Treasure Trove of Data in the 2021 Business Reference Guide
BVR
MARCH 28, 2022
Business valuation experts can find a great deal of useful information in the Business Reference Guide (BRG) by Tom West, which has been updated for 2021.
resource-types guide 
Understanding Balance Sheet Restructuring: Its Significance and Impact in M&A
Scott Mashuda
APRIL 23, 2024
How is Balance Sheet Restructuring Different from Other Types of M&A activities? Balance sheet restructuring differs from other types of M&A activities in that it focuses specifically on adjusting a company’s assets, liabilities, and equity to enhance its financial position.
Equity 
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Understanding Form 8283 and non-cash charitable contributions
ThomsonReuters
NOVEMBER 15, 2023
Form 8283 instructions The IRS provides comprehensive instructions for Form 8283 , which includes a thorough explanation of each section and the supporting documentation required for different types of charitable contributions. The limitations may vary depending on the type of property donated and the donor’s adjusted gross income.
How to Calculate, Analyze, and Improve SaaS CAC
Lighter Capital
FEBRUARY 9, 2024
Tracking tools helped all types of businesses in the modern era avoid groping for answers in the dark, and they’re especially effective for SaaS companies that operate almost entirely online. That insight lets you put more resources towards your most cost-effective efforts to grow. Was a new buyer drawn in by a particular promotion?
How to Calculate and Improve SaaS Revenue Churn Rates
Lighter Capital
AUGUST 16, 2023
There are two types of revenue churn: Gross revenue churn: The portion of total monthly revenue that is lost when customers cancel or choose not to renew subscriptions. Get the Founder's Guide to SaaS Growth Metrics It's our most popular founder resource! Download the guide ➔
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Unlocking the Hidden Value: A Comprehensive Guide to Preparing Your Business for Acquisition
Sun Acquisitions
JULY 31, 2023
Finally, you should also consider what type of buyer is most suitable for your business. You also consider whether the buyer has the resources and expertise to help your business reach its full potential. It would help if you also considered how, you would ensure continuity of operations during the transition period and beyond.
Does a PPP Loan Make It Harder to Sell a Business?
Sun Acquisitions
APRIL 26, 2022
This type of loan can be used to cover payroll costs, rent, and other expenses during difficult times. With over 400 successful business transactions , we’ve seen it all and have the experience necessary to guide you through a successful sale of your business. Additional Resources: Are You Financially Ready (to sell)?
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Agencies Issue FAQs (Part 51) With ACA Preventive Health Services Guidance
ThomsonReuters
JANUARY 13, 2022
Furthermore, the agencies are assessing what types of changes to existing guidance may be needed to ensure that individuals receive the mandated coverage. Furthermore, the agencies are assessing what types of changes to existing guidance may be needed to ensure that individuals receive the mandated coverage.
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Successful Audit Analytics Adoption: Overcoming the Budget Barrier Challenge
Audit Board
OCTOBER 16, 2023
68% of CAEs would invest in more analytics if they had the resources ( The Institute of Internal Auditors’ (IIA) 2022 North American Pulse of Internal Audit Survey ). Download your free copy of the guide here , and continue reading to learn more about overcoming the budget barrier obstacle to enable the successful adoption of audit analytics.
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Exploring Venture Debt: Benefits, Risks, and Tradeoffs
Lighter Capital
FEBRUARY 1, 2023
Learn more about debt financing for startups Financing Your Startup Using Debt: Choosing the Right Type of Debt Financing for Sustainable Growth is one of our most popular founder resources! Get the guide that can help you make smarter fundraising choices for your startup. Get the guide ➔
Applying for an SBA Loan to Buy a Business
Peak Business Valuation
JULY 4, 2023
Peak Business Valuation can help you navigate the eligibility requirements for SBA loans and guide you through the application process. To apply for an SBA loan to purchase a business, you’ll need to follow these steps: Determine which type of SBA loan is best for your needs. Schedule a Free Consultation!
What exactly is indirect tax?
ThomsonReuters
FEBRUARY 6, 2024
Types of indirect tax The value of indirect tax to tax professionals Differences between direct and indirect tax Tax planning and management is one of the primary areas accountants help their clients. This is the most common type of indirect tax globally. Jump to: What is indirect tax? Taxes are either direct tax or indirect tax.
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Software depreciation: Exploring tax implications and deductions
ThomsonReuters
AUGUST 25, 2023
According to a nationwide survey released by the Chamber of Commerce , 93% of today’s small business owners said they use at least one type of technology platform to help run their business, with the average owner utilizing three different platforms. However, when it comes to software tax depreciation, the complexities can quickly add up.
Keeping Pace With Corporate Income Tax Filing Season
ThomsonReuters
OCTOBER 1, 2021
As the effects of the pandemic continue to reverberate through the economy, resource-constrained corporate tax departments are unceasingly adapting to change — including new regulatory requirements, new ways of working, extended tax deadlines, Covid tax relief provisions and, now, the demands of a busy tax-filing season. What is mandated?
