Tue.Jul 12, 2022

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What to Expect During a Fraud Examination

Anders CPA

Suspicions of fraudulent activity can be alarming and unsettling for any business owner. Whether there’s an inkling because something doesn’t seem right with the numbers, or the puzzle pieces are coming together to form a full fledge fraud allegation, it’s important to know what to do when you suspect fraud in your business and how the examination process will play out from here.

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What's new in state sales and use taxes

TaxConnex

There’s always something changing in the world of tax, especially sales tax. Here’s a review of some of the recent changes and updates. Colorado will begin imposing a 27-cent fee on every retail delivery made by motor vehicle to a destination in the state, beginning July 1. The fee will apply when at least one item is subject to sales or use tax and the delivery is mailed, shipped or delivered by motor vehicle.

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A more intelligent digital transformation for AP

Accounting Today

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Identifying the Ideal Investor for Your Startup

BurklandAssociates

A few years ago, I met a pre-seed founder, Angie, with an excellent MVP, a handful of customers, and the infectious passion and drive that excites me. Angie had domain Read More. The post Identifying the Ideal Investor for Your Startup appeared first on Burkland.

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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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5 critical KPIs and why they matter

Accounting Today

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Limited Liability: A Shield for Your Business

Patriot Software

Running a business is always a risk. The risk of a lawsuit or bankruptcy can scare many would-be business owners before they even get started. These risks don’t have to affect you personally, but they may depending on how you structure your business. Limited liability protects an individual’s assets in the case of a lawsuit […] READ MORE.

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Congratulations Lisa Pierpont – Insightful Accountant's 2022 Top CAS ProAdvisor

Intuitive Accountant

Lisa Pierpont was awarded Insightful Accountants 202 Top Client Accounting ProAdvisor Award at the '2022 Scaling New Heights' conference.

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The sting that snagged the tax lawyer to a pair of billionaires

Accounting Today

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Congratulations Hector Garcia – Insightful Accountant's Top Social Media Influencer ProAdvisor

Intuitive Accountant

Hector Garcia was named Insightful Accountant's Top Social Media Influencer ProAdvisor for 2022 during this year's 'Scaling New Heights' in Orlando, Florida.

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AICPA finds risk management practices falling short

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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Fathom – A July 2022 Analytics/Reporting App

Intuitive Accountant

It is difficult to look at a month's worth of reporting and analytics apps without including Fathom in the bunch. The all-in-one reporter is an analysis and forecasting app you should consider.

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Initial IRS Tax Forum registration deadline approaching

Accounting Today

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Congratulations Marti Bockhold – 2022 Top QuickBooks Desktop ProAdvisor

Intuitive Accountant

Marti Bockhold was named Insightful Accountant's 2022 Top QuickBooks Desktop ProAdvisor during this year's "Scaling New Heights.

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BDO USA reports 25% jump in revenue in FY 2022

Accounting Today

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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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Do Remote Employees Make For a More Productive Workplace?

AccountingDepartment

There is plenty of discussion as to whether working from home, commonly referred to by the acronym of WFH, should remain a social norm now that we are emerging from the coronavirus pandemic. There are good arguments on both sides of the debate. However, a careful analysis of the arguments reveals the benefits of employees working from home or in places other than a traditional office cubicle outweigh the relatively minor drawbacks.

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IRS update: Incremental improvements

Accounting Today

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Are ‘Strong Leadership, Agile Working, and a People-Centric Value Proposition’ on Your List of Must Haves at Work?

Going Concern

UK businesses within the accounting industry are understaffed by 22% and leaders everywhere are busy telling each other the things accounting professionals — particularly the younger generation — are hungry for at work. Fewer hours? Better money? Not getting scammed out of accrued PTO with a switch to “unlimited” vacation? NAH.

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Bluevine launches tools for accountants

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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Engineering Responsiveness in Web

Lockstep

Lockstep Applications are the interfaces to Lockstep API. These interfaces have a diverse user-base and are expected to provide the same experience on all device types. Given how modern devices deviate from the conventional aspect ratios and have wider screens, bigger panels, higher resolutions – providing the same experience and designing for responsiveness is non-trivial.

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Bringing Safety and Security to Your Firm

Accounting Web

Practice Excellence Bringing Safety and Security to Your Firm.

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AvidXChange touts new integration with Acumatica

Accounting Today

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Adaptive Design: The Most Effective Approach

Lockstep

As touched in Part 1 , adaptive design requires an understanding of viewports and their pixel layouts. In this article, we explore how adaptive design works, what is adaptive coefficient and how to calculate adaptive coefficient for an application. What is Adaptive Coefficient and Adaptive Design? Here, we use relative styling unit REM to style elements.

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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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In the blogs: Capitol punishment

Accounting Today

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Blind Item: Firms on the HCOL Coast Are Poaching From Midwest PA Firms, Paying West Coast Salaries

Going Concern

Are you a public accountant in a LCOL or MCOL Midwestern city? Put down the beer, open your ears, and whip out your wallet for this one. A source tells us California firms are setting their sights on comparatively lower cost of living Midwest cities to fill their vacancies. And they’re doing it not to save money on salaries but rather to entice public accountants away from lower-paying local firms by paying HCOL salaries, the sort of numbers Midwest firms would struggle to compete with.

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Personal Use of Employee Vehicles – How is it being valued?

Steve Feinberg

Business owners need to be cognizant of their business in owning or using a vehicle. There may be personal use of that vehicle and it can be included as taxable income on the employees’ W-2. How do we qualify the vehicle as a business expense? First, it will qualify as a business-used vehicle if it is an ordinary or necessary expense. Ordinary means that the expense is common in your work or line of business.

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The Perks of Unlimited PTO: How to Embrace and Maximize This Benefit

Lockstep

Unlimited PTO has become a common perk among startups and SaaS companies. While on the surface, unlimited PTO sounds great, yet many companies (and employees) are discovering that it is less “unlimited PTO” and more like “never PTO.” In this blog post, we uncover how employees and managers can embrace unlimited PTO policies. One of the main reasons why companies offer unlimited PTO is to avoid burnout.

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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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Personal Use of A Vehicle – How is it being valued?

Steve Feinberg

Business owners need to be cognizant of their business in owning or using a vehicle. There may be personal use of that vehicle and it can be included as taxable income on the employees’ W-2. How do we qualify the vehicle as a business expense? First, it will qualify as a business-used vehicle if it is an ordinary or necessary expense. Ordinary means that the expense is common in your work or line of business.

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What To Wear

RitaKeller

“Is there anything in the world more annoyingly creepy than an unspoken dress code?” – Douglas Coupland. Remember the TV show What Not To Wear ? I always enjoyed it and was often amazed at how sloppy, untidy, and inappropriate the person was “before.” They looked pretty good “after.” You might now be facing the challenge of what to wear as you return to the office.

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Helen Patton

GBQ

Helen Patton has decades of information security experience, including working at JPMorgan Chase, The Ohio State University, and Cisco. Perhaps the most rewarding – and fun – aspect is sharing all she has learned, most recently in her book, Navigating the Cybersecurity Career Path. Helen Patton has decades of information security experience, including working at JPMorgan Chase, The Ohio State University, and Cisco.

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Why are you not as profitable as you want to be?

Mark Lee

Not all of my clients want to discuss profitability issues with me. So I don’t always know how profitable they are. If it doesn’t come up during our conversations then I assume they are happy enough with their current level of profitability. Or perhaps they are embarrassed because they are less profitable than they would like to be. Sometimes it’s a topic that emerges as an issue to discuss, explore and resolve down the line.

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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.