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#fraud-prevention

Fraud Prevention

Proactive strategies and controls to prevent financial fraud in your business

Ghost Employee Fraud: How Fake Payroll Records Drain Small Businesses and the Controls That Catch Them
·mike

Ghost Employee Fraud: How Fake Payroll Records Drain Small Businesses and the Controls That Catch Them

Ghost employee schemes cost U.S. businesses an estimated $400 billion a year and run a median of 18–30 months before detection. Learn the three common scheme patterns, the red flags already in your payroll data — duplicate bank accounts, unchanged withholding, missing I-9s — and the segregation-of-duties controls that stop them.

payroll
fraud-prevention
fraud-detection
IRS Dirty Dozen 2026: How Payroll Phishing and Direct-Deposit Scams Target Small Businesses
·mike

IRS Dirty Dozen 2026: How Payroll Phishing and Direct-Deposit Scams Target Small Businesses

The IRS's 2026 Dirty Dozen list flags a payroll-specific phishing wave: fake HR portal emails and direct-deposit change requests that reroute paychecks to scammers. The FBI's IC3 logged 24,768 business email compromise complaints totaling roughly $3.05 billion in 2025, with 86% of losses moving by wire or ACH — the same rails payroll runs on. Here are the three warning signs (urgency, unusual requests, process changes), five process controls that close the email-only loophole, and the first-72-hours response if a paycheck has already been diverted.

payroll
fraud-prevention
fraud-detection
Three-Way Reconciliation for Title and Escrow Agencies: How Trust Account Bookkeeping Actually Works
·mike

Three-Way Reconciliation for Title and Escrow Agencies: How Trust Account Bookkeeping Actually Works

A three-way reconciliation matches three numbers every cycle: the adjusted trust bank balance, the book balance, and the sum of every client file ledger. Here's how title and escrow agencies run it under ALTA's roughly 10-business-day standard, the five discrepancies auditors flag most, and why it's the last defense against real estate wire fraud that cost victims over $275 million in 2025.

real-estate
reconciliation
bookkeeping
The SEC's Key Tronic Settlement: What Fake WIP Entries and Out-of-Period Adjustments Teach Small Manufacturers
·mike

The SEC's Key Tronic Settlement: What Fake WIP Entries and Out-of-Period Adjustments Teach Small Manufacturers

The SEC found Key Tronic's Oakdale plant inflated pre-tax income by ~$981,000 with fake "Monster Job" WIP entries — cutting one quarter's income 47% when corrected. Here's how the scheme exploited absorption costing, why the company paid no penalty, and the inventory controls small manufacturers should copy.

inventory
fraud-prevention
compliance
AI-Generated Fake Receipts Now Drive Most Expense Fraud: A Small Business Guide
·mike

AI-Generated Fake Receipts Now Drive Most Expense Fraud: A Small Business Guide

AI-generated receipts jumped from 0% to 70.8% of fraud flags between March 2025 and May 2026, per AppZen data covering 1,471 fake receipts across 174 companies — and the average claim dropped to $101 as fraudsters shifted from a few large fakes to many small ones under auto-approval thresholds.

fraud-detection
fraud-prevention
expense-management
Church Fund Accounting: How to Manage Restricted and Unrestricted Funds
·mike

Church Fund Accounting: How to Manage Restricted and Unrestricted Funds

An estimated $86 billion is lost to fraud inside churches worldwide each year, and most of it starts with one bookkeeping mistake — treating restricted and unrestricted funds as one pool. This guide explains how FASB ASC 958 classifies donor-restricted gifts, the three errors that get church treasurers in trouble, and the monthly habits that keep ministry books compliant and transparent.

nonprofit
bookkeeping
compliance
DOJ's PPP Fraud Dragnet: Why AI Data Mining Is Reviving False Claims Act Cases in 2026
·mike

DOJ's PPP Fraud Dragnet: Why AI Data Mining Is Reviving False Claims Act Cases in 2026

DOJ's Civil Division is using AI data-mining relators to flag 2020 PPP loans for False Claims Act violations under the SBA affiliation rule, with the six-year statute of limitations starting to expire in April and May 2026 and real fraud exposure running a full ten years.

ppp
fraud-prevention
recordkeeping
GAO Report: SBA Still Hasn't Fixed 14 of Its 17 Flagged Problems — What It Means If You're Relying on an SBA Loan or Portal
·mike

GAO Report: SBA Still Hasn't Fixed 14 of Its 17 Flagged Problems — What It Means If You're Relying on an SBA Loan or Portal

GAO's June 2026 follow-up (GAO-26-108956) finds SBA has implemented only 3 of 17 priority recommendations, leaving 14 open — including fraud-control gaps that produced ~2 million unusable COVID-EIDL fraud referrals and a Unified Certification Platform lacking basic risk and cybersecurity plans. Here's what that means for loan and certification applicants, and why airtight records are your best defense.

sba
sba-loans
small-business
Nacha Raises the Same Day ACH Limit to $10 Million: What It Means for Small Businesses
·mike

Nacha Raises the Same Day ACH Limit to $10 Million: What It Means for Small Businesses

Nacha will raise the Same Day ACH per-payment limit from $1 million to $10 million on September 17, 2027, matching RTP and FedNow. Here's how the change affects small-business payments, why business accounts lack Regulation E fraud protections, and five controls to put in place before the new ceiling arrives.

payments
banking
small-business
PCAOB Bars Auditor Jennifer Crofoot Over Skipped Engagement Quality Reviews: What It Teaches You About Vetting an Audit Firm
·mike

PCAOB Bars Auditor Jennifer Crofoot Over Skipped Engagement Quality Reviews: What It Teaches You About Vetting an Audit Firm

In December 2025 the PCAOB barred CPA Jennifer Crofoot for at least three years and fined Fruci & Associates $50,000 after four public-company audits were released without the mandatory engagement quality review under AS 1220. Here is what the second-reviewer requirement actually protects against, and five concrete questions to ask before relying on any firm's audit opinion.

audit
cpa
compliance
PCAOB Bars Zwick CPA Over Fabricated Genie Energy Workpapers: What Audit Quality Failures Mean for Small Businesses
·mike

PCAOB Bars Zwick CPA Over Fabricated Genie Energy Workpapers: What Audit Quality Failures Mean for Small Businesses

The PCAOB revoked Zwick CPA's registration and fined the firm $50,000 after finding its 2022 Genie Energy audit relied on the predecessor auditor's recycled workpapers with swapped names and fabricated documentation. With 61% aggregate deficiency rates at triennially inspected firms, here's how small businesses can vet the audits they rely on — and keep their own books diligence-ready.

audit
cpa
fraud-prevention
FTC Bans Air AI From Selling Business Opportunities: What the $18M AI-Washing Case Means for Buyers
·mike

FTC Bans Air AI From Selling Business Opportunities: What the $18M AI-Washing Case Means for Buyers

The FTC's March 2026 settlement permanently bans Air AI and its owners from marketing business opportunities after buyers lost up to $250,000 on exaggerated AI earnings claims. Here's what the $18 million judgment covers, how the Business Opportunity Rule's seven-day disclosure and Earnings Claim Statement protect buyers, and a practical checklist for vetting any AI-powered business pitch.

ai
small-business
compliance
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