Making the Transition: How to Switch Sales Tax Providers Without Disruption

Sales Tax Compliance for the Complex Organization

In this episode, Jeff Meigs and Brian Greer are discussing the intricacies of sales tax compliance in complex organizations. Whether you operate through multiple channels, work within a confusing industry, or manage various business structures, this podcast will provide the knowledge and strategies needed to ensure sales tax compliance and avoid costly mistakes. Our hosts talk through the unique challenges that complex businesses face, offering practical solutions to streamline your sales tax processes. Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ [https://www.linkedin.com/in/brian-greer-55b7364/] Jeff - Consulting Practice Leader, Partner at TaxConnex https://www.linkedin.com/in/jeffrey-meigs-14a76521/ [https://www.linkedin.com/in/jeffrey-meigs-14a76521/] https://www.taxconnex.com/

From Side Hustle to Successful Firm: Building a Bookkeeping Business with Serena Shoup

Building a bookkeeping business takes more than accounting expertise, it requires intentional growth, smart systems, and knowing when to ask for help. In this episode, Brian Greer [https://www.linkedin.com/in/brian-greer-55b7364/] sits down with Serena Shoup, CPA [https://www.linkedin.com/in/serenashoup/], founder of Of Course Financial [https://www.ofcoursebookkeeping.com/] and The Ambitious Bookkeeper [https://www.ambitiousbookkeeper.com/], to discuss her journey from corporate accounting to entrepreneurship. Serena shares how she built a thriving bookkeeping firm, why niching down transformed her business, and the lessons she's learned mentoring hundreds of aspiring bookkeepers. They also discuss pricing strategies, building a team, finding clients as an introvert, and why understanding sales tax is essential for bookkeepers and their clients alike. Whether you're starting your own firm or looking to grow an existing one, this conversation is packed with practical advice for building a sustainable business. Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ [https://www.linkedin.com/in/brian-greer-55b7364/] Jeff - Consulting Practice Leader, Partner at TaxConnex https://www.linkedin.com/in/jeffrey-meigs-14a76521/ [https://www.linkedin.com/in/jeffrey-meigs-14a76521/] https://www.taxconnex.com/

Ensuring You Have a Process in Place for Your Sales Tax Compliance

Sales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this episode, Brian and Jeff explain the fundamentals of sales tax so you can understand what is required of your business to comply with state and local sales tax. They discuss: * Estimating and mitigating prior period sales tax exposure * Establishing a compliance process for sales tax * Managing ongoing requirements for sales tax compliance And if you enjoy this podcast, be sure to subscribe and leave us a review! Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ [https://www.linkedin.com/in/brian-greer-55b7364/] Jeff - Consulting Practice Leader, Partner at TaxConnex https://www.linkedin.com/in/jeffrey-meigs-14a76521/ [https://www.linkedin.com/in/jeffrey-meigs-14a76521/] https://www.taxconnex.com/

Navigating Global VAT & Indirect Tax with Fintua

In this episode of It Depends: A Sales Tax Podcast, we sit down with Lisa Dowling [https://www.linkedin.com/in/lisa-dowling-b1831a5b/], Chief Tax & Compliance Officer with Fintua [https://fintua.com/], to discuss the complexities of global VAT and indirect tax compliance for businesses expanding beyond the United States. Formerly known as Taxback International, Fintua shares the story behind its evolution, the industries and companies it supports, and what differentiates its approach in the global compliance landscape. We also explore the partnership between TaxConnex and Fintua and how the collaboration helps businesses navigate both US sales tax and international VAT obligations with greater confidence and efficiency. From understanding the key differences between US sales tax and global VAT systems to avoiding common compliance pitfalls, this episode delivers practical insights for companies looking to scale internationally. Because in the world of tax, the answer is almost always: it depends. Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ [https://www.linkedin.com/in/brian-greer-55b7364/] Jeff - Consulting Practice Leader, Partner at TaxConnex https://www.linkedin.com/in/jeffrey-meigs-14a76521/ [https://www.linkedin.com/in/jeffrey-meigs-14a76521/] https://www.taxconnex.com/

Making the Transition: How to Switch Sales Tax Providers Without Disruption

From time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If it's time for a change, you can initiate and control the process to find a provider to better fit your needs. Deciding to move on from your current sales tax provider is a big step, but it doesn’t have to be a stressful one. With the right preparation and a clear process, transitioning to a new provider can be smooth, organized, and low risk. In fact, experienced providers handle transitions regularly and will guide you through each step to ensure continuity. In this episode we discuss: * Reasons it may be time to make a change  * Why changing providers isn't as hard as you may think * How to change to a new provider with ease   Listen now so you can take control of your sales tax compliance process to minimize risk and focus on growing your business. Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ [https://www.linkedin.com/in/brian-greer-55b7364/] Jeff - Consulting Practice Leader, Partner at TaxConnex https://www.linkedin.com/in/jeffrey-meigs-14a76521/ [https://www.linkedin.com/in/jeffrey-meigs-14a76521/] https://www.taxconnex.com/