New York and All States (As Available under Statutes)
We are building out our regional services lines for New York, NYC, Manhattan, Queens, Brooklyn and more. The updates are running concurently with work on Connecticut facing support and will be followed with building out the other States and Cities lines which include Texas, California (by Client Request), Massachussetts (later this fall when Mobility is fully functional in MA.) and other States and Cities (ask us about your needs our goal is to support you onsite and virtually as best meets the opportunity).
New York Lines:
Find our New York focused blog at http://dcarsoncpa.com/blog/
The New York Page on Our Web http://dcarsoncpa.com/regions/new_york_-_the_empire_state
New York Twitter Line http://twitter.com/#!/DCarsonCPA_NYC
Where in New York:
We are focused on New York, NYC, Manhattan, Queens, Brooklyn, Westchester, Nassau, Long Beach and more. Note: While this post is Focused on New York, please remember we are also interested in other locations, States and Cities beyond New York and you can learn more by calling or by visiting www.dcarsoncpa.com
In Overview (a Sampling of CPA Services)
CPA Services - Accounting, Taxes, Advisory, Audits, Operations, Financials Accounting Systems, Quickbooks, Peoplesoft, SAP, Cash Flows, Balance Sheets (Statement of Financial Condition), Profit and Loss (Income Statement), Projections, Budgets / Forecasts, Capital Formation, Compliance, Business, Individuals, Non For Profits, and Government Contracting.
Elements: Ledgers, Journals, Trial Balances, Payables (A/P), Receivables (A/R), Schedules, Payroll, Fixed Assets, Formation, Capital Mix, Entries, Liabilities, Assets, Property, Plant & Equipment, Depreciation, Prepaid, Deferred, Accrued, Recognition, Vendors, Clients and much more.
Express track on services info@dcarsoncpa.com or learn more at http://www.dcarsoncpa.com/
Sunday, September 4, 2011
Thursday, September 1, 2011
Fixing the Supplier Portal - A Brief Introduction to some concerns in the Vendor Supply line for Larger and Mid-Sized Financial Companies.
Status = Draft under Review but shared for current economic relevancy on Expenses and Jobs facilitation:
I have observed Accounts Payable (A/P) and Vendor Management for years now on Expenses, with hands on expertise from the ground up, the knowledge and insight that grows from working on a cross section of Fortune 500, medium and boutique Entities. Accounts Payable is of key importance and is a widely overlooked area in Accounting Operations considering that by my estimate 80% or more of your Financial Statements are being built out from A/P. As you gain experience working in the operations, management and re-engineering of Expenses you gain an appreciation for the key points where you can find efficiency and many people work around, rather than with the efficiency they can gain in Accounts Payable. Potentially becase it's better understood when you've worked with it.
Your Accounts Payable staff is a key and integral part of your Accounting Operations that benefits from the training and tools you give them to work with - we'll discuss it more on the road ahead. This Entry is Focused on Supplier Portals, as a starting point for Vendor relations and efficiency. A Supplier Portal is an origin point for Vendor Relations that subsequnetly evolve to create Vendor Expenses that will in turn be entered to Accounts Payable and at that point become a key part of your Entities Financial Statements through Expenses.
Correctly implemented Supplier Services Portals save Acconts Payable Operations time for Operations on IRS W-9 Form 1099 requirements (add efficiency on Taxes and Financials).
One of the efficiencies gained with the Supplier Portal is the automated ability to cover IRS W-9 Reporting Requirements in support of 1099s at the begining of the process. Historically W-9s have always been a drag point and time consumptive drain on resources as Vendor Management pursued Vendors to complete files on new vendors each year in the 1099 process. That's one improvement that is surely appreciatted by Accounts Payable and Tax Staff in Entity Operations. Like any process it's alway harder to get what you need after a transaction has expired - so where vendors had brief interaction following up on W-9s would become a time draining process, especially when your prime objective was other end of year needs. With the advent of vendor portals that mandate W-9s this process can be automated and add greater efficiency to poerations.
