Steve Dassing, CPA

📌 ProHRPay SOX Compliance Tip of the Day #4 📅 Reconciliations must be timely and consistent. Monthly payroll reconciliations between HR, Payroll, and Finance aren’t just best practice — they’re SOX-critical. Delays create gaps that auditors will flag immediately.

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The Hartford Business Journal interviewed FML partner Eliot Bassin, MS, CPA, CFE about changes to CPA requirements and why FML is a great place to build a career in accounting. “Where we really try to differentiate ourselves is to highlight the benefits of being in a midsized firm,” he said. “For us, it’s a lot of focusing on that work-life balance, the sense of satisfaction and the impact you have on the clients that you work with.” https://lnkd.in/efXD7Y6F

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Most pay equity audits fail before they begin. Why? Because the scope is unclear. Here’s how to set your audit up for success 👇 ✅ Define clear objectives  Don’t just say “check for pay gaps.” Be specific. Focus on gender, tenure, or job family, and rank them by priority. ✅ Identify your inclusion criteria  Will you include full-time only? What about regional offices? Contractors? Be deliberate here. ✅ Decide what pay means  Are you analyzing base pay only? Or including bonuses, equity, and allowances? ✅ Get stakeholder buy-in early  Scope-setting isn’t a solo job. Involve HR, legal, and finance right from the start. 📘 Download our Pay Equity Audit e-book for a step-by-step breakdown of every stage in your audit: https://lnkd.in/dWRNTczy  

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Audit transformation is accelerating, and firms are moving from curiosity to real implementation. Join Emily A. Remington, CPA, CGMA, PSA of CPA.com and Will Hill of Will Hill Consults as they unpack the momentum in audit technology, the human side of change and what firms need to build a modern, future-ready audit practice. You’ll also get a first look at this year’s expanded Audit Track at the #DigitalCPA Conference and why it’s the place for firms ready to lead what’s next.

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✅ Enhancing Audit Evidence: Are You Closing the Gap? Audit evidence isn’t just a requirement—it’s the foundation of audit quality. Our article breaks down PCAOB expectations, highlights trends we’re seeing in practice, and offers actionable steps to help firms strengthen their approach. 📖 Dive into the details: https://lnkd.in/gh5xJvnb #JGAadvisor #AuditQuality #PCAOB #AmplifyingQuality #RiskManagement

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First audits are eye-opening, especially for growing businesses. From missing reconciliations to undocumented processes, issues tend to surface when it’s already too late to fix them easily. A Pre-Audit Assessment helps you identify gaps early and walk into your audit confident and prepared. 👉 Start with readiness, not reaction. https://bit.ly/4rkpLLA #EscalonServices #AuditSeason #PreAuditAssessment

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Your audit workbook, your way. LedgerFlow just got smarter. After generating your vouched workbook, you can now edit it directly using AI. Tweak materiality figures, restructure sampling, or completely change the formatting and style. All in plain language, no manual reformatting. Less time fixing outputs. More time on what actually bills.

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Unlock major tax savings in 2025 with the Massachusetts Life Sciences Center (MLSC) Tax Incentive Program. Cherry Bekaert broke down everything you need to know—from eligibility criteria to calculation methods—so your business can maximize benefits and stay ahead in the competitive life sciences landscape. https://okt.to/VmIUBk #TaxStrategy #LifeSciences #MLSC #TaxIncentives #BusinessGrowth

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Tech alone doesn’t drive change. People do. Hear from Robert Lemmon, Inflo’s Chief Audit Partner, on how our Proven Process helps firms go beyond the platform - five steps that accelerate adoption, reduce risk, and build confidence. Ready to go beyond the platform?

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SOX audits don’t have to consume your team -- or your budget. Oxus (YC W26) is the AI-native platform that automates the most time-intensive parts of SOX audits. Today, internal audit teams remain constrained by manual, repetitive tasks: sample-based control testing, walkthrough flowchart documentation, spreadsheet reconciliations, etc. This limits bandwidth for strategic judgment and insight. The alternative is costly outsourcing, with heavy back-and-forth and inconsistent quality. Oxus automatically surfaces high-risk areas, generates process flowcharts, performs control testing, and produces clear, traceable documentation that aligns with auditor standards. With Oxus, internal audit teams go from raw evidence to review-ready results in a matter of minutes. Congrats on the launch Janet L., Christine Watts, and Melinda Liu! https://lnkd.in/emuWrt_K

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Solid insight from one of my colleagues Michael Fullam... if you are a manufacturer or distributor, take a read for tax savings that might help you.

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Internal audit teams are being asked to do more—and prove more—than ever before. As MAR and SOX programs mature, leading organizations are evolving internal audit from a compliance function to a strategic resource that adds value far beyond testing. This article explores how insurers and other companies can rethink their approach, align with regulatory expectations, and get more from their internal audit programs → https://lnkd.in/g8RV8zMG #InternalAudit #MARCompliance #SOX #RiskManagement #InsuranceIndustry #InsuranceInternalAudit

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How is the accounting profession evolving to meet the future? In the Table of Experts: Thought Leadership Accounting Forum by Philadelphia Business Journal, my colleague Jennifer DeMasi, CPA, MST, Partner in EisnerAmper’s Real Estate Services Group, shares insights on progress for women in accounting, the growing importance of AI for students entering the field, and why community service remains a vital part of a fulfilling career. Read the full Q&A: https://okt.to/VnSXh6 #ThoughtLeadership #WomenInAccounting #AccountingFuture

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Oksana Westerbeke and Jared Hannon will be presenting an upcoming AICPA webcast on the challenges and best practices in using the Hybrid Method, as well as roll the forward method for early and late-stage companies. https://bit.ly/419ENJt

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