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Why a Quality Audit Matters

Whether you are a private company needing to comply with your bank’s credit agreement or a publicly held company wanting to maintain investor confidence, the accuracy and quality of reported numbers is essential. How do you find a quality auditing firm? D…
From the Weinstein Spira Attest Team These days, financial statements are under more scrutiny and subject to stricter regulations to meet high quality standards in the U.S.… https://www.weinsteinspira.com/blog/2019/10/why-quality-audit-matters/

Revenue Recognition – The Mini-Series, Episode 3

How do you implement the new five-step Rev Rec process? Brandon is back with the third installment of his mini-series to walk you through the process.
By Brandon E. Waller, Audit Manager Introduction  Hello, again, my fellow knowledge-hungry, number-crunchers! Welcome to Episode 3 of the three-part mini-series on Revenue… https://www.weinsteinspira.com/blog/2019/09/revenue-recognition-mini-series-episode-3/

Revenue Recognition – The Mini-Series, Episode 2

What are the changes with the new Rev Rec standard? Brandon is back with the second installment of his mini-series telling you all about them.
By Brandon E. Waller, Audit Manager Welcome back, all you eager readers! I know you’ve been awaiting this like the world awaited the final season of Game of Thrones. So here it… https://www.weinsteinspira.com/blog/2019/08/revenue-recognition-mini-series-episode-2/

Revenue Recognition – The Mini-Series, Episode 1

What’s the ‘why’ behind the revenue recognition changes? In the first installment of his new mini-series, Brandon is addressing how ‘rev rec’ came to be.
By Brandon E. Waller, Audit Manager Introduction to Revenue Recognition The accounting community has been all abuzz in 2018-2019, as the new Revenue Recognition standards… https://www.weinsteinspira.com/blog/2019/07/revenue-recognition-mini-series-episode-1/

Inventory Management Best Practices for Restauranteurs

Can restauranteurs improve their bottom line through tighter inventory controls? Taylor is “spilling” his best practices for effective inventory management in his new blog post.
By Taylor Neese, Audit Shareholder As many of my audit and consulting clients are in the restaurant and hospitality industry, I am familiar with the various challenges they… https://www.weinsteinspira.com/blog/2019/06/inventory-management-best-practices-restauranteurs/

What’s in My Audit Bag?

Whitney considers a well-organized, well-thought-out audit bag to be a virtual lifeline while in the field. What's inside her bag? Let's find out!
By Whitney Land, Audit Supervisor After six years of working as an auditor, surviving just as many busy auditing seasons, I have learned how to work in a whole different world… https://www.weinsteinspira.com/blog/2019/04/whats-my-audit-bag/

Red Flags Not to Miss in a Company’s Financials

From profitability to inventory turnover ratio, Andy is pointing out common reg flags to help you avoid any surprises in a target company’s financial statements during your analysis.
By Andy Dube, Shareholder A company’s financials provide important information regarding current economic wellbeing and, if you know what to look for, can provide information… https://www.weinsteinspira.com/blog/2019/02/red-flags-not-miss-companys-financials/

5 Common Myths About Employee Benefit Plan Audits

“If you treat the EBP auditors nice, they will never want to leave.” This and other myths cleared up by employee benefit plan audit guru, Denise Woods.
By Denise Woods, Director, Benefit Plan Audits In my 23 years of auditing Employee Benefit Plans (EBPs), I have found there to be several misconceptions surrounding the EBP… https://www.weinsteinspira.com/blog/2019/01/5-common-myths-about-employee-benefit-plan-audits/

New Year, New Lease Standards

If you’re a private company and haven’t read the new lease standard and started your assessment, now is the time! Andy’s new blog post can help get you started.
By Andy Dube, Shareholder As you may know, the new lease standard, ASU 2016-02, Leases (Topic 842), issued by the Financial Accounting Standards Board (FASB) on February 25,… https://www.weinsteinspira.com/blog/2019/01/new-year-new-lease-standards/

