Lockstep
DECEMBER 14, 2022
Whether you are shopping for your team, a colleague secret Santa or the special accountant in your life, finding the right gift can be tough. But never fear, we are here to help with a list of the top gifts for the accountants on your holiday shopping list. With that in mind, here are some great gift ideas for the accountant in your life. 1. A personalized mug – This is a great gift for the coffee or tea lover in your life.
Intuitive Accountant
DECEMBER 13, 2022
While every firm knows the most effective ways to stay in step with the day to day accounting work, here are a few tips for getting it ahead of the curve.
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RogerRossmeisl
DECEMBER 10, 2022
The overall stock market has been down during 2022 but there have been some bright spots. As year-end approaches, consider making some moves to make the best tax use of paper losses and actual losses from your stock market investments. Tax rates on sales Individuals are subject to tax at a rate as high as 37% on short-term capital gains and ordinary income.
Canopy Accounting
DECEMBER 14, 2022
Incorporating the right technology into your accounting firm can set your firm apart from the competition, help you win new customers, and maintain loyalty of the customers you already have.
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.
Snyder
DECEMBER 14, 2022
Have you heard about a Hong Kong company appointing a computer algorithm to its board of directors? Will AI run big companies of the future or seize other positions? We know that technology makes our lives easier , but AI elevates it to another level. Artificial Intelligence is the term that has been exciting human minds and imaginations in recent years.
Mark Lee
DECEMBER 13, 2022
Do you ever compare yourself unfavourably with your competition? ‘Imposter syndrome’ is very common, but sometimes simple logic can help us to look at things differently. US President Theodore Roosevelt is generally considered the originator of the quote that “Comparison is the thief of joy.”. This is a powerful sentiment that, when applied carefully, can be life-changing.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Patriot Software
DECEMBER 14, 2022
Your company’s tax liability largely depends on the business structure you choose. And if you structure your business as a corporation, you’re responsible for paying the corporate income tax rate on company earnings. So, what is the corporate tax rate? How do corporation taxes work? A corporation, or C Corp, is a type of business […] READ MORE.
RogerRossmeisl
DECEMBER 10, 2022
If you’re launching a new business venture, you’re probably wondering which form of business is most suitable. Here is a summary of the major advantages and disadvantages of doing business as a C corporation. A C corporation allows the business to be treated and taxed as a separate entity from you as the principal owner. A properly structured corporation can protect you from the debts of the business yet enable you to control both day-to-day operations and corporate acts such as redemptions, acq
Withum
DECEMBER 13, 2022
Explore Other Episodes. The post Mark Eckerle and Ryan Schadel, CEO Metavesco appeared first on Withum.
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.
MyIRSRelief
DECEMBER 15, 2022
How to fix my messy back-years accounting for my Los Angeles, CA business? If you have messy books for many back years of accounting, it can be overwhelming to try to organize and clean them up. Here are some steps you can take to tackle the task: Take an inventory: First, make a list of all the records you have, including bank/credit card statements, invoices, receipts, and other documents.
RogerRossmeisl
DECEMBER 10, 2022
These days, most businesses have some intangible assets. The tax treatment of these assets can be complex. What makes intangibles so complicated? IRS regulations require the capitalization of costs to: Acquire or create an intangible asset, Create or enhance a separate, distinct intangible asset, Create or enhance a “future benefit” identified in IRS guidance as capitalizable, or “Facilitate” the acquisition or creation of an intangible asset.
BurklandAssociates
DECEMBER 15, 2022
Startups that leverage real-time data for forward-looking Financial Planning & Analysis gain a powerful competitive advantage in the market. The post How FP&A Helps Startups Leverage Real-Time Data to Scale Smarter appeared first on Burkland.
TaxConnex
DECEMBER 15, 2022
Looking to find out more about TaxConnex? What better way than hearing from our founders and partners? Learn from the best by hearing from the ones that built TaxConnex. Over the next few months, we will be highlighting the Partners of TaxConnex. Next up, our CRO, Brian Greer. Gain insight into Brian's career and his plans for our future as well as how sales tax has evolved over the years.
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.
Intuitive Accountant
DECEMBER 13, 2022
Insightful Accountant is proud to announce the nomination opening for the 2023 ‘Top 100 ProAdvisors’, the ‘ProAdvisor Categorical Awards’ and the ‘ProAdvisor of the Year.
RogerRossmeisl
DECEMBER 10, 2022
The 30-year anniversary of Daubert v. Merrell Dow Pharmaceuticals Inc. (509 U.S. 579) will be coming up in 2023. This decision officially made federal judges the “gatekeepers” of expert evidence against “junk science.” Landmark case In 1993, Daubert established a two-pronged test for admissibility under Rule 702 of the Federal Rules of Evidence: An expert’s methodology must be 1) reliable, and 2) relevant.
