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As an accounting firm owner, you should know that one of your main selling points is providing peace of mind to your clients. But how do you make this more tangible for them? In this podcast episode, I’ll give you some tips on how to easily sell “peace of mind” to your clients. Listen Below. 0:59 – Clients say that peace of mind is what they’re looking for from their accounting or bookkeeping firm. 1:39 – I want to show you how you can gain an advantage over y
If you are a business that must collect and remit sales tax, an audit is probably one of your biggest fears. Rightly so: Sales tax audits can find fault with a variety of your operations and can cost you big– if the determination goes against you. But as usually happens in business, you can take steps to protect yourself and, in fact, not make the situation worse.
Yesterday (September 13), the Dow Jones Industrial Average opened up about 375 points and closed down 1276 points or a loss for the day of 3.9%. The S&P 500 index was down 4.3%, and NASDAQ down 5.2%. These are big losses, yet all three indexes are up for the prior three-month period. Stock prices go up and down, and this is a continuous situation.
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.
Some of the largest companies are now accepting bitcoin and other cryptocurrencies as payment, but how and when will this impact small and mid-size businesses? In this segment of But Who’s Counting?, David E. Hartley sits down with Anders tax partner and cryptocurrency guru Derek A. Barnard to dive into what investors and businesses need to know before they get involved with crypto, including: Clearly defining blockchain and cryptocurrency Tax implications of bitcoin and other cryptocurren
Twenty-two percent of American adults have a disability. But according to the U.S. Equal Employment Opportunity Commission (EEOC), 70% of individuals with severe disabilities are unemployed. To prevent discrimination in the workplace against people with disabilities, the Americans with Disabilities Act of 1990 established ADA guidelines that businesses must follow.
QUESTION: We’ve heard that group health plan claims for certain services must be resolved under federal IDR rules. What is IDR, and what claims does it apply to? ANSWER: The No Surprises Act (included in the Consolidated Appropriations Act, 2021 (CAA)) protects individuals from surprise bills for certain out-of-network services (see our Checkpoint article ), and establishes an independent dispute resolution (IDR) process under which out-of-network providers and health plans may resolve disput
QUESTION: We’ve heard that group health plan claims for certain services must be resolved under federal IDR rules. What is IDR, and what claims does it apply to? ANSWER: The No Surprises Act (included in the Consolidated Appropriations Act, 2021 (CAA)) protects individuals from surprise bills for certain out-of-network services (see our Checkpoint article ), and establishes an independent dispute resolution (IDR) process under which out-of-network providers and health plans may resolve disput
As businesses evolve, so do different types of payment methods for employees. You have most likely heard of bitcoin or cryptocurrency while watching the news, reading a newspaper, or searching the internet. You may be asking yourself, What exactly is bitcoin? And, Is there such a thing as bitcoin payroll? Bitcoin is not your average […] READ MORE.
Top 100 QuickBooks ProAdvisor Kellie Parks takes a deep dive into the most current security considerations and best practices for the coming year and beyond. Sign up for the Oct. 4 webinar now.
President Biden recently signed the Inflation Reduction Act of 2022. Among many benefits, the bill aims to fight climate change, conserve energy, and reform legislation for the §45L Tax Credit and §179D Tax Deduction. The act significantly extended and expanded incentives for homebuilders and commercial building owners. The deduction and incentive can now be used Read the full article.
For Immediate Release September 15, 2021. We’re pleased to announce that Appletree Business Services LLC has acquired Cold Spring Business Services LLC, a provider of bookkeeping, payroll and tax services. Cold Spring owner Van Ballantyne has been a long time friend of the team at Appletree and a fellow member of the PASBA Association. Van will become part of the Appletree staff to help service clients and bring a wealth of tax knowledge.
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.
Whether or not you believe crypto is the next big thing (to be frank, no one can deny the huge progress the industry has made in the last few years) it’s got to the stage where accountants can’t ignore it. In its early years HMRC considered it to be gambling and therefore didn’t count any gains for tax purposes. That is now a thing of the past and HMRC have woken up and seen the gains, and more recently losses, that have been made and now want their slice of the action.
For Immediate Release September 15, 2021. We’re pleased to announce that Appletree Business Services LLC has acquired Cold Spring Business Services LLC, a provider of bookkeeping, payroll and tax services. Cold Spring owner Van Ballantyne has been a long time friend of the team at Appletree and a fellow member of the PASBA Association. Van will become part of the Appletree staff to help service clients and bring a wealth of tax knowledge.
In the world of accounting, technology and digitisation are nothing new. If anything, they have become standard expectations of both clients and accountants. The introduction of MTD, and more recently the ITSA legislation, has significantly helped level the technological playing field. Forcing many firms to speed up their digital adoption processes to keep up with new accounts reporting.
Braidwood Mgmt. Inc. v. Becerra, 2022 WL 4091215 (N.D. Tex. 2022). In a case challenging the preventive health services mandate of the Affordable Care Act (ACA), a federal trial court has held that a key portion of the mandate violates the U.S. Constitution and that requiring plan coverage of HIV preexposure prophylaxis (PrEP) violates the Religious Freedom Restoration Act (RFRA).
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.
With the accountancy landscape rapidly changing, technological advances and cloud-based tools are enabling accountants to spend more time providing strategic counsel to UK SMEs, instead of spending significant time manually collating information for payroll, compliance, and other essential activities. Whilst many accountancy firms and independent bookkeepers have been quick adopters of technology and are reaping the rewards of making the switch, there are many that have incomplete tech solutions
A nerve-wracking visit from the IRS isn’t the only type of audit out there. There are several audits you can—and should—conduct regularly. And to do that, you need to know how to conduct an audit. Read on to learn: What is an audit? The types of audits Why performing an audit is important How to […] READ MORE.
The J.M. Smucker Company (Smuckers) issued a voluntary recall in 2022 for several Jif peanut butter products manufactured in its Lexington, Kentucky, manufacturing facility. Jif peanut butter products were potentially linked to a multistate outbreak of Salmonella. Salmonella is an organism that cause serious and sometimes fatal infections in people.
The new MTD ITSA legislation is already creating some concern for accountants and raising a lot of questions across the wider accounting industry. Accountants are having to become experts, on their clients’ behalf, in a subject riddled with uncertainties and deal with a lack of resources and communication. Currently in the pilot phase, with the first mandatory submission slated for July 2024, uptake of the scheme is minimal, with many businesses not even aware it is happening.
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.
The free digital roundtable by Intuit Quickbooks kicks off Hispanic Heritage Month with an all-star cast of Latino entertainers, entrepreneurs and financial experts, including TV star and philanthropist George Lopez.
We grabbed 3 minutes with Nick Elston, a regular speaker at our Accountex events and the Founder of Forging People. He is an inspirational speaker on the lived experience of mental health, and shares his experiences of mental illness, mental ill-health and breakdown, through his powerful, inspiring and engaging talks. 1. How did you get into the profession?
The new reader enables you to take contactless cards and multiple other forms of payment in person from your customers for your services. The payments automatically are recorded and matched so your books stay organized.
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.
Williams v. City of Chicago, 2022 WL 2915632 (N.D. Ill. 2022). Available at [link]. A group of employees and spouses covered under an employer-sponsored group health plan sued the employer, alleging that the employer’s wellness program violated their rights under the Americans with Disabilities Act (ADA), the Genetic Information Nondiscrimination Act (GINA), and the Fifth and Fourteenth Amendments to the U.S.
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