BlogPosts By Category


Recruiting Insider: Rediscovering Basic Skills

8/22/2018

As a recruiter for an accounting firm, I am utterly stunned to find that some of the most basic skills are lost on the fresh faces of today’s generation. I want to give you some insight into the basic skills I and many other recruiters are looking for in applicants, because these skills most often translate to long-term success.

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HR Confidential: Protecting Your Sensitive Information

7/19/2018

For those who work in an HR capacity, you are entrusted with maintaining sensitive information about employees and management issues.  You must also protect information under laws that govern confidentiality.  Not keeping certain information confidential can result in lawsuits, identity theft and other serious issues.  It can also undermine a HR Department’s credibility and integrity.

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Don't Fall Victim to Cyber Crime!Protect Your Personal Information

4/26/2018

You are driving to a meeting with a new prospective client.  Your boss calls and needs those reports for her meeting that starts in 10 minutes.  Whipping into the local coffee shop with free wi-fi, you can shoot those reports out, buy a round of lattes for the meeting and still make it on time.  Out comes the laptop as you find a small table in the corner, and you connect to the CoffeeShoppe_Guest wireless network. The New Email button is clicked, the reports are attached, you add the recipient and click Send.  

 But, did you just expose your personal information?  Will you be a victim of cyber crime?  The most frequent target for cyber criminals is personal information

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Leadership in Your CommunityHow to Choose the Right Organization

3/13/2018

As a young professional moving back home to Pensacola over a year ago, I've had the opportunity to start from scratch in building my community involvement. Thankfully, I've found the community to be welcoming and appreciative of young professionals wanting to get involved. In fact, I would take it further to say the community truly embraces new and young professionals trying to make their way. Below are the pieces of advice provided by others that impacted my choices in determining where and how to get involved. 

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Branch Operations: Dual Control vs. Dual Presence

2/8/2018

Most branch environments have higher-risk areas that require dual control to access.  This is mainly because the theft or misappropriation of the contents in these areas could result in the financial institution suffering a loss.  Increased regulatory scrutiny is often applied to such areas.

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Conference Prep: Don't Forget Networking Opportunities

10/26/2017

Seasoned conference pros know that every conference is an opportunity to network, whether you go to attend, exhibit, or both. Here are some networking tips to consider before, during, and after the conference.

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No Time to Lose: Prioritizing Your Responsibilities

9/1/2017

Your State Board of Accountancy has approved you to sit for the CPA exams. You have purchased your review course, and you are ready to start studying. Now it's time to get real and ask yourself: “How much time should I commit to studying?” “When will I know that I'm ready to take any of the four exams?” “How long does all this take?” The answer to these questions depends on… you!

Everyone’s learning style is different. However, one thing you must do before you begin studying is this: objectively assess your current responsibilities and prioritize them around your study time.

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6 Steps to Better Time Management

7/27/2017

That happy balance between maximizing billable hours and enjoying a personal life can be elusive for attorneys. The trick is to make each moment of the workday count.

This starts with protecting yourself from the time-robbers that lurk outside your door. Here are six tried-and-true time management tactics to put into practice:

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Navigating the Social Workplace

7/20/2017

Social media platforms are legitimate business tools; therefore, companies must place a high priority on developing social media etiquette.  Participating on your company’s social media platforms (Twitter, Facebook, blogs, LinkedIn, etc) can benefit both you and your company.  

Here are some things to consider when you participate on your company’s social media platforms.

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Your Credit Report: Some Things in Life are Free

6/23/2017

Your credit history plays a key role in so many things (e.g., loan approvals, apartment leasing, job opportunities, etc.) that it's crucial to ensure the information in your credit report is correct.  You are entitled by law to a FREE copy of your credit report from all three consumer reporting agencies (Equifax, Experian and TransUnion) every 12 months.  You can obtain the report in several ways!

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Working Remotely: Perks & Pitfalls

6/14/2017

So you want to work remotely?  Being able to work from home, out of the office, or off the job site sounds like a great idea, and it can be! But like anything else, it comes with unique perks and pitfalls of which you need to be aware.  Here are a few simple “Do”s and “Don’t”s to aid in your decision to work remotely and help you become successful at it.

