Financial reports and accounting information may seem time-consuming or confusing. But, that data is an essential part of running a business—especially when you need to make big decisions. Do you need to take out a loan? Can you afford to give raises to your employees? What about buying new equipment? All of these questions can […]
Archives for May 2021
LeaseCrunch debuts lease accounting audit software – Accounting Today
LeaseCrunch has debuted a new solution for lease accounting auditing, designed to reduce the time and expense spent delivering this service. LeaseCrunch Verify allows firms to add client accounts from one dashboard and enter and test a sample size of their leases. Firms can also add the selected sample of leases to their “prepared by […]
How a Cash-Only Budget Could Be the Breakthrough Your Small Business Needs
If you’ve attempted to budget without success, it’s time to give the cash-only approach a try. Free Book Preview Entrepreneur Kids: All About Money Submit your email to get a sneak peek of some of the fun, educational worksheets included in our NEW book for the little entrepreneur in your life. May 25, 2021 5 […]
AICPA & CIMA issue new nonauthoritative guidance for auditing digital assets
AICPA & CIMA issued nonauthoritative guidance for auditing digital assets such as cryptoassets in the areas of risk assessment, processes and controls, laws and regulations, and related parties. The guidance was added to the free practice aid Accounting for and Auditing of Digital Assets. The AICPA created the practice aid in December 2019 with nonauthoritative […]
“Be a great client”
John Authers wrote about the legacy of the recently departed David Swensen of Yale Endowment fame, synthesizing some stuff from Charley Ellis, who’d watched him work for decades. It turns out that Swensen wasn’t just early to the use of alternative investments like hedge funds, he was also a good customer… The key to hiring […]
Vanguard boosts ESG range to 6 funds with new ETF
Fund manager Vanguard has today launched the Vanguard ESG Global Corporate Bond UCITS ETF with an annual charge of 0.15%. The company says the new Exchange Traded Fund is designed to be a “core building block for ESG-aware portfolios.” The fund adds to Vanguard’s range of five other ESG funds which have OCFs (Ongoing Fund […]
#FA Success Ep 230: Showing Financial Planning Value As An AUM Advisor By Focusing The Conversation, With Dan Moisand
Executive Summary Welcome back to the 230th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Dan Moisand. Dan is a Principal of Moisand Fitzgerald Tamayo, a fee-only RIA headquartered in Melbourne, Florida that manages over $800m in assets for 650 households. What’s unique about Dan, though, is his ability to […]
Challenges in selecting the right IoT development vendor
The internet of things (IoT) has been gaining sharp momentum in the post-Covid scenario, says Yash Mehta, an IoT and Big Data Science specialist. Almost every business vertical such as manufacturing, transportation, utilities, healthcare and consumer electronics has started implementing IoT in its business processes. This has put IoT product development firms in a position […]
U.S. should dig deeper into theory that Covid originated in a Wuhan lab, ex-Clinton official says
The U.S. should be playing a larger role in getting to the bottom of the theory that Covid-19 first leaked from a virology lab in Wuhan, China, Atlantic Council senior fellow Jamie Metzl told CNBC on Monday. “Right now, the World Health Assembly is meeting, and the United States should be doing everything possible with […]
How to Tax Save for FY 2021-22 – Download Tax Planning ebook
How to Tax Save Income for Salaried and Professionals for FY 2021-22? – a question that is often asked by my friends, family and blog readers. This is expected mainly due to the complicated income tax structure. There are multiple tax sections and every year a few more are added or modified. It’s hard to […]