The Surge https://www.surgent.com/blog/ Welcome to The Surge, an informative bi weekly podcast from Surgent CPE. The Surge brings you conversations, insights, and observations about a wide-range of subjects that matter to accounting and tax professionals. Hosted by Rich Daisley and Josh Jenson aka JJ The CPA. Thu, 09 Apr 2020 18:14:50 +0000 en-US hourly 1 https://wordpress.org/?v=5.3.2 https://www.surgent.com/wp-content/uploads/2017/08/favicon2.png The Surge https://www.surgent.com/blog/ 32 32 Welcome to The Surge, an informative bi weekly podcast from Surgent CPE. The Surge brings you conversations, insights, and observations about a wide-range of subjects that matter to accounting and tax professionals. Hosted by Rich Daisley and Josh Jenson aka JJ The CPA. Surgent CPE clean episodic Surgent CPE it@surgent.com it@surgent.com (Surgent CPE) A Podcast by Surgent CPE The Surge https://www.surgent.com/wp-content/uploads/powerpress/530808_PodcastArt1B_091019-923.png https://www.surgent.com/blog/ Working from Home During the Coronavirus Pandemic https://www.surgent.com/blog/podcast-episode-12-working-from-home-during-the-coronavirus-pandemic/ Thu, 09 Apr 2020 10:00:57 +0000 https://www.surgent.com/?p=72970 https://www.surgent.com/blog/podcast-episode-12-working-from-home-during-the-coronavirus-pandemic/#respond https://www.surgent.com/blog/podcast-episode-12-working-from-home-during-the-coronavirus-pandemic/feed/ 0 <p>Host: Anthony Ragucci Guest: Carolyn Rivera In a time when most of the world is working from home, we discuss the challenges and hardships faced with our new ‘normal,’ working from home during the coronavirus pandemic. Join Anthony Ragucci and Carolyn Rivera as they share their thoughts and experiences on staying positive during this trying […]</p> <p>The post <a rel="nofollow" href="https://www.surgent.com/blog/podcast-episode-12-working-from-home-during-the-coronavirus-pandemic/">Working from Home During the Coronavirus Pandemic</a> appeared first on <a rel="nofollow" href="https://www.surgent.com">Surgent</a>.</p>

Host: Anthony Ragucci

Guest: Carolyn Rivera

In a time when most of the world is working from home, we discuss the challenges and hardships faced with our new ‘normal,’ working from home during the coronavirus pandemic. Join Anthony Ragucci and Carolyn Rivera as they share their thoughts and experiences on staying positive during this trying time.

Please feel free to connect with Anthony and Carolyn on LinkedIn.

Be sure to listen until the end of the episode for a discount off your next webinar purchase!

Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

The post Working from Home During the Coronavirus Pandemic appeared first on Surgent.

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The impacts of the COVID-19 pandemic are wide-ranging, with significant impact on accounting and financial reporting for all entities. Complicating the application of the relevant accounting guidance is the inherent uncertainty in which everyone is mak... The impacts of the COVID-19 pandemic are wide-ranging, with significant impact on accounting and financial reporting for all entities. Complicating the application of the relevant accounting guidance is the inherent uncertainty in which everyone is making decisions, including those with financial reporting implications. In this podcast, Surgent A&A content authors Rich Daisley and Marci Thomas will discuss the various financial accounting, disclosure, and reporting implications that all preparers of financial statements will be facing over the next few months. Our goal is to give you a thorough list of considerations, with links to the source of the relevant authoritative guidance which will allow entities and their accountants to apply the relevant standards when preparing financial statements in this challenging environment. SurgentCPE 12 Working from Home During the Coronavirus Pandemic 36:39
Accounting and Reporting Considerations for COVID-19 https://www.surgent.com/blog/podcast-episode-11-accounting-and-reporting-considerations-for-covid-19/ Thu, 02 Apr 2020 10:00:04 +0000 https://www.surgent.com/?p=72310 https://www.surgent.com/blog/podcast-episode-11-accounting-and-reporting-considerations-for-covid-19/#respond https://www.surgent.com/blog/podcast-episode-11-accounting-and-reporting-considerations-for-covid-19/feed/ 0 <p>Host: Rich Daisley Guest: Marci Thomas The impacts of the COVID-19 pandemic are wide-ranging, with significant impact on accounting and financial reporting for all entities. Complicating the application of the relevant accounting guidance is the inherent uncertainty in which everyone is making decisions, including those with financial reporting implications. In this podcast, Surgent A&A content […]</p> <p>The post <a rel="nofollow" href="https://www.surgent.com/blog/podcast-episode-11-accounting-and-reporting-considerations-for-covid-19/">Accounting and Reporting Considerations for COVID-19</a> appeared first on <a rel="nofollow" href="https://www.surgent.com">Surgent</a>.</p>

