RogerRossmeisl
MAY 20, 2022
If you’re an investor in mutual funds or you’re interested in putting some money into them, you’re not alone. According to the Investment Company Institute, a survey found 58.7 million households owned mutual funds in mid-2020. But despite their popularity, the tax rules involved in selling mutual fund shares can be complex. What are the basic tax rules?
Going Concern
MAY 20, 2022
[UPDATE 5] Not sure if this is pertinent as to why the FBI and IRS raided Alliantgroup’s offices in Houston this morning, but one Alliantgroup employee who contacted us earlier today said the firm’s billing practices are unfair to its clients: For most clients there is a 35% fee cap for our services. Employees are incentivized to use this entire amount up.
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Withum
MAY 20, 2022
Explore Other Episodes. #CivicWarriors #WithumImpact. The post Celebrating 100 Years of Service With the YMCA appeared first on Withum.
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.
Accounting Web
MAY 20, 2022
Growth How to Step Outside Your Tax-Focused Box.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Patriot Software
MAY 20, 2022
You might have heard of the Golden Rule in life: Treat others as you want to be treated. But, did you know that there’s also a golden rule for accounting? In fact, there are three golden rules of accounting. And no … one of them is not treating your accounts the way you want to […] READ MORE.
Intuitive Accountant
MAY 20, 2022
For many small business owners, managing monthly payments is a headache that can be exhausting and frustrating. There are many different options to choose from, but not every option is going to be the right one for you.
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.
GrowthForceBlog
MAY 20, 2022
9 min read. T here are quite a few differences between service businesses and product businesses. For example, you can't put a patent on legal services, you buy materials in bulk to drive down your costs, and you can't simply add a markup on the cost of your product to price effectively.
Randal DeHart
MAY 20, 2022
One of your greatest fears is wasting money on a less than good lead. They may or may not have any genuine desire for services. Sometimes a person is committed to collecting three bids when they already have someone picked out to do the work. They may be looking for a "temporary friend" to do them a favor, or by the time you have completed the form, they have changed their mind and no longer want service.
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.
Going Concern
MAY 20, 2022
Boring No More: Accountants, Auditors See Themselves as Creative, Curious and Adventurous, Study Shows [ PR Newswire ] Creative, curious and adventurous may not be traits normally associated with accountants and auditors, but a recent study shows that’s just how a growing number of industry professionals see themselves. The research – conducted by leading software provider Caseware International through interviews with nearly 500 accountants and auditors globally – suggests that the profes
Going Concern
MAY 20, 2022
For the generations that have provided free technical support to grandparents everywhere since the ’80s and ’90s, it can be difficult to admit that the rapid pace of technological innovation is intimidating at times. There’s no denying things are changing fast. While business writers push endless streams of science fiction about robots taking jobs, technology has been quietly replacing intern busywork at public accounting firms for years.
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.
RitaKeller
MAY 20, 2022
“He who can no longer pause to wonder and stand rapt in awe, is as good as dead; his eyes are closed.” – Albert Einstein. It is Friday again and time for my weekly flashback post. This week I am thinking of all of you who are struggling with the decision to close your office on Friday. This post gives you an example of the message one firm sent out to their clients in 2016.
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