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Navigating the maze of audit compliance
ThomsonReuters
JUNE 9, 2023
To ensure that your audit process meets professional standards and passes peer review, you must have a guided engagement process in place. One way to achieve this is by utilizing an i ntegrated online solution to manage all types of engagements.
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What Is a Business Report and How to Write It?
Equilest
AUGUST 8, 2022
This type of documentation is used to share relevant data, research results, new ideas, statistical data, and many other items. A business report is a document that helps to study a company's performance, help make decisions, manage resources, etc. Types of business report. Follow your company's style guide.
Hyperautomation in Action: Purchasing and Payables
Audit Board
MAY 9, 2022
Further, it can be fraught with complexity due to the high volume of transactions, multiple integrated systems, banks, and payment types — leading to an increase in opportunity and incentive for fraud. Download the Full Internal Audit Hyperautomation Blueprint Guide. Supply chain risk and operating efficiencies.
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Schedule A and tax-deductible donations to charities
ThomsonReuters
NOVEMBER 15, 2023
However, certain types of contributions, such as those made to private foundations , have lower limits. The amount of a donation that is tax deductible depends on several factors, including the type of donation, the organization receiving the donation, and the donor’s Adjusted Gross Income (AGI). Limits and specific rules.
How to Use an SBA Loan to Purchase a Business
Peak Business Valuation
JUNE 29, 2023
The Small Business Administration is a government agency that provides support to small businesses in the form of loans, counseling, and other resources. SBA loans are a type of financing offered by the agency to help entrepreneurs start or expand their businesses. The most common type is the 7(a) loan. What is an SBA loan?
Vehicle Equipment Appraisal
Peak Business Valuation
JUNE 3, 2023
This appraisal is conducted by experienced and knowledgeable appraisers who specialize in accurately determining the value of various types of vehicles and equipment. With our expertise in the field and a team of skilled appraisers, we provide comprehensive and reliable appraisals for all types of vehicle equipment.
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How to Raise a Series A Round
Lighter Capital
JANUARY 12, 2024
When it comes to how to find venture capital investors, the Internet is going to be your best resource. There are a number of reliable online resources, some of which include detailed lists of venture capital firms , identifying the firm, the key partners and the types of areas they like to invest in.
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Good Debt vs. Bad Debt: Know the Difference to Fund Your Startup Wisely
Lighter Capital
SEPTEMBER 26, 2023
Term rates: Different types of loans can have different types of rates, depending on their structure. A well-structured budget serves as a roadmap, helping you allocate resources efficiently, identify potential areas of overspending, and ensure that debt repayment remains a prioritized expense. Get the guide ➔
CMS Issues HIPAA Administrative Simplification Compliance Review Findings and Fact Sheet on EFT/ERA Payment Reassociation
ThomsonReuters
JUNE 30, 2022
According to NSG, the specific violations identified in the updated report vary slightly from those identified in the July 2021 report, but the transaction types experiencing the most violations remained constant: health care claim payment/advice, health plan eligibility response, and health care claim status response.
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The Fundamentals of Financial Risk Management Explained
Audit Board
SEPTEMBER 21, 2023
With a financial risk management approach and regular risk assessments, your organization can manage various types of risks, and gain an advantage in a market full of volatility. What are Six Types of Financial Risks? These types of risks are realized when systems, processes, people, or external events interfere with daily functions.
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Accounting for Cost of Goods Sold (COGS) in SaaS
Lighter Capital
AUGUST 30, 2023
For these types of companies, we typically consider hosting and server expenses (AWS Reserves, Microsoft Azure, etc.) GPM for a true SaaS business typically ranges from 70% to 95%, depending on the type of product, and it includes technology ecosystems. Download the guide ➔ as the main component of COGS.
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Audit Committee Toolkit: Maximizing Value From Internal Audit
Audit Board
MAY 6, 2022
During those meetings, the audit committee needs to digest a great deal of information related to trends and risk exposures that are occurring, the organization’s performance in managing risk, and internal audit strategies to improve their focus on risk, as well as to review the structure and composition of the department’s resources. .
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Essentials of IT Risk Management: Protect Your Organization from Cyber Threats
Audit Board
AUGUST 1, 2023
Types of IT Cyber Threats Since a major component of any risk management methodology is the identification of risks — which can sometimes be the hardest part to get started with — we have identified some common IT cyber risks that all organizations should be aware of. This applies to establishing an IT Risk Management function as well.
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Appraiser Newsroom - Untitled Article
Appraiser Newsroom
FEBRUARY 8, 2023
In this guide, we’ll answer the question “what is a professional association?”, Most types of professions have a professional association or body, where members can learn more about their particular field. Types of Professional Associations To fully understand the question “what is a professional association?”,
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How to Finance a Business Purchase Using an SBA Loan
Peak Business Valuation
AUGUST 2, 2023
In this article, we’ll provide you with a comprehensive guide to help you understand the process of financing a business purchase with an SBA loan. Some requirements are more specific depending on the type of loan. The SBA loan approval process can take several weeks or even months, depending on the type of loan and the lender.
