Ryan Lazanis
FEBRUARY 3, 2023
If you’re looking for tried, tested, and true tactics to help you generate more accounting leads for your firm, you’re in the right place. Read on to access 21 actionable methods that you can implement to help increase your client base. Let’s go! Table of Contents What is Lead Generation for Accountants 21 Tactics to Help You Generate Leads What is Lead Generation for Accountants?
Going Concern
JANUARY 30, 2023
It is known that the pandemic shifted everyone’s priorities and forced many of us to confront the question of “what am I doing with my life?” Almost all human beings with jobs have thought about this at some point between March 2020 and now, and many of them came to the conclusion that whatever they had been doing up until 2020 just wasn’t worth it.
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Lockstep
FEBRUARY 1, 2023
If you’re an accounting or finance professional, chances are you’ve heard of surcharging. But what is it, and how can it benefit small and medium-sized businesses (SMEs)? Let’s take a closer look. Put simply, surcharging is adding a fee to customers who pay with a credit card. While this may seem like a burden at first glance, there are actually some very compelling reasons for SMEs to consider implementing surcharging policies.
CPA Practice
FEBRUARY 1, 2023
For many accountants, we have times of intense, long work hours followed by slower periods. However, with the average accountant working longer hours during the busy season, it’s easy to go from a 40-hour week to one that is 60 – 80+ hours. If you want to minimize time spent in the office or working virtually, you need to work on your time management.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
GrowthForceBlog
JANUARY 31, 2023
7 min read As we said our farewells to 2022, it's time for business leaders to look back on the previous year in order to reflect, evaluate, understand, and learn from its failures and successes.
Snyder
FEBRUARY 3, 2023
As you already know by now, Excel is among, if not the most powerful piece of software that can assist individuals and businesses in making the job of accountants easier by significantly streamlining the accounting and financial control processes that they undertake. For one, with its various functions and formulas, Excel allows accountants to efficiently track financial data, thus effectively saving precious company time and improving accounting accuracy.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
BurklandAssociates
JANUARY 31, 2023
Key indicators like headcount, growth stage, and fundraising plans can help you know when your startup is ready to outsource accounting. The post Is My Startup Ready to Outsource Accounting? appeared first on Burkland.
CPA Practice
JANUARY 31, 2023
By Cassidy Jakovickas, CPA. As social media continues to evolve, tax and accounting firms need to evolve their strategies and tactics to stay ahead of the curve. By leveraging social media, you can increase your firm’s visibility and encourage top-quality companies to become clients. While many articles promote paid social media marketing, my team at MBS Accountancy has seen great results from organic social media efforts since 2019.
GrowthForceBlog
FEBRUARY 2, 2023
6 min read Service revenue does not necessarily indicate profits because it's an above-the-line item and profits depend on below-the-line expenses.
MyIRSRelief
FEBRUARY 1, 2023
Tax anxiety, TAXIETY, comes in different forms of tax problems such as: What is an IRS audit taxiety? An IRS audit is a review or examination of an individual’s or organization’s tax return to ensure that the information is accurate and that the tax return is being filed in compliance with the tax laws. If the IRS finds errors or discrepancies in the tax return during the audit process, it may result in an adjustment to the tax liability and possibly additional taxes owed, penalties
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
Airbase
FEBRUARY 3, 2023
If you’re like most mid-market to early-enterprise companies, you’ve probably built up — or inherited — a number of systems in your financial tech stack to manage spending. The legacy ones include Expensify, bill.com, and Concur. You’ll have a card program like AMEX or SVB, or maybe a software-enabled one like Ramp or Brex. But, in this new era of cost savings and efficiency, the limitations and expense of these point solutions are increasingly clear.
Acterys
FEBRUARY 3, 2023
Inventory planning is crucial for businesses because a successful plan allows them to meet customer demand while remaining profitable. Poor inventory planning can lead to problems, such as excess or insufficient inventory, which can result in lost sales or higher carrying costs. On the other hand, effective inventory planning can help businesses to reduce costs, improve customer satisfaction, and increase profitability.
TaxConnex
FEBRUARY 2, 2023
Two recent state courts’ determinations – one good for the seller, one not – show the continuing reach of Wayfair almost five years after the landmark Supreme Court decision regarding economic nexus. The Massachusetts Supreme Judicial Court has reportedly upheld a state Appellate Tax Board decision in favor of an auto parts retailer who challenged efforts to retroactively collect online sales taxes.
Going Concern
FEBRUARY 3, 2023
On January 24, short seller Hindenburg Research dropped a report called Adani Group: How The World’s 3rd Richest Man Is Pulling The Largest Con In Corporate History , in which Hindenburg accuses Indian conglomerate Adani Group of engaging in “a brazen stock manipulation and accounting fraud scheme over the course of decades,” among other things.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
Airbase
JANUARY 31, 2023
Airbase’s webinar, “Balancing cash flow and growth in an uncertain environment,” began with a telling stat. When asked how many times they’d revised their forecast in the last 12 months, 44% of attendees said they’d had to do it more than three times. Speakers Alex Clayton of Meritech Capital and Airbase CFO, Aneal Vallurupalli, weren’t at all surprised.
Acterys
JANUARY 31, 2023
Retail sales in November 2022 rose 4.5% YoY. Senior Industry Analyst Ted Rossman explained that this rise “marks the slowest year-over-year retail sales growth since 2020,”. This shows that the pandemic significantly impacted consumer behavior, market demand, and supply chain operations. As retailers and manufacturers try to rebuild responsibly in a post-pandemic world, the importance of effective inventory planning has never been greater.