Host: Rich Daisley

Guest: Marci Thomas

The impacts of the COVID-19 pandemic are wide-ranging, with significant impact on accounting and financial reporting for all entities. Complicating the application of the relevant accounting guidance is the inherent uncertainty in which everyone is making decisions, including those with financial reporting implications. In this podcast, Surgent A&A content authors Rich Daisley and Marci Thomas will discuss the various financial accounting, disclosure, and reporting implications that all preparers of financial statements will be facing over the next few months. Our goal is to give you a thorough list of considerations, with links to the source of the relevant authoritative guidance which will allow entities and their accountants to apply the relevant standards when preparing financial statements in this challenging environment.

Please feel free to connect with Rich and Marci on LinkedIn.

Be sure to listen until the end of the episode for a discount off your next webinar purchase!

Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

The post Accounting and Reporting Considerations for COVID-19 appeared first on Surgent.

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The impacts of the COVID-19 pandemic are wide-ranging, with significant impact on accounting and financial reporting for all entities. Complicating the application of the relevant accounting guidance is the inherent uncertainty in which everyone is mak... The impacts of the COVID-19 pandemic are wide-ranging, with significant impact on accounting and financial reporting for all entities. Complicating the application of the relevant accounting guidance is the inherent uncertainty in which everyone is making decisions, including those with financial reporting implications. In this podcast, Surgent A&A content authors Rich Daisley and Marci Thomas will discuss the various financial accounting, disclosure, and reporting implications that all preparers of financial statements will be facing over the next few months. Our goal is to give you a thorough list of considerations, with links to the source of the relevant authoritative guidance which will allow entities and their accountants to apply the relevant standards when preparing financial statements in this challenging environment. SurgentCPE 11 Accounting and Reporting Considerations for COVID-19 1:02:17
Blueprint for CPAs & Accounting Practices on Social Media https://www.surgent.com/blog/podcast-episode-10-cpa-social-media-blueprint/ Thu, 19 Mar 2020 10:00:04 +0000 https://www.surgent.com/?p=71476 https://www.surgent.com/blog/podcast-episode-10-cpa-social-media-blueprint/#respond https://www.surgent.com/blog/podcast-episode-10-cpa-social-media-blueprint/feed/ 0 <p>Host: Joshua Jenson, CPA Guest: Amanda Brewer In this episode, JJ the CPA and Amanda lay out a blueprint for CPAs and accounting practices on how to go about their social media posts. They define “consistency” in social media terms, address when to post, and discuss the strategies and types of posts for CPAs and […]</p> <p>The post <a rel="nofollow" href="https://www.surgent.com/blog/podcast-episode-10-cpa-social-media-blueprint/">Blueprint for CPAs & Accounting Practices on Social Media</a> appeared first on <a rel="nofollow" href="https://www.surgent.com">Surgent</a>.</p>

Host: Joshua Jenson, CPA

Guest: Amanda Brewer

In this episode, JJ the CPA and Amanda lay out a blueprint for CPAs and accounting practices on how to go about their social media posts. They define “consistency” in social media terms, address when to post, and discuss the strategies and types of posts for CPAs and accountants. They deep dive into defining and clarifying what “engagement” means in the social media world, and its importance when building a brand, base of clients, or business. This is a step by step guide on how to go about your social media posts.

For additional information on the relationships between financial advisors and CPAs, check out JJ the CPA’s previous episode.

