“Growing and developing our team is an integral part of our operating values and culture. By making the investment in our team, we are able to lead through exceptional client service and innovative new ways of delivering results.”
Posts by Diane Wittenberg

Five or More Employees?
This year, retirement plans will be required for California employers with five or more employees. The legislation passed in 2016 required all employers with five or more employees to offer a retirement savings account. This law also applies to nonprofit organizations. 2022 brings the final implementation phase requiring organizations with 5-49 employees to comply by Read more...

Are you ready for the upcoming audit season?
An external audit is less stressful and less intrusive if you anticipate your auditor’s document requests. Auditors typically ask clients to provide similar documents year after year. They’ll accept copies or client-prepared schedules for certain items, such as bank reconciliations and fixed asset ledgers. To verify other items, such as leases, invoices and bank statements, Read more...

4 Ways to Improve the Effectiveness of Your Audit Committee
Audit committees faced many challenges in 2021. As the economy continues to navigate a global pandemic, there are new dimensions to the oversight roles and responsibilities of the audit committees. Consider taking the following four steps to fortify your committee’s effectiveness. 1. Focus on fundamentals Check in with your accounting team and evaluate the planning Read more...