Weinstein Spira’s blog, The Balancing Act, provides helpful information on technical accounting and CPA firm culture.
Top Categories: Culture Tax Audit Our Team Employee Benefit Plan Audits
In today’s fast-paced business environment, accounting firms must leverage technology to stay competitive and efficient. Information Technology (IT) plays a pivotal role in transforming traditional accounting practices into dynamic, streamlined operations. Here are...
In this blog, we will dive into tips to effectively tackle your taxes if you are self-employed. We will investigate who qualifies as self-employed, the tax implications and what applicable deductions can help you save during tax time. Who Is Considered Self-Employed?...
Feedback, whether receiving or giving, can be challenging. Positive feedback is typically easier to give or receive as it reflects and acknowledges a person’s strengths. However, constructive feedback can be more difficult to navigate. In this blog, we'll explore why...
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is pleased to announce the promotion of Shirley Thomas to Senior Manager, Client Accounting and Advisory Services...
Weinstein Spira, the mid-market public accounting and business advisory firm serving Houston’s top high net worth individuals and privately held businesses, is excited to announce the promotion of six leaders within the firm. Kelsey Burgess has been promoted to Audit...
For many Americans, saving money for retirement can be challenging. While some employees prefer to take home a few extra dollars rather than participate in their company’s 401(k) plan, many simply do not understand how these plans work or the many benefits that come...
While saving for the future may not always be a priority in conversations with family and friends, it holds significant importance for various reasons. Although some may view saving ahead as a necessary burden, the best advice is to simply start this financial...
Around this time of year, CFOs and HR professionals often ask me, “Does my 401(k) plan need an audit?” Due to recent changes made by the Department of Labor for the 2023 plan year, many will be very happy to hear that they can avoid an audit for a few more years....
Being in a client-serving industry, accountants face high stress levels, long hours, and the demand to serve clients well, especially during busy seasons. Additionally, staying current with regulatory updates and new accounting standards, preparing for certification...
At Weinstein Spira, like many accounting firms, we face periods of significant amounts of work due to compression near tax filing deadlines. To address this, our firm has invested valuable time and effort to identify a solution: the Tax Preparation Coordinator (TPC)...
Core values are the fundamental beliefs and principles that guide an organization. They serve as the compass, shaping the organization’s culture, decision-making processes, and interactions. These values provide a shared framework for employees, fostering a cohesive...
Many accounting students, ready to embark on careers in public accounting, face an important decision between specializing in tax or audit. Firms often hire based on internal needs, yet some, like Weinstein Spira, offer a rotation program that empowers candidates to...
Internships serve as valuable stepping stones for students and recent graduates to bridge the gap between academics and the professional world. While technical skills are essential, mastering the art of workplace etiquette is equally important for a successful...
In the journey of higher education, internships stand as milestones, offering a blend of academic enrichment and real-world application. They offer students a chance to explore their chosen career path and to better prepare them for the challenges that lie ahead...
Numerous associations cater to a wide range of interests, uniting individuals who share common passions and experiences. Within this diversity of associations, the CPA association often gets overlooked. Achieving the status of a Certified Public Accountant (CPA)...
Congratulations on passing the CPA exam! Now, what’s next? Fortunately, you have completed the hardest part of becoming a certified public accountant, passing the exams. Now follows the legal process to adding those three major letters after your name. In this blog,...
Time management and self-discipline are key factors when you want to have a well-balanced lifestyle, especially during times of increased stress. A well-balanced lifestyle includes optimal health in all aspects of our life: fitness, health, relationships, work, and...
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is proud to announce the promotion of three leaders within the firm. Renee Demny promoted to Tax Manager. Demny has...
With the arrival of the new year, many of us, me included, aim to bounce back from holiday splurges. I mean, who can resist a 50% off black Friday deal? Nothing feels better than getting your finances in order, especially at the beginning of the year. Budgeting varies...
In October 2021, the American Institute of Certified Public Accountants (AICPA) Auditing Standards Board (ASB) issued Statement on Auditing Standards (SAS) No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement in...
In the journey towards personal and professional development, setting goals is a fundamental step that can propel you toward success. Goals help create a sense of accountability and allow you to assess the progress you are making along the way. While the concept of...
Cybersecurity is the practice of protecting data, networks, devices and systems from unauthorized access, theft or damage. It is a constantly evolving field that requires businesses and individuals to stay alert and informed of the latest threats and solutions. In...
Working in public accounting with its periodic stressful times, I have found that it is important to find moments to engage as a team outside of the office. Since joining the firm, I noticed that we had paused participation in charitable events due to the pandemic....
The holiday season, with its joyous celebrations and festivities, can also bring a whirlwind of chaos and stress. From planning family gatherings to buying gifts and decorating your house, its easy to feel overwhelmed. Fortunately, with a little bit of preparation and...