Please feel free to connect with JJ the CPA and Amanda on LinkedIn.

You can also check out Amanda’s website or reach out to her at amanda@amandacandoit.com.

Be sure to listen until the end of the episode for a discount off your next webinar purchase!

Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

The post Blueprint for CPAs & Accounting Practices on Social Media appeared first on Surgent.

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In this episode, JJ the CPA and Amanda lay out a blueprint for CPAs and accounting practices on how to go about their social media posts. They define the term “consistency” in social media terms, address when to post, Host: Joshua Jenson, CPA
Guest: Amanda Brewer
In this episode, JJ the CPA and Amanda lay out a blueprint for CPAs and accounting practices on how to go about their social media posts. They define “consistency” in social media terms, address when to post, and discuss the strategies and types of posts for CPAs and accountants. They deep dive into defining and clarifying what “engagement” means in the social media world, and its importance when building a brand, base of clients, or business. This is a step by step guide on how to go about your social media posts.
For additional information on the relationships between financial advisors and CPAs, check out JJ the CPA’s previous episode.
Please feel free to connect with JJ the CPA and Amanda on LinkedIn.
You can also check out Amanda’s website or reach out to her at amanda@amandacandoit.com.
Be sure to listen until the end of the episode for a discount off your next webinar purchase!
Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.
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SurgentCPE 10 Blueprint for CPAs & Accounting Practices on Social Media 32:29
Perspectives on Beginning A Career in Public Accounting https://www.surgent.com/blog/podcast-episode-9-beginning-your-public-accounting-career/ Thu, 05 Mar 2020 11:30:59 +0000 https://www.surgent.com/?p=70683 https://www.surgent.com/blog/podcast-episode-9-beginning-your-public-accounting-career/#respond https://www.surgent.com/blog/podcast-episode-9-beginning-your-public-accounting-career/feed/ 0 <p>Host: Rich Daisley Guest: Mike Rice, CPA Transitioning to the rigors of public accounting can be very challenging. Adding the passing of the CPA exam on top of this transition can be totally overwhelming. Navigating these time commitments takes dedication, effective time management skills, and focus. Join Rich Daisley as he discusses these challenges with […]</p> <p>The post <a rel="nofollow" href="https://www.surgent.com/blog/podcast-episode-9-beginning-your-public-accounting-career/">Perspectives on Beginning A Career in Public Accounting</a> appeared first on <a rel="nofollow" href="https://www.surgent.com">Surgent</a>.</p>

Host: Rich Daisley

Guest: Mike Rice, CPA

Transitioning to the rigors of public accounting can be very challenging. Adding the passing of the CPA exam on top of this transition can be totally overwhelming. Navigating these time commitments takes dedication, effective time management skills, and focus. Join Rich Daisley as he discusses these challenges with recent CPA Michael Rice, who will share his secrets for successfully managing this critical time in a new accountant’s career.

Please feel free to connect with Rich and Mike on LinkedIn, or to reach out to Mike at michael.rice@wipfli.com.

Be sure to listen until the end of the episode for a discount off your next webinar purchase!

Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

The post Perspectives on Beginning A Career in Public Accounting appeared first on Surgent.

