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Weinstein Spira Blog

 

Weinstein Spira's blog, The Balancing Act, provides helpful information on technical accounting and CPA firm culture topics including: 

Restaurants & Hospitality

Turn to advisors who understand hospitality hot topics.


 Careers & Culture

Explore the ways we are redefining accounting firm culture. 


 Estate Planning

It is never too early to start estate planning. 


 Employee Benefit Plan Audits

We go beyond compliance. Learn more about EBP news.


Most Recent Blog Posts


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Preparing for the CPA exam requires an endless amount of study time, effort and money. Although there are test prep materials and review courses for the CPA exam, there are no guidebooks for how to "re-study" after failing a portion of the exam. Evelyn Baker, having personally gone through this process, shares her tips on how to get back on track and increase your score the next time you take the exam.

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Category: Culture
Tags : Tips CPA Exam


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After months of discussion, Congress has officially passed the SECURE 2.0 Act of 2022. The SECURE 2.0 Act aims to make it easier for Americans to save while also encourages small businesses to adopt retirement plans. Denise Woods summarizes everything you need to know about the act as well as the key provisions that will affect retirement plans.

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Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, is proud to announce the promotion of two leaders within the firm.

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Category: Our Team


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A holiday shutdown is when a business closes shop during a holiday and for a specified period—employees do not work, and business operations cease. While extended holiday closures may not work for all businesses, Elizabeth Harkness explains the reasons why they can be beneficial such as boosting morale, lower overhead costs, and creating a culture of self-care.

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Category: Culture


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After COVID-19, many companies have transitioned to a hybrid working schedule, where employees are working both remotely and in-person. This change in dynamics makes it more difficult for new employees to make connections with team members and makes it harder to acclimate to the work environment and overall culture. Chloe Andrade, a recent new hire, gives her advice on how to network and build connections in a remote work environment.

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Category: Culture


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Studying for the CPA exam at any point in your career is not an easy task to accomplish. Whether you just graduated college or have been working in the corporate world for years, it can be tough to manage and find the time to effectively prepare for the exam. Emily Valles gives her time management tips that help her prepare and study for the CPA exam.

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Category: Culture


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The Association of Certified Fraud Examiners (ACFE) estimates that organizations lose 5% of their revenue to fraud annually. What could you do if that 5% wasn’t missing? Sarah Harrison discusses the impact that whistleblowers have on fraud detection within an organization and explains what the best practices are for preventing fraud from occurring.

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Category: Culture


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Ideally, a corporate office is a place where employees can work and relax, where clients can interact with you directly and where teams can collaborate and connect.

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Category: Our Team
Tags : Culture


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The Inflation Reduction Act (IRA) became law on August 16, 2022. There are wide-ranging provisions that are intended to reduce the budget deficit, address climate change and clean energy, lower the cost of health insurance and prescription drugs and reform parts of the tax code.

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Category: Tax Services
Tags : Tax Tax Relief


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Accountants primary focus is often numbers, of course, but strong writing skills are critical to your advancement.

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Category: Culture
Tags : Culture

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