We recently sat down with Sonia Connon, a New Zealand-based bookkeeping business owner and Reckon advisor to chat about her experience in starting up her business ‘Office Assistants’, some common concerns her clients are facing, and what she’s learned along the way. Hi Sonia, could you tell us a little about what you get up […]
Archives for 2023
Oppenheimer to pay $14 million award in latest Ponzi fallout
Why You Need to Reimburse Your Employee Expenses Sooner Than Later
Slow-paying employee reimbursements can lead to resentment, fraud and lost opportunities. Take these simple steps to pay employees quickly and keep your business on track.
What Is a Chart of Accounts, And Why Does it Matter?
Running a business is no easy feat. You must juggle the demands of your customers along with keeping your records in check. Although most business owners don’t enjoy diving into spreadsheets and number crunching, keeping track of all the money that goes in and out is imperative, as it provides valuable insights into the business’s […]
Black CPAs: IRS must end higher audit rates for Black taxpayers
Black CPAs react to study led by Stanford University showing the IRS is up to 4.7 times more likely to audit Black taxpayers than non-Black ones, saying the tax system must be fairer.
Offering Tax Preparation As A Solo Advisor: How To Attain Designations And Create A Schedule By Next Tax Season
Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. Besides the fact that many financial advisors don’t hold the necessary credentials (e.g., CPA, EA, or JD) to prepare tax returns and represent clients before the IRS, there has also been the impression that there is simply not enough time for […]
Accounting grad from Azerbaijan branches out, finds success at … – Binghamton
Accounting grad from Azerbaijan branches out, finds success at … Binghamton
Complex ETFs land North Dakota firm with nearly $1M SEC fine
These 10 wealth management giants paid CEOs an average $24M in 2022
Weekend Reading For Financial Planners (May 6-7)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a “small entity” to reduce the compliance burden […]