versions. It also is offering free personalized setup for the same or similar users.

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quickbooks 94

Reckon

MARCH 2, 2023

We sat down with Reckon’s Senior Marketing Executive Jess Theuerjahr to chat about customer journeys, communications, email campaigns, and how to get inside the mind of your customers… As Senior Marketing Executive, Jess is primarily responsible for campaign execution, customer journeys, and website content management. Hey Jess, so what was it that drew you to get into marketing?

Sales 92

Sales Education Retail 92

MineralTree

MARCH 2, 2023

The world of finance is constantly evolving, and this year is no exception. The new year brings fresh challenges for CFOs and finance teams, specifically around strategizing methods to minimize the pressures of recession and inflation. Keep reading to learn about these top challenges facing CFOs in 2023, as well as the steps leaders should take to prepare their organization and AP team for success.

AP Automation 83

AP Automation Technology accounting and finance accounts payable 83

CPA Practice

MARCH 2, 2023

By Sandy Torchia, Quartz (TNS) How do leaders role model prioritizing emotional and mental wellbeing for our teams? It’s a question I ask myself often in my role with talent and culture at KPMG US. The past two years have had a profound effect on our collective mental health. The number of U.S. adults who received treatment for mental health grew throughout the pandemic.

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cpa firm CPA accountant accounted 75

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.

Accounting Insight

MARCH 2, 2023

IRIS Software Group (IRIS), a leading global software provider of accountancy and payroll solutions, today announced it has acquired Apex HCM (Apex), a leading cloud-based HCM enterprise software provider for payroll service bureaus (PSBs) and Certified Public Accountant (CPA) firms. Founded in 2008, Apex’s software is used by over 250 PSBs and CPA firms across the US to provide payroll services to over 40,000 small and medium sized enterprises (SMEs).

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cpa firm payroll CPA cpas 72

CPA Practice

MARCH 2, 2023

On Thursday, the Senate Finance Committee voted 17-9 to approve the nomination of Danny Werfel to lead the Internal Revenue Service. The next step in the confirmation process will be a full vote by the Senate, although a date for that vote has not yet been scheduled. The bipartisan vote for President Joe Biden’s candidate for IRS Commissioner included support from all 14 Democrats on the committee, as well as Republican senators Chuck Grassley (IA), Bill Cassidy (LA), and Todd Young (IN).

Management Consulting 72

Management Consulting Hospitality Finance Tax 72

Going Concern

MARCH 2, 2023

CBIZ and MHM have finally ditched the ‘1999 amateur golf team’ logos and transported themselves into current day with a fresh new look to celebrate stellar performance and dynamic client service. Of course there are a pair of press releases to mark the occasion, here is MHM’s : Mayer Hoffman McCann P.C. (“MHM”) has updated its logo to represent the dynamic firm’s strong, sustained growth as well as its ongoing upward trajectory.

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Indiana cpa firm accounting firms Transportation 64

CPA Practice

MARCH 2, 2023

By David Lerman, CQ-Roll Call (via TNS). It’s a time-worn argument for raising the debt limit: Without increased borrowing authority, Social Security checks would stop flowing. “Addressing the debt limit is about meeting obligations the government has already made, ensuring vital payments to Social Security recipients are uninterrupted and continuing to support our veterans,” Senate Majority Leader Charles E.

payroll tax 59

payroll tax Government payroll accounting and finance 59

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.

Finance

ThomsonReuters

MARCH 2, 2023

QUESTION: We heard that the Secure 2.0 Act creates a new type of plan called a starter 401(k) plan. Can you tell us more about these plans? ANSWER: The Secure 2.0 Act establishes a new type of retirement plan called a “starter 401(k) deferral-only arrangement” (also called a starter 401(k) plan), effective for plan years beginning after December 31, 2023.

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Tax Account accounted accountant 59

inDinero Tax Tips

MARCH 2, 2023

Cryptocurrency is no longer a niche product. Crypto investments are now one of the hottest trends for businesses of all sizes — and the IRS has taken note. Cryptocurrency tax rules can be complicated and confusing, but you definitely need to report your crypto gains. Here’s a look at what happens if you don’t report cryptocurrency on taxes — along with answers to common crypto tax questions.

Tax 52

Tax income tax South Dakota tax return 52

ThomsonReuters

MARCH 2, 2023

In any healthy relationship, both parties must understand boundaries, show mutual respect for one another, and effectively articulate their needs. These actions are not relegated to personal relationships alone. Working relationships, especially between a professional and their clients , should also follow this path to ensure a healthy bond. As accountants, we often get questions or requests from clients that are outside of the scope of our working relationship (i.e., billable activities).

accountant 59

accountant Account accounted tax return 59

Analytix Finance & Accounting

MARCH 2, 2023

Digital transformation is the key to succeeding in a socially distanced environment. Social distancing and hybrid workplaces are quickly becoming a reality. Therefore, digital transformation is essential for any business to thrive and not just ensure sustainability. Yet, it is not easy for traditional businesses to successfully make the transition to digital workplaces.

accounting firms 52

accounting firms Technology accountant Account 52

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.

Canopy Accounting

MARCH 2, 2023

"I like to keep everything in one place. Canopy is perfect for that." — Ralph Nelson, of Financial Harmony Tax Resolution Background Charlie hadn't filed a tax return in 20 years when he was referred to Financial Harmony Tax Resolution. With Ralph’s compassionate and professional help, Charlie successfully filed 14 state and federal returns and settled his tax debt.

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tax preparation Tax tax return Start-ups 52

LSLCPAs

MARCH 2, 2023

Yes, you read that right. Last Friday, the IRS issued IR 2023-33 that extended the date to file individual and business tax returns and pay all amounts due for taxpayers living or operating businesses in certain California counties that have been declared disaster-areas. The deadline had already extended to May 15, 2023. Now it’s October. The post Wait…What?

Tax 52

Tax tax return cpas California 52

CPA Practice

MARCH 2, 2023

Empower is our much-anticipated onsite event that brings together accounting professionals, their staff and an abundance of engaging speakers. This event offers many opportunities for all attendees to dig deep into the “how” and the “what” behind building a modern firm. Receive expert guidance, actionable advice and tips to develop a plan and hit the ground running when you return to your firm.

Account 52

Account accounted accountant Technology 52

Anders CPA

MARCH 2, 2023

Running a family business is difficult but ensuring that the business grows and thrives through generations can feel impossible. Developing a sense of balance, settling on a vision and making hiring decisions to work smarter, not harder helped turn Gioia’s Deli into a multi-generational St. Louis institution. In this episode of But Who’s Counting? , host David E.

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CPA 52

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.

Technology