Mark Lee
MAY 30, 2023
Seven years is a long time, isn’t it? Back in March 2016, a research student was asking accountants how much of their business comes from social media. She asked me too as I was already known for being more active than most, I was already highly ranked online for accountants but also cynical about the hype (even back then) surrounding the use of social media by accountants.
Going Concern
JUNE 1, 2023
In the WaPo opinion pages yesterday one Duncan Mavin, who got his start in the 90s, says the best way to solve the audit industry’s many conflicts is to kill it altogether. He starts the piece summoning the ghost of Enron, as all writers do when discussing what happens when audit goes wrong. Bringing things back to this decade, he then talks about what’s going on at PwC Australia even though auditors weren’t the ones using confidential government data to bill clients for tax av
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Ryan Lazanis
JUNE 1, 2023
For this podcast episode, I want to share three marketing strategies that your firm should steer clear of, along with the compelling reasons behind this advice. Listen below. 0:36 – It’s important to note that while these strategies have the potential to be effective, they often fall short due to their flawed setup and execution. 0:46 – The first marketing strategy to avoid is paid ads, as it tends to underperform due to various factors despite its initial simplicity. 1:30 R
MyIRSRelief
JUNE 1, 2023
Tax problems can be a nightmare for individuals and businesses. It can cause stress, anxiety, and even serious seizure issues if not handled correctly. Tax audits, unpaid back taxes, and unfiled tax returns are just some of the most common tax-related issues that can arise. While dealing with these problems on your own can be overwhelming, hiring a professional tax firm can provide you with a peace of mind and efficient resolution.
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.
Accounting Insight
JUNE 1, 2023
Over a third (36%) of accountants are considering leaving the profession in the next five years, including 30% of under 25s, new data from cloud pre-accounting platform Dext has revealed. This is particularly concerning as the number of accountancy students has decreased in recent years. Dext surveyed 250 accountants and bookkeepers across the UK to determine accountant attitudes towards the profession and what they need to be happier in their roles.
Anders CPA
JUNE 1, 2023
Between a labor shortage and the Great Resignation, hiring and retaining experienced talent has been difficult – and employers are tired. But how can companies find the talent they need while staying true to their culture and values? In this episode of But Who’s Counting? , host David E. Hartley met with female founder and HireLevel. CEO Teresa Katubig to discuss the ways that leadership can hire, train and take accountability for employees, whether they’re in temporary or permanent positions.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Xero
MAY 31, 2023
With the cost of living continuing to rise, putting pressure on many households, it’s timely for small business owners to think about consumer confidence. Consumer confidence is an important economic indicator for small businesses that mainly sell to households, because “consumers” is really just another word for your “customers” Looking at the most recent figures, the OECD Consumer Confidence Index remains below 100 in Australia, Canada, New Zealand, South Africa, the
MineralTree
JUNE 1, 2023
Managing accounts payable can be a time-consuming and challenging task, especially for businesses with limited resources. Thankfully, the right accounts payable software can help businesses streamline their payment processes, reduce manual errors, and improve efficiency. QuickBooks is a popular accounting software for small and mid-sized businesses.
MazumaBusinessAccounting
JUNE 1, 2023
Are you looking for reliable bookkeeping services for your business? Like many business owners, you may not know where to start. When you are passionate about your business but the numbers are overwhelming and challenging for you, competent and professional bookkeeping services can easily take care of the dollars and cents on your behalf. If you would like to be truly profitable and successful, you have to keep tabs on your business finances.
TaxConnex
JUNE 1, 2023
Last time, we looked at trailing nexus and a few reasons you might want to cancel your sales tax registration with a state. You can want to do this for many reasons. A few of them: your company doesn’t have nexus in a state or jurisdiction anymore and you don’t expect to have it again soon; the state has enacted marketplace facilitator laws and now the marketplace is responsible for collecting and remitting the sales tax; your business is passing to new ownership.
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
JUNE 1, 2023
A professional services model can provide the revenue you need to scale your product while delivering valuable market insights. The post Hatching a SaaS Startup? Consider Leading with Services appeared first on Burkland.
Acterys
MAY 31, 2023
Acterys, a global provider of next generation planning and analytics solutions, has signed a significant licensing agreement with Microsoft to include Acterys’s xP&A technology with Microsoft’s Dynamics 365 xP&A offering. The Acterys xP&A (eXtended planning & analytics) Suite seamlessly integrates and combines information from multiple sources, storing it in a cloud-based repository.
CPA Practice
MAY 30, 2023
By Joseph Graziano, CFP®. Clients want more from your firm than basic accounting and compliance work. In fact, a recent report from Thomson Reuters found that 95% of surveyed accounting firms said their clients want more advisory services. While the demand may be there, many firms are hesitant to add these offerings simply because they don’t know how to market them.
TaxConnex
MAY 30, 2023
You know all about reaching sales tax nexus: selling enough or having a physical presence in a tax jurisdiction sufficient to create a connection with that jurisdiction and create an obligation for you to collect and remit sales tax. But business and sales patterns change over time. Your sales into a state where you once registered may drop off. Remote sales reps or techs could leave a state or leave your company.