TaxConnex
JANUARY 31, 2023
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 last couple months, we've been highlighting the Partners of TaxConnex. Next up, our Consulting Practice Leader, Jeff Meigs! Gain insight into Jeff's career and his plans for our future as well as how sales tax has evolved over the years.
CPA Practice
FEBRUARY 3, 2023
The IRS began accepting tax returns in late January, and if you were hoping for a bigger tax refund—or at least a smaller tax bill—in the new year, some tax law changes impacting the upcoming 2022 tax year filing season may dampen your spirits. For starters, certain tax credits for children and dependents have been reduced, and the charitable deduction some taxpayers took advantage of during the pandemic years is no longer so easy to claim.
Speaker: David Warren and Kevin O’Neill Stoll
Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng
Airbase
JANUARY 31, 2023
Kelly Hicks and Robin Sharma share advice after Airbase successfully completes its first external audit. Few milestones in a company’s lifecycle demand a more focused response from finance and accounting than the first external audit. As Airbase recently secured its first, we were curious about the experience and caught up with our frontline players for some insights.
Going Concern
JANUARY 31, 2023
The AICPA has released Q4 CPA exam pass rates which means we have a cumulative score for all of 2022 YIPPEE. As we did not discuss pass rates at all last year, let’s take a look at the whole chart and see how CPA exam candidates performed in 2022: Section Q1 Q2 Q3 Q4 Cumulative AUD 46.35% 49.13% 48.67% 47.21% 48.16% BEC 57.33% 61.53% 59.91% 60.30% 59.68% FAR 44.95% 45.66% 44.30% 40.67% 44.93% REG 60.03% 61.25% 61.78% 56.41% 61.10% Remember that the exam is not easier or harder at different
Insightful Accountant
FEBRUARY 1, 2023
Our readers are always asking for software comparisons, so Murph conducted a review of 10 Password Managers; tossed two out, but ranked the remaining eight for your consideration.
CPA Practice
JANUARY 31, 2023
The current tax law rules allow participants in defined contribution plans, like a 401(k) plan or a SIMPLE (short for Savings Incentive Match Plan for Employees) plan, to make elective contributions within generous limits. Similarly, individuals may contribute to IRAs outside of their workplace. But some people still need to bolster their retirement savings late in life.
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The first Market Momentum Index: AI and Unstructured Data Management, conducted by Deep Analysis with support from AIIM and M-Files, surveyed 500 enterprises across various industries to assess their readiness to employ AI. The results reveal that AI is already far more embedded into organizations' operations than previously realized. These findings and more insights have been brought to you in the "Market Momentum Index: AI and Unstructured Data Management.
ThomsonReuters
JANUARY 30, 2023
States eye workforce as a legislative priority for payroll The majority of state legislatures began their legislative sessions this January. A flurry of bills is being proposed in the payroll space — many having to do labor and employment. This came as no surprise to Tim Storey, CEO of the National Conference of State Legislators (NCSL). During an early-December 2022 NCSL Forecast 2023 meeting he explained the challenge to employ workers has been echoed by legislators nationwide.
Going Concern
JANUARY 28, 2023
I debated even posting this at all but everyone is already talking about it and maybe it will encourage someone reading it to get help if they too are struggling. On Thursday, a recently-hired audit associate working out of KPMG’s New York City office at 345 Park Avenue committed suicide. There appears to be just one quick article about the incident from a local TV station.
Insightful Accountant
FEBRUARY 2, 2023
Insightful Accountant will recognize a new list of up to 25 Up-n-Coming ProAdvisors, and a Top Up-n-Coming ProAdvisor for 2023.
CPA Practice
FEBRUARY 2, 2023
By Jeff Manning, oregonlive.com (TNS) The Oregon Department of Revenue acknowledged Thursday that it sent personal tax refund information for about 5,000 taxpayers to the wrong address. All 5,000 are intended for, and were mailed to, Portland residents, said Robin Maxey, a spokesperson for the department. The mailing address on the outside, however, doesn’t match up with the information contained on the forms.
Speaker: Mark Stovel
When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.
Xero
FEBRUARY 2, 2023
In the wake of extreme weather events, the Xero Assistance Programme (XAP) is being extended to all small businesses in the Auckland, Northland and Waikato regions. From Wednesday 1st February through to Friday 31st March, any small business owner, employee or their families in Auckland, Northland and Waikato regions can access three confidential and free telephone, live chat, online or face-to-face counselling sessions.
Going Concern
FEBRUARY 2, 2023
There’s another article about the accountant shortage today and this time it’s in Insider. There’s nothing in there you don’t already know — enrollments are down, boomers are retiring, the process of becoming a CPA is extra and sucks, kids need to be convinced that accounting is great, blah blah — but they did get an interesting quote from Steven Kachelmeier, accounting department chair at the University of Texas.
Insightful Accountant
JANUARY 31, 2023
The company made several moves to drive its organizational agility and operational synergies, including naming Dan Drees as President and James Sutton as Chief Revenue Officer.
CPA Practice
FEBRUARY 3, 2023
By Prashant Gopal, Bloomberg News (TNS) Mortgage rates in the U.S. fell for a fourth straight week. The average for a 30-year, fixed loan was 6.09%, down from 6.13% last week, Freddie Mac said in a statement Thursday. Mortgage costs have come down almost a full percentage point from their recent high, giving hope to some would-be homebuyers looking for a way into a deal.
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With automation, you’ll reduce errors and save valuable time, allowing you to focus on what really matters: strategic analysis and insightful decision-making. Picture accurate financial reports ready at your fingertips, giving you the confidence to tackle business challenges head-on. Embracing automation not only boosts productivity but also elevates your role from number cruncher to closing rockstar.
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