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.
By helping clients leverage life insurance capabilities, financial advisors, CPAs and other wealth management professionals can significantly magnify the impact of their charity.
Don't overlook what might be your strongest competitors - the ones that aren't accounting firms at all. It all depends on your definition of what constitutes a competitor.
Many of us marketers go off our "gut," which can get us in trouble as many times as it can aid us. Google Trends allows us to test our gut with TONS of data that is free and readily available.
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.
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Voice of the Editor
What would you do if one of your clients won the lottery? We asked several accountants to weigh in with their advice for the lucky Powerball winner, and the tips we received are useful for anyone who receives a windfall, whether it's a lottery win, an inheritance, a big bonus on the job, or a killing in the stock market.
Bill Walter of Gross, Mendelsohn & Associates and Harold Gaar of TravisWolff LLP weigh in on mobile technology use while employees are at work.
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