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Transitioning to the rigors of public accounting can be very challenging. Adding the passing of the CPA exam on top of this transition can be totally overwhelming. Navigating these time commitments takes dedication, effective time management skills, Host: Rich Daisley
Guest: Mike Rice, CPA
Transitioning to the rigors of public accounting can be very challenging. Adding the passing of the CPA exam on top of this transition can be totally overwhelming. Navigating these time commitments takes dedication, effective time management skills, and focus. Join Rich Daisley as he discusses these challenges with recent CPA Michael Rice, who will share his secrets for successfully managing this critical time in a new accountant’s career.
Please feel free to connect with Rich and Mike on LinkedIn, or to reach out to Mike at michael.rice@wipfli.com.
Be sure to listen until the end of the episode for a discount off your next webinar purchase!
Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.
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SurgentCPE clean 35:09
Financial Advisors & CPA Relationships https://www.surgent.com/blog/podcast-episode-8-financial-advisors-cpa-relationships/ Thu, 20 Feb 2020 13:31:07 +0000 https://www.surgent.com/?p=70079 https://www.surgent.com/blog/podcast-episode-8-financial-advisors-cpa-relationships/#respond https://www.surgent.com/blog/podcast-episode-8-financial-advisors-cpa-relationships/feed/ 0 <p>Host: Joshua Jenson, CPA Guests: Hector Hernandez, Independent Financial Advisor Juan Garcia Joshua and Hector discuss how financial advisors see the accounting profession and CPAs when it comes to doing business with them. They address how a financial advisor successfully creates, builds, and maintains a relationship with a CPA. They then reverse engineer this process […]</p> <p>The post <a rel="nofollow" href="https://www.surgent.com/blog/podcast-episode-8-financial-advisors-cpa-relationships/">Financial Advisors & CPA Relationships</a> appeared first on <a rel="nofollow" href="https://www.surgent.com">Surgent</a>.</p>

Host: Joshua Jenson, CPA

Guests:

  • Hector Hernandez, Independent Financial Advisor

  • Juan Garcia

Joshua and Hector discuss how financial advisors see the accounting profession and CPAs when it comes to doing business with them. They address how a financial advisor successfully creates, builds, and maintains a relationship with a CPA. They then reverse engineer this process for CPAs to better understand, in a positive way, how they are viewed by the financial industry and how CPAs can have better business relationships with financial advisors to receive referrals. At the tail end, Juan Garcia, discusses how CPAs can better share their value to attract good referring financial advisors.

Please feel free to connect with JJ and Juan on LinkedIn.

Be sure to listen until the end of the episode for a discount off your next webinar purchase!

Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

The post Financial Advisors & CPA Relationships appeared first on Surgent.

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Josh and Hector discuss how financial advisors see the accounting profession and CPAs when it comes to doing business with them. They address how a financial advisor successfully creates, builds, and maintains a relationship with a CPA. Host: Joshua Jenson, CPA
Guests:

*
Hector Hernandez, Independent Financial Advisor

*
Juan Garcia


Joshua and Hector discuss how financial advisors see the accounting profession and CPAs when it comes to doing business with them. They address how a financial advisor successfully creates, builds, and maintains a relationship with a CPA. They then reverse engineer this process for CPAs to better understand, in a positive way, how they are viewed by the financial industry and how CPAs can have better business relationships with financial advisors to receive referrals. At the tail end, Juan Garcia, discusses how CPAs can better share their value to attract good referring financial advisors.
Please feel free to connect with JJ and Juan on LinkedIn.
Be sure to listen until the end of the episode for a discount off your next webinar purchase!
Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.
]]>
SurgentCPE clean 33:48
Transitioning from Public Accounting to Industry https://www.surgent.com/blog/podcast-episode-7-transitioning-from-public-accounting-to-industry/ Thu, 06 Feb 2020 14:54:31 +0000 https://www.surgent.com/?p=69482 https://www.surgent.com/blog/podcast-episode-7-transitioning-from-public-accounting-to-industry/#respond https://www.surgent.com/blog/podcast-episode-7-transitioning-from-public-accounting-to-industry/feed/ 0 <p>Host: Rich Daisley Guest: Steve Johnson While many CPAs start their careers in public accounting, most migrate over to some role in industry. Managing this significant career transition is very important and can be very challenging. In this session of The Surge, host Rich Daisley discusses this transition process with Surgent CFO Steve Johnson. They […]</p> <p>The post <a rel="nofollow" href="https://www.surgent.com/blog/podcast-episode-7-transitioning-from-public-accounting-to-industry/">Perspectives on Transitioning from Public Accounting to Industry</a> appeared first on <a rel="nofollow" href="https://www.surgent.com">Surgent</a>.</p>

Host: Rich Daisley

Guest: Steve Johnson

While many CPAs start their careers in public accounting, most migrate over to some role in industry. Managing this significant career transition is very important and can be very challenging. In this session of The Surge, host Rich Daisley discusses this transition process with Surgent CFO Steve Johnson. They discuss key considerations when contemplating this transition, tips for success when working in a new environment, and ways to maximize your job satisfaction, irrespective of which area of the accounting profession in which you work.

