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Hard Facts on Soft Skills for Accountants: How Effective Relationship Management Can Differentiate Your CAAS Practice

Author: George Zoglio | Date: April 11, 2023 Client accounting and advisory services (CAAS) is one of the fastest growing practice areas for accounting firms. Whether your firm calls it Client Accounting Service (CAS), Outsourcing or other Advisory services, the one thing that is clear is that the service is in demand. Participants in the …

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Breaking the Cycle of Complacency: Can SAS 145 Transform Audit Risk Assessment?

Author: Jessica Sacchetti & Bethanne Chapman | Date: March 23, 2023 One of the earliest bad habits new accountants learn when starting their first job is the use of belabored acronyms like “DILLY” and “SALY”— “Do it like last year” or “same as last year.” The AICPA Auditing Standards Board (ASB) aims to challenge this …

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Play to Your Strengths: When In-House Training Is the Right Choice

Author: Thomas Kiley & Bethanne Chapman | Date: February 23, 2023 Between law changes, court cases, new regulations, standards updates, turnover, mergers, and constant updates to practice management systems, accounting firms may have a greater demand for ongoing training than almost any other profession. With so much riding on the training that a firm provides to …

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Accounting Training: 3 Strategies for Regional CPA Firms to Attract Top Talent

Author: Jessica Sacchetti & Bo Fitzpatrick | Date: February 14, 2023 The accounting profession is at an inflection point. Fewer students are graduating with accounting degrees and many experienced leaders in the profession are reaching retirement age. No matter what size firm you look at, there’s always too much work and not enough people. Regional firms …

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Yearning for Learning: Why knowledge is the key to recruiting and retention

Author: Jessica Sacchetti | Date: January 25, 2023 Accounting firms have long been known for somewhat siloed cultures within their practice areas. Those who are hired into a certain practice either excel and advance—or struggle and eventually leave for a position at another firm or an in-house job. Today, the employment market for accounting, tax …

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Pension Auditing And Reporting Changes: Applying SAS 136 In Performing And Reporting On ERISA Audits

Coverage of the AICPA Auditing Standards Board’s (ASB’s) Statement on Standards for Auditing Standards (SAS) No. 136, Forming an Opinion and Reporting on Financial Statement of Employee Benefit Plans Subject to ERISA. CPE Hours 1.5 CPE Designation AUD For more information or to schedule an inhouse webinar, please contact: Beckie Reilly • (855) 988.2020 • …

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Revenue Recognition: Avoiding The Pitfalls Encountered By Others

Much can be learned from studying the issues that have arisen in companies that implemented ASC 606 prior to the effective date for privately held businesses and not-for-profit organizations. This course explores these issues in order to assist CPAs in assisting their clients in avoiding similar experiences. CPE Hours 2 CPE Designation ACCT For more …

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