Mark Lee

JANUARY 24, 2023

Have you ever thought you ‘should’ be doing more on social media and on Linkedin, but are not sure how or what to do? Or maybe you are very active online but are not getting the business benefits you really want? Are you envious or skeptical about the the results others appear to be getting from their activity on social media and Linkedin?

Start-ups 40

Start-ups Entertainment bookkeeping Education 40

Withum

JANUARY 24, 2023

The passage of the SECURE Act 2.0 provides a slate of retirement changes that could improve the retirement system for many people. The new law supplements earlier legislation that increased the age for required minimum distributions (RMDs) and allowed for additional retirement options. Below are the major changes to be aware of that affect employers and employees alike.

Start-ups 26

Start-ups tax return Tax Education 26

BurklandAssociates

JANUARY 24, 2023

FP&A provides data analysis and decision support to the entire organization, including the CFO who is responsible for strategic financial oversight. The post FP&A vs. CFO for Startups: What’s the Difference? appeared first on Burkland.

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Acterys

JANUARY 24, 2023

In a recent study conducted by Momentive, data security was ranked as the primary concern for 77% of IT decision makers when considering a new cloud service provider. Having delivered planning solutions to over 700 companies globally, Acterys understands that security is a top consideration for organizations when choosing a vendor. Acterys’s commitment to security has led to the successful completion of SOC 2 compliance audit.

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auditor audit Technology B2B 26

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.

TaxConnex

JANUARY 24, 2023

Shipping is indispensable to eCommerce yet sales tax on it remains a mishmash of regulations across the states. In our previous blog, we looked at how exemptions, the taxability of the item being shipped and selling into tax-free states affect sales tax on shipping. What other factors change your shipping/sales tax obligations and in what states? Pick-up lines Delivery methods and options seem to add to the confusion in Mississippi and California.

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Sales South Carolina Tax Massachusetts 26

CPA Practice

JANUARY 24, 2023

The IRS sent out a reminder on the second day of the 2023 filing season that all digital asset-related income must be reported when taxpayers file their 2022 federal income tax returns. One change of note on forms 1040 this year is the IRS has replaced the term “virtual currency” with “digital assets,” a term that covers more than just cryptocurrencies but also stablecoins and nonfungible tokens.

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tax return income tax Tax accounted 119

CPA Practice

JANUARY 24, 2023

We are proud that Avalara’s Accounting Top 100 social media leaderboard is made up of a diverse group of accounting industry professionals. Since the launch of this community in 2017, we have all benefited from group members bringing their communication styles, personalities, experiences, and visions to the table via our bi-weekly leaderboard releases.

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Account accounted accountant Oregon 115

Going Concern

JANUARY 24, 2023

RSM International CEO Jean Stephens spoke to Financial Times recently and let everyone know that her firm is totally open to a little wheeling and dealing that would bump them up from their current spot as the sixth largest firm (#5 on the IPA 500 ). Coincidentally, RSM just released their revenue numbers and they are anything but shabby. A few bullets from today’s press release : Global revenues increase by over 41% in three years Double-digit growth across all RSM regions for a second co

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Start-ups accounted Account accountant 110

CPA Practice

JANUARY 24, 2023

By Stephanie Toone, The Atlanta Journal-Constitution (TNS) For many, retirement is the coveted goal post at the end of a rewarding career. It allots more time to spend with family and in the comforts of home. Though it represents the end of full-time work, it does not always mean never working another day. The 2022 Spending in Retirement Survey examined the spending habits and income of 2,000 American retirees, ages 62-75.

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bookkeeping quickbooks payroll accounting software 110

Insightful Accountant

JANUARY 24, 2023

Digital strategist Lisa Apolinski breaks down the most important factors your firm's website needs to create a memorable digital experience for your clients.

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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.

Account

Anders CPA

JANUARY 24, 2023

Anders Managing Partner Robert Minkler, Jr. has been elected to the position of Chair on LEA Global’s Board of Directors. Robert has served on LEA Global’s Board of Directors since 2015 and has been an active member of the Managing Partner Group since 2009. As Chair, Robert will help prepare LEA for new opportunities for growth and community support and bring his logical, technology-driven approach to every challenge.

CPA 19

CPA Technology accounted Account 19

Insightful Accountant

JANUARY 24, 2023

Intuit has added the QuickBooks ProAdvisor 2023 Desktop Certifications to the QuickBooks Online-Accountant ProAdvisor Training Portal within the last week or so. The related courses and exams are now live.

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quickbooks online accounting Account accountant 98

Withum

JANUARY 24, 2023

Although an independent financial statement audit may not gain the day-to-day attention of management the same way as growing revenue or projecting cash flows; for many, there will come a time when an audit becomes a vital part of the company’s lifecycle. Whether it be seeking a bank loan, meeting regulatory requirements, or preparing for sale or initial public offering, all avenues lead to CPA-audited, reviewed or compiled annual financial statements.

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audit auditor general ledger cpa firm 69

Going Concern

JANUARY 24, 2023

Feb. 1 will be a big day at the 15th richest public accounting firm in the U.S. as 19 people will be admitted into the partnership at CohnReznick. “As CohnReznick continues to expand its capabilities and market presence, recognizing the talents and achievements of outstanding professionals is critical to our growth strategy,” said CohnReznick CEO David Kessler.

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public accounting accounting firms Account accounted 59

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.