Going Concern
DECEMBER 10, 2022
The PCAOB should be dropping the first batch of 2021 inspection reports soon, and as an appetizer before the main course, the audit cops issued a report Dec. 8 on how the 141 annually and triennially inspected firms did overall during the most recent inspection cycle, in which portions of 690 audits were reviewed. Annnnd it wasn ’t good: We observed an increase in the percentage of engagements reviewed with at least one “comment form” (the initial communication to audit firms of observed deficie
TaxConnex
DECEMBER 13, 2022
How big were online sales on Monday, Nov. 28? Defying expectations of an off year, Cyber Monday broke online sales records, with U.S. consumers spending about $11.3 billion, up 5.8% year-over-year, to score the biggest online shopping day of all time. Inflation played little part in the numbers, analysts said. In the peak hour between 8 and 9 p.m. Pacific, consumers spent $12.8 million every minute.
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.
Intuitive Accountant
DECEMBER 12, 2022
Murph is inviting international participants to take a look at some of the Certifications and ProAdvisor equivalent training credits they should be striving for in this year's program.
RogerRossmeisl
DECEMBER 10, 2022
The holiday season is here and many people plan to donate to their favorite charities or give money or assets to their loved ones before the end of the year. Here are the basic tax rules involved in these transactions. Donating to charity In 2022, in order to receive a charitable donation write-off, you must itemize deductions on your tax return. What if you want to give gifts of investments to your favorite charities?
Going Concern
DECEMBER 14, 2022
Before the House Committee on Financial Services on Tuesday, recently-appointed FTX CEO John J. Ray III gave testimony to back up comments he made to the New York Times last month about FTX being a “complete failure” the likes of which he hadn’t seen in two decades. Back in the day, Ray was chairman of Enron Creditors Recovery Corp, the accurately named entity in charge of recovering creditor funds from the most notorious accounting failure of our time.
Withum
DECEMBER 13, 2022
Explore Other Episodes. The post Mark Eckerle and Justin Melillo, CEO and Co-Founder of Mona appeared first on Withum.
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.
Intuitive Accountant
DECEMBER 15, 2022
The scholarships will focus on a wide variety of programs for graduate and undergraduate students and people seeking to become accounting educators. Check out the details here.
RogerRossmeisl
DECEMBER 11, 2022
As posted to the Bellavia Blatt YouTube Channel on 11/18/22, and the Fixed Ops Roundtable YouTube Channel on 11/18/22 (Run Time: 14 min, 59 sec) As EVs continue to represent a greater percentage of total new vehicle sales, ongoing challenges continue to present themselves forcing automobile dealers to combat the continued erosion of their profits. In this clip, automotive attorney Len Bellavia sits down virtually with Ted Ings at the “Fixed Ops Roundtable” to discuss a number of curr
Going Concern
DECEMBER 13, 2022
Well, well, well, KPMG had a 14% increase in global revenue in its 2022 fiscal year that ended Sept. 30 —the second largest year-over-year increase in revenue among the Big 4 firms behind Deloitte’s 18.1%. And of course there ’s a press release : KPMG International announces strong annual aggregated revenues for KPMG firms globally of US$35 billion for the fiscal year ending 30 September 2022 (FY22) — an increase of 14%.
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.
Intuitive Accountant
DECEMBER 15, 2022
When it comes to what it takes to be a Top 100 ProAdvisor, Murph says Matt Fulton set-down the quintessential "right stuff" in his 2021 article. Why mess with perfection when we can simply revisit his wisdom.
RogerRossmeisl
DECEMBER 10, 2022
As you may know, you can’t keep funds in your traditional IRA indefinitely. You have to start taking withdrawals from a traditional IRA (including a SIMPLE IRA or SEP IRA) when you reach age 72. The rules for taking required minimum distributions (RMDs) are complicated, so here are some answers to frequently asked questions. What if I want to take out money before retirement?
Going Concern
DECEMBER 12, 2022
On a Friday all-hands call, EYers learned not to expect a bonus from Santa this year. This despite EY having its best year in 20 years. In September, EY announced revenue of $45.4 billion for the fiscal year ended June 30, 2022, an increase of 13.7% from prior year and the most year-over-year growth the firm has seen in 20 years. The Americas region specifically brought in revenues of $21.1 billion, up 19% from FY21. “EY has achieved significant growth and continues to operate from a place
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.
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