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
“Success often comes to those who have the aptitude to see way down the road.” - Laine Burns Short-term and long-term planning is critical to the success of any company, as CFOs well know. At the beginning and end of each year, business owners and leaders are busy...
Generation Z, or those born in 1997 or later, now make up nearly 26% of the country’s population and are about to enter and redirect our workforce. Similar to their millennial peers, Gen Z’ers have unique distinguishing characteristics and behavior patterns and will...
How often do you receive Excel spreadsheets from coworkers, clients or partners that have your head spinning? Incomplete or confusing spreadsheets often can result in incomplete or confusing data. Thankfully, with the right tools by your side, you can make any Excel...
How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family? Unfortunately, we can’t give you all the answers in the context of one blog post. But we can...
Have you heard? Today is National Philanthropy Day! This day was created by the Association of Fundraising Professionals and aims to celebrate philanthropy, whether it be volunteering or charitable giving. While we are thrilled to celebrate philanthropy today, we...
Already thinking about next year’s tax deadline? Believe it or not, now may be the best time to do just that! Family office accounting can be incredibly cumbersome, as it involves coordination between various entities and individuals. In order to see successful...
With an office full of accounting professionals that spend more time in Excel than we’d like to admit to ourselves, we’ve racked up quite the toolbox of best practices in the program. We’re excited to share this wealth of knowledge with you. Because Excel isn’t simply...
Tax reform. Will it happen? Will it be good for our country? What do you know or what are you hoping to see? With the latest reports stating that legislators are aiming to have a tax reform bill on President Trump’s desk by Thanksgiving, our team is paying attention...
It’s true what they say about accountants. We practically live in Microsoft Excel. We learned the basics as part of our collegiate and post-graduate training, but it’s in the workplace at top accounting firms like Weinstein Spira, where we’ve truly honed these skills....
Due to the recent extraordinary storm, the IRS has provided tax relief to Hurricane Harvey victims residing in the affected areas. The relief provides an additional extension of time to file most federal income tax filings and payments until January 31, 2018. The...
Wondering how gamification and a little friendly competition can make a huge difference for your internal culture? It’s not just our Houston Texans or University of Houston Cougars that understand the benefits of competition. We’ve seen the upside of bringing play...
Our hearts are aching for the Greater Houston and Southeast Texas communities during this time of an unprecedented tragedy. Hurricane Harvey has flooded our city with relentless rain, forcing people from their homes, including our team members and clients. We are so...
Do you want long term success for your technology startup? There’s a lot to consider. Working through your accounting responsibilities can be a daunting addition to an already stressful time. Today, Shareholders Trina Painter and Taylor Neese are sharing important...
While our countries both call North America home, establishing and doing business in the United States means an entirely new set of rules, regulations and implications for our Canadian neighbors. As a Canadian entrepreneur, business owner or CFO, it’s important to be...
What's the secret to working efficiently and effectively, while also keeping your paying customers happy? You’ve likely skimmed through dozens of articles surrounding how to be more efficient, or what measures to take for a more efficient workplace in hopes of finding...
Are you behind the benefit plan audit eight ball? With the July 31st Form 5500 filing deadline fast approaching, are you missing your company’s audit report to attach to the filing? Perhaps you didn’t realize your company had an audit requirement or maybe the deadline...
In estate planning and the transfer of wealth, there are various financial tools to help the next generation “test the waters” of sound money management, including trusts and partnerships. At some point, however, the heirs take over and the risk of errors may...
Weinstein Spira, a top accounting and business advisory firm, was awarded Best Customized Sales Initiative from the Association for Accounting Marketing. This is the second year in a row the firm has been recognized in the business development category. The customized...
You’ve likely heard the buzz surrounding President Trump’s tax return since Rachel Maddow revealed a tiny section (just two pages of what was likely thousands) of it on her newscast. Perhaps this was the first time many Americans heard about the alternative minimum...
At Weinstein Spira, we recognize the importance of getting out of the office to serve others. Doing it together, as a group, only makes the impact greater. Our community service Impact Days allow us work together, assume duties we don’t normally perform, socialize...
Conducting proper due diligence is an important aspect of mergers and acquisitions (M&A) deals, and performing an audit can greatly improve the standing of both the buyer and seller. Generally, these services increase the reliability of financial information which...
The concept that “communication is key” is nothing new. However, it is becoming increasingly important in an era where the need for communication is constant, and the means of communication are endless. Employees today have high expectations of what information they...
On Wednesday, April 26, the White House issued its goals and priorities for tax reform in a one-page proposal of bullet points entitled “2017 Tax Reform for Economic Growth and American Jobs: The Biggest Individual and Business Tax Cut in American History.” While...
Do you have a friend or family member that is an auditor? No - not an IRS auditor, an external auditor? Have you ever wondered what auditors do during their infamous busy season? The technical components involved in an audit – especially steps and procedures in place...