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.
Going Concern
MAY 31, 2023
Discountenanced Credit Suisse stockholder Gregory Stevenson is suing 29 of Credit Suisse’s current and former directors and officers, the bank’s ex-auditor KPMG, and various KPMG henchmen on behalf of investors alleging the firm looked the other way while aforementioned directors and officers plundered the bank for more than a decade. The docket number is No. 1:23-cv-04458 in Southern District of New York ( Stevenson v.
Insightful Accountant
MAY 30, 2023
Murph takes you step by step through tracking construction or contractor retention the QuickBooks way.
CPA Practice
JUNE 1, 2023
The IRS and the Treasury Department on Wednesday provided additional information about the application process and technical guidance for the qualifying advanced energy project credit program under section 48C of the Internal Revenue Code, which was re-established last year by the Inflation Reduction Act. The qualifying advanced energy project credit program renews and expands a tax credit created in 2009 through the American Recovery and Reinvestment Act.
Xero
MAY 30, 2023
We are always looking for ways to help inspire our small business community, motivate the next generation of small business owners and build our brand relevance globally. Football is the most popular and watched sport on the planet and women’s football is ascending at a rapid rate in popularity. The opportunity to help fuel and contribute to this growth is massive.
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.
Going Concern
MAY 29, 2023
Presumably because the many apologies and decisions made before this letter have not sufficiently gotten the heat off their backs (and boy is it hot ), PwC Australia published an open letter apology on their website Monday. The entire text, including the formatting, appears in below. At issue, if you make your residence under a rock, is how former PwC partner Peter Collins took confidential information he received through consulting the government on tax matters and leveraged this information to
Insightful Accountant
JUNE 1, 2023
You cannot procrastinate any longer, June 9 is the deadline for FTC Safeguard rules regarding cyber security.
CPA Practice
MAY 30, 2023
Certified Public Accountants from across the nation made their way to Capitol Hill last week to meet with lawmakers on issues important to the accounting profession during the American Institute of CPAs (AICPA) Spring Meeting of Council and Annual Members Meeting from May 23-25. Among the top issues on the agenda for CPAs were a Congressional resolution on the fiscal state of the nation and support for three key issues: establishing the accounting profession as a STEM career pathway, simplifying
ThomsonReuters
JUNE 1, 2023
QUESTION: Is our group health plan permitted to outsource the roles of HIPAA privacy official and security official? ANSWER: Possibly, but it would be prudent to seek the advice of legal counsel given the absence of official guidance. Most covered entities must designate a privacy official who is responsible for the development and implementation of the entity’s HIPAA privacy policies and procedures.
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
JUNE 2, 2023
Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. Bye. Technology AI threat will motivate workers to return to the office, says PwC chair [ The Telegraph ] Kevin Ellis, chairman of PwC, said the popularity of AI software will drive employees to abandon working from home as they
AccountingDepartment
MAY 30, 2023
It's summertime at AccountingDepartment.com and we have all sorts of fun things happening! To kick off the summer season this past Memorial Day weekend, we launched our 12th annual ADC Summer Challenge.
CPA Practice
JUNE 1, 2023
AICPA News is a round-up of recent announcements from the American Institute of CPAs. AICPA & CIMA Now Offers New Learning Tools for Accounting Professionals The AICPA & CIMA recently announced the offering of anew online learning platform to help accounting and finance professionals improve and update their skills to take advantage of a digital accelerating business environment.
Canopy Accounting
MAY 31, 2023
Ryan Lazanis, CPA and founder of Future Firm shares his unique 6-Step blueprint to a modern firm that increases your freedom and improves your lifestyle.
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.
Going Concern
JUNE 1, 2023
Undeterred by the embarrassment of Everest’s implosion, EY proudly announced today that 966 people have been promoted to partner across the globe. That’s down from the record 1,033 promoted to partner in 2022. The obligatory press release makes sure to mention that these promotions reflect continued growth and strong business performance by the organization.
ThomsonReuters
JUNE 1, 2023
IRS Notice 2023-43 (May 25, 2023) Available at [link] The IRS has issued Notice 2023-43, providing interim guidance on the expanded self-correction program under the Employee Plans Compliance Resolution System (EPCRS). As background, the SECURE 2.0 Act made sweeping changes to self-correction under EPCRS (see our Checkpoint article ). While the changes technically took effect December 29, 2022, the extent to which the SECURE 2.0 Act changes plans’ current self-correction options is uncertain b
CPA Practice
MAY 31, 2023
By Vaishali Varu, Kiplinger Consumer News Service (TNS) Gen Xers—the generation of people born roughly between the mid-1960s and the early 1980s—are inching toward retirement. Those at the upper end of the scale are close to 60, but are they saving enough for their old age? When asked, most Gen Xers said they plan to retire at the age of 63, which doesn’t leave long for older Gen Xers to stash the retirement cash.
Insightful Accountant
MAY 29, 2023
The IRS has announced 2024 inflation adjustments for HDHP and HSA health plans that could impact payroll deductions or contributions.
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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