But what are the Challenges for the Supplier (Vendor) and the Entity in Economically Efficient sourcing (of suppliers)?, The Other Business Case for Efficient Portals - Matching a Buyer and Seller with better price points to save on resources through convenience and broadened competition.
Recently more directly using Portals from the perspective of an incoming Supplier, I became focused on the inefficiency of Supplier Service Portals in their current iterations. The Concept of a Supplier Portal is a strong one with great potential, however in execution Supplier Service Portals have a ways to go. For the past couple of days I have been specifically dealing with this problem so I wanted to bring it in for consideration.
This entry is still in the work up phase, and I'll draw in examples soon - but my own experience in business is really enough in sufficiency to readily support this one with prima facie evidence of experience with the portals. And the easy to reach economic inference that there is costly inefficiency still remaining to be engineered in the Vendor Services interface/ automation pipeline.
At the core of any Business are the Economics of Efficiency, it's the area that Management Consultants and Accounting and Finance Professionals continually revisit for re-engineering so it's suprising that such a fertile opportunity for re-engineering has not been covered yet - but then again not. Let's explore this a bit if we may.
Consider the Financial Services Industry where Technology takes a key role, and the match up between a Buyer and Seller is measured in nano-seconds for efficiency and time is at it's greatest value. This is the Revenues End of a Financial Services Business where the time value of information results in gains and losses and the leader with the best information insight makes the best gains on Trades. On the expenses end of this same Business is an archaic system of matching Vendors (Suppliers) to workflow that is only marginally improving in these challenging times.
In it's fundamental functionality a Supplier interface works as a portal to upload data - but what happens thereafter still seems an open area for efficiency Engineering in the match up of a Buyer and Seller with Economic Efficiency. This is clear to understand when you consider that the connection between Vendors and a Financial Entity. Vendors drive Expenses at a fairly healthy level of Financial Services Expenses in the P&L behind Employment Costs and Facilities. Opportunities to find efficiency by connecting Financial Services businesses to Medium and Small sized Domestic Solutions can be a key step in added savings for Corporations especially with the current supply of Labor and the need to grow new start ups in the Economy.
The Re-Engineering of Supplier Services Portals can work to a dual benefit - in the first case to help the Corporation competitively shop for better value, second case to promote the development of competitive medium and small sized supplier services that can reduce Corporate Expenses and Increase Corporate Profitability.
In the greater pursuit of maximizing shareholder wealth, finding renewed efficiency and effectively utilized automation in vendor portals is an open avenue for continued engineering in challenging times to reduce costs through broader and more competitive options on supplier services / vendor support.
We will be workshopping this post but the essence of the post is to place the thought on the table for you better consideration - sometimes the observation is so fundamental in it's truth that you dimish the point if it becomes overstudied - seeing is believing in this case and experiencing is knowing. We have seen it and experienced it as a process that while great in concept is ready for additional engineering to fully utilize and meet savings for Corporations through greater vendor competition, supplier diversity or what other title you may wish to place upon it.
I have observed Accounts Payable (A/P) and Vendor Management for years now on Expenses, with hands on expertise from the ground up, the knowledge and insight that grows from working on a cross section of Fortune 500, medium and boutique Entities. Accounts Payable is of key importance and is a widely overlooked area in Accounting Operations considering that by my estimate 80% or more of your Financial Statements are being built out from A/P. As you gain experience working in the operations, management and re-engineering of Expenses you gain an appreciation for the key points where you can find efficiency and many people work around, rather than with the efficiency they can gain in Accounts Payable. Potentially becase it's better understood when you've worked with it.
Your Accounts Payable staff is a key and integral part of your Accounting Operations that benefits from the training and tools you give them to work with - we'll discuss it more on the road ahead. This Entry is Focused on Supplier Portals, as a starting point for Vendor relations and efficiency. A Supplier Portal is an origin point for Vendor Relations that subsequnetly evolve to create Vendor Expenses that will in turn be entered to Accounts Payable and at that point become a key part of your Entities Financial Statements through Expenses.
