Blogs - Finance

SOX 404(a) - It Can Apply To More Than You Think

Posted by
Teresa Bockwoldt
Title: CIO & Co-Founder
Company: Vibato, LLC & AccountingTemplates.com
 (CIO & Co-Founder at Vibato, LLC & AccountingTemplates.com) | 03-24-2013
The Wall Street Reform and Consumer Protection Act of 2010 – passed in July 2010 -- permanently exempted non-accelerated filers (public companies with a market cap <$75M) from Sarbanes-Oxley...
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Senate Finance Committee's New Approach to Tax Reform

Posted by
Annette Nellen
Title: Professor
Company: San Jose State University
 (Professor at San Jose State University) | 03-22-2013
  The Senate Finance Committee recently announced that it will be holding weekly meetings to discuss various topics.  There will be "tax policy option papers" posted to...
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Consider Your Risks in the Cloud: Don’t Be Surprised

Posted by
Pat Voll
Title: Vice President
Company: RoseRyan
 (Vice President at RoseRyan) | 03-21-2013
While proving popular and chock-full of benefits, the cloud, and working in it, comes with risks. You don’t control the platform, and your company’s critical data (about employees,...
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Global Mobility: 4 Steps to Creating a Strong Expat Policy

Posted by
Arden Ng
Title: Sr. Director, Advisory Svcs
Company: High Street Partners
 (Sr. Director, Advisory Svcs at High Street Partners) | 03-21-2013
During a recent High Street Partners panel presentation on best practices for creating overseas entities and getting key staff in-country, my colleague Bill Peiffer was asked for tips on managing...
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Intuit’s Direction for QuickBooks Add-On Software–Online!

Posted by
Doug Sleeter
Title: President
Company: The Sleeter Group, Inc.
 (President at The Sleeter Group, Inc.) | 03-21-2013
Let’s face it – Intuit can’t create a feature for EVERY requirement that a business will have when using QuickBooks and QuickBooks Online. To that end, they provide several...
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QuickBooks for Law Firms: Trust Transactions

Posted by
Doug Sleeter
Title: President
Company: The Sleeter Group, Inc.
 (President at The Sleeter Group, Inc.) | 03-20-2013
Most Trust/IOLTA transactions in law firms (e.g., writing checks, making deposits, entering and paying bills) are treated the same as in other businesses. However, properly handling...
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Fixing the tax gap as part of tax reform

Posted by
Annette Nellen
Title: Professor
Company: San Jose State University
 (Professor at San Jose State University) | 03-17-2013
  Source: IRS Tax Gap - http://www.irs.gov/uac/The-Tax-Gap How does the net annual tax gap of $382 billion fit into tax reform?  This is a lot of money that is not...
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Gas Tax and Tax Reform

Posted by
Annette Nellen
Title: Professor
Company: San Jose State University
 (Professor at San Jose State University) | 03-16-2013
  I was recently asked by a reporter for StreetsBlog.org if tax reform might also include an increase in the gas tax.  I said no.  Tax reform discussions have focused on the...
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Performance Risk Management - the practical approach

Posted by
Charles Schrock
Title: SVP - Risk Management
Company: Inland Bank and Trust
 (SVP - Risk Management at Inland Bank and Trust) | 03-14-2013
Performance Risk Management is my new and immensely practical approach to integrating performance management and risk management. This is the breakthrough that finally allows the “good ideas...
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When Good Procurement Policy Goes Bad

Posted by
Nicole Lucarelli
Title: Partner
Company: Rounded Third
 (Partner at Rounded Third) | 03-14-2013
Developing policies to help govern procurement is generally considered a best practice.  However, if not done properly, it can create its own set of issues.   The use of a good governance...
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Confused by the Options in Intuit Merchant Service?

Posted by
Doug Sleeter
Title: President
Company: The Sleeter Group, Inc.
 (President at The Sleeter Group, Inc.) | 03-14-2013
I have to admit, I certainly have been confused! There are a LOT of options when considering how you can accept payments in QuickBooks using services available from Intuit Merchant Services....
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Governors' Tax Reform Principles

Posted by
Annette Nellen
Title: Professor
Company: San Jose State University
 (Professor at San Jose State University) | 03-14-2013
  The National Governors Association has released a 1-pager, set of Tax Reform Principles. The purpose is to help guide Congress in its tax reform work - and of course, consider state...
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