Jeannie Freeman

How satisfied are your AP employees in their current role? Download this AP Career Satisfaction Report to learn: … How much work AP professionals are doing outside of normal working hours … How well AP professionals believe they are doing in maintaining a healthy work-life balance … How big a role salary plays when AP professionals are looking for a job … The impact of AP automation on job satisfaction Download your copy of the report today: https://buff.ly/4eXJBGH #APWhitePaper #IOFMWhitePaper #AccountsPayable #IOFM #AP

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Did you know you can save time by scheduling your audit confirmations 90 days in advance of an “as of date” any time of the year? Get the tips you need to get started here: https://okt.to/l09oCH #auditconfirmations #audit #cpa #accountingandaccountants #charteredaccountants

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What are agreed upon procedure (AUP) engagements? AUPs are among the many services CPAs offer. They generally cost less and take less time than a review or an audit. Plus, their versatility allows them to address nonfinancial matters and dig deeper into items reported on your financial statements. For example, AUPs can provide valuable insights into internal controls, grant compliance, construction project progress and royalty payments. The procedures performed are similar to those used in a review or an audit, but on a smaller and limited scale and with no assurance on the part of the CPA. Contact us to determine whether an AUP engagement is right for your situation.

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What are agreed upon procedure (AUP) engagements? AUPs are among the many services CPAs offer. They generally cost less and take less time than a review or an audit. Plus, their versatility allows them to address nonfinancial matters and dig deeper into items reported on your financial statements. For example, AUPs can provide valuable insights into internal controls, grant compliance, construction project progress and royalty payments. The procedures performed are similar to those used in a review or an audit, but on a smaller and limited scale and with no assurance on the part of the CPA. Contact us to determine whether an AUP engagement is right for your situation.

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What are agreed upon procedure (AUP) engagements? AUPs are among the many services CPAs offer. They generally cost less and take less time than a review or an audit. Plus, their versatility allows them to address nonfinancial matters and dig deeper into items reported on your financial statements. For example, AUPs can provide valuable insights into internal controls, grant compliance, construction project progress and royalty payments. The procedures performed are similar to those used in a review or an audit, but on a smaller and limited scale and with no assurance on the part of the CPA. Contact us to determine whether an AUP engagement is right for your situation.

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Register now for MOCPA's Virtual Mock CPA Exam, powered by Surgent, happening next week on June 27 and again on July 25! For many candidates taking the CPA exam can be one of the biggest hurdles when transitioning into the profession. Often aspiring CPAs are not sure if they are truly prepared to sit for each section of the exam. To help provide more transparency into exam-readiness, MOCPA has partnered with Surgent CPA Review to offer CPA exam candidates FREE virtual CPA exam simulation of the exam section of your choice. https://lnkd.in/gyyyed6d

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As accountants, we spend years mastering accounting rules and procedures during our bachelor’s programs. Achieving the CPA designation further hones our technical skills, making us exceptionally well-equipped to manage financial controls. This rigorous training, however, primarily prepares us to be outstanding Controllers—focused on compliance, reporting, and accuracy. But what happens when we’re promoted to CFO or even CEO? The reality is that most CPAs rise through the ranks because they excel at being Controllers, not because they possess the broader skills needed to lead a company. This is a classic example of the Peter Principle: individuals are promoted based on their success in previous roles until they reach a level where they are no longer competent—not due to a lack of intelligence or work ethic, but because the necessary skill set has changed. The transition from Controller to CFO requires more than technical prowess. Strategy, management, and a deep understanding of business operations are crucial—yet these are not covered extensively, if at all, in traditional accounting education or the CPA certification process. According to a recent article from CFO.com, even seasoned CPAs acknowledge that the skills learned on the way to becoming a CPA aren’t enough to be an effective CFO. Leadership, strategic thinking, and an understanding of the broader business landscape are essential, but often overlooked. As we advance in our careers, it’s imperative to recognize these gaps and proactively seek opportunities to build these crucial skills. Whether through additional education, mentorship, or experience, developing a well-rounded skill set is key to successfully stepping into the C-suite and leading with impact. #Accounting #CPA #CFO #Leadership #Strategy #PeterPrinciple #CareerDevelopment https://lnkd.in/gR4Mbsyk

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Breaking Down Barriers: Real Stories of Overcoming Accounting Fears Welcome to Breaking Down Barriers, where we share real-life stories of clients who overcame common fears about seeking accounting help. At Clarity Accounting, we understand that reaching out to an accountant can be daunting, and we’re here to show you that you’re not alone. 🗣️ “I don’t have all my receipts!” One of our clients came to us worried that missing receipts meant their finances were too messy to sort out. They had been delaying getting in touch for fear of judgement. But at Clarity, we don't see “mess,” we see opportunities to help. We reassured them that this is a very common issue and worked together to reconstruct their records. With our understanding and non-judgemental approach, we put their mind at ease and got everything back on track. We helped them implement a simple system for future receipts, so this wouldn’t be a worry anymore. At Clarity, we believe there’s no such thing as a problem too big or too small. We're part of your team, here to support you every step of the way—no judgement, just solutions. So, if you’re feeling overwhelmed by missing paperwork, remember—you’re not alone, and we’re here to help. #BreakingDownBarriers #AccountingSupport #ClarityAccounting #SmallBusinessHelp #YouAreNotAlone

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