Correctly implemented Supplier Services Portals save Acconts Payable Operations time for Operations on IRS W-9 Form 1099 requirements (add efficiency on Taxes and Financials).
One of the efficiencies gained with the Supplier Portal is the automated ability to cover IRS W-9 Reporting Requirements in support of 1099s at the begining of the process. Historically W-9s have always been a drag point and time consumptive drain on resources as Vendor Management pursued Vendors to complete files on new vendors each year in the 1099 process. That's one improvement that is surely appreciatted by Accounts Payable and Tax Staff in Entity Operations. Like any process it's alway harder to get what you need after a transaction has expired - so where vendors had brief interaction following up on W-9s would become a time draining process, especially when your prime objective was other end of year needs. With the advent of vendor portals that mandate W-9s this process can be automated and add greater efficiency to poerations.
But what are the Challenges for the Supplier (Vendor) and the Entity in Economically Efficient sourcing (of suppliers)?, The Other Business Case for Efficient Portals - Matching a Buyer and Seller with better price points to save on resources through convenience and broadened competition.
Recently more directly using Portals from the perspective of an incoming Supplier, I became focused on the inefficiency of Supplier Service Portals in their current iterations. The Concept of a Supplier Portal is a strong one with great potential, however in execution Supplier Service Portals have a ways to go. For the past couple of days I have been specifically dealing with this problem so I wanted to bring it in for consideration.
This entry is still in the work up phase, and I'll draw in examples soon - but my own experience in business is really enough in sufficiency to readily support this one with prima facie evidence of experience with the portals. And the easy to reach economic inference that there is costly inefficiency still remaining to be engineered in the Vendor Services interface/ automation pipeline.
At the core of any Business are the Economics of Efficiency, it's the area that Management Consultants and Accounting and Finance Professionals continually revisit for re-engineering so it's suprising that such a fertile opportunity for re-engineering has not been covered yet - but then again not. Let's explore this a bit if we may.
Consider the Financial Services Industry where Technology takes a key role, and the match up between a Buyer and Seller is measured in nano-seconds for efficiency and time is at it's greatest value. This is the Revenues End of a Financial Services Business where the time value of information results in gains and losses and the leader with the best information insight makes the best gains on Trades. On the expenses end of this same Business is an archaic system of matching Vendors (Suppliers) to workflow that is only marginally improving in these challenging times.
In it's fundamental functionality a Supplier interface works as a portal to upload data - but what happens thereafter still seems an open area for efficiency Engineering in the match up of a Buyer and Seller with Economic Efficiency. This is clear to understand when you consider that the connection between Vendors and a Financial Entity. Vendors drive Expenses at a fairly healthy level of Financial Services Expenses in the P&L behind Employment Costs and Facilities. Opportunities to find efficiency by connecting Financial Services businesses to Medium and Small sized Domestic Solutions can be a key step in added savings for Corporations especially with the current supply of Labor and the need to grow new start ups in the Economy.
The Re-Engineering of Supplier Services Portals can work to a dual benefit - in the first case to help the Corporation competitively shop for better value, second case to promote the development of competitive medium and small sized supplier services that can reduce Corporate Expenses and Increase Corporate Profitability.
In the greater pursuit of maximizing shareholder wealth, finding renewed efficiency and effectively utilized automation in vendor portals is an open avenue for continued engineering in challenging times to reduce costs through broader and more competitive options on supplier services / vendor support.
We will be workshopping this post but the essence of the post is to place the thought on the table for you better consideration - sometimes the observation is so fundamental in it's truth that you dimish the point if it becomes overstudied - seeing is believing in this case and experiencing is knowing. We have seen it and experienced it as a process that while great in concept is ready for additional engineering to fully utilize and meet savings for Corporations through greater vendor competition, supplier diversity or what other title you may wish to place upon it.