Excel Hacks for Accountants from Millennial Pros: Volume 6

Need help understanding the conditional formatting tool in Excel? Thankfully, Ben has given us a step-by-step guide on how to manipulate our data easily.
By Ben Cotlar, Audit Supervisor 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.… https://www.weinsteinspira.com/blog/2018/11/excel-hacks-accountants-millennial-pros-volume-6/

Excel Hacks for Accountants from Millennial Pros: Volume 5

You’ve probably heard a lot about pivot tables, but why and how do you use them? Ben is here to show you the ropes in our new Excel Hacks blog post.
By Ben Cotlar, Audit Supervisor Frequent users of Excel are routinely looking for ways to condense an enormous volume of data into useful information. Proficiency with… https://www.weinsteinspira.com/blog/2018/10/excel-hacks-accountants-millennial-pros-volume-5/

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, Travis will be showcasi…
by Travis Aguirre, Audit Senior Are you tired of switching between tabs on your single Excel workbook? Want the ability to calculate backward? Fortunately, Microsoft Excel now… https://www.weinsteinspira.com/blog/2018/09/excel-hacks-accountants-millennial-pros-volume-4/

Near-term Trends in the Auditing Profession

The auditing profession is facing emerging trends in technology and changing attitudes of people causing us to re-examine and re-invent the role of auditors and how we do our job.
By Brian Franklin Shareholder, Head of Assurance Independent, third-party audits have long been viewed as a necessary component of doing business. It’s something that generally… https://www.weinsteinspira.com/blog/2018/06/near-term-trends-auditing-profession/

Audit vs. Tax – The Accounting Major’s Major Decision

Audit or tax? That's the big question, right? Let Ben help you weigh the pros and cons of each side of the house.
Written by Ben Cotlar, CPA, Audit Senior It’s a cliché; I admit that. “I was in your spot just a couple years ago.” Yes, I was a college student who had determined that… https://www.weinsteinspira.com/blog/2018/05/audit-vs-tax-accounting-majors-major-decision/

Leadership from the Accounting Department

How can in-house accountants be effective leaders? Find out the four components from Trina!
By Trina Painter Audit Shareholder, Weinstein Spira Accounting departments play a unique, business-critical role within organizations. An accounting department that works… https://www.weinsteinspira.com/blog/2018/03/leadership-accounting-department/

401(k) Plans According to Millennials

Our team wanted to get millennials’ take on their 401(k) plans. We asked them questions around their company’s policies and how they are saving for retirement.
by Denise Woods, Director of Employee Benefit Plan Audits A fresh, new year always brings up resolutions. These hopes and dreams usually surround health, love and money (and… https://www.weinsteinspira.com/blog/2018/02/401k-plans-according-millennials/

CFO’s Checklist for a Successful New Year

Short-term and long-term planning is critical to the success of any company, as CFOs well know. Business owners and leaders are busy making new plans and tweaking existing ones. Keep the following items in mind when creating your own “to-do” list for 2018…
By Andy Dube, CPA Shareholder, Weinstein Spira “Success often comes to those who have the aptitude to see way down the road.” - Laine Burns      Short-term and… https://www.weinsteinspira.com/blog/2018/01/cfos-checklist-successful-new-year/

Excel Hacks for Accountants from Millennial Pros: Volume 3

This month, after fielding questions from clients who were hoping to better understand data, Betsy Calvillo brings you “IsNumber” and “Text to Columns.”
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… https://www.weinsteinspira.com/blog/2017/12/excel-hacks-accountants-millennial-pros-volume-3/

Excel Hacks for Accountants from Millennial Pros: Volume 2

Excel isn’t simply a tool for accountants. We hope you’ll find these hacks helpful within your own industries, roles and workplaces.
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… https://www.weinsteinspira.com/blog/2017/10/excel-hacks-accountants-millennial-pros-volume-2/

Excel Hacks for Accountants from Millennial Pros

It’s true what they say about accountants. We practically live in Microsoft Excel. In our new series, we will be bringing you, easy-to-learn “hacks” based on questions our clients often ask or positions we often find ourselves in during our work days.
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… https://www.weinsteinspira.com/blog/2017/09/excel-hacks-accountants-millennial-pros/

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