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June 12, 2015

CBIZ Minneapolis was chosen as one of five finalist for the 2015 100 Best Companies to Work For 100 Second Video Contest! 

The 100 companies honored this year were given the opportunity to pitch a 100 second video concept to Minnesota Business magazine. The pitch was required to showcase why your company was indeed, one of the BEST places to work for in Minnesota. 

The video concept was created by CBIZ Minneapolis Benefits and Insurance Services, Account Manager, Alex Anderson. The script, video production and video direction was crafted by CBIZ Minneapolis, Senior Marketing Specialist, Erica Ronning

Enjoy the video! If you like what you see, you'll fit right in! 


June 10, 2015

CBIZ MHM Minneapolis is in full swing with the ‘Play to Win’ Marketing Game. To state that it has been going well would be quite an understatement. The Marketing Game has been a complete success from administrators all the way to managing directors. You’d be hard pressed to find an hour that passed without the Marketing Game or one of its activities being mentioned or performed.

One of the successful areas that have been easily adopted by the group has been social media. Previous to the Marketing Game, social media seemed to be a tedious and somewhat uncomfortable task. Now, with a few weeks under the belt, the group has engaged with social media in many ways:

LinkedIn Posts: 105
New LinkedIn Connections: 537
Blog Posts: 4
Twitter Posts: 16

This type of success can be easily achieved in your organization as well. You don’t necessarily need to create a marketing game of your own; you just need to be aware of some of the steps you can take to start building social advocacy.

For a guide on steps to take, you can read a previous post, ‘A Powerful Way to Engage Employees in Social Advocacy.’

Remember, all it takes is one step forward to start changing a culture.

June 2, 2015

The Minnesota Department of Revenue just announced that starting July 1, 2015, the capital equipment refund will become an up-front sales tax exemption. This announcement is favorable sales tax law change for all Minnesota manufacturers. 

To claim the exemption on eligible purchases, businesses must give the supplier a completed Form ST3, Certificate of Exemption. Use exemption reason code for “Capital equipment”. Businesses also must confirm that they have filed their refund claims for open periods. 

Before July 1, businesses were required to pay sales tax when purchasing eligible capital equipment and then file a refund request with the Department of Revenue.

Note: If you pay sales tax on purchases after June 30, 2015, you may still file a refund request for tax paid in error.

If you have any questions on the new sales tax law change, please reach out to our Tax Practice Leader, Ron Price, at rprice@cbiz.com or 612.376.1268. 


May 21, 2015

A stereotypical accountant likes to spend their days focusing on the numbers – strategizing to help you grow your business. So why is it that most accountants' heart rates rise and palms start to sweat when marketing is mentioned? Aren’t the goals of marketing the same as the accountants? Focus on numbers. Focus on growth.

CBIZ Minneapolis is aiming to break through the fear barrier of marketing with the Play to Win. Marketing Game. In partnership with Ingenuity Marketing Group, CBIZ Minneapolis is finding ways to lower the heart rates of the accountants by helping them understand the concepts of marketing and business development through an interactive, collaborative five week program.

The program focuses on five different areas:

  • Client Experience
  • Business Development
  • Social Media
  • Brand Awareness
  • Thought Leadership

As the accountants step out of their comfort zone, CBIZ Minneapolis would like to help your business grow by providing tips and tools on how you, too, can use marketing and business development to help you focus on the numbers and focus on growth.

We look forward to helping you Play to Win.

May 13, 2015

There has recently been a spike in IRS impersonator scams targeting taxpayers. The IRS, Treasury Inspector General for Tax Administration, and Federal Trade Commission have all issued warnings to the public regarding this issue.

Taxpayers have been receiving calls from individuals claiming to work for the IRS and are providing fictitious case and ID numbers.  The callers are demanding payment for a tax deficiency and intimidating taxpayers with threats of imprisonment or legal action if they do not pay immediately.

Note that the IRS will never:
1) Call to demand immediate payment, nor will the agency call about taxes owed without first having mailed you a bill
2) Demand that you pay taxes without giving you the opportunity to question or appeal the amount they say you owe
3) Require you to use a specific payment method for your taxes, such as a prepaid debit card
4) Ask for credit or debit card numbers over the phone
5) Threaten to bring in local police or other law-enforcement groups to have you arrested for not paying

If you have further questions on this matter, please reach out to us at 612.339.7811.

May 6, 2015

What do you get when you mix 50 of the best connectors in the Twin Cities? A room filled with all that's glitter and gold.

On Thursday, April 30, Minnesota Business magazine hosted the 2015 The (Real) Power 50 event. CBIZ Minneapolis has been a proud sponsor and involved in this event since the inception. 

RP50, an event unlike any other in the Twin Cities, is a night that honors 50 individuals that have proven to be the linchpins within their company. They are the ones who make it happen, the ones you can always count on to get things done, and the ones who can hold it all together to keep moving the company forward. One might consider the linchpin to reside in the C-suite, but RP50 proves that you can find that someone special - glitter and gold - holding many different titles. 

For a list of the 2015 RP50, you can click on this link

If you would like to see photos from the night's festivities, browse here

To read how this honor impacted our very own, Eric Hawkinson, CBIZ Minneapolis Director of Business Development and 2013 RP50 Alum, you can read the Minnesota Business magazine blog post here


April 30, 2015

Minneapolis Senior Manager, Kelli Cloutier, has been honored by Augustana with the 2015 Forward Under 40 Award. Kelli has worked with CBIZ MHM, LLC for almost eight years and has moved up the ranks at a fast pace due to her hard work and dedication to her team and her clients.