The Tri-Point Nature of a Bankruptcy - reaching out on the Lehman Proceedings (to Consider Assets), observation of a separate case that never went to Court and the Case for Legal Representation, Accounting and Financial Reporting
Any Bankruptcy Case in Court has a "Tri-Point" nature - The Trustee, the Debtor and the Creditor and an underlying commonality - it's about Revenues, Expenses, Employees, Assets, Liabilities, Negative Net Equity or the "inability" to meet current expenses as they come due. In the case of the Lehman proceedings it's about the Estate and a Full Accounting of Assets in what is the Largest Corporate Bankruptcy Proceeding the Nation has known. The Fallout from the near collapse of the US Banking System that was prevented by the bailout and more.
Lehman:
A brief history of the overall Lehman Entity (that has not been vetted for accuracy by us.. can be found at http://en.wikipedia.org/wiki/Lehman_Brothers) if we find a better source we will update...it provides a general overview of what was once a key bank and is now a key challenge to Legal Professionals.
The Lehman docket has been posted online at http://www.lehman-docket.com/
Parties to the Lehman Case (beyond Lehman itself):
In rough overview (this is not complete but is roughly and approximately correct at present) the respected parties are The Trustee Firm is Attorney Firm Hughes-Hubbard's under Trustee James W. Giddens, The Debtor lead Attorney Firm Weil, Gotshal & Manges and their representative on non-legal operations / accounting workflow is Alvarez- Marsal ( a global professional services firm) and the Creditor Attorney Firm is Millbank.
The Presiding Judge in NY Bankruptcy Court is the Honorable Judge James M. Peck.
Assets in the Estate:
In a subtle (and certainly non-distractive) way I was hoping to contact the parties to the Lehman Case discuss the completeness of the Assets under Accounting in the Case. I was hoping to connect with representatives from the Tri-Point group (Trustee - Debtor - Creditor) to see who I may engage on this, but I am as of yet awaiting a call back. This open manner of communication may be effective in encouraging a call back to better discuss Assets. My interest is focused on an opportunity for discussion of additional Assets expectedly not captured in the Estate at present. In Full Disclosure: The Assets in consideration are non-estimable in their current format - but seem relevant to Creditor's interests in the proceedings of the Bankruptcy Estate.
The proceeding is a Bankruptcy under USC Title 11 Bankruptcy for Chapter 11 (Reorganization) where a key event is (expectedly) an Accounting for the Assets of the Bankruptcy Estate. From my own perspective, and if I were a Creditor in the Lehman Case, I would want to know that the Bankruptcy Estate was completely Accounting for Assets - it's a consideration that is worth covering.
Learning through Observing and Supporting:
From my own interest and the greater interest of supporting Attorneys on Bankruptcy Cases for Accounting of Assets or Tax Returns or other needs...it is always interesting to see the other end of the Corporate spectrum when a company is in Insolvency. It makes an important case for Risk Management, Cash Flows Analysis and On-Balance Sheet Accounting of Risk. We can study what went wrong in this Landmark case and grow from the experience to better protect and monitor future Businesses to hopefully avoid the same heavy consequence.
Note: the term "Tri-Point" was created here to note the three parties to Bankruptcy and bears no relevancy in the greater discussion of Bankruptcy, we just went with it as a descriptor.
Key Note: DCarsonCPA is NOT a Law Practice, we are a CPA Practice with a strong interest in supporting Clients including Attorneys on needs for Accounting, Analysis, Financial and Tax Reporting, Valuation, Discovery and more. Some of these needs may include but are not limited to Bankruptcy Cases and other required Case support. You can learn more at http://www.dcarsoncpa.com/ .
Lehman:
A brief history of the overall Lehman Entity (that has not been vetted for accuracy by us.. can be found at http://en.wikipedia.org/wiki/Lehman_Brothers) if we find a better source we will update...it provides a general overview of what was once a key bank and is now a key challenge to Legal Professionals.
The Lehman docket has been posted online at http://www.lehman-docket.com/
Parties to the Lehman Case (beyond Lehman itself):
In rough overview (this is not complete but is roughly and approximately correct at present) the respected parties are The Trustee Firm is Attorney Firm Hughes-Hubbard's under Trustee James W. Giddens, The Debtor lead Attorney Firm Weil, Gotshal & Manges and their representative on non-legal operations / accounting workflow is Alvarez- Marsal ( a global professional services firm) and the Creditor Attorney Firm is Millbank.
