Mark Lee
NOVEMBER 15, 2022
Although most of my clients have already built up a good base of clients, I am also often asked how can (typically less experienced) accountants and bookkeepers get more clients. And I see plenty of such questions in online forums. Of course there is no single activity which will work for everyone all the time. Especially as the implication behind the question is how to get new clients from a cold start.
Withum
NOVEMBER 15, 2022
The past week has been one of the most eye-opening weeks in the history of the cryptocurrency industry, with one of the largest digital asset exchanges in the world filing for bankruptcy on Friday, November 11. How did this happen so quickly? Here is a high-level overview of the fact pattern: On Sunday, November 6, a significant holder of FTX’s native token, FTT, threatened to sell all of their FTT tokens, which created widespread panic, driving the price of FTT down significantly and leading cu
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TaxConnex
NOVEMBER 15, 2022
Many certified public accountants (CPAs), enrolled agents and other tax preparers and professionals that run accounting and tax preparation firms are constantly looking for new advisory avenues to service clients. The two major reasons why are clear: Advisory services tend to have a higher margin than compliance services and aren’t restricted to just the tax-filing seasons of spring and fall; and clients seem to always be asking for extra help in various new areas.
Going Concern
NOVEMBER 15, 2022
A week ago, u/DoritosDewItRight visited the websites of the top 25 public accounting firms to find out if they’d listed reasonable salary ranges for open positions, as required by a new law effective November 1 that requires employers in New York City — or employers of employees who will perform their work in New York City — to list a salary range on all posted job ads, promotions, and transfer opportunities.
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.
Intuitive Accountant
NOVEMBER 15, 2022
Murph is going to 'Xero' in on setting-up bank accounts, bank feeds and even Xero's new Bank Partnership in this how-to article. Look for more of Murph's Xero features in the coming weeks and months.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Xero
NOVEMBER 15, 2022
Hubdoc is one of our most advanced tools to capture bills and receipts, get the data into Xero and easily reconcile the transaction. We’re always looking for ways to automate this process, to help you become more efficient in your business or practice. Recently, we announced a new feature that automatically matches the contact in Hubdoc with the contact in Xero or QuickBooks Online, so you don’t need to fill in the details.
Withum
NOVEMBER 15, 2022
Withum is proud to share that the Los Angeles Business Journal has recognized Chris Passmore , partner-in-charge of the Encino office, and Aza Ghazaryan , tax partner, on their Top 100 Accountants list for 2022. Christopher Passmore , CPA, MBA, leads Withum’s Encino office as the partner in charge and specializes in assurance and business consulting services to emerging and middle market companies.
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.
Withum
NOVEMBER 15, 2022
Withum is excited to share that Military Times , a premier news source for veterans and their families, named Withum on their annual Best for Vets: Employers list for the first time. “I am thrilled to see Withum rank amongst so many other organizations committed to connecting former service members to the civilian workforce,” said Bill Bradshaw , Director of Inclusion and Diversity.
Accounting Today
NOVEMBER 15, 2022
Canopy Accounting
NOVEMBER 15, 2022
Canopy recently commissioned an independent research firm to survey 150 US-based accountants.
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.
Dent Moses
NOVEMBER 15, 2022
We all saw the devastation in Florida from Hurricane Ian. Its estimated losses will total $50 billion. Sadly, due to inadequate insurance coverage, many will not fully recover their losses. Closer to home, we can still see some of the damage caused by the tornado outbreak in March of 2021. . Do you know what happens if your home (or second home) is damaged or destroyed?
GrowthForceBlog
NOVEMBER 15, 2022
7 min read. Being selected to serve on a nonprofit board is not just an honor, a networking opportunity, and another line item on your resumé- it's a real responsibility. Key Takeaways. Understand the Importance of Financial Management for Nonprofits: The accounting process in a nonprofit organization needs to be run with the exact same precision as in a….
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.
AccountingDepartment
NOVEMBER 15, 2022
Outsourcing your accounting to a third-party service provider is a great idea for any business owner. However, when searching for the right fit for your company, consider these points so that you choose the best option for you.
Accounting Insight
NOVEMBER 15, 2022
One of the legacies of Liz Truss’ short term in Government could well be “Investment Zones” – areas of the country with a bevy of tax and consenting incentives to attract new business. Levelling Up Secretary Michael Gove has said he is “reviewing” the policy but his concerns seem to largely concern the consenting incentives, which could harm the environment – not the tax changes.
Withum
NOVEMBER 15, 2022
Fall into this season’s Dealer Vision newsletter and read up on trending information written by Stuart McCallum , Michele D’Antonio and Trevor Shaw. Get educated on why price is not everything when comes to dealerships, catch up on our trade-in series, and how Withum can help with auto valuations. Inside This Issue. Price Is Not Everything!
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.
Going Concern
NOVEMBER 15, 2022
Kevin Cambridge and Peter Greaves of PwC were approved by the Supreme Court of the Bahamas as joint provisional liquidators of failed crypto exchange FTX. From the press release [ PDF ]: On 10 November 2022, the Securities Commission of The Bahamas (“the Commission”) applied to the Supreme Court to appoint Mr. Brian Simms, KC as a court supervised provisional liquidator.
Intuitive Accountant
NOVEMBER 15, 2022
Our continuing snapshot of this year's Top 100 ProAdvisors continues with founder and owner of QuickBooks Made Easy.
CalCPA
NOVEMBER 15, 2022
On Nov. 21, tune into a free webcast for members featuring Jason Fox, CalCPA vice president of government relations, and political consultants Missy. The post CalCPA BUZZ: The Inside Scoop on Election Season appeared first on Hot Topics.
Intuitive Accountant
NOVEMBER 15, 2022
Liz Scott will guide through the tools for streamlining and collaborating with your clients at year's end, regardless of whether you're a tax, bookkeeping or full-service firm. Sign up here.
Advertiser: Paycor
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.
Anders CPA
NOVEMBER 15, 2022
The restaurant industry was hit especially hard by the coronavirus pandemic and though government programs like RRF and PPP loans were a life raft for many businesses, there are several issues still facing restaurants. A nationwide labor shortage has hit the industry hard, making it difficult to both find and retain workers. Compounding that is a supply chain crisis which has raised food inventory prices and made some ingredients impossible to attain.
Patriot Software
NOVEMBER 15, 2022
Want to increase transparency and potentially boost profits? If so, you may consider open-book management. So, what is open-book management? Get to know what open-book management includes, the pros and cons of it, and how it works. Open-book management definition Open-book management (OBM) is the practice of sharing your business’s financial information with employees.
Withum
NOVEMBER 15, 2022
The auto dealership industry is one of the largest retail industries in the United States. According to the National Automobile Dealers Association, in 2021 sales from the 16,676 franchised auto dealers in the United States topped $1.18 trillion. The second largest household payment each month is for a vehicle. The industry is highly fragmented as 93% of owners operate 1 to 5 dealerships.
Accounting Insight
NOVEMBER 15, 2022
Europe’s top accounting and finance event, Accountex London, is coming to Canada on November 30 and December 1 at the Metro Toronto Convention Centre, North Building. Accountants, bookkeepers and finance professionals will come together in Toronto for two days of networking, education, and interaction with over 50 companies showcasing the latest in tech and software, propelling professionals into 2023. “Accountex has become a who’s who of the accounting profession and its surro
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.
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