Please feel free to connect with Rich and Steve on LinkedIn.

Be sure to listen until the end of the episode for a discount off your next webinar purchase!

Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

The post Perspectives on Transitioning from Public Accounting to Industry appeared first on Surgent.

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While many CPAs start their careers in public accounting, most migrate over to some role in industry. Managing this significant career transition is very important and can be very challenging. In this session of The Surge, Host: Rich Daisley
Guest: Steve Johnson
While many CPAs start their careers in public accounting, most migrate over to some role in industry. Managing this significant career transition is very important and can be very challenging. In this session of The Surge, host Rich Daisley discusses this transition process with Surgent CFO Steve Johnson. They discuss key considerations when contemplating this transition, tips for success when working in a new environment, and ways to maximize your job satisfaction, irrespective of which area of the accounting profession in which you work.
Please feel free to connect with Rich and Steve on LinkedIn.
Be sure to listen until the end of the episode for a discount off your next webinar purchase!
Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.
]]>
SurgentCPE clean 36:53
What is Automation in the Accounting Industry and Why Should We Care? https://www.surgent.com/blog/podcast-episode-6-automation-in-accounting/ Thu, 23 Jan 2020 14:40:47 +0000 https://www.surgent.com/?p=68904 https://www.surgent.com/blog/podcast-episode-6-automation-in-accounting/#respond https://www.surgent.com/blog/podcast-episode-6-automation-in-accounting/feed/ 0 <p>Host: Joshua Jenson, CPA Guest: Jose Zavala JJ and Jose discuss the concept of automation, what it means to automate administrative processes in the business world, and specifically what this means for accounting firms. Several examples are discussed to give ideas to those in the accounting profession on how to save time and actually improve […]</p> <p>The post <a rel="nofollow" href="https://www.surgent.com/blog/podcast-episode-6-automation-in-accounting/">What is Automation in the Accounting Industry and Why Should We Care?</a> appeared first on <a rel="nofollow" href="https://www.surgent.com">Surgent</a>.</p>

Host: Joshua Jenson, CPA

Guest: Jose Zavala

JJ and Jose discuss the concept of automation, what it means to automate administrative processes in the business world, and specifically what this means for accounting firms. Several examples are discussed to give ideas to those in the accounting profession on how to save time and actually improve clients’ experience with your services. Automation is all around us. It’s slowly being adopted by the CPA profession. Listening to this podcast will familiarize you with the concept of automation and you may find yourself ahead of the curve in implementing some revolutionary technology that will reduce the amount of tedious tasks required for your business to operate.

Please feel free to connect with JJ and Jose on LinkedIn.

Be sure to listen until the end of the episode for a discount off your next webinar purchase!

Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

The post What is Automation in the Accounting Industry and Why Should We Care? appeared first on Surgent.

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JJ and Jose discuss the concept of automation, what it means to automate administrative processes in the business world, and specifically what this means for accounting firms. Host: Joshua Jenson, CPA
Guest: Jose Zavala
JJ and Jose discuss the concept of automation, what it means to automate administrative processes in the business world, and specifically what this means for accounting firms. Several examples are discussed to give ideas to those in the accounting profession on how to save time and actually improve clients’ experience with your services. Automation is all around us. It’s slowly being adopted by the CPA profession. Listening to this podcast will familiarize you with the concept of automation and you may find yourself ahead of the curve in implementing some revolutionary technology that will reduce the amount of tedious tasks required for your business to operate.
Please feel free to connect with JJ and Jose on LinkedIn.
Be sure to listen until the end of the episode for a discount off your next webinar purchase!
Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

