Sammi Dittloff

If you feel like you’ve seen the term “ESG” pop up more lately, you’re not wrong. Google Trends has shown increasing search popularity in the term, peaking most recently at the end of January 2022. So, what does ESG mean? What is governance in ESG? And, most importantly, how can marketing help an accounting firm reach its governance goals?
What is ESG?
ESG stands for Environmental, Social, and Corporate Governance reporting. Depending on your firm size and the size of your clients, you may th...

The 1099-NEC is coming back, and will be taking effect for non-employee compensation that is paid in 2020. What caused the change, what do you need to know about the forms, and how will this change how you report going forward?
1099-NEC: A New Classic
We’ve seen some people joke that retro is in, and that the 1099-NEC coming back is another example of something rebooted coming back into fashion. A required form until the 1980s, the 1099-NEC is used to report non-employee compensation. It was ...

Summer has passed us by far too quickly. We want to take a few minutes to reflect and look back on the biggest event we’ve put on this year. During the period between summer trips and busy season, we’re taking a moment to share some of the takeaways (and photo highlights), from our summer 2019 open house.
It’s much easier to get caught up in the day-to-day than it is to slow down and take a moment to appreciate the people who got you to where you are. We wanted to organize our summer 2019 ope...

Despite the impact that COVID-19 has on so many parts of our daily lives, some of our clients have turned to creativity and innovation to keep their business moving and contribute to the community. We are inspired by our clients, now more than ever, and wanted to share some of their stories during this time with you.
What do you do when the nature of your business changes overnight?
Kenco Label & Tag‘s primary business is all in their name. Because they’re one of the most advanced label manuf...

Despite the impact that COVID-19 has on so many parts of our daily lives, some of our clients have turned to creativity and innovation to keep their business moving and contribute to the community. We are inspired by our clients, now more than ever, and wanted to share some of their stories during this time with you. If you haven’t already, check out our story on Kenco Label & Tag Co., LLC.
What did Ad-Tech Medical employees decide to do during “Safer at Home” orders? Give back.
Many companie...

Despite the impact that COVID-19 has on so many parts of our daily lives, some of our clients have turned to creativity and innovation to keep their business moving and contribute to the community. We are inspired by our clients, now more than ever, and wanted to share some of their stories during this time with you. If you haven’t already, check out our stories on Kenco Label & Tag Co., LLC and Ad-Tech.
We shouldn’t have expected any less from a crowdsourced beer company. MobCraft Beer, one ...

The Paycheck Protection Program loan forgiveness application is now available
The PPP loan forgiveness application was released last week. The application included complex calculations and left many unanswered questions. We’ve received a few clarifications this week. There has also been movement on Capitol Hill in an attempt to help address the uncertainties that many small businesses have expressed in the process.
What’s in process?
The HEROES Act
Last Friday, The House narrowly passed anoth...

Most of us have gotten pretty familiar with Zoom and other virtual ways of meeting over the last few months, but if you still feel like you have catching up to do, don’t worry! We’ve recorded a few videos and webinars to help guide you through what we like to call “Zoom 101” – The things you need to know to get up to speed on conducting one-on-one calls and meetings in Zoom, the most common things you’re going to do with the tool.
How to Join a Zoom Meeting
Of course, before you can get to Zo...

Executive Orders from August 8, 2020: Payroll tax deferral, more unemployment benefits, and temporary economic relief
With Congress in disagreement on additional economic relief in light of the COVID-19 pandemic, the President signed four executive orders on Saturday, August 8, 2020:
Deferring payroll taxes for employees making less than $100,000 per year
Extending student loan payment relief
Providing additional unemployment relief of $400 per week
Extending the moratorium on evictions
As th...

Any year can be an unpredictable one for your business, not just 2020. Significant corporate events, such as an economic downturn or an office or plant closure, could also coincide with layoffs of a significant percentage of workers. So, what qualifies as a partial retirement plan termination, and what should you be communicating with your firm administrator?
Imagine this scenario: You have full-time employees on a 401(k) plan, and you run into a bad year for your business. If you experience ...

Did you know that only 56% of the adult workforce participates in a workplace retirement plan? And that oftentimes, those who do are still far behind when it comes to saving for retirement? Vanguard said that the median 401(k) balance for people 65 and older is only $58,035 as of 2019. If you’re looking to catch up, you do have options. We wanted to provide some background on the SECURE Act. With it, you can make more informed decisions when you’re planning your personal returns.
The SECURE A...

Chortek is excited to announce the acquisition of ToSolution, an IT service provider specializing in managed services and flat rate IT support. We welcome our new team and clients to the Chortek family. This expansion adds four members to our already growing IT team.
Our IT partner, Michael Senkbeil, had this to say:
“Chortek and ToSolution are a natural fit. I am excited that we are now one team. Our clients will benefit from the expanded experience and best practices we all bring to the tab...

When it comes to firm growth, you shouldn’t discount opportunities you can find in your own client list. If you don’t have a system for identifying them, there’s no better time to start. For our AAM High! Webinar, we sat down with Becca Johns, Director of Practice Growth with Rea & Associates, to go through their process and creation of Client Opportunity Plans, or COPs. The goal is to help you see results from dipping into your current client pool. (Members can click here to access the recor...