News & Articles

Financial Scrapbooking Event - April 23, 2018

Posted on Thu, Apr 12, 2018

In conjunction with the National Financial Literacy Month, Vanessa Birman, CPA will be giving a one hour presentation titled "Financial Scrapbooking" on April 23, 2018. This event will be held at 6:30pm at the Caledonia Branch of the Kent District Library. The presentation will highlight the importance of creating a scrapbook for essential financial records such as insurance policies, retirement accounts and investments, as well as give insight on how to organize your information. A financial scrapbook is not only beneficial for financial planning, but also for emergencies and end-of-life arrangements. Creating this valuable tool enables all information to be stored in one location.

The presentation will be held at 6:30pm on April 23, 2018 at the Caledonia Branch of the Kent District Library, located at 6260 92nd Street SE, Caledonia, MI 49316.

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Tags: Documentation, Event, EHTC, Financial

Businesses: How to Help Prepare for Audit Season

Posted on Fri, Jan 30, 2015

The busiest time of year for external financial statement auditors generally runs from January to April each year. But CPAs usually start gearing up for audit season in November of the preceding year. Accountants meet with clients, assign staff and schedule fieldwork. Then, the team conducts preliminary financial analytics, observes physical inventory counts, assesses risk factors and customizes your audit plan.

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Tags: Audit, EHTC Article, Articles, Financial, fieldwork