Organization
Help Wanted
This blog was originally published on the AICPA’s subsidiary, CPA.com,website. Maribel is a member of the Advisory Board for CPA.com and the AICPA Digital CPA Conference. As an advisory board member, Maribel helps empower CPAs and businesses for the digital age. It’s no secret that staffing a CPA firm with truly qualified candidates has been a…
Read More“My financial statements are always late!”
This is the number one complaint we hear from clients who reach out to us for services. About a year ago we started working with a new client. He reached out to us for our CFO services to help him understand whether his organization’s accounting work was too much for the one-person accounting department he…
Read MoreKeeping the Focus on the Mission
This blog was originally published on the Standards for Excellence Institute® website, for which Maribel is a peer reviewer. As a peer reviewer, she evaluates an organization’s application for compliance with the Standards for Excellence: An Ethics and Accountability Code for the Nonprofit Sector. You start with the mission – Point A. This is your intent. You…
Read MoreBecoming a Digital CPA Firm – Challenges to Clients
This blog was originally published on the AICPA’s subsidiary, CPA.com website. Maribel is a member of the Advisory Board for CPA.com and the AICPA Digital CPA Conference. As an advisory board member, Maribel helps empower CPAs and businesses for the digital age. Becoming a digital CPA firm is an immediate benefit to clients; that’s a no-brainer. …
Read MoreHappy auditors= good audit
We just finished the financial statement audit of one of our clients. The auditor, with whom we’ve worked for many years, came to see me after he finished filed work to discuss how the audit went and what to expect. I was surprised by how much he had to say about the credit card and…
Read MoreBecoming a Digital CPA Firm – Challenges to Staff
This blog was originally published on the AICPA’s subsidiary, CPA.com website. Maribel is a member of the Advisory Board for CPA.com and the AICPA Digital CPA Conference. As an advisory board member, Maribel helps empower CPAs and businesses for the digital age. Attending the CPA.com and AICPA’s first Digital CPA Conference at the end of 2012…
Read More5 Steps to Approving a Bank Reconciliation
Reviewing the monthly bank reconciliations is part of a complete set of internal controls for your organization’s financial process and will be an item your auditors will look for. However, for those of you new to this task or for those who simply want a quick break-down of the process, read on… I will try…
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