inDinero Tax Tips

DECEMBER 4, 2024

Generating financial statements, balance sheets, and income statements to share with investors and lenders. Step 1: Gather Your Tools and Decide on a System Depending on your circumstances, you may start with anything from a simple spreadsheet to DIY payroll software or indinero outsourced accounting services.

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Going Concern

JUNE 5, 2025

TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting / Senior | Candidate ID #18173947 Certifications: CPA Education: BBA Finance Experience (years): 5 years accounting and tax experience Work experience (detail): All in public accounting 6 tax seasons experience, 3 working remotely Prepared complex returns for HNWIs, partnerships, S and C Corps (..)

Real Estate 52

Real Estate Tax Account accounted 52

TaxConnex

FEBRUARY 24, 2022

There are two primary reasons to estimate the prior-period exposure: The data can help determine a strategy to mitigate the liability; and if a company is publicly traded, it’s required to disclose the exposure on the financial statements if it meets the reportable criteria/thresholds. Evaluate Mitigation Options.

Sales 246

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CPA Practice

DECEMBER 22, 2023

Financial Statement Manipulation Manipulation of financial statements is another common form of fraud. To identify financial statement fraud, organizations should conduct variance analyses, benchmarking and regular review of financial statements.

Expense Reimbursements 117

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Basis 365

MARCH 25, 2025

The month-end close process is a critical accounting procedure that ensures the accuracy of financial statements, providing a snapshot of your business's financial health. This blog walks you through the steps involved in the month-end close and explains why each step is vital for reliable financial reporting.

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Basis 365

APRIL 21, 2025

Automate Your Payroll System Your employees and contractors are your companys most valuable assets. However, managing payroll manually can be time-consuming and prone to costly errors. Automating payroll ensures that your team gets paid on time while also improving efficiency. Need someone to take care of the specifics?

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CTP

OCTOBER 28, 2024

On the tax filing and compliance side, you might produce financial statements for that family on a regular basis. Team members from the family office would review the financial results from the previous quarter, review current and potential investments, and talk about the plans for the upcoming year.

Tax 105

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Going Concern

NOVEMBER 27, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #9084031 Certifications: CFE, CPA Education: BS, MS Accounting Experience (years): 20+ years of tax and accounting experience Work experience (detail): 5+ years in public accounting Controller experience with multiple entities 5+ years in senior tax roles Client tax advisory, planning and resolution Client (..)

Real Estate 52

Real Estate Account accounted accountant 52

Withum

AUGUST 11, 2022

Payroll Audit Basics for Trustees. Payroll compliance audits perform a central role in this regard. Level Playing Field: payroll audits help trustees differentiate problematic employers from the rest. In these cases, they should direct the payroll auditor to test employers with known or suspected delinquency issues.

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CPA Practice

APRIL 22, 2023

Mike is an army Veteran and an MBA from Baylor University, and is mostly known for: Being the author of two books: The 7 Minute Conversation, and Don’t Be A DUMB Business Owner – both focused on using financial statements to find hidden cash in your business.

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SMBAccountant

DECEMBER 21, 2022

Auditors provide opinions on the accuracy and reasonableness of financial statements. Forensic accountants research financial transactions to uncover fraud. There are different types of accountants which specialize in different areas. Managerial accountants work to collect and compile data used to make management decisions.

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FraudFiles

SEPTEMBER 28, 2022

The manipulation of a company’s financial statements does not occur as often as asset misappropriation schemes like payroll fraud, check kiting, or inventory theft. And the losses from financial statement fraud aren’t readily apparent to most people. Stock price becomes inflated. Banks call loans.

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financial statements payroll 40

Going Concern

OCTOBER 17, 2024

, Gusto Remote Work Experience: Y Salary: $150k, FTE, $55-$70/ PTE Time Zone: Central Sign up to learn more about this candidate FTE Tax and Accounting | Candidate ID #22655166 Certifications: CPA, QBO ProAdvisor Education: BA, MBA Accounting Experience (years): 5 years in public accounting Preparation and review experience Financial reporting and (..)

Real Estate 64

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Going Concern

JANUARY 17, 2025

Work experience: All in public accounting Supervises a tax team of 5 associates Review and analysis of financial statements Tax planning, research, and projections Peer review Client niches: SMBs.

Real Estate 52

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Going Concern

JANUARY 3, 2025

The San Francisco-based HR tech company Employer.com focuses on payroll and onboarding, in contrast to Bench, which specializes in accounting and tax. But in recent months, local governments have been waiting longer and paying more for required financial statements. Now certified public accountant Christopher L.

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MyIRSRelief

MARCH 29, 2024

Bookkeeping and accounting form the backbone of a business’s financial management system. Accurate bookkeeping ensures that every financial transaction is recorded, categorized, and ready for analysis. This data is crucial for preparing financial statements, which are essential for tax preparation and planning.

California 130

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Going Concern

AUGUST 29, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164759 Certifications: CPA in process Education: BA and MA Accounting Experience (years): 20 years business experience Work experience (detail): 6+ in public accounting Provides accounting services for multiple clients Payroll processing and tax filing Prepares Federal filings for SMBs, S-Corps (..)

Real Estate 105

Real Estate Account accounted accountant 105

MyIRSRelief

JULY 12, 2024

This could include past tax returns, financial statements, and other relevant records. Financial Statements: Current financial statements, including balance sheets and income statements. Bank Statements: Recent bank statements to verify income and expenses.

