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 Balancing Act
Weinstein Spira Blog
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
Posts in the category of
Culture
Overcoming Remote Audit Challenges
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...
My Experience as a Post-Pandemic Auditor
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...
Beginner’s Guide For First-Time Tax Filers: Tips to Make Filing a Breeze!
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...
Changes to the CPA Exam
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...
2025 Resolutions for Tax Professionals
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...
The Vital Role of Information Technology (IT) in Accounting Firms
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...
The Gift of Feedback – How to Give and Receive
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...
Accounting for Mental Health: Tips for Professionals and Firms
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...
Improving Efficiency with the Tax Preparation Coordinator Role
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)...
How Core Values Shape Our Firm
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...
My Experience in the Rotation Program: Audit and Tax
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...
Top 5 Internship Etiquette Tips
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...
The Advantages of a College Internship
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...
The Impact of Being Involved In a CPA Association
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)...
What Happens After Passing The CPA Exam?
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,...
Tips For a Well-Balanced Lifestyle During Busy Season
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...
The Budget by Paycheck Method
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...
The Power of SMART Goals: A Blueprint for Success
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 Trends: What You Need To Know
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...
Strengthening Workplace Relationships Through Charitable Giving
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....
Tips For Staying Organized This Holiday Season
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...
Why College Campus Recruiting is Important
Recruiting on college campuses is one of the best ways a firm can discover potential interns and staff early in their careers, as well as help provide a path for young professionals to follow. Meeting students on different campuses offers recruiters an opportunity to...
Utilizing A Competency Roadmap To Set Expectations
Everyone knows that accountants love structure. A competency roadmap provides that and so much more by delivering precise expectations specifically tailored to every level within an organization. This tool can be utilized in various ways such as understanding and...