Category: Accounting
-
Sample tax preparation and filing services engagement agreement
This page is outdated. A more recent version is available: Sample accounting services engagement agreement 2021
-
Make small business payroll service pay for itself
Recently I published a series of short blog posts on the topic of payroll processing for small businesses. In summary, I’ve suggested that today’s automated payroll services are a fantastic value but that coördination and oversight by a small business compensation professional helps avoid problems and penalties that stem from miscommunication. I’ve suggested that the…
-
Receivables management for accountants and attorneys
In my first meeting with Philadelphia’s David Rubin in early 2017, he made me realize that my vision of accounts receivables management was shortsighted. His professional approach opened my eyes to the availability of a better way to manage this necessary task! I really did not know this service was available and didn’t imagine it…
-
Small business part time help matchmaker project
I’ve noticed that my businesses and other local businesses are having a tougher time finding workers for occasional projects so I started a project yesterday in an attempt to address the issue. The goal is to meet more people who are looking for various types of work and assess their interests, skills and availability. Then…
-
Standard basic pricing for QuickBooks Online
2019 update: Intuit corporation announced retail rate increases for its QuickBooks products. The rates in this article are now out-of-date. Rates remain the same (for now) for subscriptions contracted through a ProAdvisor but may increase in the future. Once a subscription is started, the rate is ‘locked in’ for the life of the account. This…
-
Head’s Up on New Pennsylvania Charity Reporting Requirements
Executive Summary: Smaller Pennsylvania charities face revised state requirements for their submitted financial statements that may require additional advance planning. May 16, 2018 is the IRS filing deadline for filing 2017 information with the federal government for most nonprofit organizations. Some organizations haven’t had a need to focus on the details of recent legal changes affecting…
-
New Jersey CPAs weigh in on legislative priorities
These are the legislative priorities of the members of the New Jersey Society of Certifies Public Accountants most recent member survey: Reducing property taxes Improving the state’s infrastructure — roads, bridges, tunnels and public transportation Converting public pensions to 401(k)s Auditing state agencies and programs for overspending, waste and revenue allocation Combining municipalities and/or school…
-
Implications of blockchain in everyday accounting
The AICPA co-published a new report on blockchain that is written primarily by accountants at Deloitte & Touche LLP. The report covers a range of issues from introduction of concept to a call for action for CPAs. It is not an accounting standards publication but rather a white paper on the issue of blockchain. The decentralized…
-
Sample tax representation agreement
This page is outdated. A more recent version is available: Sample accounting services engagement agreement 2021 IF AFTER READING THIS YOU AGREE TO ALL THE TERMS, PLEASE RESPOND TO THIS EMAIL AND TYPE “AGREED“. PLEASE CALL WITH ANY QUESTIONS. SUMMARY OF THIS EMAIL Documents included: 1) Privacy policy, 2) Confidentiality Privilege Agreement, 3) Engagement Agreement,…
-
Husband and wife partnerships are complicated
I’m talking taxes here, not relationship advice. I’m the last person who should be giving advice on marital relationships. Unfortunately, I might not be much help on the tax and legal issues either. The best I hope to accomplish in this blog post is to list some of the issues, in bullet format, that should be…