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Blog Articles & Video February 2022

Accountant embezzled $800K from client with dementia

An accountant working at a Georgia-based wealth management firm pleaded guilty to embezzling $800,000 from an elderly client suffering from dementia. Heidi Royal, 52, of Dallas, Georgia, an accounting manager and bill pay supervisor at Homrich Berg in Atlanta, pleaded guilty to wire fraud and aggravated identity theft, the Justice

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5 Ways to Address Talent Constraints

The ‘Great Resignation‘ has been a hot topic of discussion in accounting firms, and all businesses, around the country. People are leaving their current jobs — not just for other firms, but for other careers.  Unfortunately, this isn’t a short-term problem. Talent is more limited than it has been in

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Wipfli merges in Solve100 and Waypoint

Wipfli, a Top 20 firm based in Milwaukee, has added two data analytics and application development companies, Solve100 and Waypoint Consulting, while expanding its footprint to Arkansas. Solve100, based in Chicago, offers business intelligence, data analytics, machine learning and predictive analytics technology to the health care, manufacturing, financial services, food

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Prepare Clients for Spending Changes in Retirement

Many of you have helped your clients, generally, prepare for retirement, but have they given thought to how their spending will change once this happens? and annual bonus. When they filed their taxes you let them know if they were getting a refund or needed to send in an additional

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Worried about QuickBooks Error PS034? Here’s a Quick Guide

One of the most prominent features of QuickBooks is the QB Payroll. This highly-used component allows business organizations to track and maintain a clear picture of their employee-related funds, along with their taxes, paycheck, etc. Apart from this, payroll also has an infamous category of errors known as the PS

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How to Resolve QuickBooks Error 15263 Like a Pro!

QuickBooks is a renowned application that supports the accounting and bookkeeping needs of small to medium-sized business organizations. However, there are certain gaps in the coding of this heavy program that could result in complicated errors. QuickBooks Error 15263 is one of them. This issue arises when the user is

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Error Codes in QuickBooks and their Easy Solutions

If you have ever encountered an error while using QuickBooks, you know how time-consuming and frustrating resolving these errors can be. There are many different types of QuickBooks error codes that one can encounter while working with QuickBooks on Windows and Mac operating systems. These common QuickBooks errors can be

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M&A roundup: PKF O’Connor Davies and Ryan expand

Details: PKF O’Connor Davies, a Top 50 Firm based in New York, has acquired Simon, Tapper, Edelman & Wilner, a firm in Hackensack, Jersey, expanding PKFOD’s presence in the Garden State. STE&W offers tax, consulting and accounting services including retirement, estate and business succession planning, tax preparation, IRS representation, financial

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Documentary maker offers online accounting course

Kelly Richmond Pope, a documentary filmmaker and accounting professor at DePaul University in Chicago, wants to transform the way accounting is taught. She recently began teaching an Intro to Financial Accounting online course on Outlier.org. The college-level, for-credit course uses some of the lessons from her 2017 documentary, All the

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