A question was raised in a client review meeting recently that reminded me that some financial terms – these two in particular – are often not as clear to non-financial managers as they should be.

Are CPE resources only good for the CPAs?

The rise of remote work has been one of the most significant changes to the workplace in recent years. While some companies may have been hesitant to embrace remote work in the past, the COVID-19 pandemic has forced many to shift to a remote work model.

Errors can occur whether data input is being done manually or through an external source. Microsoft Excel's conditional formatting makes it easy to quickly determine whether duplicate data exists.

We have a client whose accounting activity functioned for years under the direction of non-accounting management, not uncommon among smaller privately owned companies whose limited resources often put accounting last on the shopping list.

Artificial intelligence (AI) is transforming accounting, from identifying record-keeping inaccuracies to forecasting future spending. Clients want to adopt it, and accounting firms want to make it available to them.

You must first pass the Uniform CPA Exam if you intend to become a certified public accountant (CPA). It is not a simple task.

I have a “side hustle” when I’m not occupied with running the CFO for Rent business; it’s investing in commercial real estate, along with some of my clients and close friends.

The IRS encourages non-credentialed tax return preparers to sign up for the Annual Filing Season Program (AFSP), a voluntary program, and take continuing educatio