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Going Concern

JULY 13, 2022

“Businesses [are] seeking advice and assurance on a broad range of areas beyond financial statements.”. With FP&A platforms financial statements take minutes – not hours – to create and the result is attractive as well as useful.”. That’s not a conversation, it’s a terrible game of.xlsx ping pong.

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SMBAccountant

JULY 14, 2020

One of the most common errors made by executives in a small startup is assuming that the reporting basis for accurate financial statements can be changed by clicking the single button at the top of the QuickBooks report. It seems simple, but in reality entails much more. Most small businesses choose to keep their books on cash basis.

Government 130

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CPA Practice

SEPTEMBER 5, 2023

IRIS Software Group (IRIS), a global provider of professional accounting and payroll solutions, has launched its new IRIS Outsourcing for accounting firms in the Americas market.

Account 98

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SMBAccountant

NOVEMBER 21, 2022

Financials statements and performance are no different. If incorrect or inaccurate data is used or missing, the financial performance and indicators used to determine success, value, creditworthiness, and financial viability are also not correct. Most of us are familiar with the saying “garbage in, garbage out”.

Account 130

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MyIRSRelief

SEPTEMBER 6, 2024

This ensures that you have a clear and up-to-date picture of your financial position. Financial Statements: We prepare financial statements, such as balance sheets, income statements, and cash flow statements, to help you understand your business’s financial performance.

Tax 130

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Basis 365

MARCH 18, 2025

Comparing Small, Midsize, and Enterprise Businesses: Financial Complexity Small Businesses: Simplicity with Growing Challenges Revenue: Up to $50 million Headcount: 1-99 employees Common Financial Characteristics: Basic bookkeeping needs (accounts payable, receivable, and payroll) to some complex accrual accounting Owner-led or small team managing (..)

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Going Concern

OCTOBER 31, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22591376 Certifications: CPA Education: BBA Accounting Experience (years): 5+ years accounting experience Work experience (detail): All in public accounting Tax planning and client advisory Experience reviewing tax returns Client relationship management experience Client niches: SMBs, (..)

Real Estate 59

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CPA Practice

NOVEMBER 14, 2023

Features include automated bank feeds, bank reconciliation, financial statements, 1099 tracking, and a seamless transition to tax preparation. Get more information and details on all the latest updates across QuickBooks Payroll. Learn more about QuickBooks Ledger.

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Going Concern

DECEMBER 20, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #23636747 Certifications: EA Education: BS Experience (years): 5 years tax experience Work experience (detail): All in public accounting 5 tax seasons preparing returns for HNWIs and SMBs 300+ returns per season, 50-50 individuals, businesses Client-facing with S-Corps, partnerships, trusts Business development (..)

Real Estate 52

Real Estate Account accounted accountant 52

MyIRSRelief

MAY 16, 2025

From freelancers navigating gig income to small business owners managing payroll taxes, the stakes are high. For instance, a Glendale retailer grappling with sales tax compliance or a Whittier veterinarian facing payroll tax issues can rely on Mikes firm to craft a plan that aligns with their long-term objectives.

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CPA Practice

SEPTEMBER 17, 2024

With the power of AI, Intuit Enterprise Suite enhances profitability end-to-end with a full set of core capabilities all in one place, including: access to robust financial management and accounting capabilities; integrated payroll, payments, and bill pay; automated marketing; access to third-party apps, and a team of experts.

Technology 105

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ThomsonReuters

NOVEMBER 26, 2024

Secure client portals are used to gather documents such as W-2s, 1099s, and financial statements digitally, allowing clients to upload tax documentation directly to tax preparers. Tax workflow automation tools pull client data directly from integrated accounting or payroll systems, eliminating the need for manual entry.

Technology 52

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Going Concern

NOVEMBER 21, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)

Real Estate 52

Real Estate Account accounted accountant 52

Basis 365

FEBRUARY 10, 2025

Payroll Processing Payroll is one of the most complex and sensitive bookkeeping tasks, requiring meticulous attention to detail and compliance with local labor laws. Whether you need help with payroll processing, financial reporting, or cash flow management, Basis 365 Accounting has you covered.

bookkeeping 52

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Basis 365

SEPTEMBER 5, 2022

It is possible to find an experienced professional to perform the task because US and global standard exists for reporting and processing all financial statements. The accounting firm handles all the payroll taxes and benefits, so you don't have to worry about it. What Functions Can Accounting Firms Perform?

Account 97

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CPA Practice

JUNE 24, 2024

Request for Information (RFI) Form: To formally request additional information or clarification from clients on specific financial matters. Financial Statement Template: To prepare standardized financial statements for clients, such as balance sheets, income statements, and cash flow statements.

accounting firms 124

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Going Concern

JANUARY 23, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review for tax team Client (..)

Real Estate 52

Real Estate Account accounted accountant 52

Withum

JUNE 27, 2022

This is important for several reasons: Proper classification of activity will make the monthly financial statements as accurate as possible when being used to assess operating results. Having up-to-date account balances summarized on the financial statements can indicate to management if there is adequate cash to cover future needs.

financial statements 123

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MyIRSRelief

DECEMBER 13, 2024

Mike partners with CPAs and lawyers to address clients facing tax audits, levies, liens, employment 941 payroll tax controversies, non-filers and unpaid back taxes. 941 Employment Tax Issues : Resolving payroll tax disputes to avoid penalties and business disruptions.

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