Mark Lee
FEBRUARY 14, 2023
Over the years, my conversations with sole practitioner accountants reveal that many are “happy enough” once their practice is generating sufficient income for them. They have reached the stage where they feel comfortable, some might say, complacent. ‘Happy enough’ is hardly an enthusiastic summation of how things are going as it can imply a reluctant acceptance of the status quo.
BurklandAssociates
FEBRUARY 14, 2023
When viewed unemotionally with the company’s best interests in mind, a down round may be the best way to get fresh capital in the door. The post Founders: Is It Time to Consider a Down Round? appeared first on Burkland.
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CPA Practice
FEBRUARY 14, 2023
A taxpayer who deducted expenses attributable to the business use of his vehicles took a wrong turn before the Tax Court. Ultimately, he wasn’t able to back up his claims (Eze, TC Memo 2022-83, 8/4/22). Generally, you can deduct costs relating to the business use of your vehicle, subject to certain rules and limits. However, you must meet strict substantiation requirements spelled out by the IRS.
Acterys
FEBRUARY 14, 2023
Selecting the right inventory planning solution is critical for efficient supply chain management. As the amount of data increases, organizations want to invest in a complete planning solution that can connect to multiple data sources, extract, and optimize data models, and offer accurate demand forecasts that can help manage optimal inventory levels.
Advertiser: Paycor
Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.
RogerRossmeisl
FEBRUARY 14, 2023
Historical financial results are only relevant in a valuation to the extent that the business expects to achieve similar results in the coming years. When projecting future economic benefits, it’s important to consider expected changes to a subject company’s internal and external conditions. Challenging the status quo The last three to five years of financial statements are usually on the list of documents experts use to value a business.
BurklandAssociates
FEBRUARY 14, 2023
Reference this handy checklist to understand pay transparency compliance requirements and avoid fines at your startup. The post Avoid Fines: The Pay Transparency Checklist appeared first on Burkland.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Insightful Accountant
FEBRUARY 14, 2023
The new tier will enable accountants to get all their QuickBooks transaction questions resolved from their clients quickly and easily—and the subscription is free.
Going Concern
FEBRUARY 14, 2023
Are we ready for another survey? OH BOY. Thomson Reuters has written up the 2022 ConvergenceCoaching, LLC® Anytime, Anywhere Work (ATAWW) Survey — you can request survey results here — and we learn that almost all responding firms say they are being flexible about where and when their people put in their time. Of the 216 accounting firms that participated in the 2022 ATAWW Survey, 97% allowed their talent to choose where they work, while 94% offer flexibility in when people are worki
Insightful Accountant
FEBRUARY 14, 2023
The Nomination Deadline for the Insightful Accountant 2023 ProAdvisor Awards Process is just two weeks away on March 1, 2023. Don't leave yourself off this year's list.
Anders CPA
FEBRUARY 14, 2023
Anders has been named one of the 2023 Best Places to Work by the St. Louis Business Journal. This year, Anders moved into the Big Employer Category for companies with 250-999 employees. More than 170 nominations were submitted for the Best Places to Work list and only 68 made the list this year. All participating companies and their employees completed surveys administered by Quantum Workplace, which used its own algorithm to measure communication, management structure, benefits, teamwork and se
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.
AccountingDepartment
FEBRUARY 14, 2023
Over the last few years, the rapid acceleration of accounting technology has redefined the way businesses go about their bookkeeping, operations, and more. This ramp-up in technology has caused a rise in the need for professional outsourced services and automation opportunities, however, business owners are still facing some challenges that can be avoided in 2023.
Insightful Accountant
FEBRUARY 14, 2023
The new tier will enable accountants to get all their QuickBooks transaction questions resolved from their clients quickly and easily—and the subscription is free.
Ryan Lazanis
FEBRUARY 14, 2023
Looking for one of the top digital marketing strategies to help potential clients easily find you? Then you’ll want to read the rest of this article on SEO for accountants. In this article, you’ll find out: What SEO for accountants is Why it’s important for your firm’s growth 14 practical tips & tricks to boost your website to the top of Google Let’s go!
Withum
FEBRUARY 14, 2023
Supply chain optimization increases efficiency, effectiveness and quality for manufacturers. When you are trusted and dependable, your business will be on par with the commitments of your prospects and clients. But how do you establish a robust relationship with your suppliers? Start by setting and measuring the right supply chain KPIs. With a centralized system in place to monitor the supply chain metrics of your suppliers, you are likely to gain meaningful insights into their operations.
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.
Cherry Bekaert
FEBRUARY 14, 2023
For many years, outsourcing various business processes to highly experienced, third-party professionals has been a popular way for organizations to manage costs and improve business agility. While humans should be at the center of every business, the world is increasingly incorporating Artificial Intelligence (AI) into Business Process Outsourcing (BPO).
