Jessica Ross

Following auditor guidance can help companies refine Sarbanes-Oxley Act (SOX) Section 404 programs to navigate risks, streamline operations, and more. Attend our webcast on May 2nd to learn more.

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Listen to BPM's Jessica Hekmatjah on the latest episode of the "MOVE Like This!" #podcast to learn about BPM's commitment to attracting and retaining more women and underrepresented groups. #DEIB #WomenLeadership

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Here’s some key ideas for #AccountingFirms trying to navigate economic headwinds and changing consumer tastes 🌟 As small #firmowners in the accounting space, we're all feeling the pinch of the current economic climate. Here are areas we are focusing on to create new opportunities and drive growth... check out Consumer Trends 2024.(https://lnkd.in/ejBdTAvP) 1. Emphasize Value-Added Services 🎯 Differentiate by offering services that provide clear, tangible benefits. Think personalized and quick sprint #FPA projects, #cashflow #planning, navigating #tax strategies, and people advisory services… tailor it to growing industries like healthcare or technology​. Providing value is key especially as consumer spending and tasting are shifting… companies are still people. 2. Invest in Technology and Automation 🤖 Automating routine tasks with workflow automation, add some AI (but I agree with Jason Staats, CPA recent "Jason Daily-253", see min 20 >> https://lnkd.in/eG4W7Rqs), and better cybersecurity measures can improve efficiency and allow your team to focus on higher-value activities​​. Embrace tech to streamline operations and deliver exceptional service. Plug alert >> STRMS @ STRMS.io << 3. Sustainability and Ethical Practices 🌿 Align with the growing trend of sustainability and ethical practices. Hard to adopt green office practices (we’re all remote!), but offer consulting on sustainable financial practices and support local community initiatives. A firm we acquired last year always wanted to do reporting on this, we’re going to try it this summer!! (hint hint Ryan Clifford) 4. SMB Education and Engagement 🧠 Educate your customers on the changing economic landscape through webinars, video shorts, and one-on-one consultations. Providing insights into new tax laws, cash planning tips, and market trends adds significant value​ and free​. Plus you’re seen as a trusted partner. While you're at, we just finally started tracking in our EOS Worldwide Scorecard customer level NPS data (1-10) as our CS team is now calling 20 customers per week. 5. Expand Service Offerings🌐 Diversify services by adding… tailoring these to meet the needs of #SMBs can position you as a total solutions provider​​. The more we offer, the more we help businesses thrive. Just don't get over your skies. 6. Enhance Digital Presence and SEO 📱 Strengthen digital marketing efforts to attract new customers or evangelizers. Social, content, and SEO increases visibility and reaches a broader audience. Share success stories, and customer testimonials, and be vulnerable (you don’t have put the laundry out like I do!) to build your brand’s credibility​ A strong online presence is essential. (Thanks to Alison Pittman & Sofia Gertrudes (my 👼 ). Together, we can turn challenges into opportunities. 🚀✨ GrowthLab Finance-as-a-Service

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Cherry Bekaert is dedicated to fostering an inclusive culture that values the diverse qualities each team member contributes. Our commitment to allyship and building a diverse organization is demonstrated through our ongoing firm-wide Employee Resource Groups (ERGs): • ADAPT (Abled & Disabled, Allies Partnering Together): supports all people who have a physical and/or mental disability and allies. • MOSAIC: supports all people of color from various racial and ethnic backgrounds and allies. • Pride Alliance: supports all people who identify as LGBTQ+ and allies. • Working Parents and Caregivers: supports all people who are parenting or caring for loved ones and allies. • Women of Cherry Bekaert: supports all women at the Firm and allies. Together, with our ERGS, Green Table Talks, and continuous efforts to highlight cultural observances, we're fostering a culture of inclusion and belonging. Discover how we're making a difference for our people, clients and communities through our firm-wide initiatives: https://okt.to/sKnkJW #DiversityMonth #DEI #BridgingDifferences #CelebratingDiversity

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Cherry Bekaert is dedicated to fostering an inclusive culture that values the diverse qualities each team member contributes. Our commitment to allyship and building a diverse organization is demonstrated through our ongoing firm-wide Employee Resource Groups (ERGs): • ADAPT (Abled & Disabled, Allies Partnering Together): supports all people who have a physical and/or mental disability and allies. • MOSAIC: supports all people of color from various racial and ethnic backgrounds and allies. • Pride Alliance: supports all people who identify as LGBTQ+ and allies. • Working Parents and Caregivers: supports all people who are parenting or caring for loved ones and allies. • Women of Cherry Bekaert: supports all women at the Firm and allies. Together, with our ERGS, Green Table Talks, and continuous efforts to highlight cultural observances, we're fostering a culture of inclusion and belonging. Discover how we're making a difference for our people, clients and communities through our firm-wide initiatives: https://okt.to/0XPqRp #DiversityMonth #DEI #BridgingDifferences #CelebratingDiversity

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What is Design Thinking? Could it help your organization? Find out how Protiviti uses it to help clients build net new applications and modernize legacy systems.

