If you deal with Excel regularly, then you are probably searching for a quick and easy way to add immediate visual clarity to your spreadsheets. Many Excel files include large amounts of data which are not arranged or presented in any useful graphic fashion....
The Balancing Act
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Weinstein Spira’s blog, The Balancing Act, provides helpful information on technical accounting and CPA firm culture.
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Audit
Excel Hacks for Accountants from Millennial Pros: Volume 5
Frequent users of Excel are routinely looking for ways to condense an enormous volume of data into useful information. Proficiency with the pivot table feature in Excel can provide a pivotal method by which to encapsulate numbers into what you and your viewers are...
Excel Hacks for Accountants from Millennial Pros: Volume 4
Are you tired of switching between tabs on your single Excel workbook? Want the ability to calculate backward? Fortunately, Microsoft Excel now has functions to solve these demands. In our newest addition to the Excel Hacks series, I will be showcasing the “New...
Near-term Trends in the Auditing Profession
Independent, third-party audits have long been viewed as a necessary component of doing business. It’s something that generally must be performed in response to outside forces (i.e., banking institutions, external equity holders, etc.) in order to maintain a...
401(k) Plans According to Millennials
A fresh, new year always brings up resolutions. These hopes and dreams usually surround health, love and money (and follow with many questions). Some of the money questions you might be asking are: Do you know where your money is going and are you investing it wisely?...
CFOs Checklist for a Successful New Year
“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...
Excel Hacks for Accountants from Millennial Pros: Volume 3
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...
Excel Hacks for Accountants from Millennial Pros: Volume 2
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...
Excel Hacks for Accountants from Millennial Pros
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....
Four Important Things Every Technology Company Needs to Know
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...
Three Months Out: Employee Benefit Plan Audit Best Practices to Avoid a Last-Minute Fire Drill
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...
The Importance of Audits in Successful M&A Deals
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...
Audit by the Alphabet: A Simplified View of an Auditor’s Busy Season
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...