Ryan Lazanis
NOVEMBER 9, 2022
This is my complete guide to accounting automation in 2023. So if you want to: Learn the 8 benefits of automated accounting. Save time by automating your accounting processes. Automate all 15 areas of your accounting. Find out the latest tools to help you streamline and automate your work. Then you’ll love this new guide. Let’s get started. Table of Contents.
Patriot Software
NOVEMBER 8, 2022
Accounting errors are inevitable, especially if you’re rushing to add information into your small business accounting books. To detect accounting errors sooner rather than later, learn how to find accounting errors. Common accounting errors Before digging deep into finding accounting errors, let’s briefly recap some of the most common accounting errors out there.
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Lockstep
NOVEMBER 2, 2022
We all know how frustrating email can be, especially for accounting teams. Sometimes it just doesn’t work as you want it to. Email often becomes a major source of frustration – especially when things go wrong. In Part I and II of this series, we took a look at some of the most common accounting email blunders that can cost time and money.
TaxConnex
NOVEMBER 22, 2022
In our blog last week, we looked at how sales and use tax advisory services might be a good new field for CPAs and accounting firms. How can they go about making the move? Mark Friedlich, CPA, vice president of U.S. government affairs at Wolters Kluwer Tax & Accounting recently wrote that most CPA firms that have sales and use tax practices generally divide services offered into three categories: planning (nexus studies, taxability determinations, exemption certificate management and so on);
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.
RogerRossmeisl
NOVEMBER 13, 2022
Imagine you’ve got your eye on a business that seems like an attractive investment or acquisition target. It boasts strong earnings, competitive growth estimates and a clean balance sheet. But this business has a secret: fraud. And fraud can dramatically change the prospects — and value — of a company. That’s why, when conducting business appraisals, valuation professionals keep their eyes peeled for signs that fraud is occurring or could easily occur.
SMBAccountant
NOVEMBER 21, 2022
When clients start with us, they often question the amount of information that we request. “My old bookkeeper didn’t ask for all this” is a statement we hear often. Managers want to hand off their accounting and let it happen in its own vacuum. Unfortunately, this isn’t quite how accounting functions. The accountant or bookkeeper can’t effectively do their job and the manager has inaccurate financial data to make business decisions, provide to potential investors, or financial institutions for l
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
RogerRossmeisl
NOVEMBER 13, 2022
In most companies, employees need a user identity to access work-related hardware and software. Privileges to use certain applications or open certain files usually are provided to workers based on their department, role and level of authority. Over their tenure, employees might accumulate various privileges they no longer need. For example, someone who once worked in accounting might retain the ability to make journal entries even after transferring to the legal department.
Lockstep
NOVEMBER 16, 2022
In today’s fast-paced, competitive business environment, it’s more important than ever to optimize your accounts receivable (AR) processes. One way to do this is by leveraging automated customer communications as part of your broader accounts receivable automation strategy. Automated communications can help you speed up the collections process and connect with more customers faster.
Patriot Software
NOVEMBER 9, 2022
“Behind every good business is a great accountant.” As an accountant, you probably agree with this saying (as you pat yourself on the back). But, you’re more than an accountant to your clients: you’re also their trusted advisor. And as an advisor, your role extends beyond reconciling their accounts. It might extend so far as […] READ MORE.
TaxConnex
NOVEMBER 29, 2022
*as previously posted on the Retailist – check out the article there - [link]. Data shows?that the likelihood of your business being audited is low, but that likelihood has been increasing in recent years. If you sell online across multiple states and have met economic thresholds or have a physical presence, you definitely don’t want to take that chance.
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.
BurklandAssociates
NOVEMBER 28, 2022
Marc Zablatsky and Steven Lord share guidelines and tips to help your startup receive the most value from your fractional CFO investment. The post Getting Maximum Value from Your Fractional CFO appeared first on Burkland.
DuctTapeMarketing
NOVEMBER 21, 2022
What fractional CMOs can do for small businesses written by Editor read more at Duct Tape Marketing. Want to grow your business and position your brand for success? One of the greatest ways to do so is hiring a CMO or Chief Marketing Officer, an experienced, result-driven executive responsible for all your marketing efforts. But with an average annual salary of over $330,000 many small to mid-sized businesses can’t easily afford a CMO.
