Going Concern

MAY 12, 2023

Or maybe you were cruising along on some project you’d been putting off when a calendar reminder pops up to tell you you’ve got ten minutes of focus remaining until you need to be in yet another useless meeting (this is me). Who has time for creativity when you’re spending so much time talking about it in meetings?

Education 128

Education Spend Management payroll Technology 128

Anders CPA

FEBRUARY 13, 2024

Maintaining an in-house IT team can be costly in time and resources for small and mid-size companies, but the looming threat of cyber criminals and the need to innovate and automate make having IT expertise a non-negotiable. Businesses can outsource their entire IT department or supplement an in-house team with outsourced resources.

Technology 109

Technology CPA 109

CPA Practice

APRIL 26, 2024

This is an important part of our effort to meet taxpayers where they are, give them options to interact with the IRS in ways that work for them, and help them meet their tax obligations as easily and quickly as possible.” We saw a strong response from the pilot, and Direct File’s users generally found it fast and easy to use.

South Dakota 110

South Dakota Tax New Hampshire Wyoming 110

Withum

JANUARY 28, 2022

In this post, we are sharing helpful Microsoft Teams tips and tricks to enhance your Teams collaboration journey. Through our work with various organizations, we gathered commonly requested tips that will help staff navigate day-to-day while in Teams. OneDrive/Teams? Teams – Chat?and Online Meeting?

Account 133

Account accountant accounted management accounting 133

Cherry Bekaert

MARCH 26, 2024

According to a Microsoft 2023 Work Trend Index Annual Report survey , 68% of people say they don’t have enough uninterrupted focus time at work; 62% of people are spending too much time searching for information; and 57% of an employee’s time is spent on communication through meetings, email and chat.

Technology 110

Technology Sales Gaming 110

KROST

APRIL 9, 2024

KROST offers a comprehensive suite of buy-side services tailored to meet the unique needs of fund managers and investors. Our team provides dedicated support throughout the Mergers & Acquisitions transaction process, from deal sourcing and quality of earnings reports to valuations, tax planning, and transaction structuring.

tax planning 84

tax planning Tax 84

CPA Practice

MAY 20, 2024

Launched in 2020, InsightOut is an all-in-one data analytics platform that enables business teams to extract insights and value from their data in context and at scale, the product’s website says. This partnership is just the beginning, and we are looking forward to the future as a team.” Financial terms of the deal weren’t disclosed.

CPA 64

CPA accounting firms Tax Account 64

Accounting Insight

SEPTEMBER 13, 2023

Offshoring, where you have dedicated team members working solely for you, is the smart way for accountants to outsource work. You then welcome them into your team and you train them in using your systems and processes. So, Nikolai assembled a team there to help his practice to grow. iO is run by accountants for accountants.

Account 105

Account accountant accounted 105

AccountingDepartment

DECEMBER 28, 2023

Each year, our team gears up to attend events all over the United States that AccountingDepartment.com proudly sponsors. In this blog post, we circle back to highlight some of the big events that we attended over the year!

B2B 94

B2B 94

CPA Practice

MAY 8, 2024

AuditBoard, the leading cloud-based platform transforming audit, risk, compliance, and ESG management, today announced powerful enhancements for its InfoSec Solutions to help organizations meet their IT compliance, cyber risk, and vendor risk management needs in the face of rising risks and increased regulatory requirements.

Technology 59

Technology audit Legal Government 59

Going Concern

MARCH 25, 2024

The regulator says Deloitte lowered her quality rating for the 2019 fiscal year – a performance metric used in part to determine incentive pay – to “Meets Expectations” from “Exceeds Expectations,” resulting in a reduction of $56,000. million ($1.2 million USD) fine. And some mild embarrassment. Let’s take a look, shall we?

auditor 113

auditor audit CPA 113

Withum

NOVEMBER 16, 2023

Trevor’s work as a manager in the Valuation Services team at Withum, coupled with his education and other personal achievements, was honored by the AICPA at the Forensic and Valuation Services Conference held in Las Vegas this November. Click here to view the full AICPA press release.

tax planning 105

tax planning Education CPA Tax 105

CPA Practice

APRIL 19, 2023

But to reach those objectives, you need a team, and that’s becoming increasingly difficult to find if you’re hiring accountants. Fortunately, it is possible to grow your team and meet your goals. You just need to know how to strategically deploy the right people and resources.