The Presiding Judge in NY Bankruptcy Court is the Honorable Judge James M. Peck.
Assets in the Estate:
In a subtle (and certainly non-distractive) way I was hoping to contact the parties to the Lehman Case discuss the completeness of the Assets under Accounting in the Case. I was hoping to connect with representatives from the Tri-Point group (Trustee - Debtor - Creditor) to see who I may engage on this, but I am as of yet awaiting a call back. This open manner of communication may be effective in encouraging a call back to better discuss Assets. My interest is focused on an opportunity for discussion of additional Assets expectedly not captured in the Estate at present. In Full Disclosure: The Assets in consideration are non-estimable in their current format - but seem relevant to Creditor's interests in the proceedings of the Bankruptcy Estate.
The proceeding is a Bankruptcy under USC Title 11 Bankruptcy for Chapter 11 (Reorganization) where a key event is (expectedly) an Accounting for the Assets of the Bankruptcy Estate. From my own perspective, and if I were a Creditor in the Lehman Case, I would want to know that the Bankruptcy Estate was completely Accounting for Assets - it's a consideration that is worth covering.
Learning through Observing and Supporting:
From my own interest and the greater interest of supporting Attorneys on Bankruptcy Cases for Accounting of Assets or Tax Returns or other needs...it is always interesting to see the other end of the Corporate spectrum when a company is in Insolvency. It makes an important case for Risk Management, Cash Flows Analysis and On-Balance Sheet Accounting of Risk. We can study what went wrong in this Landmark case and grow from the experience to better protect and monitor future Businesses to hopefully avoid the same heavy consequence.
The unfortunate Reality is that Bankruptcy is a consistent element of the Business environment and a real and pressing case for Our Public Awareness of the importance of Good Financial Management practices in Business Finance.
A Case for Accounting and Finance support:
Your Accounting, Reporting, Taxes, Budgeting / Forecasting and Cash Flows Management along with Revenues, Expenses, Profitability and Cost Management are ALL elements that can help you avoid Bankruptcy a place that we hope your Business never goes - but a place we can help you at.
Seeing is Believing, a Case that never went to Court aka Why you do need Legal Representation in Bankruptcy:
Cases like Bankruptcy allow you to realize how thin the support network is when it reaches to individuals. I will always recall the real life and tragic experience of seeing a neighbor, a small business owner (who we had no business involvement with at a time when we had no knowledge to assist) - lose it all on a venture to the extent of being removed from her building - it was a rough case of a bad outcome through Insolvency. It brings a sense of the importance of working with Small Business owners to better help them avoid consequences of a similar direction.
The point is not to scare or alarm Entrepreneurs but it does exist as a real life case of Business Risk at the extreme.
The point is not to scare or alarm Entrepreneurs but it does exist as a real life case of Business Risk at the extreme.
Recommendation:
Prepare your Business for Challenges, look at the road ahead and use as much Accounting and Finance preparation as you can for your Accounting, Financials, Budgets/ Forecasts, Cash Flow Analysis and Projections. Call us at http://www.dcarsoncpa.com/ to strengthen your Accounting and Finances in the best case or if you need support in Bankruptcy proceedings for an Accounting of Assets or your Taxes for Business and Individual needs. We care about Businesses and Individuals and we work smart to protect your financial well being with Accounting Insight and Comprehensive Management and Financial Reporting.
Note: the term "Tri-Point" was created here to note the three parties to Bankruptcy and bears no relevancy in the greater discussion of Bankruptcy, we just went with it as a descriptor.
Key Note: DCarsonCPA is NOT a Law Practice, we are a CPA Practice with a strong interest in supporting Clients including Attorneys on needs for Accounting, Analysis, Financial and Tax Reporting, Valuation, Discovery and more. Some of these needs may include but are not limited to Bankruptcy Cases and other required Case support. You can learn more at http://www.dcarsoncpa.com/ .
