Single auditing can seem complex. With thousands of pages of potential AICPA, GAO, and OMB literature coming together for the audit of one client, auditors can easily lose focus...
This session explores the importance of internal controls with an emphasis on best practices for small- and medium-sized entities. We will examine the roles of both preventive and...
Even after we complete our work at an institution, the question sometimes lingers: "Did I pick the right major?" Major program determination is difficult in a single audit and...
There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons? How can we balance these opposing views? This...
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what...
This discussion outlines situations where ‘legal’ and ‘ethical’ are not necessarily in alignment. How should you handle these issues? We will detail a better thought process to...
There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons? How can we balance these opposing views? This...
Social media - it's a buzzword, but is it beneficial for your firm's brand? And more importantly, your bottom line? This course focuses on the latter and takes a deep dive into...
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income...
The Teams app is designed to be the foundation for all that you do in Office 365. If you understand and embrace that tenet you will maximize the ROI of your Microsoft 365...
For tax-exempt organizations, it is not about calculating income tax. It is about showing to the IRS at inception and annually that the organization is entitled to be classified as...
The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most...