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Insights

Insights

Notes on what has changed and what is commonly got wrong. Everything is dated, because the rules keep moving.

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The Single Audit threshold moved to $1 million

The federal Single Audit threshold rose from $750,000 to $1,000,000. A striking number of published guides, and a fair few accounting firms' own websites, still show the old figure.

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Your nonprofit's audit threshold is not your Form 990 total revenue

California's $2 million audit threshold excludes government grants where you must account for how the funds were used. That makes Form 990 Line 12 the wrong number to be looking at.

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The 401(k) audit rules changed in 2023

The participant-counting rule changed for plan years beginning in 2023. The Department of Labor estimated nearly 20,000 plans would drop out of the audit requirement. Some of them are still commissioning audits.

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Do you still have to file a BOI report?

Beneficial ownership reporting caused a great deal of anxiety in 2024. For US companies it is now gone entirely, and a surprising number of accounting firms' websites still say otherwise.

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What an SF 1408 preaward survey actually checks

Before awarding a cost-type contract, the government wants assurance your accounting system can handle it. Here is what is actually on the form.

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Does your lender want a review or an audit?

Businesses buy audits against covenants that only asked for a review more often than you would expect. Nobody refunds the difference.

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CDTFA audits: what triggers one, and what happens next

California identified $745.3 million in sales and use tax deficiencies in a single year, up around 19%. What actually puts a business on the list.

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Certified payroll in California

Every contractor and every subcontractor on a public works project files its own certified payroll records. That single sentence accounts for most of the penalties.

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Resource

Compliance calendar

 Service

Audit Preparation

 Services

Services

Common questions

Not answered here? Ask us directly: we would rather explain it than have you guess.

How often do you publish?

When something genuinely changes, or when we have explained the same thing to enough clients that writing it down is obviously overdue. We would rather publish eight pieces worth reading than forty that exist to fill a schedule.

Can I rely on what is here?

Use it to orient yourself, then verify. Every page cites the underlying authority precisely so you can check, and anything time-sensitive carries a last-reviewed date. Rules in this area move: the Single Audit threshold changed recently, the 401(k) counting rule changed in 2023, and BOI reporting was abolished outright. The primary source always governs.

How do we start?

Book a scoping call using the form on this page, or call us. We will ask what you need, who is asking you for it, and what condition your records are in, then tell you what the engagement involves and what it will cost before anything begins.

Book a scoping call

Twenty minutes, no charge. Tell us what you need and we will tell you what it involves, what it will take, and whether we are the right fit for it.

  • A short call with the person who would actually do the work.
  • A clear scope and a fixed quote before anything begins.
  • We reply to every enquiry within one business day.

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Free resource

The California compliance calendar

Every filing a Los Angeles business, nonprofit or association owes in a year, in date order, with the statute beside it. One page, so it can go on a wall.

  • Federal, California and Los Angeles County dates in a single sequence
  • Entity by entity, so you only read your own rows
  • The citation for each date, so you can check it yourself
  • Reviewed and dated, and reissued when a date moves

There is no instant download. A person sends it, usually the same working day.

We email you this one document and nothing else unless you ask. We do not share your details, we do not add you to a sequence, and one reply saying stop ends it.