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)...
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
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...
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...
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...
New Year, New Auditing Standards
In October 2021, the American Institute of Certified Public Accountants (AICPA) Auditing Standards Board (ASB) issued Statement on Auditing Standards (SAS) No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement in...
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...
The Dirty Dozen Scams of 2023
Every year the Internal Revenue Service (IRS) publishes a list of taxpayer scams and tax avoidance schemes they call the “Dirty Dozen.” These fraudulent practices pose serious risks such as the loss of personal data, money and more. Although these scams peak during...
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...
Tips for Crafting an Effective Resume
In a world of resume advice, there is an abundance of helpful tips and guidance from various sources such as recruiters, HR departments, placement offices, friends and family. However, it is essential to prioritize your own comfort and confidence when creating your...
The Power of the Charitable Contribution Deduction
Donating to charities offers a wealth of benefits that extend far beyond the act of giving. It empowers individuals to make a positive impact on causes they deeply care about. Through charitable contributions, critical resources are given to people in need,...
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...
Building a Brighter Future: Your Guide to Higher Education Tax Credits and Savings Plans
Today, higher education comes with a large price tag, but it also comes with great rewards. The addition of a college degree to your resume can provide higher earning potential, access to more jobs and more networking and learning opportunities overall. Even with its...
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...
Supporting Employees on Their CPA Exam Journey
The Uniform Certified Public Accountant Exam (CPA exam) is a rigorous and challenging test that accountants must pass to obtain their CPA license. It requires extensive knowledge, dedication and commitment to prepare for and to pass. For decades, public accounting...
Are Client Accounting and Advisory Services (CAAS) For You?
Accounting also personally referred to me once as “the necessary evil”, has a rough reputation. Pocket protectors, ten keys, panty hose, and even maybe an abacus is what people imagine when they think of my profession. Although, not entirely inaccurate, I believe the...
Important Aspects of Your Financial Health
Whether you are just out of school or nearing retirement, a periodic review and update of all aspects of your short-term and long-term financial health is important. When my mother was turning 90, her doctor noticed in an X-ray, a spot on her lungs. The cancer doctor...
Ownership at the Workplace: Empowering Employees to Drive Success
In today's fast-paced business world, companies are always looking for ways to improve their productivity and bottom line. One effective approach is cultivating a culture of ownership at the workplace. When employees feel that they have a stake in the success of their...
The Importance of Mental Health On and Off the Clock
It is no secret that mental health is essential to our overall well-being. Taking care of ourselves both physically and mentally is vital, especially in the workplace where mental health can easily take a back seat to work demands. However, taking the time to care for...
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...