]]>
SurgentCPE clean 32:31
Excellence in Internal Auditing https://www.surgent.com/blog/podcast-episode-5-excellence-in-internal-auditing/ Thu, 09 Jan 2020 16:17:49 +0000 https://www.surgent.com/?p=68245 https://www.surgent.com/blog/podcast-episode-5-excellence-in-internal-auditing/#respond https://www.surgent.com/blog/podcast-episode-5-excellence-in-internal-auditing/feed/ 0 <p>The internal audit function is an extremely valuable activity that entities can utilize to attain assurance about a company’s achievement of its objectives. In this podcast, Rich and Jim will discuss the essential functions of an internal audit group and how they can support the missions of entities of any size.</p> <p>The post <a rel="nofollow" href="https://www.surgent.com/blog/podcast-episode-5-excellence-in-internal-auditing/">Excellence in Internal Auditing</a> appeared first on <a rel="nofollow" href="https://www.surgent.com">Surgent</a>.</p>

Host: Rich Daisley

Guest: Jim Hallinan

The internal audit function is an extremely valuable activity that entities can utilize to attain assurance about a company’s achievement of its objectives. In this podcast, Jim Hallinan, who has over 30 years in various capacities in the internal audit field, discusses the various ways which an effective internal audit group can provide value, various ways of structuring an internal audit group, and how internal groups can be proactive in supporting entities’ missions. As no entity is too small to obtain these benefits from a well-tailored approach to internal audit provided assurance, Jim’s insights on how to achieve these benefits in organizations of all sizes will be very beneficial to all financial professionals.

Please feel free to connect with Rich on LinkedIn.

If you enjoyed this episode of The Surge or would like to learn more, consider Surgent’s Internal Audit Skills Training.

Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

The post Excellence in Internal Auditing appeared first on Surgent.

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The internal audit function is an extremely valuable activity that entities can utilize to attain assurance about a company’s achievement of its objectives. In this podcast, Rich and Jim will discuss the essential functions of an internal audit group a... Host: Rich Daisley
Guest: Jim Hallinan
The internal audit function is an extremely valuable activity that entities can utilize to attain assurance about a company’s achievement of its objectives. In this podcast, Jim Hallinan, who has over 30 years in various capacities in the internal audit field, discusses the various ways which an effective internal audit group can provide value, various ways of structuring an internal audit group, and how internal groups can be proactive in supporting entities’ missions. As no entity is too small to obtain these benefits from a well-tailored approach to internal audit provided assurance, Jim’s insights on how to achieve these benefits in organizations of all sizes will be very beneficial to all financial professionals.
Please feel free to connect with Rich on LinkedIn.
If you enjoyed this episode of The Surge or would like to learn more, consider Surgent’s Internal Audit Skills Training.
Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.
]]>
SurgentCPE clean 39:33
Why and How Should CPA’s be on Social Media https://www.surgent.com/blog/podcast-episode-4-cpas-on-social-media/ Mon, 23 Dec 2019 15:03:05 +0000 https://www.surgent.com/?p=67502 https://www.surgent.com/blog/podcast-episode-4-cpas-on-social-media/#respond https://www.surgent.com/blog/podcast-episode-4-cpas-on-social-media/feed/ 0 <p>  In this episode of The Surge, JJ the CPA and Juan Garcia, CPA address concretely why CPAs and accountants need to be on social media and ideas on how to go about being active, including creating content for social media. They will discuss the concerns CPAs have with posting on social media as they […]</p> <p>The post <a rel="nofollow" href="https://www.surgent.com/blog/podcast-episode-4-cpas-on-social-media/">Why and How Should CPAs be on Social Media</a> appeared first on <a rel="nofollow" href="https://www.surgent.com">Surgent</a>.</p>  

In this episode of The Surge, JJ the CPA and Juan Garcia, CPA address concretely why CPAs and accountants need to be on social media and ideas on how to go about being active, including creating content for social media. They will discuss the concerns CPAs have with posting on social media as they deal with technical, ever-changing information. Juan is considered THE CPA marketer for social media and he talks through how it is a completely different ball game using social media compared to traditional marketing. Social media is a great fit for CPAs because it’s free, and this episode will explain and encourage you on how to take full advantage of that!

Please feel free to connect with Juan on LinkedIn!

Thanks for listening!

Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

The post Why and How Should CPAs be on Social Media appeared first on Surgent.

