Ryan Lazanis
FEBRUARY 3, 2023
If you’re looking for tried, tested, and true tactics to help you generate more accounting leads for your firm, you’re in the right place. Read on to access 21 actionable methods that you can implement to help increase your client base. Let’s go! Table of Contents What is Lead Generation for Accountants 21 Tactics to Help You Generate Leads What is Lead Generation for Accountants?
Airbase
FEBRUARY 3, 2023
If you’re like most mid-market to early-enterprise companies, you’ve probably built up — or inherited — a number of systems in your financial tech stack to manage spending. The legacy ones include Expensify, bill.com, and Concur. You’ll have a card program like AMEX or SVB, or maybe a software-enabled one like Ramp or Brex. But, in this new era of cost savings and efficiency, the limitations and expense of these point solutions are increasingly clear.
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Acterys
FEBRUARY 3, 2023
Inventory planning is crucial for businesses because a successful plan allows them to meet customer demand while remaining profitable. Poor inventory planning can lead to problems, such as excess or insufficient inventory, which can result in lost sales or higher carrying costs. On the other hand, effective inventory planning can help businesses to reduce costs, improve customer satisfaction, and increase profitability.
Going Concern
FEBRUARY 3, 2023
On January 24, short seller Hindenburg Research dropped a report called Adani Group: How The World’s 3rd Richest Man Is Pulling The Largest Con In Corporate History , in which Hindenburg accuses Indian conglomerate Adani Group of engaging in “a brazen stock manipulation and accounting fraud scheme over the course of decades,” among other things.
Advertiser: Paycor
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CPA Practice
FEBRUARY 3, 2023
The IRS began accepting tax returns in late January, and if you were hoping for a bigger tax refund—or at least a smaller tax bill—in the new year, some tax law changes impacting the upcoming 2022 tax year filing season may dampen your spirits. For starters, certain tax credits for children and dependents have been reduced, and the charitable deduction some taxpayers took advantage of during the pandemic years is no longer so easy to claim.
Going Concern
FEBRUARY 3, 2023
Hail Eris! Today is 2/3/23 and this is your Friday roundup of all the week’s news that wasn’t fit to print (or make fun of). We appreciate you stopping by! Big 4 EY considers handing retired US partners cut of proceeds from spin-off [ Financial Times ] EY has told retired US partners it is considering giving them a cut of the proceeds from a spin-off of its consulting arm, after complaints that the firm’s leadership is cashing in on a business built by previous generations.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Accounting Seed
FEBRUARY 3, 2023
Here’s how to take control What was once a gentle push and recommendation to take your accounting to the cloud has become a mandate. Many of the big-name accounting software providers such as QuickBooks are officially ending support for desktop solutions. Businesses now have a unique opportunity to evaluate their options. Sticking with the brand you know may no longer be the smartest option for your business and may no longer represent best-in-class technology.
CPA Practice
FEBRUARY 3, 2023
By Steven Bright, ADP vice president of Business Incentives. The federal research and development (R&D) Tax Credit is a useful credit for businesses of all sizes. The credit is designed to help organizations that engage in a range of activities, such as develop new products, processes, software, and more. In addition to providing a dollar-for-dollar reduction in a company’s tax liability, it also actively encourages a culture of innovation as business managers continue to put a high emphasis
Accounting Insight
FEBRUARY 3, 2023
Latest research by alternative lender Capify finds SME business confidence at lowest point since survey began. Results suggest some cause for optimism but also finds declining cash balances and cash flow concerns proving a barrier to growth The outlook from the UK’s SME community has fallen to a record low level, according to the latest quarterly survey from alternative finance provider Capify.
CPA Practice
FEBRUARY 3, 2023
By Jay Weaver, Miami Herald (TNS). She did not go for a Lamborghini, as so many often do. Daniela Rendon instead got a Bentley. But the feds still noticed her flashy ride. Now the Miami woman is in custody — accused of stealing $381,000 from the federal government’s COVID-19 loan programs intended for businesses struggling during the pandemic. Rendon, 31, did not use the proceeds for her company’s employee payroll expenses or other overhead costs, as required by law under the Small Business Admi
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.
Randal DeHart
FEBRUARY 3, 2023
Operating and growing your construction business requires more than functional and skilled employees, but it's an excellent start. You need a steady stream of quality, paying clients to keep your company afloat. Likewise, deciding on an online marketing plan can be overwhelming for company owners like you who are looking for affordable ways to nurture consistent, sustainable growth.
CPA Practice
FEBRUARY 3, 2023
By Augusta Saraiva, Bloomberg News (TNS). The U.S. economy expanded at a healthy pace in the fourth quarter, though signs of slowing underlying demand mounted as the steepest interest-rate hikes in decades threaten growth this year. Gross domestic product increased at a 2.9% annualized rate in final three months of 2022 after a 3.2% gain in the third quarter, the Commerce Department’s initial estimate showed Thursday.