KROST
FEBRUARY 14, 2023
Our M&A and Capital Markets Principal, Paren Knadjian, will be a guest speaker at the upcoming High-Tech Financial Professionals Conference event hosted by the California Society of Certified Public Accountants (CalCPA). The event will take place online on Tuesday, February 23, 2022, from 8:30 am-2:10 pm PDT and six CPE credits will be issued. Along with Read the full article.
Cherry Bekaert
FEBRUARY 14, 2023
On November 30, 2022, the U.S. Department of the Treasury (the Treasury) and Internal Revenue Service (IRS) issued Notice 2022-61 , Prevailing Wage and Apprenticeship Initial Guidance Under Section 45(b)(6)(B)(ii) and Other Substantially Similar Provisions (Notice 2022-61). Notice 2022-61 provides information and guidance on how business taxpayers can meet requirements to qualify for maximum tax benefits of Internal Revenue Code (IRC) Section 179D Energy-Efficient Commercial Building Deduction (
Withum
FEBRUARY 14, 2023
In the past few years, people have become more accustomed to the digital world, and the demand for businesses to provide instantaneous, painless, and individualized buying experiences on their online platforms pushes companies further away from face-to-face customer service experiences. Amazon has made the buying experience exponentially easier for consumers.
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.
Insightful Accountant
FEBRUARY 14, 2023
Insightful Accountant's YouTube page is where you will find all of our video assets.
inDinero Tax Tips
FEBRUARY 14, 2023
Issuing restricted stock is a common way to compensate a company’s founders. If you are a founder of a new business, an 83b election is a vital tax form that can save you serious money when it comes time to file taxes. An 83b filing could work out great for you, but the ins and outs of this form can be confusing, leaving founders and tax preparers alike unsure of what to do.
Canopy Accounting
FEBRUARY 14, 2023
"Our clients love Canopy. It’s so easy for them to register for the portal and upload their documents there." — Robert Azar, of America's Choice Bookkeeping and Tax Services. Background Managing clients — and the inevitable mounds of paperwork that accompany them — is a formidable task for any practice. But when most of your clients don’t even live in the same time zone, that task takes on a whole new level of complexity.
inDinero Tax Tips
FEBRUARY 14, 2023
Issuing restricted stock is a common way to compensate a company’s founders. If you are a founder of a new business, an 83b election is a vital tax form that can save you serious money when it comes time to file taxes. An 83b filing could work out great for you, but the ins and outs of this form can be confusing, leaving founders and tax preparers alike unsure of what to do.
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.
Snyder
FEBRUARY 14, 2023
Invoicing is an essential part of running a successful business, helping ensure you get paid on time and can accurately bookkeep for payments and expenses. The advent of online invoicing software enabled small business owners to manage the invoices and payments they receive more efficiently. Online invoicing makes it easier for small businesses to keep track of their finances, save time and money, and get paid faster.
Insightful Accountant
FEBRUARY 14, 2023
Cash Flow Mike walks you through his Home Run Financial System—a set of calculations that can help you get a complete picture of any company’s financial position in seven minutes.
Anders CPA
FEBRUARY 14, 2023
The Missouri research and development (R&D) tax credit was reinstated as of January 1, 2023, clearing the way for more tax savings for businesses that engage in qualified research. Startups, particularly those engaged in R&D activity that qualify, should be aware of this change before they file their 2023 income tax returns. Key Takeaways: The Missouri R&D tax credit can be applied to tax years beginning on or after January 1, 2023 Of the $10 million yearly allotment for the tax cred
Insightful Accountant
FEBRUARY 14, 2023
See how the reporting and forecasting solution auto-populates every report, dashboard, statement, and metric with your data leaving you with spare time.
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.
Patriot Software
FEBRUARY 14, 2023
Brick-and-mortar stores are still thriving, but small businesses’ online footprints expand every year. In 2022, 98% of business owners had a company website, compared to 50% in 2018. And more than 60% had an e-commerce business, meaning they sold products or services online.
Insightful Accountant
FEBRUARY 14, 2023
Check out how the full service property and casualty agency can offer you competitive quotes on any of your lines of business insurance.
CPA Practice
FEBRUARY 14, 2023
The latest survey from Bloomberg Tax & Accounting shows the biggest issues faced by corporate tax departments, as well as trends in the industry. According to the new survey, three-quarters of tax departments report experiencing difficulties in recruiting and retaining talented tax professionals. With many tax departments currently under-resourced, tax professionals are facing greater challenges in balancing their compliance activities with finding time to devote to strategic planning and tr
Insightful Accountant
FEBRUARY 14, 2023
Join Kelly G (aka, Kelly Gonsalves), Kristen Nies Ciraldo and special guest, Nayo Carter-Gray, as they discuss the perfect apps and app stacks for you and your practice.
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.
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