Blog Search

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/

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.
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… https://www.weinsteinspira.com/blog/2017/08/four-important-things-every-technology-company-needs-know/

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…
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… https://www.weinsteinspira.com/blog/2017/07/three-months-out-employee-benefit-plan-audit-best-practices-avoid-last-minute-fire-drill/

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.
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… https://www.weinsteinspira.com/blog/2017/05/importance-audits-successful-m-deals/

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? Click here to find out!
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… https://www.weinsteinspira.com/blog/2017/04/audit-alphabet-simplified-view-auditors-busy-season/

Lucky Number 7: 7 Tips for First-Year Auditors to Thrive This Busy Season

For an auditor, the first busy season can be an extremely rewarding experience. However, it can also be a tough period to navigate. Here are seven tips to thrive this busy season.
For an auditor, the first busy season can be an extremely rewarding experience. However, it can also be a tough period to navigate. Engagement timelines and deadlines, reporting… https://www.weinsteinspira.com/blog/2017/01/lucky-number-7-7-tips-first-year-auditors-survive-thrive-busy-season/