Technology 123

Technology CPA tax return auditor 123

Cherry Bekaert

MAY 22, 2024

Optimizing and Demystifying Essential Accounting Functions Outsourced accounting services provide construction companies with a cost-effective alternative to maintaining an in-house accounting team. A highly knowledgeable team will stay abreast of changing regulations, reducing the risk of financial inconsistencies and potential legal issues.

Construction 52

Construction Account accountant accounted 52

CPA Practice

OCTOBER 19, 2023

AuditBoard , a provider of cloud-based platform transforming audit, risk, compliance, and ESG management has added new capabilities purpose-built to enable teams to automate critical workflows, surface key strategic insights, and stay on top of proliferating risks.

audit 103

audit Technology B2B California 103

CPA Practice

FEBRUARY 26, 2024

He expressed to me that he wants his accountant to meet with him weekly to review his revenue, expenses, and cash flow. During your next meeting, listen to your clients and start asking questions about their needs. Your team also has expertise in these areas, so these services would be a perfect fit for your firm.

tax planning 119

tax planning CPA Tax Construction 119

CPA Practice

OCTOBER 3, 2023

Accountants report that there’s been a shift to advisory services to better meet the needs of clients and also improve revenue. You can focus only on the services that will meet their needs and will add value. Client demands and expectations are shifting. Relationships are changing, too. This is what I call “client relationships 2.0.”

Education 121

Education bookkeeping services accounting firms bookkeeping 121

Withum

FEBRUARY 26, 2024

It ensures that the software meets business requirements, is ready for production and helps identify any issues that might affect the user experience. It ensures that the software meets business requirements, is ready for production and helps identify any issues that might affect the user experience. Black Box Testing is part of UAT.

Legal 64

Legal 64

CPA Practice

OCTOBER 30, 2023

AuditBoard , a provider of cloud-based platform transforming audit, risk, compliance, and ESG management has added new capabilities purpose-built to enable teams to automate critical workflows, surface key strategic insights, and stay on top of proliferating risks.

audit 98

audit Technology B2B California 98

Cherry Bekaert

MARCH 19, 2024

This integration of AI not only expedites the discovery process but also helps certify that products and services do more than meet consumer needs. AI tools provide R&D teams real-time voice of customer, significantly shortening the timeline for AI product development and improving how well new products address customer needs.

New York 100

New York Sales Account accountant 100

Withum

MARCH 8, 2023

But did you know Microsoft Teams provides each team their own digital notebook called OneNote that easily formats, organizes and preserves notes? Lots of meeting info to organize? You can insert meeting details, including meeting time, participants and a way to check off who has attended with a click of a button.

Start-ups 75

Start-ups Technology 75

Cherry Bekaert

MAY 3, 2024

Also, take into consideration a talented professional who could be a great addition to the team but is currently in a caregiver role. Also, take into consideration a talented professional who could be a great addition to the team but is currently in a caregiver role. retirement).

accounting and finance 105

accounting and finance Finance Account accountant 105

CPA Practice

JULY 31, 2023

Onshore Anchor (HR): Designate an onshore anchor who will act as a point of contact for the offshore team. They will be responsible for managing communication, addressing concerns, and ensuring alignment between onshore and offshore teams. Integrating Teams: Promote collaboration and integration between onshore and offshore teams.

Tax 98

Tax Account accountant accounted 98

Withum

MAY 2, 2023

Implementing an ERP system requires a cross-functional team of individuals with diverse skill sets, including business process experts, project managers, IT professionals, and end-users. The likelihood of success can come in many forms, but the team must establish key success factors as part of its strategic plan.

