I am a strong proponent of partner retreats and offsite meetings. Most large firms have them and I had retreats in my small firm since I became partners with Peter Weitsen in 1988. I also organized regular offsite partner meetings going back to the late 1970s in my previous practice. Further, I presented many practice management programs espousing retreats along with the benefits of them.
Earlier this year I was asked to submit a proposal to facilitate a retreat for a top 200 firm and decided to lay it out in a detailed manner so I could use it as an outline for a handbook or kit I would then write on running a retreat. I have also collected 1,000 pages of material that I would use and incorporate into that handbook.
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Appeals Court rules for Saginaw accounting firm, against Genesee ISD in skills center case -
People gather for the ribbon cutting ceremony after completing a construction project at the Genesee Career Institute on Wednesday, Oct. 26, 2016 in Mundy Township. The event offered an opportunity for those in attendance to tour the facility and learn about different programs for students. Tegan Johnston | MLive.com Tegan Johnston | MLive.com Tegan Johnston | MLive.com
FLINT, MI -- The Michigan Court of Appeals has affirmed a lower court ruling that a Saginaw accounting firm is not legally responsible for failing to catch alleged improper spending of millions of dollars that had been earmarked for the former Genesee Area Skills Center.
Clear Books, Metro Bank Team For SMB Accounting | PYMNTS.com
Clear Books and Metro Bank are partnering to offer a new accounting software solution for small- to medium-sized businesses (SMBs), including online and mobile bank feeds and financial management tools, according to a press release .
The app also lets customers raise professional invoices and view financial reports. They can access the app for a 25 percent discount after the trial period ends, the release stated.
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Lease Accounting Moves Beyond Compliance: A Catalyst for Process Automation - FEI
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The push to achieve compliance with the latest lease accounting standards has required significant effort for most companies, but the good news is that this investment can reap dramatic returns, beyond pure compliance. With many organizations facing slow adoption of digital finance transformation initiatives, the leasing standards may be the catalyst that the industry needs to accelerate digitization and process automation.
GMS Appoints William Forrest Bell as Chief Accounting Officer | Business Wire
Mr. Bell joins GMS from Icahn Automotive Group, an aftermarket automotive parts distribution and service company, where he served as Chief Accounting Officer. Previously, Mr. Bell served as Chief Accounting Officer for Veritiv Corporation, a publicly traded distributor of packaging and paper products and provider of logistics and supply chain management solutions and as Senior Vice President, Chief Accounting Officer, and Corporate Controller of Crawford & Company. Mr.
IRS 2020 draft form 1040 puts crypto question front and center | Accounting Today
The wording of the question, "At any time during 2020, did you receive, sell, send, exchange or otherwise acquire any financial interest in any virtual currency," remains the same, save the year.
Cryptocurrency is currently taxed as property. Taxpayers are required to report any transactions involving virtual currency as U.S. dollars on their tax returns, and to do so, they need to determine its fair market value as of its transaction date.
There are also tech companies offering solutions to help accurately report cryptocurrency investments, like Cointracking, Cointracker, Koinly and Accointing.
HubBroker Launches Automatic Invoice Reminder App for ERP & Accounting Systems to Help
HubBroker announces launch of an Automatic Invoice Reminder App that can be integrated into major accounting & ERP systems including Uniconta, e-conomic & Microsoft Dynamics 365. The reminder app automatically sends invoice reminders to customers for overdue invoices.
HubBroker has announced the launch of their Automatic Invoice Reminder App that can be integrated into popular ERP & accounting systems including Uniconta, e-conomic & Microsoft Dynamics 365. The reminder app will automatically send invoice reminders to the customers for overdue Invoices.
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