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...
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
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Our Team
Weinstein Spira Announces Promotion of Shirley Thomas to Senior Manager, Client Accounting and Advisory Services (CAAS)
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 Announces Multiple Manager Promotions
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...
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...
Weinstein Spira Promotes Demny, Lee and Smith
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is proud to announce the promotion of three leaders within the firm. Renee Demny promoted to Tax Manager. Demny has...
From Campus to Office: An Intern’s Perspective
Being an intern is undoubtedly challenging. The challenges go beyond first day jitters and wondering if you will fit in. Being an intern also touches a sensitive nerve and creates a question inside. We ask ourselves – “Is all my hard work going to pay off?” Each of us...
Weinstein Spira Promotes Ben Cotlar to Senior Audit Manager
Weinstein Spira, the mid-market public accounting firm for Houston's top high net worth individuals and privately held businesses, is pleased to announce the promotion of Ben Cotlar to the position of Senior Audit Manager. Ben Cotlar has been a valuable member of...
Michael Avant Joins Weinstein Spira as an Experienced Advisory Consultant
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 Michael Avant as an Experienced Advisory Consultant. Avant brings extensive experience and...
Weinstein Spira Announces Launch of New Website
Weinstein Spira is excited to announce the launch of our redesigned website! In a collaboration with Resound Creative, we now have a site that reflects our brand standards and core values with user experience in mind. The new website features a modern design and...
Jovany Cossio Joins Weinstein Spira as Tax Manager
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, has hired Jovany Cossio as a Tax Manager. Cossio brings many years of experience to the firm, with his career in...
Weinstein Spira Promotes Harkness and Mueller
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. Elizabeth Harkness is now a Human Resources Director. Harkness joined...
Weinstein Spira Promotes Branham, Walther and Harrison
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 three leaders within the firm. Heather Branham promoted to Senior Audit Manager. As a Senior...
Weinstein Spira Celebrates Sixty Years of Making Relationships Count
Weinstein Spira, the Houston public accounting and business advisory firm for discerning high net worth individuals and privately held businesses, is celebrating its 60-year anniversary. Co-founders Stanley C. Weinstein and Joel Spira set out to create a firm that...
Weinstein Spira Promotes Buford, Waller and Giannaccio within Management Team
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is delighted to announce three promotions within the firm’s management team. Amanda Buford is now a senior tax...
Karl Wolpert and Tobias McFaul Admitted as Weinstein Spira Shareholders
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 Karl Wolpert and Tobias McFaul have been admitted as shareholders. Wolpert began his...
Weinstein Spira Hires Two New Managers
Houston, Texas – Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, is thrilled to announce that Carolyn Stanton and Heather Branham have joined the firm’s leadership team. “We are excited...
Weinstein Spira Announces Senior Manager Promotions
Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, is proud to announce two promotions to the firm’s senior manager level. Amy Sbrusch has been with Weinstein Spira for over 12 years. She...
Weinstein Spira Relocation Provides Growth and Innovation
Weinstein Spira, the public accounting firm for Houston’s top high net worth individuals and privately held businesses, has relocated to the Regions Financial Center in Houston, Texas. Their new address is 3773 Richmond Avenue, Suite 900, Houston, Texas 77046. The new...
Weinstein Spira Announces Multiple Promotions
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 four leaders within the firm. Tobias McFaul promoted to Senior Tax Manager. McFaul joined Weinstein...
Murray Elected Managing Shareholder at Weinstein Spira
Weinstein Spira, the mid-market public accounting firm for Houston’s top privately held businesses and high net worth individuals, is proud to announce that Kristin Murray has been elected the firm’s Managing Shareholder. Murray succeeds Dianne Peckham, the firm’s...
A Note on Hurricane Harvey
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...
Texas Strong
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...