Lindsay Stackhouse, CPA

We are one week into our pilot with DAS at AAFCPAs! During the month of May, our pilot teams are focused on planning parties. The AICPA methodology behind Caseware’s DAS audit software requires a thorough and intelligent planning process before you can move forward with audit steps. 💡 Of course this thinking process ties perfectly with adopting a risk based audit approach! 🎁 We are half way through our planning process and getting used to how it feels to be working in a cloud based product. Navigating a cloud based product takes some time to get used to but being able to work from anywhere is 🔥. We also structured our planning parties to have the entire team work through planning together. Our seniors have enjoyed the knowledge transfer from managers and partners and coming together to think about risks and our audit response has benefited the entire team. We are connecting the dots together, and seniors aren’t moving ahead to do substantive work without the partner’s approval of the audit procedures. This product will change ⏱️How much time we spend in each audit phase 📆How we manage our resources and schedule audits 📞How often we communicate with clients during the year ✅When review of the audit work occurs 🌟I’m really impressed and feel like this product helps all auditors connect the dots between the risk and why we do the audit procedures.

30

2 Comments

Healthcare quality reporting is more critical than ever, with a growing portion of reimbursements tied to performance metrics. Are underperforming quality metrics costing your organization? If so, you’re probably not alone. Don’t leave reimbursement on the table—quality reporting and transparency in healthcare is an acute focus of the Centers for Medicare and Medicaid Services and can help you avoid missed opportunities for reimbursement. #HealthcareQuality #Reimbursement #CMS #QualityMetrics

1

Benchmarking your audit plans has never been easier! 💪 JW's "annual report helps me ensure that I don't overlook anything in my audit planning & risk assessment" -- CAE at publicly traded healthcare company 🏥

3

We are excited to share Wolf & Company, P.C. 2024 Annual Report, highlighting a year dedicated to investing in our people, clients, and communities. Key Milestones: First Acquisition: We welcomed our Data Solutions team and the InsightOut business intelligence platform, enhancing our data-driven service capabilities. Service Expansion: We broadened our offerings in Data Solutions, Fintech, Cybersecurity, Digital Assets, Outsourced Accounting Solutions, and International Tax to better serve our clients' evolving needs. Global Growth: Our team in the Philippines expanded, fostering increased collaboration and capacity while maintaining our commitment to quality client service. Employee Development: We invested in professional growth through training and leadership programs, building a strong foundation for our firm's future leaders. These achievements reflect our unwavering dedication to innovation, collaboration, and delivering exceptional value to our clients. #WolfandCo #AnnualReport2024 #Innovation #ClientSuccess #ProfessionalGrowth

4

테네시 에서 진출 기업이시면 꼭 TN 세무 혜택을 이번달까지 받으시기를 바랍니다! 추가 문의 있으시면 알려주세요. 감사합니다! Aprio Tax Alert ❗ The Tennessee General Assembly has passed new legislation that significantly changes the method of calculating the franchise tax base while also creating an opportunity for taxpayers to request refunds for prior returns. Learn more about the opportunity for refunds and find out if you may be eligible in our article: https://lnkd.in/eRNyREBN Please reach out to your Aprio advisors if you have any questions or require assistance. #TaxAlert #TennesseeTax

12

2 Comments

Uncover why local engineering firms are diving into sales tactics in this eye-opening read. Get a peek into their thought process and stay in the loop with market trends. Dive in here: https://okt.to/sLdmwC

1

Join CRI's Government and Public Sector advisory team for this live CPE-eligible session focusing on recent developments in state and local governmental accounting and auditing, including: • The Governmental Accounting Standard Board's (GASB) new Statement 102 on risk disclosures • The latest and most notable topics related to Single Audits • The Financial Data Transparent Act (FDTA) and its implications for governments • The accomplishments of the GASB at 40 and what's in store for 2024 Learning Objectives • Understand the new GASB requirements for disclosing risks in notes to financial statements • Recognize changes to the Single Audit and the resulting key challenges • Discern the provisions of the FDTA and how they may affect governments • Learn about the new standards and proposals the GASB has planned for this year Live webinar attendees are eligible for 2 CPE credit hours. For registration information, visit https://cricpa.com/events. #GASB #GovernmentalAccounting #CRIwebinar

1

Join CRI's Government and Public Sector advisory team for this live CPE-eligible session focusing on recent developments in state and local governmental accounting and auditing, including: • The Governmental Accounting Standard Board's (GASB) new Statement 102 on risk disclosures • The latest and most notable topics related to Single Audits • The Financial Data Transparent Act (FDTA) and its implications for governments • The accomplishments of the GASB at 40 and what's in store for 2024 Learning Objectives • Understand the new GASB requirements for disclosing risks in notes to financial statements • Recognize changes to the Single Audit and the resulting key challenges • Discern the provisions of the FDTA and how they may affect governments • Learn about the new standards and proposals the GASB has planned for this year Live webinar attendees are eligible for 2 CPE credit hours. For registration information, visit https://cricpa.com/events. #GASB #GovernmentalAccounting #CRIwebinar

2

Had the pleasure of contributing to this article on Virginia's Enterprise Zone program and how it can help expand your organization and reach your business goals. Find out if you’re eligible and learn how to apply now! https://okt.to/3nqGOh #Grants #BusinessGrowth #VirginiaGrants

12

Are you a business owner, tax professional, or simply interested in staying up-to-date on state tax laws? In Cherry Bekaert's recent Tax Services podcast episode, our professionals discuss the Virginia PTET election — a crucial consideration for businesses operating in the state. Tune in now to gain valuable insights and practical tips on navigating the complexities of state tax laws. https://okt.to/Nx8g9m #VirginiaPTET #PTETVirginia #VirginiaPTETUpdate

2

Reminder for Georgia CPAs: the mandatory A&A CPE requirement is gone, but we now need four ethics CPE credits, with one specific to Georgia. For accountants, this time of year is already packed with year-end prep, audits, and gearing up for tax season. On top of all that, staying compliant with CPE requirements is non-negotiable - because after all we went through to pass the CPA exam, who’s playing games with their license?! I’m taking the 2024 Real World Ethics Update course from The Georgia Society of CPAs. It’s on-demand, so it fits into even the busiest schedules. GSCPA is also a Georgia State Board of Accountancy (GSBA) approved provider. Here’s the link to easily find GSCPA’s ethics courses: https://lnkd.in/edgW6i33 #AccountingAndAccountants #Learning #Careers #Leadership #ProfessionalDevelopment

5

1 Comment

Discover Microsoft Fabric's potential for your organization. Register for Eide Bailly's free webinar on September 18 to learn about its capabilities and key considerations. #Webinar #MicrosoftFabric

2

On April 25, 2024, the Tennessee General Assembly passed HB 1893/SB 2103, repealing the property base component of the franchise tax. This change allows taxpayers who have paid Franchise taxes based on the property tax base for the preceding three years to file a refund claim for the difference between the property tax base assessment and the calculated net worth base. Time is limited for affected taxpayers to file claims, with the deadline ending November 30, 2024, for returns filed since January 1, 2021. #TaxReform #Tennessee #FranchiseTax

1

A report that all those interested in audit quality should read and digest , I would expect it not to be a pretty read, but full of challenging items for the audit profession.

4

1 Comment

Register for our webcast discussing 2024 Revisions to OMB Uniform Guidance. https://lnkd.in/g8N_Qqhh Anita Shah and Matthew Dinsdale share tips on how to prepare for and make the most of higher thresholds and reduced complexity in grant management. #mossadams #omb #notforprofits #nonprofits #highereducation #singleaudits #federalregulations #uniformgudiance

2