Among the relevance of regular internal audits, companies can mention fraud detection, testing of internal control, monitoring company policies, etc.
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6 Mistakes to Avoid When Planning for Retirement
As a financial advisor, you must be prepared to help your clients navigate the retirement planning process and help them avoid these six common mistakes.
2015 Tax Updates: Estate and Gift Taxes
With constant proposals, updates and revisions being made to the federal tax code, it can be a daunting task to keep up with estate and gift tax updates.
U.S. Department of Labor Proposes Updates to Overtime Pay Regulations
On July 6, the Department of Labor (DOL) proposed a new rule that would extend overtime protection to more than 5 million white-collar workers.
Explain These 3 Healthcare Components to Every Client
As healthcare issues continue to evolve and increase in complexity, clients will turn to you for advice when it comes to finding a plan that fits their needs. As a CPA, there are three key areas of Medicare and the Affordable Care Act that you should have a strong understand of and be able to […]
Financial Advisers and Accountants: A Collaborative Relationship
Finding new clients is not only relevant for revenue growth, but it is also a good measure of how to differentiate yourself as a financial adviser or accountant.
Sink or Swim: Shark Tank Stars Offer Advice on How to Be a Great Boss
What's the secret to being a great boss? In a recent interview with Entrepreneur, Shark Tank stars Lori Greiner and Robert Herjavec weighed in.
Becoming a CPA at 17: What it Takes to Succeed
Becoming a CPA and entering the accounting field is the ultimate goal for many. But it’s not often that the business world welcomes a professional accountant who’s younger than most high school students. The exception to the rule? Belicia Cespedes, a teenager who earned her credential before she was even eligible to vote. Cespedes graduated […]
3 Marks of a Modern CPA
As the world quickly grows and connectivity becomes a primary characteristic of human relationships, accountants are seeing positive impacts of the modern world on an age-old profession. If being a CPA traditionally involved working at an office and constantly creating reports, it is safe to say that those are not the defining features of the […]
How To Best Manage These 5 Financial Trends
When advising your clients on how to best manage their finances, you need to make sure their plan keeps pace with larger socioeconomic trends. Here are five major financial trends and how to advise your clients to mange them. Bank and cash savings will continue to earn little interest Between too much global debt, aging […]