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Deloitte is a leader in the Gartner® Magic Quadrant™ Explore the full report to see why Deloitte is a leader in the Gartner® Magic Quadrant™ for Finance and Accounting Business Process Outsourcing 2024.

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Cherry Bekaert is dedicated to fostering an inclusive culture that values the diverse qualities each team member contributes. Our commitment to allyship and building a diverse organization is demonstrated through our ongoing firm-wide Employee Resource Groups (ERGs): • ADAPT (Abled & Disabled, Allies Partnering Together): supports all people who have a physical and/or mental disability and allies. • MOSAIC: supports all people of color from various racial and ethnic backgrounds and allies. • Pride Alliance: supports all people who identify as LGBTQ+ and allies. • Working Parents and Caregivers: supports all people who are parenting or caring for loved ones and allies. • Women of Cherry Bekaert: supports all women at the Firm and allies. Together, with our ERGS, Green Table Talks, and continuous efforts to highlight cultural observances, we're fostering a culture of inclusion and belonging. Discover how we're making a difference for our people, clients and communities through our firm-wide initiatives: https://okt.to/rAuKRF #DiversityMonth #DEI #BridgingDifferences #CelebratingDiversity

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A look at trends the financial institutions are facing in 2024. Among them - the PCAOB proposal - which has sparked a significant debate within the auditing and legal community.

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Uncover the intricacies of net asset classifications crucial for nonprofit organizations. Our latest blog post provides key insights into financial transparency and compliance. Don't miss this must-read guide! #ReadMore #ReaCPA

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Almost half of all business leaders say their tax departments are under-sourced. 😧 That deficiency not only increases the risk of financial and tax reporting noncompliance, it also prevents organizations from establishing and refining a tax approach that helps drive long-term success. That's why more and more businesses are turning to tax managed services (TMS) as an alternative to performing tax functions in-house – and getting winning results. 🏆 So what's the scoop on TMS? In our latest article, we provide everything you need to know and answer these questions: ➡️ How does TMS work? ➡️ What’s the difference between TMS and outsourcing? ➡️ When does TMS make sense versus outsourcing? ➡️ What does TMS include? ➡️ Which CFO challenges does TMS solve? ➡️ Why do business leaders choose TMS? Our guide answers those questions and more: https://lnkd.in/gJefwtkQ #Taxes #Outsourcing #Compliance #CFO

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Grant Thornton's layoff of 350 U.S. employees amid a private-equity sale raises important questions. While the PE model works well in many industries, its impact on professional services is debatable. Can PE ownership maintain service quality and preserve company culture in the long run? What are your thoughts on PE's role in professional services? #ProfessionalServices #PrivateEquity #GrantThornton #CorporateCulture #QualityService

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As TMT companies navigate challenges and work to build resilience against disruptions, they are calling on their finance leaders to be change agents across a wide range of business areas. Explore TMT finance trends now!

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I loved catching up with Neil C. Hughes about AI and how it has impacted and will continue to shape finance professionals. Using the right tools is imperative to enable teams to be better business partners and improve business insight and performance. Work smarter, not harder and take finance further! #takefinancefurther

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I am thrilled to share that Committee of Sponsoring Organizations of the Treadway Comission, NACD (National Association of Corporate Directors) and PwC US will be working together to develop a Corporate Governance Framework (CGF) for US organizations. This partnership demonstrates the commitment of these organizations to enhance corporate governance practices and support organizations in their pursuit of sustained outcomes for stakeholders. #PwCProud #CorporateGovernance #BoardGovernance https://lnkd.in/dpJmMgR6

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Broadcasting live from Las Vegas, join AmplifiHER host Jeannine K. Brown, AICPA & CIMA Women’s Initiatives Executive Committee Chair and CEO of Everyday Lead, along with special guest Susan S. Coffey, CPA, CGMA, CEO of Public Accounting at AICPA & CIMA, in the ENGAGE Live Studio for an insightful fireside chat on Sue’s journey and her advice for women in the profession. Please feel free to contact me for more information or if you have any questions. lou.pagnotto@aicpa-cima.com #accounting #AI #agile #audit #automation #automationsolution #building #business #careers #CGMA #cpa #CPE #CPECredits #cpecredit #CPEPrograms #controller #culture #culturematters #dataanalytics #development #digital #ethics #finance #financeandaccounting #financedirector #financeeducation #financeleaders #financeleadership #financemanager #future #futureready #growth #help #hiring #hr #hrcommunity #hrleaders #hrleadership #hrevents #hrlearning #investing #innovation #jobs #leadership #leadershipdevelopment #learning #learninganalytics #learningdevelopment #learningneverstops #learningplatform #learningstrategy #learningtechnologies #management #media #opportunities #pipeline #personaldevelopment #professionalwomen #sustainability #tax #talent #training #network #career #mindset #taxation #taxes #taxconsultant #taxadvisory #taxlaw #taxadvisor #taxlaw #taxattorney #taxdeductions #taxefficiency #taxfiling #taxcompliance #taxexperts #taxadvice #taxfacts #technology #team #talent #training #transformation #transformationdigital #work #recruiting #share #talent #training #network #career #mindset #accountingandmindset 

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