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Social media is a powerful tool for the modern CPA. This episode of The Surge addresses how CPAs can leverage social media to enhance their professional communications and personal brands. In this episode of The Surge, JJ the CPA and Juan Garcia, CPA address concretely why CPAs and accountants need to be on social media and ideas on how to go about being active, including creating content for social media. They will discuss the concerns CPAs have with posting on social media as they deal with technical, ever-changing information. Juan is considered THE CPA marketer for social media and he talks through how it is a completely different ball game using social media compared to traditional marketing. Social media is a great fit for CPAs because it’s free, and this episode will explain and encourage you on how to take full advantage of that!
Please feel free to connect with Juan on LinkedIn!
Thanks for listening!
Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.
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SurgentCPE clean 31:59
Getting Ready for 606: Best Practices for Successful Implementation https://www.surgent.com/blog/podcast-episode-3-getting-ready-for-606/ Mon, 09 Dec 2019 19:21:42 +0000 https://www.surgent.com/?p=66915 https://www.surgent.com/blog/podcast-episode-3-getting-ready-for-606/#respond https://www.surgent.com/blog/podcast-episode-3-getting-ready-for-606/feed/ 0 <p>Most private companies will shortly be preparing their first set of financials under the provisions of ASC Topic 606, Revenue from Contracts with Customers. Whether you are well-prepared for 606 or still have a while to go, you can always gain valuable insights from somebody who has already gone through it. Join Surgent’s Rich Daisley […]</p> <p>The post <a rel="nofollow" href="https://www.surgent.com/blog/podcast-episode-3-getting-ready-for-606/">Getting Ready for 606: Best Practices for Successful Implementation</a> appeared first on <a rel="nofollow" href="https://www.surgent.com">Surgent</a>.</p>

Most private companies will shortly be preparing their first set of financials under the provisions of ASC Topic 606, Revenue from Contracts with Customers. Whether you are well-prepared for 606 or still have a while to go, you can always gain valuable insights from somebody who has already gone through it. Join Surgent’s Rich Daisley as he discusses all things related to 606 with Adrian Rickard, who has successfully adopted ASC 606 for a publicly-traded software company. Adrian discusses the challenges, lessons learned, and best practices related to 606 adoption, as well as those steps that companies should be taking to sustain their revenue recognition efforts under 606 in year 2 of implementation and beyond.

Thanks for listening!

Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

The post Getting Ready for 606: Best Practices for Successful Implementation appeared first on Surgent.

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Most private companies will shortly be preparing their first set of financials under the provisions of ASC Topic 606, Revenue from Contracts with Customers. Learn about the challenges, lessons learned, and best practices related to 606 adoption. Most private companies will shortly be preparing their first set of financials under the provisions of ASC Topic 606, Revenue from Contracts with Customers. Whether you are well-prepared for 606 or still have a while to go, you can always gain valuable insights from somebody who has already gone through it. Join Surgent’s Rich Daisley as he discusses all things related to 606 with Adrian Rickard, who has successfully adopted ASC 606 for a publicly-traded software company. Adrian discusses the challenges, lessons learned, and best practices related to 606 adoption, as well as those steps that companies should be taking to sustain their revenue recognition efforts under 606 in year 2 of implementation and beyond.
Thanks for listening!
Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.
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SurgentCPE clean 33:24
Should CPAs Outsource Their Work? https://www.surgent.com/blog/podcast-episode-2-should-cpas-outsource/ Mon, 25 Nov 2019 21:16:39 +0000 https://www.surgent.com/?p=65991 https://www.surgent.com/blog/podcast-episode-2-should-cpas-outsource/#respond https://www.surgent.com/blog/podcast-episode-2-should-cpas-outsource/feed/ 0 <p>  JJ the CPA & Justin McAuliffe, CPA breakdown the importance of the absolute basics of accounting – which means ensuring small businesses have solid financial statements that can truly be relied upon to make financial and managerial decisions. As experts in the accounting industry, both JJ and Justin feel compliance has increased and the […]</p> <p>The post <a rel="nofollow" href="https://www.surgent.com/blog/podcast-episode-2-should-cpas-outsource/">Should CPAs Outsource Their Work?</a> appeared first on <a rel="nofollow" href="https://www.surgent.com">Surgent</a>.</p>  