Wednesday, August 10, 2011
Reaching out to the Non-for Profits - § 1.501.(c) 3 Organizations and IRS Form 990
With Summer 2011 rapidly leading into Fall 2011 we are on a timeline for Non-For Profits which play an important role in supporting beneficial social missions and objectives through Grants, Endowments and Charitable Contributions. Most Non-For Profits claim a special Tax Exemption under the Internal Revenue Code (IRC) as IRS §1.501 (c) 3 organizations, an exemption which carries the corresponding obligation to file the annual informational return, IRS Form 990 or Form 990 ez for the exempt organization to maintain it's exempt status.
DCarsonCPA.com is here to support Non-for Profits with specific area expertise from the IRS Nationwide Tax Forum and Tax Research on statutes pertanent to NFPs under the IRC and State Tax Codes. With proven experience supporting Businesses of All natures including NFPs. We are also here to support NFP Directors and Managers in better managing finances and implementing controls and financial reporting to best support your NFP Status and ongoing operations. Don't lose your NFP status or compromise your mission in these diffcult times. DCarsonCPA.com is here to bid on your Form 990 - protect your service level and offer you efficient pricing to keep your mission on track. Call us today for best results as the 9/30/11 deadline looms on the horizon for your returns.
DCarsonCPA.com is here to support Non-for Profits with specific area expertise from the IRS Nationwide Tax Forum and Tax Research on statutes pertanent to NFPs under the IRC and State Tax Codes. With proven experience supporting Businesses of All natures including NFPs. We are also here to support NFP Directors and Managers in better managing finances and implementing controls and financial reporting to best support your NFP Status and ongoing operations. Don't lose your NFP status or compromise your mission in these diffcult times. DCarsonCPA.com is here to bid on your Form 990 - protect your service level and offer you efficient pricing to keep your mission on track. Call us today for best results as the 9/30/11 deadline looms on the horizon for your returns.
Saturday, August 6, 2011
Rebranding on Twitter join us at DCarsonCPA_NYC and DCarsonCPA_CT
After some consideration of our forward objectives and in the interest of simplifying brand identification and promoting awareness of broad services, we have just re-branded our NY and CT communications lines on twitter (formerly NYCTAXCPA4u and CT_TAXCPA4u respectively) to DCarsonCPA_NYC and DCarsonCPA_CT respectively where we will continue to focus in on matters of relevancy to regional concerns. We look forward to seeing you there soon. We use these lines to allow focus on state and local level matters that we hope you will find of interest.
In all locations, we are moving to a count down on IRS Form 990 for Non-for Profits which is due on 9/30/11 - for this and Business and Individual matters - find us at http://www.dcarsoncpa.com/.
In all locations, we are moving to a count down on IRS Form 990 for Non-for Profits which is due on 9/30/11 - for this and Business and Individual matters - find us at http://www.dcarsoncpa.com/.
Saturday, July 16, 2011
SEC PART 270 & 275 - Investment Management Companies & Advisers
Investment Management Companies and Investment Advisors find their initial coverage in SEC Rules in the Rules under Part 270 and Part 275 that deal with the SEC Acts 40 Investment Companies and Investment Advisers Acts. A significant portion of my Corporate Experience involved working for Investment Companies that also had Investment Advisers On Board. Not everyone knows this, but the fact is that Insurance Companies generally have their own Investment Management units that work hard to Invest Premiums to make returns that will be sufficient to pay future claims as forecasted by Actuaries, so in my first role in the Insurance Industry I was immediately connected to Asset Management (aka Investment Management) through learning as a Fortune 500 Auditor working on Operational and Financial Audit support for Coopers & Lybrand (now PWC).
