Category Archives: Management

In the high-stakes world of finance, where every dollar counts and transparency is paramount, a silent killer lurks beneath the surface — inaccurate expense reporting. While it may seem like a mundane task, accurate expense reporting is crucial for maintaining financial integrity, ensuring regulatory compliance and enabling informed decision-making. Navigating the complexities of expense reporting […]

For accounting firms striving for excellence, choosing a continuing professional education (CPE) provider is a pivotal decision. In this blog post, we will explore five essential considerations in selecting an ideal CPE partner. Our focus is on unveiling the unique advantages that Surgent offers firms aiming to enhance their educational initiatives. As executives and professionals […]

The world of tax and accounting is changing rapidly, and with it, so is the landscape of continuing professional education (CPE). As technology continues to evolve, it is becoming increasingly important for tax professionals to stay up-to-date with the latest tools, techniques and trends in the industry. In this article, we will explore the CPE […]

Time-Tracking Tips for Accounting Firms | Surgent CPE

The day before a deadline is not a good time to inform a CPA that they need more CPE hours to maintain certification. Yet many firms find themselves in these nail-biters. Even firms that think they have a system in place can stumble. These three simple tips keep your firm on track while yielding surprising […]

Data analytics and “big data” have become a game changer for internal auditing, as firms search for opportunities to provide more value to clients and respond to new regulations and increased pressure from stakeholders. Integrating data analytics into the internal audit approach isn’t easy, but the investment of time and money will help firms and […]

To the Baby Boomers and Generation Xers who currently comprise the majority of the workforce, the Millennials among us can be a challenge to understand. They seemingly have different needs and different career priorities than the generations that have come before. Many employers simply think that Millennials will need to adjust their thinking and work […]

In Surgent’s latest blog, learn more about how to sell your services to prospective clients while continuing to nurture relationships with current clients.

Your CPE courses aren’t just for keeping your continuing professional education requirements up-to-date, they also can help you grow as a leader and improve your management skills. Here are four self-study webcasts from Surgent that can help nurture your leadership skills and count towards your CPE credits. Coaching Staff to Stay on the Right Track […]