NetSuite 118

NetSuite Technology Start-ups Government 118

Basis 365

FEBRUARY 16, 2024

Forget "Near Me": Why the Best Outsourced Accountants Can Be Anywhere In the age of Zoom meetings and instant messaging, the phrase "outsourced accountants near me" has become irrelevant. Remember that time when you had to box up your receipts and drive across town for a face-to-face meeting with your accountant? Gone are those days!

bookkeeping 59

bookkeeping Account accountant accounted 59

Withum

JANUARY 12, 2024

DOL CAP Audit Series Having learned the possible reasons for your Union’s selection for a CAP audit , you are ready to proceed to the next section, which outlines the steps involved in the audit process. CAP audits generally begin with a phone call from the investigator to a union official to discuss arrangements for the audit.

audit 59

audit payroll auditor Start-ups 59

CPA Practice

JANUARY 19, 2023

They have an innate ability to motivate teams, build a strong culture, foster innovation, manage complexity, create agile processes and take risks while dealing with constant change. This could include regular meetings with different departments or individual conversations between leaders and staff. By Arianna Campbell.

Start-ups 137

Start-ups Account accountant accounted 137

Accounting Insight

DECEMBER 4, 2023

Lydia founded BookSmart Accounting at the start of 2021 and has grown the business to a team of five with 200+ SME clients. I was temping through an agency at 18, they moved me from an admin role to a finance team and I fell in love with the work. I love meeting lots of different and interesting business owners.

accounting and finance 105

accounting and finance Finance Start-ups Account 105

CPA Practice

APRIL 30, 2024

A diverse RCA team promotes multiple perspectives and drives an in-depth understanding of causal factors. RCA is an important procedure that many firms use to evaluate the adequacy of and compliance with their quality control system (QCS). In addition, RCA can highlight positive outcomes, the board said.

audit 59

audit financial statements Account accountant 59

CPA Practice

APRIL 29, 2024

By Sarah Acton, Chief Marketing Officer at BILL. Many accounting firms started 2024 with an eye toward expansion, and the post-busy season spring brings renewed purpose and fresh perspective to put plans into action. True listening can show your passion for their business and open up feedback that is eye opening.

Education 118

Education cpas bookkeeping accounting firms 118

CPA Practice

MAY 1, 2024

Integrated Tax & Wealth Management’s other financial advisors and wealth management team have become W-2 investment adviser representatives of Avantax Planning Partners. We successfully structured the deal to meet Brian’s goals while setting the stage for the next phase of growth.” Avantax Inc.,

Tax 52

Tax tax preparation 52

Xero

MAY 9, 2023

The XPAC team is a group of experts connecting Xero to the community and industry alike. Meet our newest XPAC members Each cohort remains on the Australian XPAC for two years. Xero wouldn’t be where it is today without the support of our partner community, and that includes our Xero Partner Advisory Council (XPAC).

bookkeeping 105

bookkeeping Start-ups Account accountant 105

Basis 365

JUNE 1, 2023

Mistake #1: Lack of Communication One of marketing agencies' biggest mistakes when outsourcing their accounting services is failing to communicate effectively with their outsourced accounting team. To prevent this mistake, ensure your outsourced accounting team uses a reliable record-keeping system.

Account 97

Account accountant accounted financial statements 97

Withum

MAY 7, 2024

Meet The Author Walter Merkas Advisory Looking for Guidance on Implementing cloud and AI in Your Business? Our team of experts is here to help. We’ve put together a guide, designed to serve as your roadmap to getting started with AI and successfully leveraging its full potential.

Manufacturing 105

Manufacturing Legal Government 105

CPA Practice

OCTOBER 9, 2023

Or, you could have everyone from every team! For example, when you’re working from home full-time, team members are connected via Zoom or Google Meet, but when employees are hybrid there can be a mix of logistical challenges to manage. Hybrid work has been all the rage since the pandemic. oh wait, no one showed up from HR.

accounting and finance 111

accounting and finance Finance Sales Technology 111

CPA Practice

MARCH 25, 2024

Partners and team members should understand who these clients are so that there is no confusion about who will be going through the onboarding process. Landing a new client is exciting for any firm, but before solidifying your working relationship, it’s important to go through the onboarding process.

CPA 66

CPA cpa firm Start-ups 66

Withum

JANUARY 12, 2024

DOL CAP Audit Series Having learned the possible reasons for your Union’s selection for a CAP audit , you are ready to proceed to the next section, which outlines the steps involved in the audit process. CAP audits generally begin with a phone call from the investigator to a union official to discuss arrangements for the audit.

audit 52

audit payroll auditor Start-ups 52