RogerRossmeisl
NOVEMBER 9, 2022
In today’s tough job market and economy, the Work Opportunity Tax Credit (WOTC) may help employers. Many business owners are hiring and should be aware that the WOTC is available to employers that hire workers from targeted groups who face significant barriers to employment. The credit is worth as much as $2,400 for each eligible employee ($4,800, $5,600 and $9,600 for certain veterans and $9,000 for “long-term family assistance recipients”).
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.
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
MyIRSRelief
NOVEMBER 28, 2022
If you were to ask most Californians if they knew what the IRS does, most of them would know exactly what you were talking about. However, if you were to ask the same people if they knew what the California FTB does, I would guess a small number of them would know. The answer to the question of what the FTB does is? Is quite simple, they are tasked with collecting all of the income taxes assessed by the state of California.
BurklandAssociates
NOVEMBER 30, 2022
There is both a legal and cultural shift to ensure inclusive and equitable pay. New pay transparency laws are an example of 2023 initiatives that will directly impact a company’s Read More. The post Pay Transparency: Define Your Compensation Philosophy appeared first on Burkland.
TaxConnex
NOVEMBER 17, 2022
Holiday shopping season is here again – and eCommerce looks to be bigger than ever. But retailers looking forward to perhaps record online sales have to remember how to comply with widely divergent sales tax regulations. Online sales this season are not expected to increase as much as in previous years, but a healthy increase is anticipated (overall retail sales are expected to grow just 7% compared to 15.4% last year).
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.
RogerRossmeisl
NOVEMBER 9, 2022
Now that fall is officially here, it’s a good time to start taking steps that may lower your tax bill for this year and next. One of the first planning steps is to ascertain whether you’ll take the standard deduction or itemize deductions for 2022. Many taxpayers won’t itemize because of the high 2022 standard deduction amounts ($25,900 for joint filers, $12,950 for singles and married couples filing separately and $19,400 for heads of household).
VetCPA
NOVEMBER 6, 2022
Retirement for you or college for your kids? Which financial goal should you focus on the most? Many parents feel conflicted because they want to help their kids get a good college education but know they need to save for their own retirement years. While it may not be easy to pull off, it’s important to tackle both goals at once and not put off saving for retirement.
SMBAccountant
NOVEMBER 3, 2022
The benefits of following GAAP for Small Business: Many small business owners shy away from anything associated with Generally Accepted Accounting Principles (otherwise known as GAAP) thinking they apply only to large publicly held organizations. This thinking is far from true, however. GAAP was created to be a standard "rule book" for organizations to follow, and was intended to be used by all businesses -- small and large, private and public.
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.
BurklandAssociates
NOVEMBER 30, 2022
A step-by-step guide to help your startup build bands, audit, and roll out your scalable pay transparency program. The post Pay Transparency: A Plan & Rollout Strategy Blueprint appeared first on Burkland.
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.
RogerRossmeisl
NOVEMBER 13, 2022
When new technologies emerge, it can take time for the general public to learn how they work. Non-fungible tokens, or NFTs, first appeared in 2014, yet many people are still confused about what they are and how to buy and store them. This gives criminals who understand the technology an advantage. In addition to money laundering, tax evasion and terrorist funding, NFTs are being used to commit fraud and steal from unsuspecting asset buyers.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Patriot Software
NOVEMBER 3, 2022
As a business owner, you need more incoming than outgoing money to keep your company afloat. How much money you have left over after you pay expenses is known as profit. You should measure your business’s profits, which is known as profitability. Understand profit vs. profitability to analyze your company and make financial decisions. Profit […] READ MORE.
Going Concern
NOVEMBER 10, 2022
It was on this date in 1494 that homie to Leonardo da Vinci, Venetian mathematician, and “Father of Accounting” Luca Bartolomeo de Pacioli published Summa de arithmetica, geometria, proportioni et proportionalita (or “everything about arithmetic, geometry and proportion”), making November 10 the day we celebrate…accounting.
BurklandAssociates
NOVEMBER 21, 2022
We are approaching the time of the year when companies are typically thinking about annual enrollment and benefits. Maybe you are a founder thinking about hiring your second or third Read More. The post Getting Creative with Benefits: QSEHRA vs. ICHRA appeared first on Burkland.
TaxConnex
NOVEMBER 11, 2022
Alpharetta, GA., November 11, 2022 - TaxConnex™ , a technology-enabled sales tax compliance outsourcing provider, shared that they are exhibiting at Thomson Reuters SYNERGY 2022 Conference for Corporate Professionals November 13-16. Thomson Reuters SYNERGY 2022 Conference for Corporate Professionals is in Washington, D.C. at the Gaylord National Harbor.
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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