A subsequent role in Deutsche Asset Management's Morgan Grenfell in the late 90s brought me further into the fold as we had both Separately Managed Equity and Debt Funds and Mutual Funds that were invested in different investment strategies and countries. This role was a great role where I served as the right hand to a Controller who allowed me to grow to manage the annual KPMG Audits in large part, report to London, UK on a monthly basis and handle the Frankfurt based Parent Co. follow up as needed and at the Quarters. In this role I had key responsibilities for the Revenues and Payables cycles including the key T&E part where you get to understand how the business is run by observing where the money was spent on Business generation and Sales activities. I have a broad understanding of the Investment Management Industry from a number of roles and this knowledge makes us particularly strong business partners for related Financial Services Businesses when added to subsequent roles that built out on this experience. I have experience with Industry Leaders, Business Leaders, Attorneys, Regulators and much more from these roles and a ready to go base of expertise for Consulting here with full knowledge of resources.
For the SEC Part 270 Investment Companies Act and related Part 274 Investment Companies Forms and Part 275 Investment Advisers Act and related Part 279 Investment Advisers Forms as well as other related regulations and Tax Elements specific to Investment Companies and Advisers - we are here to assist. Investment Companies and Advisers are regulated by the SEC and the State with current Dodd-Franks Legislation moving much of this responsibility to the SEC - but we can help on both ends where your Accounting, Management and Financial Reporting, Regulation and Taxation meet CPA Services and Consulting needs. Find us when you require related assistance at http://www.dcarsoncpa.com/
We support Financial Services Businesses and General Businesses, Individuals and Attorneys with related needs. We are the CPA Services and Consulting practice that walks with you on services - we care about customer service and our Clients experience of Business Services. we use broad ranging research expertise for Our Clients best benefit on services in compliance with applicable rules and regulations.
A subsequent role in Deutsche Asset Management's Morgan Grenfell in the late 90s brought me further into the fold as we had both Separately Managed Equity and Debt Funds and Mutual Funds that were invested in different investment strategies and countries. This role was a great role where I served as the right hand to a Controller who allowed me to grow to manage the annual KPMG Audits in large part, report to London, UK on a monthly basis and handle the Frankfurt based Parent Co. follow up as needed and at the Quarters. In this role I had key responsibilities for the Revenues and Payables cycles including the key T&E part where you get to understand how the business is run by observing where the money was spent on Business generation and Sales activities. I have a broad understanding of the Investment Management Industry from a number of roles and this knowledge makes us particularly strong business partners for related Financial Services Businesses when added to subsequent roles that built out on this experience. I have experience with Industry Leaders, Business Leaders, Attorneys, Regulators and much more from these roles and a ready to go base of expertise for Consulting here with full knowledge of resources.
For the SEC Part 270 Investment Companies Act and related Part 274 Investment Companies Forms and Part 275 Investment Advisers Act and related Part 279 Investment Advisers Forms as well as other related regulations and Tax Elements specific to Investment Companies and Advisers - we are here to assist. Investment Companies and Advisers are regulated by the SEC and the State with current Dodd-Franks Legislation moving much of this responsibility to the SEC - but we can help on both ends where your Accounting, Management and Financial Reporting, Regulation and Taxation meet CPA Services and Consulting needs. Find us when you require related assistance at http://www.dcarsoncpa.com/
We support Financial Services Businesses and General Businesses, Individuals and Attorneys with related needs. We are the CPA Services and Consulting practice that walks with you on services - we care about customer service and our Clients experience of Business Services. we use broad ranging research expertise for Our Clients best benefit on services in compliance with applicable rules and regulations.
A Quick Check in - What's New.
It's hard to believe that is already July 16th, 2011 but then again with all that has been happening we wouldn't have been suprised if more time had passed. If you have been following us on twitter you know that we have been actively following the daily conversation and promoting constructive action on US Jobs, the Deficits and Debts, as all are key points that urgently require attention. We see that the downside of a twitter driven campaign is that it's on the dashboard and then it goes away, the upside is better access is to timely, relevant information for decision makers.