Finance

ThomsonReuters

JANUARY 24, 2023

Driven by the widening range of stakeholders calling for ESG prioritization, an influx of laws and regulations pertaining to ESG, and a rise in ESG investment products, companies are increasingly setting their sights on ESG-related initiatives, such as audit certification. In fact, an article by global management consulting firm McKinsey and Co., stated that more than 90 percent of S&P 500 companies now publish ESG reports in some form, as do approximately 70 percent of Russell 1000 comp

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audit auditor Tax accounting firms 59

Insightful Accountant

JANUARY 24, 2023

Check out the automated sales tax solution for today's brick and mortar merchants.

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quickbooks Sales Tax 52

GrowthForceBlog

JANUARY 24, 2023

6 min read Ongoing leadership development is an integral component of your role as a business leader. No matter your past experience, education level, and current business success, it’s essential that you continue learning how to be a better leader while continuing to hone your business acumen.

Education 52

Education 52

Insightful Accountant

JANUARY 24, 2023

See how the Marcus Buckingham Co.'s assessment can help you better prepare and manage your energy for the grueling tax season ahead. Sign up for the ADP webinar here.

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Tax 52

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.

Finance

Dent Moses

JANUARY 24, 2023

Many of you have successfully SafeSend returns e-sign feature as part of our tax return delivery process; however, we would like to take this opportunity to provide additional information and provide some extra incentive to give the program a try if you haven’t yet had the opportunity. SafeSend FAQs What are the benefits to you, the client? Electronically view, sign, save and print your tax documents.

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tax return Construction Tax Account 52

Insightful Accountant

JANUARY 24, 2023

In this companion article to today's headline, we wanted to tell you we're sorry we somehow let this feature slip by and not get published a while back.

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Patriot Software

JANUARY 24, 2023

Cash flow problems happen—often. It’s why 82% of small businesses fail. But if you have issues with your cash flow, you’re not doomed to close up shop. Instead, it’s like coming to a fork in the road. Turn right to power through, or turn left to call it quits.

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Account accounted accountant 52

Withum

JANUARY 24, 2023

Welcome back for round two of permissions in Office 365/Microsoft 365. In my last blog , I presented some best practices around Admin roles that can be used to target Microsoft 365 workloads such as Exchange Online, Microsoft Teams or SharePoint Online. In this post, we will specifically discuss how to access the Office 365 Security and Compliance Center and a set of new roles that can be used while managing permissions from a tenant security/compliance angle.

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audit Technology Maine Legal 52

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.

Anders CPA

JANUARY 24, 2023

Impressing potential investors in initial meetings is only the first step toward establishing a lasting partnership. Due diligence can be the perfect opportunity to present your startup as prepared, capable and professional, but not always. When partnerships between startups and potential investors fall apart during due diligence, the fracture can typically be traced back to one or more of these four red flags.

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CPA 52

Withum

JANUARY 24, 2023

This week’s Barron’s January 23 issue has an article titled “A 2022 Report Card We Can Be Proud Of.” Its 84 picks “beat” the market in a terrible year for stocks. Here is my take on this. Before I begin, let me mention that I read many articles in Barron’s each week and recommend it to anyone seriously interested in stock market investing. The article in question should also be read in its entirety since it shares its ground rules of the picks and provides insights into the outstanding successes

Tax 52

Tax Sales accounted Account 52

CPA Practice

JANUARY 24, 2023

IRIS Software Group (IRIS), a leading global software provider of accountancy and document management solutions, today announced record growth in the Americas region for 2022. Driven by M&A, innovation and strategic senior hires, IRIS recorded 28 percent revenue growth as it successfully executed its vision to supercharge the company’s operations in the Americas.

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accounting software Account accounted accountant 52

Cherry Bekaert

JANUARY 24, 2023

Project Throughout the 70-year history of the Boys & Girls Club of Cabarrus County (the Club), they have expanded services and facilities to meet the needs of children in the County. In 2018, they found themselves at capacity, turning away hundreds of children annually from valuable services and empowerment—an unacceptable position for the staff and Board.

North Carolina 40

North Carolina Finance Tax 40

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.

Finance

CPA Practice

JANUARY 24, 2023

By Kristin Kowalski., CPA, MST. As the cannabis industry continues to evolve with expanding legalization, business operators are faced with unique challenges. Unlike other industries, cannabis business leaders must navigate an industry with exceptionally high tax rates and complex, ever-changing legal requirements. While proper accounting is essential to remaining compliant with industry regulations, those responsibilities should not fall to cannabis business leaders given the many essential tas

Account 40

Account accounted accountant income tax 40

Cherry Bekaert

JANUARY 24, 2023

Project The Bryon Health Center (the BHC) is the acquisition, construction and equipping of a 122,000 square foot residential health care facility to provide assisted living, memory care and skilled nursing services to those in need. Byron’s areas of expertise are dementia, mental illness, traumatic brain injury, intellectual development disability, and Huntington’s Disease.

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Indiana Non-Profits Hospitality Construction 40

Menzies

JANUARY 24, 2023

Menzies LLP - A leading chartered accountancy firm. The Charity Commission (after appropriate consultation with the professional bodies) issued revised “Directions” for carrying out Independent Examinations, mandatory with effect from 1 December 2017. While much of the work of the Examiner was unchanged by the Charity Commission, there was a format Examiner’s Report and also changes to the emphasis of the work with three Directions. 1 – There is a requirement for Examiner

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chartered accountant Legal accounting firms Account 8