Kelli had the pleasure of being intereviewed by Augustana about her professional and personal life. Here is a glimpse of what Kelli had to say about life after Augustana:
Q. Tell us about your career – what’s an average day like?
A. My day-to-day work life varies quite a bit; that's one of the reasons why I love my job. I work with lots of different clients throughout the year, helping them with financial statement requirements either for bank loans, investor needs or just for internal use. My job as an auditor is to provide a skeptical review of a Company's financial statements and ensure that they appropriately represent the Company's financial position and operations. This consists of working with staff that I manage, as well as partners that manage me, and visiting client's office to speak with them and review information.
Q. Greatest challenges and best rewards of your current role?
A. One of the biggest challenges I have currently is juggling the various roles of a manager. I have to manage staff that work for me and at the same time "manage upward" when working with partners. One of the most difficult aspects of public accounting is that I don't have one specific boss, but several different bosses, and each of them have slightly different personalities and styles. It's a challenge to adapt quickly when working with different people. One of the best rewards is helping clients navigate through difficult financial times and provide advice or assistance in making it through. It's great to work with so many different companies and get a real feel for the business environment in the Twin Cities.
Q. Greatest professional accomplishment thus far?
A. I've moved up through the ranks of the firm pretty quickly. I'm the youngest senior manager in my office. While titles aren't that important to me, I'm happy that my hard work and success are being recognized by my company and I'm looking forward to continuing to contribute to the success of my firm and the success of my clients.
Q. What’s next for you professionally?
A. My goal is to become a partner in my accounting firm so I'll continue to work toward that. In the meantime, I'm looking forward to continuing to help my clients navigate their financial issues.
Q. If you could offer a prospective or existing Augie student some advice, what would you say?
A. Augie is a fantastic school that teaches you how to learn and how to think for yourself. Take advantage of all the various activities that Augie has to offer, campus life, co-rec sports, UBG events, Boe Forum, etc. and continue to be active in your community and attending learning events after you graduate. Being well-informed of what's going on in the world can help you keep perspective and achieve more in your daily life.

You can get to know Kelli more by reading the full article here.

If you have any questions for Kelli, please reach out to her at 612.376.1254 or kcloutier@cbiz.;com.


April 14, 2015

Growing companies need to focus on setting their sights on a firm that can not only handle their tax issues, but issues that go beyond.  As a business, when you start to grow you realize that your focus cannot be solely on taxes, and you need to have a provider who embodies that same focus. They need to go beyond taxes and offer services that assess and maintain the areas where money is not being spent correctly. 

One of the areas to focus on is cost recovery. Through cost recovery you are able to mitigate unnecessary financial losses. You need a firm that provides a range of contingency-based solutions to help reduce expense and waste, identify overcharges, and recover profits to add immediate dollars to your bottom line. At CBIZ, we do this by performing: accounts payable recovery audits, common area maintenance and lease recovery services, construction cost review, and telecommunications cost recovery.

Accounts Payable Audits
When it comes to accounts payable audits, you need a firm that helps identify and recover overpayments to vendors and suppliers that may have resulted from transaction, regulatory or contractual errors.

Lease Audit Recovery Services
In a lease audit recovery, the experts will examine your charges and your lease language to ensure charges are accurate as overcharges may be the culprit behind your annual increases.

Construction Cost Review
When doing a construction cost review, your team should work with you to unpack your construction costs to ensure you are only pay for materials and supplies actually used in the project.  At CBIZ, we often find that clients get charged for materials they do not use.

Telecommunications Cost Recovery
The telecommunications cost recovery looks for wrong rates applied, double billing, hidden fees, and other extraneous services fees that have been overlooked in monthly telecommunications invoices.  This is a service that can be applicable to any growing company.

The bottom line is that you need to focus on your bottom line, and that doesn’t always involve just taxes or your current firm.

If you have further questions regarding the services listed, feel free to contact the CBIZ Minneapolis Director of Business Development, Eric Hawkinson, at 612.376.1264 or ehawkinson@cbiz.com.

March 26, 2015


For the second year in a row, CBIZ Minneapolis has been named one of the 100 Best Companies to Work For by Minnesota Business magazine. This award honors companies that set the standard for employee well-being.

The “100 Best” were selected by an independent research firm employing various research techniques – including  an anonymous online questionnaire filled out by the employees of each company – to determine which companies in Minnesota excel in the areas of work environment, employee benefits, and overall employee happiness.

We could not receive this honor without the amazing, talented and caring CBIZ Minneapolis employees. We appreciate all their hard work and dedication. You cannot be the “Best” without the best – we truly have the best.

For more information on the award and to view the other honorees, please visit the 100 Companies to Work For page.

March 18, 2015

For the first time in history, on March 13, 2015, the Minnesota Department of Revenue annouced that they will no longer examine if an individual's CPA or attorney resides in Minnesota as a factor in determining residency.

Minnesota, like most states, has had a set of rules to determine if you are required to file as a Minnesota income tax resident and pay income tax on 100 percent of your income in Minnesota. There are two tests that they use to determine residency:  

  • The 183 Day Rule.  If you have an abode (a place you stay regularly) in Minnesota and are in Minnesota (physically present) 183 days or more in a calendar year, you are automatically a Minnesota resident for income tax purposes.
  • The Intent Factor Test for Permanent Residency. Minnesota has a number of factors they look at, up to 26,  to decide if a Taxpayer had the intent to leave Minnesota.  They included on this list things like: where your CPA is located, your attorney is located and where your bank accounts are located. As of March 13, 2015, Minnesota will no longer consider those three items as factors to your intent to leave the state of Minnesota for income tax purposes.

This is great news for business owners and individuals who travel often, as well as for those that have trusted advisers outside of Minnesota.

If you have further questions regarding Minnesota residency, feel free to contact our Residency Tax expert  Robert Karon at rkaron@cbiz.com.


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