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4 Reasons Why Your Start-Up Needs a CPA

5/25/2017

Accounting is the language of business.  You have probably heard this phrase before. But what if you aren’t fluent?  Should you be spending hours and days learning a new language when you are launching a new business? Not at all!  Let a CPA help you.

 

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Sponsoring a Health & Welfare Benefit Plan: Are You 5500 Compliant?

5/17/2017

Many employers/plan sponsors wonder, “Do I have to file a Form 5500 for my Health and Welfare Plans?”  While most employers/plan sponsors are very familiar with filing the Form 5500 for their retirement plans, many are not as confident about the Form 5500 filing requirement for their health and welfare plans. 

Health & Welfare Plans provide benefits such as medical, dental, and life insurance. In 2002, the Form 5500 filing requirement was amended by the IRS, but many initially believed that the requirement had been fully suspended.  However, the requirement was only lifted for some employers; but, for others (those not meeting the exemptions), the requirement remained in place and continues to be an annual requirement.

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Creating a Corporate Culture of Giving

5/11/2017

Throughout the year, many opportunities are available for your organization to give back to the local community. The need to help others is great, but sometimes we can be left wondering where to start. Here are some tips to integrate charitable giving into your corporate culture.

 

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A Few Reasons Why I Love HR

4/13/2017

"I can't believe you like HR."  

"I could never do what you do."  

"Please don't ever quit because I would never want to do your job."  

These are all statements or questions that I have heard many times over from my work colleagues, my friends, my family, and yes....even one of my former bosses. Allow me to take you on a journey of what HR means to me. This is why I love HR.

 

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Word to the Wise: Know Your Leadership Style

3/23/2017

What’s the difference between leadership and management? Perhaps management guru Peter Drucker put it best: “Management is doing things right; leadership is doing the right things.” 

As a business owner and leader, you must not only “do the right things,” but you must also inspire others to do the same. According to Daniel Goldman’s well-known Harvard Business Review article, “Leadership That Gets Results,” a manager’s leadership style is responsible for 30 percent of a company’s profitability.

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Is It Time for a Full-Time CFO?

11/11/2016

Personnel and staffing issues often weigh heavily on a business owner’s mind. It’s important, of course, to have the right people in the right jobs, but executive hiring decisions aren’t always easy.

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Who's Counting Your Cash?

10/27/2016

In a world of credit and debit cards, it’s easy to forget the importance of proper cash handling. Hundreds of thousands of dollars disappear from medical practices each year simply because “no one was looking.”

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Word to the Wise: How Will New Overtime Rules Affect Your Business?

9/5/2016

The Department of Labor recently published new overtime and worker classification changes to the Fair Labor Standards Act, which will impact more than 4 million workers and their employers.

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Plan Participation: Is It Time for Automatic Enrollment?

8/16/2016

There’s no question that participation levels for automatically enrolled 401(k) plans far outpace those for non-automatically enrolled plans. Yet traditionally, plan sponsors have been leery about adding this feature due to substantial penalties for elective deferral failures...

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Strategic Recruitment - Winning the War for Talent

8/8/2016

Competition has always been fierce for the legal profession’s best and brightest. The current upturn in the legal marketplace has only heightened the war for top talent — whether it’s a partner with a strong following or an associate with specialized skills who can plug a gap in the firm’s offerings.

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Succession Planning: Are You Honing Next-Generation Leaders?

5/16/2016

Is succession planning high on your priority list? We review the transition steps that should be taken to develop the next generation of family business leadership.

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Smart Hiring: Take Care When Using Background Checks

5/2/2016

In spite of the competition for workers, it's still important to carefully screen job applicants. We offer tips to keep in mind when you are checking an applicant's background.

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Managing Risk: Fraud Deterrence Is Always a Priority

4/6/2016

The increasing rate of new jobs and opportunities demanding attention from business owners decreases their time for strong internal controls. This article examines current fraud trends and provides useful steps that your company can take to make yourself less vulnerable.

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Payroll Tax Compliance: Be Careful When Classifying Employees

12/28/2015

This article explores the worker classifications and other payroll tax issues that business owners may face.

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Past Posts By Category

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