In today’s fast-paced business environment, accounting firms must leverage technology to stay competitive and efficient. Information Technology (IT) plays a pivotal role in transforming traditional accounting practices into dynamic, streamlined operations. Here are...
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
Posts in the category of
Culture
The Gift of Feedback – How to Give and Receive
Feedback, whether receiving or giving, can be challenging. Positive feedback is typically easier to give or receive as it reflects and acknowledges a person’s strengths. However, constructive feedback can be more difficult to navigate. In this blog, we'll explore why...
Accounting for Mental Health: Tips for Professionals and Firms
Being in a client-serving industry, accountants face high stress levels, long hours, and the demand to serve clients well, especially during busy seasons. Additionally, staying current with regulatory updates and new accounting standards, preparing for certification...
Improving Efficiency with the Tax Preparation Coordinator Role
At Weinstein Spira, like many accounting firms, we face periods of significant amounts of work due to compression near tax filing deadlines. To address this, our firm has invested valuable time and effort to identify a solution: the Tax Preparation Coordinator (TPC)...
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...
My Experience in the Rotation Program: Audit and Tax
Many accounting students, ready to embark on careers in public accounting, face an important decision between specializing in tax or audit. Firms often hire based on internal needs, yet some, like Weinstein Spira, offer a rotation program that empowers candidates to...
Top 5 Internship Etiquette Tips
Internships serve as valuable stepping stones for students and recent graduates to bridge the gap between academics and the professional world. While technical skills are essential, mastering the art of workplace etiquette is equally important for a successful...
The Advantages of a College Internship
In the journey of higher education, internships stand as milestones, offering a blend of academic enrichment and real-world application. They offer students a chance to explore their chosen career path and to better prepare them for the challenges that lie ahead...
The Impact of Being Involved In a CPA Association
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)...
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...
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...
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...
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...
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...
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...
All Things Social Unites Hybrid Colleagues
Did you join a company during the pandemic when everyone was working from home? Are you still finding it hard to meet all your colleagues due to different hybrid work schedules? With some people only coming into the office twice a week, it’s possible you may not see...