We are pleased to announce that Mandy Riles, CPA, successfully completed all portions of the CPA exam early this year and received her CPA designation.
Mandy is a graduate of Ohio State University. She started her position at Weltman Bernfield in July 2012.
We value the trust you place in us to not only prepare your tax returns, but to provide you with the kind of advice that helps you achieve your financial goals — special moments, like retirement, opening a business, putting the kids through college or buying a vacation home.
To celebrate these special moments, the AICPA is sponsoring a social media campaign through May 30, 2014, on behalf of the CPA profession. Clients are encourage to share one of their special moments via photo, video or tweet. There’s a special web page, cpapowered.org, to view others’ stories or to help you easily personalize and submit a photo or upload a video about your moment for others to see. Those who submit images or videos through the site will be entered into a drawing to win one of five iPad Airs.
Please use the hashtag #CPAPOWERED when you share your images, videos and tweets — whether sweet, poignant or downright hilarious — on social media to spread the word around the web.
April 2014 General Client Newsletter
In this month’s issue:
by Josh Lipkin, Staff Accountant
For every company, many transactions recur regularly, and QuickBooks® helps you save time and improve accuracy by enabling you to memorize those recurring transactions. Common recurring transactions include monthly loan payments, depreciation and customer billings. In these cases, QuickBooks can memorize the transactions and automatically enter them for you at regularly scheduled intervals. You can also use this feature to memorize complex journal-entry templates, such as detailed payroll allocations, and enter the actual amounts later. To access the tool, type Ctrl + M.
QuickBooks has a tool to memorize recurring transactions.
April 2014 QuickBooks® Newsletter
There are a lot of clues that indicate trouble with your QuickBooks company file. Is it time for a check-up and tune-up?
After this ridiculously long winter, you’ll probably hear few complaints about things like puddles in the street, summer heat and spring cleaning. Most people are eager to throw open the doors and windows, and attack the dirt that the season left behind, both inside and outside of the house.
It’s not hard to see when your home is dirty. QuickBooks company file errors are harder to detect, but they’re there, including:
- Performance problems
- Inability to execute specific processes, like upgrading
- Occasional program crashes
- Missing data (accounts, names, etc.)
- Refusal to complete transactions
- Mistakes in reports Continue reading
In February, Weltman Bernfield member Gerry Brin completed the 29th Annual Ski for Research, benefiting the Leukemia Research Foundation. The event honors the memory of Gerry’s nephew, Alan, who succumbed to the disease in 1978 at the age of 10.
This year, Ski for Research raised $45,000. Gerry has organized and led the trip from its inception in 1986, raising $1.25 million to date for the Leukemia Research Foundation.
Want to know more? Here’s an article on Gerry and Ski for Research when funds reached $1 million.