We at Patterson & Company CPAs, PLLC, understand that continuous improvement is necessary but difficult. Trying to increase the standards of a business on your own adds to that difficulty, especially when you’re constantly setting goals for yourself. To help us improve as Certified Public Accountants, we conduct internal and external peer reviews to get closer to the goals we set for ourselves. There are always ways to improve, and our peer reviews give us the tools necessary to do so.
Our internal peer reviews are conducted on a periodic basis. In doing these, we ensure that all professional standards are met. We scrutinize our technical skills, looking to eliminate any possible flaws and boost our strengths. Being a leading accounting firm requires a routine sharpening of skills, and our internal reviews shine a light on the ways to improve these skills. In addition to that, we also evaluate our client rapport. Client care is of utmost importance to us, and internal peer reviews are invaluable to finding new opportunities to better serve our clients’ needs.
Our external peer engagement reviews are conducted every three years. The focus of our external reviews is ensuring that we are maintaining industry standards of technical competence and ethical practice. We are proud to say that we have been able to set the bar so high within our company that these standards have been consistently exceeded throughout the years. Our most recent Peer Engagement review provides evidence that our financial report quality is well above industry standards. In addition, we have also received the highest possible rating as established by standards of the American Institute of Certified Public Accountants (AICPA). We are proud of these achievements, and we are glad to not only keeping the bar set high but to keep pushing for improvement in all areas. We look forward to leading ourselves into betterment year after year, delivering the best possible service and experience to our clients along the way.
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June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: