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Chelsie is a leader in Withum’s San Ramon, CA, office, where she specializes in audits of employee benefit plans, labor organizations and multiemployer benefit plans. She was recognized for her dedication to clients, technical proficiency and ability to help organizations address audit and compliance requirements. Chelsie is deeply committed to fostering the next generation of…
As another employee benefit plan audit season gets underway, plan sponsors have a valuable opportunity to get ahead of the issues that most frequently surface during a retirement plan audit. A little preparation now can prevent findings, corrections, and uncomfortable conversations later. Below are three areas that consistently draw scrutiny and where a proactive review…
Outsourced Accounting FAQ Whether you’re evaluating outsourced accounting services for the first time or looking to optimize an existing finance function, questions often arise around onboarding, software compatibility, security and ongoing support. This outsourced accounting FAQ addresses common considerations organizations have when working with an outsourced accounting team, including ERP support, system implementations and how solutions can integrate with…
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