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Director Discusses Several Considerations Involved When Taking A Business Global
ThomsonReuters
AUGUST 22, 2023
Other employers may not be expanding, but instead seeking strategies for finding where the best talent is located globally and forming a plan to hire in those countries for specific types of jobs to save on wage and labor costs. Unfortunately, there are downsides as well. Many considerations when going global.
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S corp vs C corp vs LLC: What’s the difference, and which one is better for your business?
ThomsonReuters
SEPTEMBER 8, 2023
Jump to: What are the main types of business ownership? Many entrepreneurs wonder what types of business ownerships are possible and how to determine which one is right for their business. What are the main types of business ownership? Not all types of businesses can choose to be S corps, however. What is an LLC?
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5 Reasons why Equitest is the Best Option for Business Valuation
Equilest
MARCH 27, 2023
The platform provides step-by-step instructions and guides users through the valuation process. Equitest also provides support and resources to help users understand the results of their valuation. FAQs Can Equitest be used for any type of business? For these reasons and more, Equitest is the best option for business valuation.
Obtaining a Hotel Equipment Appraisal
Peak Business Valuation
JANUARY 12, 2024
This article serves as a comprehensive guide on how to value a hotel. Online testimonials serve as valuable resources. Include dates and types of repairs and services conducted. The chosen method depends on the type of equipment and the reason for the equipment appraisal.
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Staying up to speed with artificial intelligence in accounting
ThomsonReuters
JUNE 16, 2023
Sifting through the countless online resources for answers is not only time consuming and highly inefficient, but also leads to greater risk of errors and misinterpretations. Check out our free guide designed to help answer your questions. How will AI shape the future of accounting?
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Secure an SBA Loan for a Financial Advisory Firm
Peak Business Valuation
JUNE 3, 2023
To get started, connect with an SBA-approved lender who can guide you through the loan application process. This type of loan offers flexible terms and flexibility for business uses. This type of loan can specifically help with purchasing commercial real estate. We are happy to help you find an SBA lender !
Understanding depreciation and its impact on corporate tax
ThomsonReuters
AUGUST 25, 2023
Book The trusted tax depreciation guide book from Thomson Reuters Checkpoint® Shop the Depreciation Quickfinder Handbook How does depreciation work in an S corporation? Other types of provisions a business typically accounts for include, but are not limited to, income tax , product warranties, pensions, bad debts, and sales allowances.
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RESOLUTIONS FOR THE NEW YEAR: SIMPLE STEPS TO MAKE YOUR BUSINESS MORE MARKETABLE
A Neumann & Associates
JANUARY 8, 2024
It is critical for all business owners to embrace new resources and new technologies to improve systems within the firm. These types of improvements can positively impact the business in many ways – daily operations, financial oversight, executive decision making, and ultimately profit margins.
What is the difference between book and tax depreciation?
ThomsonReuters
AUGUST 25, 2023
For professionals in the tax and accounting industry, there are multiple types of depreciation — namely, tax and book. This article will explore some of the differences and how accountants can better manage both book and tax depreciation. What is book depreciation?
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Payroll trends to watch in 2022 (Part 2)
ThomsonReuters
FEBRUARY 9, 2022
The Payroll Guide for Checkpoint Edge has detailed information on unemployment for each state, the District of Columbia, and territories like the U.S. The guide also contains information on FUTA taxes. There are several different types of visas and different processes and fees associated with them. Disaster tax relief.
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Appraiser Newsroom - Untitled Article
Appraiser Newsroom
JULY 9, 2023
Casey is passionate about sharing his valuation expertise through conversations, presentations, articles, blogposts, podcasts, and most recently, as a coauthor of “A Field Guide to Business Valuation,” published by Business Valuation Resources. Tillema, SRA, AI-RRS, ASA, IFA , is co-owner of Access Valuation and Education Resources.
Moving Internal Audits from Mundane to What Matters
Internal Audit 360
SEPTEMBER 1, 2022
Rather, the internal auditor is a person who helps guide the company by taking into consideration its long-term vision. Internal audit must deeply investigate how well the organization is taking advantage of its core competencies, availability of resources, and existing third-party relationships to achieve its objectives.
Bakery Equipment Appraisal
Peak Business Valuation
JUNE 8, 2023
There are different types of appraisals for bakery equipment, each serving a specific purpose. The experts at Peak Business Valuation have the knowledge and experience to guide you through the appraisal process and provide you with accurate and valuable insights into the value of your bakery equipment.
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How to Calculate Gross Margin for Your SaaS Business
Lighter Capital
FEBRUARY 18, 2023
For these types of companies, we typically consider hosting and server expenses (AWS Reserves, Microsoft Azure, etc.) A typical Gross Profit Margin for a true SaaS business ranges from 70% to 95%, depending on the type of product, and it includes technology ecosystems. Download the guide ➔ as the main component of COGS.
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How to streamline accounting processes—a step-by-step guide
ThomsonReuters
NOVEMBER 8, 2022
You can then automate the assembly and streamline the delivery and e-signing of returns while providing your clients with an intuitive experience guiding them through the process. . The post How to streamline accounting processes—a step-by-step guide appeared first on Tax & Accounting Blog Posts by Thomson Reuters.
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