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. While remote work has its challenges, there are many […]

Are CPE resources only good for the CPAs? Most are probably not – In fact, CPE courses and free live webinars tick all the boxes that an ideal training program manual for CFO & Controller organization would have; specialist instructors, tested, reviewed, and updated content, and the coverage of both soft and hard skills. Bingo! The only challenge left […]

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. So this post seemed like an excellent opportunity to provide some clarity. Gross Profit? Contribution Profit? What’s the difference? Why […]

What if I gave you the balance sheet, and the notes to the financial statements of a company like Apple or Tesla, and asked you to come up with three to five major insights over the course of the next hour? Finance and accounting professionals tend to be well familiar with the concept of what […]

Most accountants and other financial professionals are familiar with using Microsoft Excel, and other electronic spreadsheet programs, to record and calculate data. Excel proficiency, however, can vary widely from person to person. To get the most out of this useful business tool, accountants and other financial professionals should consider adding webinars and courses that focus […]

While a mixed-location work scenario can certainly offer many benefits, it also offer challenges. In order to be successful and avoid frustrations, hybrid employees must stay organized to make sure they can access the materials and information they need in any location and communicate clearly with coworkers and clients. Taking steps to be proactively organized […]

As we urge every CEO and business owner to do, we compare actual results with the projections the client made at the beginning of the year, whether it’s a formal budget with staff accountability or not, and we ensure a discussion with management follows. Even without staff accountability, there is value in management learning what […]

The rise of artificial intelligence has given way to new realms of possibilities but it has opened gateways to serious tax scams. The IRS is waging a continuous battle against these pervasive issues. In 2023, AI-based frauds were named on the IRS’s Dirty Dozen list. Among the scams are those regarding large refunds, fraudulent emails, […]

Whether you are presenting to potential clients or communicating with your own team, speaking and presentation skills are essential components of business success. The ability to clearly communicate your message and connect with your audience can both elevate your business and enhance your career. Although some people seem to possess a natural ability in this […]

Dealing with the IRS may be a scary and time-consuming job for small businesses. However, the government is now promising measures to improve the experience of small-business taxpayers. With proceeds from the Inflation Reduction Act and the adoption of the IRS Strategic Operating Plan, the agency is aiming to improve phone service, in-person support, and […]