The Surge

Host: Rich Daisley Guest: Ane K. Ohm Ane Ohm, founder and CEO of LeaseCrunch, a leading lease accounting software company, joins Surgent's Rich Daisley to discuss the current status of private companies' ASC 842 implementation efforts. They discuss common challenges, best practices, and paths forward for these companies as they seek to complete their efforts […] The post ASC 842, Leases, Implementation Status Discussion with Ane Ohm, CEO and founder of LeaseCrunch appeared first on Surgent.

Host: Rich Daisley Guest: Steve Johnson While many CPAs start their careers in public accounting, most migrate over to some role in industry. Transitioning from a public accounting firm to a private industry position can be a bit jarring. Having to juggle such challenges like switching accounting positions during busy season, adjusting to a different […] The post Perspectives on Transitioning from Public Accounting to Industry appeared first on Surgent.

Host: Joshua Jenson, CPA Guest: Amy Welch, APR, CAE, Vice President of Communications, Oklahoma Society of CPAs Take a look at the accounting profession from one of the biggest advocates of CPAs – the state societies of CPAs across the United States. This podcast is a great discussion about how the CPA profession is much […] The post An Inside Look at CPA Marketing & Public Relations appeared first on Surgent.

Host: Anthony Ragucci Guest: Carolyn Rivera There's no getting around the fact that COVID-19 has disrupted our entire lives. Whether you were a full-time student or employee, had a commute that took 2 hours combined, or you were always a remote worker but now your team has transitioned to a work-at-home routine — we're all […] The post Working from Home During the Coronavirus Pandemic appeared first on Surgent.

Host: Rich Daisley Guest: Marci Thomas   The impacts of the COVID-19 pandemic are wide-ranging, with a significant impact on accounting and financial reporting for all entities. While accounting standards remain the same, it's no question that those in decision-making positions within their organizations have a lot to consider in regard to the fast-moving government […] The post Accounting and Reporting Considerations for COVID-19 appeared first on Surgent.

Host: Joshua Jenson, CPA Guest: Amanda Brewer For CPAs, accounting firms, small businesses, and business owners — social media marketing may be the last thing you're thinking about incorporating into your marketing strategy. There are a few things to consider when you're thinking about whether a social media presence will be valuable to you, your […] The post Blueprint for CPAs & Accounting Practices on Social Media appeared first on Surgent.

Host: Rich Daisley Guest: Mike Rice, CPA Becoming a certified public accountant is a long journey that requires a significant amount of commitment, studying, and lifelong continuing education. Once you begin your accounting career, you may find that transitioning to the rigors of public accounting can be very challenging. Not to mention, many individuals must […] The post Perspectives on Beginning A Career in Public Accounting appeared first on Surgent.

Host: Joshua Jenson, CPA Guests: Hector Hernandez, Independent Financial Advisor Juan Garcia Financial advisors are responsible for a number of accounting practices within their organizations. Financial planning, estate planning, personal financial planning, tax planning, wealth management, advisory services — you name it! While all financial advisors are accounting professionals, that doesn't mean they are also […] The post Financial Advisors & CPA Relationships appeared first on Surgent.

Host: Joshua Jenson, CPA Guest: Jose Zavala Artificial intelligence has impacted so many different facets of the accounting professional's day-to-day routine. Accounting automation can include process automation, incorporate machine learning in data entry on a real-time basis, or simplify accounting tasks such as bookkeeping and other repetitive processes. Nowadays there's a need for multi-talented CPAs […] The post What is Automation in the Accounting Industry and Why Should We Care? appeared first on Surgent.

The internal audit function is an extremely valuable activity that entities can utilize to attain assurance about a company's achievement of its objectives. In this podcast, Rich and Jim will discuss the essential functions of an internal audit group and how they can support the missions of entities of any size. The post Excellence in Internal Auditing appeared first on Surgent.

Host: Joshua “JJ the CPA” Jenson Guest: Juan Garcia LinkedIn, Facebook, Instagram, Twitter – the “Big Four” of the social media platforms (so to speak) – have the potential to be useful tools for accounting firms to attract potential clients, promote your small business, and for business owners to incorporate in their overall marketing strategy. […] The post Why and How Should CPAs be on Social Media appeared first on Surgent.

Most private companies will shortly be preparing their first set of financials under the provisions of ASC Topic 606, Revenue from Contracts with Customers. Whether you are well-prepared for 606 or still have a while to go, you can always gain valuable insights from somebody who has already gone through it. Join Surgent's Rich Daisley […] The post Getting Ready for 606: Best Practices for Successful Implementation appeared first on Surgent.

  JJ the CPA & Justin McAuliffe, CPA breakdown the importance of the absolute basics of accounting – which means ensuring small businesses have solid financial statements that can truly be relied upon to make financial and managerial decisions. As experts in the accounting industry, both JJ and Justin feel compliance has increased and the […] The post Should CPAs Outsource Their Work? appeared first on Surgent.

  2019 has seen many changes to the auditing requirements related to employee benefit plans. These changes are due to identified and perceived deficiencies in the audits of these plans in prior years. In this podcast ERISA expert Melissa Critcher discusses these previous quality issues and the changes that will occur in the audits of […] The post Changes Coming to Employee Benefit Plan Audits: Getting Ready for SAS 136 and Beyond appeared first on Surgent.