Most CPAs and wealth management providers would love to find a way to grow their businesses in a sustainable manner. One solution we don’t often think about is right in front of our noses – especially now, as cold and flu season has arrived.
Ever wonder what separates the most successful CPAs and financial advisors from the pack? Many industry-leading firms attribute their success to their ability to get the most out of year-end planning meetings and tax-season meetings with their clients.
Personal financial planning is nothing less than taking total personal responsibility for one’s life and to make and honor important promises to the people one loves. 1st Global Chairman and CEO Tony Batman shares how, during an epic battle against Stage 3 cancer, having a complete financial plan in place helped save his life.
It's easy to see the power of emotion in purchases like cars and jewelry. But in the tax and accounting world, purchasing decisions are made based on hard numbers and data, not emotion. Right? Not necessarily.
In this interesting Q&A, Andrew Rose, Naden/Lean LLC’s director of Marketing and Business Development, talks about some specifics to managing a dental niche practice, his firm’s sweet spot, and how social media has changed the game.
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.