Weinstein Spira’s blog, The Balancing Act, provides helpful information on technical accounting and CPA firm culture.
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Are you struggling to expand your business globally? Facing challenges in understanding foreign markets? Worried about mitigating risks in unfamiliar territories? At Weinstein Spira, we understand the complexities of navigating an international business and we have...
The continuous advances in technology have shifted many careers into remote work, a trend accelerated by the COVID-19 pandemic. Working remotely has led to challenges that can impact the effectiveness and efficiency of the audit process. Understanding these...
The effects of the COVID-19 pandemic are seen across all industries, and the field of auditing is no different. Before the pandemic, auditors were known to be out in the field working at clients’ offices every day during busy season. Audit teams would spend most days...
Does tax season give you a case of the Sunday Scaries? For many folks, filing taxes is one of the most dreaded items on their to-do list, but it doesn’t have to be! With proper planning and preparation, filing your taxes can be a breeze. This guide will help you kick...
With the growing prevalence of globalization, an increasing number of U.S. business owners are expanding their operations into international markets. While this expansion unlocks significant opportunities, it also brings forth intricate tax compliance obligations....
In the last few years, the CPA exam has undergone several changes, with the main change being the structure of the exams. Previously, the CPA process consisted of four exams: Auditing and Attestation (AUD), Financial Accounting and Reporting (FAR), Taxation and...
It is no secret that the accounting profession can be taxing. As the year draws to a close, we gear up and recharge for the upcoming “Busy Season.” While our firm has worked diligently to smooth out the workload, there can still be times when long working days and...
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 two leaders to the firm’s senior manager level. Kristyn Giannaccio...
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 that Zara Khan has joined the firm as a Tax Manager. Zara Khan is a seasoned tax...
QuickBooks holds a significant market share in the U.S, with QuickBooks Online (QBO) rapidly growing as more users migrate from desktop solutions to this cloud-based software. As a QBO user, you may be familiar with some of the features, but are you utilizing all that...
The U.S. tax filing season is a critical time of year; whether you are a salaried employee, freelancer, small business owner, or corporation, you need to review your financial records carefully, comply with complex tax laws, and submit your tax return to the Internal...
As we approach the November 2024 election, one thing is certain - the incumbent President will not seek re-election. This guarantees that a new, yet familiar figure will lead the nation, with former President Trump or Vice President Harris to be inaugurated in...
Starting a career in audit can feel like plunging into a complex and detail-oriented world, but with the right approach, you can navigate the journey with ease. Whether you're working in internal or external audit, these tips and tricks will help you build a solid...
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 welcome Ivia Rocafort. As Accounting Manager, Ivia will be responsible for all aspects of financial...
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)...