Tue.Sep 13, 2022

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How to Effectively Integrate an Accounting Controller into Your Finance Team

IgniteSpot

3 Steps to Integrate a Qualified Accounting Controller. You can’t throw a controller partner into the pool and ask them to swim. While they are absolute rock stars at their jobs, even the best controllers need to get acquainted with how your business operates in order to help it succeed.

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Colorado: Fee or tax?

TaxConnex

Remote retail sales just got rockier in Colorado, which has begun imposing a 27-cent fee on every retail delivery made by motor vehicle to a destination in the state. 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. Wholesale sales or sales of exempt goods are not subject to the fee.

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A Self-Assessment to Determine if Your SaaS Startup is Ready for a CFO

BurklandAssociates

To determine if your SaaS startup is ready to hire a CFO, ask yourself these questions related to subscription revenue and metrics reporting. The post A Self-Assessment to Determine if Your SaaS Startup is Ready for a CFO appeared first on Burkland.

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Dealer Vision: Volume VII

Withum

End Summer on a high note by diving into these exciting articles written by Michael Mulhearn , Michele D’Antonio , Robert Campbell and first-time writer, Joseph Polanco. We will discuss if trade-ins are eligible for a sales tax credit, how to protect your dealership from fraud, the automotive industry in the metaverse and privacy and safeguarding customer information.

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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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KPMG’s ‘Do As We Say Not As We Do’ Tips to Prevent Employee Turnover

Going Concern

KPMG has some sponsored content in Harvard Business Review about how to keep employees from defecting (defecting? Really? It’s a job, not the Sandinistas) and in it, the firm offers some suggestions to encourage employee loyalty. Suggestions that they themselves would be wise to implement should KPMG want to hang on to their own people (there may or may not be a mass exodus underway at KPMG , according to Going Concern archives this has been going on at least since we were founded in 2009)

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Make Giving a Habit With Daffy

Withum

Explore Other Episodes. #CivicWarriors #WithumImpact. The post Make Giving a Habit With Daffy appeared first on Withum.

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SEC charges advisory firms with custody rule violations

Accounting Today

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Are You Correctly Calculating Overtime for Tipped Employees?

Patriot Software

One major blunder small business owners make is not paying their tipped employees the correct wages. And when it comes to you paying tipped employees overtime, things can get a little more complicated. So, are you using the correct overtime rate for your employees who receive tips? Read on to learn the right way to […] READ MORE.

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Taxpayers trust tax pros more than politicians or media

Accounting Today

Tax 98
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What Is a Schedule H, and Are You Obligated to File One?

Patriot Software

Do you employ a household employee? Or, are you thinking about potentially hiring one? If so, you should know that hiring a household worker is not synonymous with hiring regular employees. When it comes to being a household employer, you must prepare for additional responsibilities. One of your newfound responsibilities is filing a Schedule H […] READ MORE.

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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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High inflation expected to lead to big changes in tax brackets and exclusions

Accounting Today

Tax 98
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Clarifying Temporary vs. Seasonal Employees Once and for All

Patriot Software

As an employer, bringing in reinforcements at your small business is sometimes necessary. To keep up with customer demands during peak seasons, you might need to hire additional employees, such as seasonal or temporary workers. Both seasonal and temporary employees can give your business a boost and support you during busy times. But, what option […] READ MORE.

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Calendar entries don't substantiate business driving

Accounting Today

Tax 98
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Family Taxation: Are You Legally Taxing Your Loved Ones?

Patriot Software

Approximately 90% of small businesses are either family-owned or run by family members. If your business falls into the majority, you’ve likely hired a few (or more than a few) family members to work at your company. If you employ relatives, you need to make sure you’re staying legally compliant and taxing them correctly. Otherwise, […] READ MORE.

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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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What happens to a client's tax liability with proper financial planning?

Accounting Today

Tax 98
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4 Tips for Negotiating Salary Increase With Potential Employees

Patriot Software

Bringing on top talent is tough. With over 4 million employees quitting their jobs per month, you might notice more candidates negotiating salary increase. Why? Because they can. Job seekers aren’t afraid to explore other options if you can’t provide the salary or benefits they want. Salary raise negotiation might make the difference between a […] READ MORE.

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How to avoid the dividend stock 'yield trap'

Accounting Today

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How to Craft Your Employee Training Reimbursement Policy

Patriot Software

So, your hardworking employee wants to further their knowledge by going through a training program? Maybe you’re excited for them. Maybe you think it’s a waste of time. Or just maybe, you’re one of the 83% of organizations that pay for education-related programs. If you’re feeling generous—and looking to boost your company’s bottom line—create an […] READ MORE.

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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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Private-equity billionaire Robert Smith will face credibility test at lawyer's tax trial

Accounting Today

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Business debt restructuring: How to do it with money saved on taxes

CTP

It’s common practice for businesses to take on debt, but unforeseen occurrences like a recession or a pandemic might make it more challenging to make payments on time. There are many small business owners who are, at the moment, having difficulty paying back their corporate debt. There are other options than falling behind on payments. There are three things a small business owner may do to increase cash flow and make it simpler to make payments on time if they are having trouble repaying

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Workday announces new machine learning and automation capabilities

Accounting Today

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Your 1095-C Form Obligations, Explained

Patriot Software

Do employers have to offer health insurance? Sometimes. And if you are required to offer health insurance, you need to send a 1095-C form to all full-time employees. If you’re unfamiliar with Form 1095-C and employer-sponsored health insurance requirements, you likely have questions like: What is a 1095-C form? How do I fill it out? […] READ MORE.

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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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SEC charges tech company with revenue manipulation

Accounting Today

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With This Guide, You’ll Be a Reference Check Pro in No Time

Patriot Software

As an employer, you’re responsible for going through the hiring process and finding top-notch employees who fit in with your work culture. But to do that, you have to do a little homework. Many businesses use a reference check to dive deeper into an applicant’s employment past and find out if they’re fit for the […] READ MORE.

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PCAOB sanctions Canadian firm over noncooperation with inspections

Accounting Today

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Handle With Care: Employee Timesheet

Patriot Software

Tracking your employees’ time and attendance is an important part of running an accurate payroll, managing personal time off, and maintaining employee records. You can document time and attendance information by creating an employee timesheet. To comply with employment laws, you must understand what a timesheet is, how to create it, and your recordkeeping responsibilities. […] READ MORE.

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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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The CAQ promotes diversity with national high school curriculum

Accounting Today

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Massachusetts Paid Family Leave: Preparing for a New Program

Patriot Software

As an employer, you are likely familiar with the federal Family and Medical Leave Act (FMLA). However, are you aware that your state might have additional programs in place for family and medical leave? If you are a Massachusetts employer, you must learn about the new Massachusetts paid family leave program. What is Massachusetts paid […] READ MORE.

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Enhanced Payment Links – A QuickBooks Desktop 2023 Feature

Intuitive Accountant

Even though Payment Links for QuickBooks Desktop was rolled out with the 2022 product release, it has been enhanced for 2023. Now you can send Links without any transaction form and keep track of all Links with an enhanced dashboard.

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Pre-employment Questionnaire: How to Successfully Weed Out Unqualified Applicants

Patriot Software

Sorting through applicants is no easy task. It takes a lot of time, energy, and patience. According to one source, approximately 78% of resumes contain misleading information. Chances are, you’ve likely come face to face with some dishonest applicants. To weed out unqualified applicants and hire the cream of the crop, take advantage of a […] READ MORE.

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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.