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 […]
The irony to many workplaces is that they can simultaneously be sources of information overload but also of major gaps in communication. It often seems like everyone is constantly talking but the most important messages don’t always get through. So how can workplace leaders improve communication without adding to the overwhelm? 1. Create systems that […]
You wear different hats and are constantly pressed for time as the owner and operator of a small business. You are bogged down by daily duties like product development, client relations, inventory management, and so on. Making tax preparation decisions makes your job more difficult as a business owner. You don’t have to waste time […]
A CPA’s salary is often in the high five figures, with senior CPAs in management earning six figures. So, whether you’re a college graduate with a bachelor’s degree in finance or accounting, or an entry-level accountant looking for a higher wage and additional job responsibilities, you should consider acquiring a certified public accountant certificate. If […]
There are many baffling laws, regulations, and deadlines in the US tax code. While not everyone is required to submit a tax return, the majority of those who generate an income must do so each year. You might have no trouble filing your taxes on your own if your financial state is simple. But a lot of […]
We have a client that has been coming out of a revenue decline, induced in part by COVID-19, and they’re now in the black and growing nicely. But despite their company’s overall success, their accounting team has consistently been performing at below an acceptable standard. So when we started working together we connected them with […]
