Yearly Archives: 2023
The sudden appearance of ChatGPT is changing the way we work. Finance is especially ripe for ChatGPT’s transformative power. After all, finance is a complex field. Even those who have mastered its intricacies can use a little help to position themselves and their businesses to attract new clients, better serve existing clients, and outfox the […]
When continuing your education as an accountant or finance professional, you generally have two options: live courses (usually webinars) or self-study. Deciding which type of course to choose depends on several factors: your preferences, timeline and personal schedule, and each choice has its list of pros and cons. For example, self-study is highly flexible and […]
Somewhere in childhood, a teacher probably said to you, “Your failure to plan does not constitute an emergency on my part.” You rolled your eyes. But now, you know. Planning is crucial — especially when it comes to completing CPE credits every year. But it’s harder than ever as work and family responsibilities pile up. If […]
Sure, buying in bulk gets you the best price per unit, but there’s so much more. Whether you’re buying paper towels or CPE courses, bulk buying saves time on searching for the things you know you’ll need. Bulk purchasing instills confidence that you have what you need when you need it. Of course, buying CPE […]
Even in the age of automation, Forbes recently declared tomorrow’s accountant as “more relevant, strategic and creative than ever.” “Accounting may become less about refining one’s skill set through certifications and more about core competencies that grow over time, with a focus on lifelong education and skill development required to take on a complex, ever-changing […]
If you’re a CPA or hold another accounting credential, you must complete a number of continuing professional education (CPE) credits to keep your certification. The exact number varies by state, but generally, a CPA must complete 120 hours of CPE every three years or 80 hours every other year. Accounting and finance professionals are busy, […]
Audit risk assessment is a crucial aspect of auditing that ensures businesses remain compliant with regulatory requirements, identify potential weaknesses in their systems and take appropriate measures to mitigate risks. Auditors need to have a deep understanding of the components involved, the importance of risk assessment in audit planning and the tools and techniques available […]
An effective audit process is a crucial aspect of financial management for any organization. It involves the systematic examination of a business entity’s financial records to ensure accuracy, compliance and efficiency. It is designed to identify issues and potential areas of improvement, enabling organizations to enhance their financial performance and mitigate risks. But the process […]
First, Congress halted a pandemic-era pause on student loan repayments. Then, the U.S. Supreme Court struck down the Biden Administration’s student loan forgiveness plan. Suddenly, 43 million Americans holding $1.75 trillion in debt were left wondering what to do, and so were tax preparers. In this churning landscape, student loan repayments are now, more than […]
The world of tax and accounting is changing rapidly, and with it, so is the landscape of continuing professional education (CPE). As technology continues to evolve, it is becoming increasingly important for tax professionals to stay up-to-date with the latest tools, techniques and trends in the industry. In this article, we will explore the CPE […]