Going Concern
FEBRUARY 3, 2023
The fourth quarter of 2022 didn ’t miraculously save what was a terrible year for initial public offerings. There were 20 IPOs during the last quarter of the year which raised a combined total of $1.9 billion, according to a new analysis from Audit Analytics. That is down significantly from Q4 of 2021, when 265 companies went public and raised a total of nearly $66.1 billion.
CPA Practice
FEBRUARY 3, 2023
By Riley Beggin, The Detroit News (TNS) The U.S. Treasury is changing how it defines a sport utility vehicle Friday after car companies lodged complaints that some vehicles were wrongfully being boxed out of new electric vehicle tax credits. The change is likely to be the difference between thousands of dollars in consumer discounts. Under new federal tax credits, SUVs, trucks and vans can cost up to $80,000 and still qualify for a $7,500 credit.
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.
Dent Moses
FEBRUARY 3, 2023
Governor Ivy signed HB162 into law, which exempts the first $6,000 of retirement plan distributions for taxpayers age 65 or older beginning January 1, 2023. This mirrors the taxation of defined benefit plans for other plans such as 401K or IRAs. The exemption increases by $6,000 per year until it reaches $24,000 in 2026. The exemption is per spouse.
CPA Practice
FEBRUARY 3, 2023
As expected, the Financial Accounting Standard Board (FASB) voted on Wednesday to issue an exposure draft of a new accounting standard that would require companies to measure cryptocurrency assets, like Bitcoin and Ethereum, using fair value accounting, with gains and losses recorded in current period comprehensive income. Last October, the board decided that fair value accounting was the right method for crypto assets, which was a substantial development because there currently are no accountin
Menzies
FEBRUARY 3, 2023
Menzies LLP - A leading chartered accountancy firm. David Truman – Private Client Partner As a pupil barrister, setting up as self-employed might seem like a daunting and complicated admin task, but getting your details and business processes set up early will pay dividends in the future. We work with barristers across all stages of their career to support them with their personal and business finances.
CPA Practice
FEBRUARY 3, 2023
The Albany Herald, Ga. (TNS) A Columbus, GA-based tax preparer has pleaded guilty in federal court to charges that she submitted false claims for tax credits for her clients and also failed to pay her own personal taxes. Nadine Word, 35, pleaded guilty Thursday to one count of aiding and assisting in the preparation and presentation of false and fraudulent individual income tax returns and one count of willful failure to file return, supply information, or pay tax before U.S.
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.
SkagitCountyTaxServices
FEBRUARY 3, 2023
Now that we’re through January (and all of the 1099’s and payroll-related information returns), we take a small breath … but then things start ramping up again for us here at Padgett & Padgett, PLLC CPA. So let this serve as an early notice that it would be a very good idea to get on our calendar as soon as you’re able. And I’m well aware that this takes time for business owners.
CPA Practice
FEBRUARY 3, 2023
Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Hubdoc, an online tool that helps businesses and firms digitize and automate the management of financial documents, receipts and invoices, and import them into accounting systems. Click here to visit the podcast page.
FraudFiles
FEBRUARY 3, 2023
The divorce financial analysis is one very specific set of services that can be offered by a forensic accountant. The lifestyle analysis is the process of tabulating and analyzing the income and expenses of the parties.
CPA Practice
FEBRUARY 3, 2023
Private sector employment increased by 106,000 jobs in January and annual pay was up 7.3 percent year-over-year, according to the January ADP National Employment Report produced by the ADP Research Institute in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”). The jobs report and pay insights use ADP’s fine-grained anonymized and aggregated payroll data of over 25 million U.S. employees to provide a representative picture of the labor market.
Advertiser: Paycor
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Snyder
FEBRUARY 3, 2023
As you already know by now, Excel is among, if not the most powerful piece of software that can assist individuals and businesses in making the job of accountants easier by significantly streamlining the accounting and financial control processes that they undertake. For one, with its various functions and formulas, Excel allows accountants to efficiently track financial data, thus effectively saving precious company time and improving accounting accuracy.
CPA Practice
FEBRUARY 3, 2023
By Jim Probasco, Bankrate.com (via TNS). There’s good news on the inflation front: December 2022 marked the sixth straight month that the U.S. rate of inflation has decreased. According to the latest figures from the U.S. Bureau of Labor Statistics, released January 12, the Consumer Price Index (CPI) fell 0.1% in December 2022. It had risen by the same amount in November.
CPA Practice
FEBRUARY 3, 2023
At the end of December, 2022, Congress passed sweeping legislation affecting participants in qualified retirement plans, like 401(k) plans, and IRAs. First, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 made several important changes, including raising the age threshold for required minimum distributions (RMDs) from age 70½ to age 72.
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