News & Events
BAI hosted its 2014 Firm Tour on Tuesday October 7th. The firm opened its doors to 17 Cal State Northridge Accounting students who were eager to learn of the day-to-day activity within a local public accounting firm. The tour began with a personal and industry background presentation by Kevin Breard followed by a company history presentation by Vince Alvarez. The students then gathered in the staff...
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BAI would like to congratulate Francisco Vasquez on passing the 4 parts of the CPA Exam. Less than a year removed from beginning his employment at BAI, Francisco was able to overcome the unforgiving 45-50% pass rate and pass the exams at an exceptional rate. Francisco must now complete the ethics exam administered by CalCPA and gain sufficient college credit to earn his CPA license. In the future,...
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Vince Alvarez (senior auditor) and Amy Hagiu (junior auditor) recently added the Certified Fraud Examiner (CFE) certification to their list of qualifications! With their successful completion of the Association of Certified Fraud Examiners (ACFE) course and exam held at the AMA Executive Conference Center in Times Square, both Vince and Amy have earned the standard of professional excellence in the anti-fraud...
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Notary services are now available to our New York clients with the recent notary certification of Amy Hagiu. In our continuing effort to make our engagements more efficient, the notary service that is required for the audit facing pages will be available during fieldwork. Please contact our office prior to your fieldwork date if you wish to receive this added service.
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BAI will be opening its doors to the accounting students at Cal State Northridge this fall as part of our continuing effort to give back to the firm’s alma mater. This will be the second firm tour that the firm has hosted but the first at its new location. BAI looks forward to providing insight into the accounting profession and to educating students on the potential career options surrounding the securities...
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The best time of the year is upon us! The start of NFL Football is this week and BAI is ready to kick it off! BAI’s annual tradition to watch the first game of the season will continue this week as the Green Bay Packers take on the defending champion Seattle Seahawks. The staff will enjoy the happy hour at a nearby restaurant for the game.
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Kevin Breard and Vince Alvarez are set to speak during the "Broker Dealer Auditing: Mastering New SEC and PCAOB Rules and Standards" webinar presented by Strafford Webinars on August 19th from 1:00pm - 2:50pm EDT. Kevin and Vince will be discussing the new regulatory environment alongside an experienced panel of accounting professionals. The webinar will offer perspective and guidance on: New...
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This year, the SEC is requiring every Broker/Dealer to file form Statement Regarding Independent Public Accountant under Rule 17a-5(f)(2).Continuing BAI clients can expect a copy of this form in their engagement package. Please email Lori Brown at lgbrown@baicpa.com if you need an additional copy. Prospective clients are welcomed to call us at (800) 848-0008 with any questions regarding the new requirement.
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Ali Nejad (senior auditor) attended the 2014 NAAATS in Las Vegas from July 10th - 11th. BAI has continuously attended the annual symposium for comprehensive updates in audits and financial statement preparation. The topics covered this year included: The Affordable Care ActThe Peer Review ProcessUnderstanding Internal Controls for Small BusinessesAccounting Standards Board UpdatesFinancial Accounting...
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BAI hosted its 2014 Annual Management Retreat from May 20th-23rd in the same city in which it hosted its 1st retreat, Las Vegas! The firm held its meetings in the conference rooms of the Excalibur Hotel and Jockey Club and covered several topics. The topics included: Customer Service & Personal RelationshipsThe Plateau EffectSWOT AnalysisRed Flags in Financial StatementsHow to Play Pai Gow &...
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