Personal financial planning is the process of preparing for the inevitable tragedies of life that will affect each of us both financially and emotionally. It is a philosophy for intentional living, a framework for creating happiness, and offers joy in the face of life’s natural tendencies toward chaos and entropy.
Adding business advisory services is essential to growing your firm, but you shouldn't offer these services to all your existing clients. Determine which clients you should "wow" and how to become their trusted business advisor.
As part of Crowe Horwath LLP's continued national expansion efforts, the firm is welcoming the talent of Sacramento-based NewPoint Group, a consulting firm serving state and local government clients in California.
REDW LLC announced September 30, 2012, that it will join forces with two prominent Phoenix-based certified public accounting firms - Abalos & Associates, PLLC, and Miller, Allen & Co., P.C.
High Impact Excel: Pivot Table Edition
Following up on the success of his popular High Impact Excel session, this time around David H. Ringstrom, CPA turns his attention to pivot tables. In one hour you'll learn how to whip unwieldy data into shape, and then quickly build meaningful reports by dragging and dropping with your mouse. David will also discuss techniques for improving pivot table data integrity. Detailed handouts with numbered steps will be provided for a variety of Excel versions.