We have been posting periodic links and updates to Our Facebook page which is more a lasting notification point on Our Interests and recent updates that doesn't refresh from moment to moment. The missing link here is Our Blog posts as a lasting map to Our discovery process on Broad ranging Business and Individual Accounting, Tax, Regulatory and Governmental Accounting and Finance. While the process may not yet be permanently documented here - the knowledge growth is permanent and our capacity to support our Clients has only grown through Research - we connect with you on your Industry and your Business and have deep insight to the places where your Industry and Business connect with our governments at the Federal, State and Local levels through regulation including taxation, compliance, incentives and more. This is an added advantage beyond our obvious ability to support Clients on FASB - US GAAP, IASB - IFRS, GIPS, Internal Controls, Business Analysis, Accounting Operations and Systems, Legal support and more, and adds to our profile as Strategic Business partners with Depth and Efficiency.
In the weeks ahead we will be more completely integrating Our Blog into our Informational Resource flow so stay tuned with us here as we continue to bring you more as the CPA and Business Consulting Solution that walks with you in the Economy, on Industry, on Business, at the Intersection of Regulation and Finance, considering the many ways we can help you on services where you are. We also hope to keep us all a little better connected at the points where our Government interacts with us in Finances on your Business, in Taxes and more. We encourage the involvement of our fellow Financial Professionals in the design of better dashboard metrics for Effective Financial Legislation to maximize the utility of government spending on services and impart to you that the true equation that works in Public Finance is not a "balanced budget" it is:
Government Expenditures = Tax Inflows - Interest Factor on Debt - X Factor Debt Reduction; where we work together and solve for X.
We need a Strong National Economy that is built on US Agriculture, Manufacturing and Services, we need to consider the dialogue on Energy and to maintain Our Education, Scientific and Health Professions in ways that make sense Economically.
On the Micro Economy, your Business and your Individual Finances we are here to support you on Accounting, Taxes, Advisory, Private Company Audits and Consulting. Available in many States and locations and ready to provide remote support where you need it. Check in with us when you need us for corresponding services, you can find us at http://www.dcarsoncpa.com/ .
We have been posting periodic links and updates to Our Facebook page which is more a lasting notification point on Our Interests and recent updates that doesn't refresh from moment to moment. The missing link here is Our Blog posts as a lasting map to Our discovery process on Broad ranging Business and Individual Accounting, Tax, Regulatory and Governmental Accounting and Finance. While the process may not yet be permanently documented here - the knowledge growth is permanent and our capacity to support our Clients has only grown through Research - we connect with you on your Industry and your Business and have deep insight to the places where your Industry and Business connect with our governments at the Federal, State and Local levels through regulation including taxation, compliance, incentives and more. This is an added advantage beyond our obvious ability to support Clients on FASB - US GAAP, IASB - IFRS, GIPS, Internal Controls, Business Analysis, Accounting Operations and Systems, Legal support and more, and adds to our profile as Strategic Business partners with Depth and Efficiency.
In the weeks ahead we will be more completely integrating Our Blog into our Informational Resource flow so stay tuned with us here as we continue to bring you more as the CPA and Business Consulting Solution that walks with you in the Economy, on Industry, on Business, at the Intersection of Regulation and Finance, considering the many ways we can help you on services where you are. We also hope to keep us all a little better connected at the points where our Government interacts with us in Finances on your Business, in Taxes and more. We encourage the involvement of our fellow Financial Professionals in the design of better dashboard metrics for Effective Financial Legislation to maximize the utility of government spending on services and impart to you that the true equation that works in Public Finance is not a "balanced budget" it is:
Government Expenditures = Tax Inflows - Interest Factor on Debt - X Factor Debt Reduction; where we work together and solve for X.
We need a Strong National Economy that is built on US Agriculture, Manufacturing and Services, we need to consider the dialogue on Energy and to maintain Our Education, Scientific and Health Professions in ways that make sense Economically.
On the Micro Economy, your Business and your Individual Finances we are here to support you on Accounting, Taxes, Advisory, Private Company Audits and Consulting. Available in many States and locations and ready to provide remote support where you need it. Check in with us when you need us for corresponding services, you can find us at http://www.dcarsoncpa.com/ .
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