I was asked last week to explain the value of a CFO to a young entrepreneur who had started from scratch with a great idea, and built a pretty solid business before hitting the glass ceiling (no, not that one) where the financial infrastructure he had in place just could not support his continued growth. […]

Continuing Professional Education credits are required to keep a professional license in good standing. Individuals must receive a certain number of CPE credits within specific time periods in order to keep their licenses active. Finding a good CPE service provider is the first step of many in obtaining your CPE for CPA. The most difficult thing to answer […]

Many aspects of professional life have changed significantly over the past few years. A global pandemic necessitated a quick shift to remote work and learning for many people. Now, a few years in, professionals find themselves in various working situations from those who remain fully remote to others who are returning to in-person, hybrid, or […]

For Certified Public Accountants (CPAs) to retain their professional competence and offer their clients high-quality services, they must pursue Continuing Professional Education (CPE). In order to maintain the validity of their licenses in a state or jurisdiction, CPAs must successfully complete training to obtain a predetermined number of approved CPE credits over a predetermined duration. You may […]

After becoming a certified CPA, you will need to complete continuing professional education (CPE) courses to renew your CPA license every 1-3 years in order to retain your professional competence. The number of CPE credits necessary and the time frame for earning them vary depending on the regulations of the AICPA, state boards of accountancy, […]

We have a client who engaged us to help them integrate an acquisition and structure a financial function for their rapidly growing company and guide its financial strategy as the company grew. Or at least we thought that was the plan. Along the way, the CEO hired a (well-qualified) Controller and guided the role of […]

With the advent of artificial intelligence (AI), many people wonder if robots will soon take over bookkeeping and other financial tasks. While it’s true that AI can do some things better and faster than humans can, it’s not likely that accountants will become obsolete any time soon. Here are three reasons why: AI can’t match humans […]

The process of obtaining and managing CPE credits is complex. You must choose which courses to enroll in, confirm that they satisfy the prerequisites, fit them into your calendar, manage your credits, and report your credits. If you’re unfamiliar with CPE, it can be daunting. Before we get started, let’s quickly review the definition of […]

It’s no secret that a happy, positive work environment is key to productivity and creativity. But what do you do when things get tough, and morale is low?  Here are seven ways to boost morale and creativity at your company: 1. Build a culture of teamwork and collaboration within your organization. Encourage employees to share […]

You never stop learning, regardless of whether you’re about to pass the Uniform CPA exam or are currently employed as a CPA. Continuing your professional education to maintain your license throughout your career is what is known as “pursuing CPE.” Though you’ve likely already built a strong foundation on which to engage as a proficient […]