Author Archive : Edelstein

February 2021 at Edelstein

March has started and we wanted to continue sharing our monthly recaps. Watch the video below to see our highlights.   Watch our January 2021 at Edelstein video, here.

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Posted In: Events

Accounting & Audit Alert- Analytical procedures can help make your audit more efficient

The use of audit analytics can help during the planning and review stages of the audit. But analytics can have an even bigger impact when these procedures are used to supplement substantive testing during fieldwork.

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Posted In: Alerts & Advisories

Accounting & Audit Alert- Reporting restricted cash

Your company’s financial statements should be transparent about any restrictions on cash. Are your reporting practices in compliance with the current accounting guidance? The basics Restricted cash is a separate category of “cash and cash

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Posted In: Alerts & Advisories

Open Position Highlight: Chief Operating Officer

Edelstein is currently looking for a Chief Operating Officer to join our team. The role is an executive level position responsible for planning, directing, and overseeing the firm’s operational policies, rules, initiatives, and goals. Learn

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Posted In: News

Tax Alert- Did you make donations in 2020? There’s still time to get substantiation

If you’re like many Americans, letters from your favorite charities may be appearing in your mailbox acknowledging your 2020 donations. But what happens if you haven’t received such a letter — can you still claim

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Posted In: Alerts & Advisories

Edelstein Announces Promotions

On Thursday, February 11, 2021, Edelstein announced the promotions of Jovitt Kiure to Audit Senior Associate and Stephen McAuley to Tax Manager. Here is what Managing Partner, Scott Kaplowitch said when he announced the promotions,

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Posted In: News

2021 Largest Accounting Firms Announced

We are, once again, proud to announce that we have been named as a top firm in Massachusetts by the Boston Business Journal.  Published on February 12th, 2021, we are ranked as the 15th largest

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Posted In: Awards

Tax Alert- 2021 individual taxes: Answers to your questions about limits

Many people are more concerned about their 2020 tax bills right now than they are about their 2021 tax situations. That’s understandable because your 2020 individual tax return is due to be filed in less

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Posted In: Alerts & Advisories

Accounting & Audit Alert- Financial keys to securing a commercial loan

Does your business need a loan? Before contacting your bank, it’s important to gather all relevant financial information to prove your business is creditworthy. By anticipating information requests, you can expedite the application process and

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Posted In: Alerts & Advisories

Edelstein’s Client Accounting Solutions (CAS)

If your business needs support keeping the books up-to-date and you’re looking for the information you need to make sound business decisions, our Client Accounting Solutions (CAS) may be the right fit. Here is what

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Posted In: Videos