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Compliance

Navigate regulatory compliance and maintain audit-ready financial records

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FASB ASU 2025-06: How the New Internal-Use Software Capitalization Rule Fits Agile Development
·mike

FASB ASU 2025-06: How the New Internal-Use Software Capitalization Rule Fits Agile Development

FASB's ASU 2025-06 replaces the three-stage ASC 350-40 test with a single "probable-to-complete" threshold for internal-use software, a change expected to decrease capitalization for SaaS companies once it takes effect for annual periods beginning after December 15, 2027.

software-capitalization
saas
financial-reporting
Nonprofit Merger Accounting: What ASC 958-805 Requires Before You Sign
·mike

Nonprofit Merger Accounting: What ASC 958-805 Requires Before You Sign

Under ASC 958-805, a combination of two nonprofits must be classified as either a merger, which uses the carryover method with no fair-value remeasurement or goodwill, or an acquisition, which requires fair-value remeasurement and an immediate expense instead of capitalized goodwill for any excess consideration.

nonprofit
mergers-and-acquisitions
business-acquisition
Medicare Routine Foot Care Rules: A Podiatry Bookkeeping Guide to Q7/Q8/Q9 Modifiers
·mike

Medicare Routine Foot Care Rules: A Podiatry Bookkeeping Guide to Q7/Q8/Q9 Modifiers

Medicare excludes routine foot care under Section 1862(a)(13) unless a Q7, Q8, or Q9 modifier documents a qualifying systemic condition, and a missed modifier produces a flat claim denial that podiatry practices often never trace back to a root cause in their books.

healthcare
bookkeeping
accounts-receivable
SOC 2 Type II Audit Cost: A Small SaaS Company's Complete Budgeting Guide
·mike

SOC 2 Type II Audit Cost: A Small SaaS Company's Complete Budgeting Guide

A first-year SOC 2 Type II report for a 10–50 person SaaS company typically costs $25,000–$80,000 total, with the audit fee itself covering only about 40% of that — internal labor and readiness work make up the rest.

compliance
security
startup
The AI Coverage Gap: Why Your Business Insurance May Not Cover Losses From the AI Tools You Already Use
·mike

The AI Coverage Gap: Why Your Business Insurance May Not Cover Losses From the AI Tools You Already Use

Major carriers including Chubb, Travelers, and Berkshire Hathaway have added AI exclusion endorsements (ISO's CG 40 47 and CG 40 48) to general liability and E&O policies, with over 80% of exclusion requests approved by state regulators, leaving small businesses using chatbots and AI writing tools newly exposed to uncovered claims.

insurance
business-insurance
ai
Fingerprint Time Clocks and Biometric Privacy Law: What a Small Business Needs to Know Before Installing One
·mike

Fingerprint Time Clocks and Biometric Privacy Law: What a Small Business Needs to Know Before Installing One

Illinois's Biometric Information Privacy Act requires a written policy, notice, and signed consent before any fingerprint, palm-vein, or facial-recognition time clock scans an employee, with damages of $1,000–$5,000 per violation and similar consent rules now spreading to Texas, Washington, and roughly twenty other states.

privacy
compliance
small-business
California SB 648: The Credit Card Tip-Skimming Law Taking Effect January 2026
·mike

California SB 648: The Credit Card Tip-Skimming Law Taking Effect January 2026

California's SB 648 takes effect January 1, 2026, giving the Labor Commissioner direct authority to fine employers $250 to $1,000 per violation for deducting credit card processing fees from employee tips, a practice already banned under Labor Code Section 351.

payroll
compliance
small-business
Commercial Property Management Accounting: Trust Accounting and CAM Reconciliation Explained
·mike

Commercial Property Management Accounting: Trust Accounting and CAM Reconciliation Explained

Commingling trust and operating funds is illegal in all 50 states with fines from $1,000 to $25,000 per violation, and CAM reconciliation errors can trigger tenant audits years later — here's how three-way reconciliation and a property-specific chart of accounts keep commercial books compliant.

property-management
real-estate
trust
The DOL Fiduciary Rule Is Dead Again: What It Means for Your 401(k) in 2026
·mike

The DOL Fiduciary Rule Is Dead Again: What It Means for Your 401(k) in 2026

The DOL's 2024 Retirement Security Rule was formally vacated in March 2026, reverting fiduciary status for 401(k) rollover advice to the 1975 five-part test — here's what plan sponsors and savers should ask advisors now.

retirement
401k
retirement-planning
Embedded AI in Accounting: Why Explainable AI and Real-Time Oversight Are Becoming Non-Negotiable
·mike

Embedded AI in Accounting: Why Explainable AI and Real-Time Oversight Are Becoming Non-Negotiable

Embedded AI now auto-categorizes transactions and flags anomalies in real time inside tools like QuickBooks and Xero, but industry estimates put manual bookkeeping error rates at 1-3% versus below 0.5% for well-monitored AI systems — the tradeoff is that AI errors compound systematically until a human catches the pattern, which is why explainable AI and real-time controller oversight are becoming standard practice.

ai
machine-learning
automation
State Employee Data Privacy Laws in 2026: A Small Business HR Records Guide
·mike

State Employee Data Privacy Laws in 2026: A Small Business HR Records Guide

As of January 1, 2026, twenty states have comprehensive data privacy laws, but coverage of employee HR records varies sharply — California extends full consumer rights to employees while Colorado and Virginia exempt employment records except for a new Colorado biometric-data carve-out effective July 1, 2025.

privacy
compliance
small-business
Extended Warranty and Service Contract Accounting Under ASC 606
·mike

Extended Warranty and Service Contract Accounting Under ASC 606

Under ASC 606, a service-type extended warranty is a separate performance obligation — the price must be allocated at standalone selling price and recognized as deferred revenue, amortized ratably over the coverage term, not booked as revenue upfront.

accounting
accrual-accounting
financial-reporting
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