Author Archives: Surgent CPE

Courses help accounting pros stay up-to-date with changing tax codes

To a true financial professional, continuing professional education is more than a mandate. It’s a privilege – a chance to hone your skills, serve your clients at the highest level and burnish your professional credentials for elevated status and pay.   When it comes to the IRS tax code, continuing education is also essential for keeping […]

CPE How to choose the best CPE courses for accountants

Choosing the right continuing professional education (CPE) courses can be overwhelming. With so many options, how do you pick the right one? Between determining your CPE goals, finding the ideal course duration, managing cost and ensuring quality, the search can be daunting. We recommend simplifying your search by finding CPE courses that match your unique […]

7 tips for success in continuing education

For first-year accountants, there will be long days during busy season, but this also is an incredible learning experience. Pay close attention to workplace norms and culture, and you’ll make your mark as a reliable, knowledgeable team member.  Many industry veterans say this also is the time to earn your CPA credential. Nuts? Probably, but […]

Revised guidelines impact lease accounting for finance professionals

As a finance professional, you know that lease accounting, even under ASC 840, was loaded with landmines. It’s a topic that was very rules-based and required a great deal of effort to master. Now, with ASC 842, the new lease accounting standard being effective, you’re learning about lease accounting never ends. Understanding and implementing this […]

Fraud prevention courses for accounting professionals

Fraudsters never sleep. They are forever angling for that indetectable doorway into systems and accounts. In many cases, finance professionals are the last defense against fraud, but the skills needed to be that backstop must stay sharp. Knowing how fraud happens, who turns to fraud, and the latest tricks fraudsters are using is essential. Highly […]

IRS tax training: 5 reasons to earn the AFSP – Record of Completion

Did you know that there are more than 400,000 tax preparers who don’t complete any approved ongoing tax education? How can they claim to be competent when they don’t keep up with ever-changing tax rules and regulations? Worse yet, how many of them are hucksters lurking in the shadows, preying on those who don’t understand […]

Gamified training solutions

Game-based CPE/CE courses give tax and accounting professionals another learning option  In the post-pandemic world, and considering the continuation of the great resignation, attracting and retaining talent has been a significant focus of public accounting firms. Learning and development leads are compelled to create a vibrant workplace brand that attracts top people. But then, you […]

Gamified CE

Game-based CE courses make learning fun for professionals For most accounting, finance and tax professionals continuing education courses are a requirement of the job. But continuing education courses don’t have to be boring. Are you tired of traditional approaches to learning? Are you bored by lectures or zone out easily when watching recorded videos? Today’s […]

Are you considering bringing Quickbooks to your CPA Practice? Here’s a 4-step solution from Quickbooks expert Ilene Eisen, CPA.

Energy is often one of the most ignored — and most important — factors in individual and corporate success. If you think your organization needs an energy boost, here’s a 4-step diagnostic tool to find out, from change management and corporate identity consultant Greg Conderacci.