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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/

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