JJ the CPA & Justin McAuliffe, CPA breakdown the importance of the absolute basics of accounting – which means ensuring small businesses have solid financial statements that can truly be relied upon to make financial and managerial decisions. As experts in the accounting industry, both JJ and Justin feel compliance has increased and the influx of the next generation of accountants has decreased; CPA firms have less time and staff to truly focus on the art of cleaning up the general ledger as they are feeling time constraints. A possible solution to this is outsourcing. Why? Listen in as these two discuss the momentum in the accounting industry that will have an impact on potentially creating a necessity for outsourcing, especially abroad.

Please feel free to connect with our presenters:

Justin’s LinkedIn

Justin’s Twitter

Justin’s Instagram

Thanks for listening!

Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

 

The post Should CPAs Outsource Their Work? appeared first on Surgent.

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Should CPAs outsource their work? This is a hot topic in the world of accounting, as compliance requirements increase and the number of new CPAs decreases. JJ the CPA & Justin McAuliffe, CPA breakdown the importance of the absolute basics of accounting – which means ensuring small businesses have solid financial statements that can truly be relied upon to make financial and managerial decisions. As experts in the accounting industry, both JJ and Justin feel compliance has increased and the influx of the next generation of accountants has decreased; CPA firms have less time and staff to truly focus on the art of cleaning up the general ledger as they are feeling time constraints. A possible solution to this is outsourcing. Why? Listen in as these two discuss the momentum in the accounting industry that will have an impact on potentially creating a necessity for outsourcing, especially abroad.
Please feel free to connect with our presenters:
Justin’s LinkedIn
Justin’s Twitter
Justin’s Instagram
Thanks for listening!
Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.
 
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SurgentCPE clean 32:26
Change Coming to Employee Benefit Plan Audits https://www.surgent.com/blog/podcast-episode-1-employee-benefit-plan-audits/ Mon, 11 Nov 2019 22:00:06 +0000 https://www.surgent.com/?p=65413 https://www.surgent.com/blog/podcast-episode-1-employee-benefit-plan-audits/#respond https://www.surgent.com/blog/podcast-episode-1-employee-benefit-plan-audits/feed/ 0 <p>  2019 has seen many changes to the auditing requirements related to employee benefit plans. These changes are due to identified and perceived deficiencies in the audits of these plans in prior years. In this podcast ERISA expert Melissa Critcher discusses these previous quality issues and the changes that will occur in the audits of […]</p> <p>The post <a rel="nofollow" href="https://www.surgent.com/blog/podcast-episode-1-employee-benefit-plan-audits/">Changes Coming to Employee Benefit Plan Audits: Getting Ready for SAS 136 and Beyond</a> appeared first on <a rel="nofollow" href="https://www.surgent.com">Surgent</a>.</p>  

2019 has seen many changes to the auditing requirements related to employee benefit plans. These changes are due to identified and perceived deficiencies in the audits of these plans in prior years. In this podcast ERISA expert Melissa Critcher discusses these previous quality issues and the changes that will occur in the audits of employee benefit plans when SAS 136 is implemented. Melissa brings her expertise that will allow you to understand these changes as well as deepen your understanding of this critically important area.

Thanks for listening!

Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.

The post Changes Coming to Employee Benefit Plan Audits: Getting Ready for SAS 136 and Beyond appeared first on Surgent.

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Change Coming to Employee Benefit Plan Audits 2019 has seen many changes to the auditing requirements related to employee benefit plans. These changes are due to identified and perceived deficiencies in the audits of these plans in prior years. In this podcast ERISA expert Melissa Critcher discusses these previous quality issues and the changes that will occur in the audits of employee benefit plans when SAS 136 is implemented. Melissa brings her expertise that will allow you to understand these changes as well as deepen your understanding of this critically important area.
Thanks for listening!
Intro and Outro Music by Lakey Inspired
©2017 COPYRIGHT LAKEY INSPIRED. All Rights Reserved.
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SurgentCPE clean 35:35