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CEO Corner
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Dear Hannah,
It was in the low 60s when I left the house this morning, so I think summer is really over! That means we are all back to the whirlwind of activity that characterizes our profession – as we like to say... it's always the 15th
of something. We are all challenged by the dual pressures of working both in and on our business.
I have two suggestions for working on your business that you can start this fall. The first is to attend the New England Practice Management (MAP) Conference at Foxwoods in November. It's filled with great speakers who will share ideas for how to make the changes that will lead to new successes for your firm, and it's packed with networking opportunities for firm leaders. For details and to register, click here.
You can also preview our list to
see who's already registered here.
Secondly, I would love to visit your firm this fall. I'll share what's new in the profession and give insight on how firms, colleges and universities and the AICPA are dealing with the top two issues facing CPA firms - technology and staffing. This visit is also an opportunity to meet your staff and share how they can make the most of their MSCPA memberships and maximize their professional development. Firm visits typically last an hour and are eligible for one CPE credit. In the last
year, we've been all over the state, and I'd love to visit your firm this fall. To schedule your visit, please contact me at
apitter@mscpaonline.org.
Amy Pitter
MSCPA President/CEO
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Get Involved
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Beijing Audit Bureau Infomation Exchange
The Bejing Audit Bureau is interested in doing an information exchange on September 23, 24 or 25 in the morning for about two hours. Please email Beth Lyons by Monday, September 9, if you're interested.
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Committee Meeting
- Government Accounting & Auditing (9/13) MORE INFO
Commitee meetings are open to all members!
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MSCPA Career Fair & Graduate School Expo — Firm Exhibitors (9/27)
Connect with approximately 200 accounting students from colleges throughout New England at the MSCPA's Career Fair and Graduate School Expo on September 27 at the Boston Marriott Long Wharf. Recruit interns and entry-level candidates as well as professionals-in-transition. If your firm/company has open positions or internships available and would like to exhibit this event, please sign up here. For questions, please contact Kristin Wells. SIGN UP
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| Pine Conference Speaking Opportunity (9/13)
Pine Conference organizers are looking for a CPA to speak gratis on Friday, September 13 from 10:30 a.m. – 12:00 p.m. at the Wylie Inn & Conference Center in Beverly. The session topic is
Your Company is Profitable, but is it Financially Healthy? For a description of the conference, click here. If interested, please send speaking points and/or a presentation no later than Monday, September 9 at 12:00 p.m.to Christine Hagopian.
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SumNews
Digital Edition
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The September 2019 issue of
SumNews
is here! Click through our digital edition now to read about the path to thought leadership, tax traps for foreign real estate investors and more! We also have a firm spotlight on
LGA,
a Nonprofit Committee profile and we meet Robbie the Robot from
AAFCPAs!
READ NOW
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| PCPS Tool of the Month: Firm inMotion Mentoring Guide
| Mentoring programs offer an opportunity to encourage the growth of rising stars and having a stable mentoring program in place can help build a connective and communicative workplace. Use the PCPS Mentoring Guide, one resource of the PCPS Firm inMotion e-Toolkit, to implement a mentoring program and provide guidance to mentees and mentors to make the most of the mentoring process.
| CPE
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Audit Staff Essentials Level 1 -
New Staff: Core Concepts (9/18 - 9/19)
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Understand the purpose and phases of an audit, learn the different types of procedures performed during each phase and the functions of common working papers, including the trial balance, lead sheets and financial statements, identify key concepts and techniques of interpersonal behavior and communication and more. REGISTER
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Financial Storytelling: The Key in Growing Your Organization to the Next Level (9/26)
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Learn how to present financial information to your organization and how to translate accounting/financial language into plain English through similar and understandable context, examine the value of using charts and pictures in financial presentations, understand why storytelling is an effective method of getting your recommendations and next steps across to your audience and more.
REGISTER
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Professional Ethics Update (9/27)
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Master the revised AICPA Code of Professional Conduct, identify ethical threats and safeguards associated with those in public practice and business, discuss recent changes, interpretations and non-authoritative guidance issued by PEEC and more.
REGISTER
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| Member News
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Shanikwa Davis, CPA, EA, MST, MSA,
of
S. Davis Tax Consulting, stopped by NECN last week for a back-to-school installment of #TaxTuesday! While some parents are packing up and getting ready to drop their children off at college, others are just beginning to think about higher education. With high tuition costs, it can be daunting to save up, but it doesn't have to be. Check out Shanikwa's segment here!
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Information Exchange
Net Investment Tax
Change of Mailing Address for Many Federal Forms
S Election Termination Date
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LOOKING TO BUY OR SELL A PRACTICE?
Learn critical information about the merger and acquisition (M&A) process that will help you determine your next step! Ads are included in the next available issue of
SumNews and posted on our website for potential buyers or sellers to view online. For more information, click here or contact Kristin Wells.
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Board Member - Drama Studio
Review of Annual Statements for Form PC - Urban Village Montessori, Inc., Marigold Montessori
Board Treasurer - The Longwood Players
CPA - American Legion Post
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Senior Auditor - PKF, P.C.
Assistant Deputy Auditor - Office of the State Auditor
Senior Auditor -
Office of the State Auditor
Tax Supervisor/
Manager - Piccerelli Gilstein & Company, LLP
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Tax Preparer - Coval Anderson Coval LLC
Tax Preparer - Levine Caufield Martin & Goldberg PC
Seasonal Tax Preparer - Turner & Costa, P.C.
Seasonal Tax Preparer - Chiuve & Company PC
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105 Chauncy Street, 10th Floor, Boston, MA 02111
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