Ask your clients this one simple question and open the clients to a new perspective. In general, clients only see us providing the service that they currently receive. They know they want something more, but they don't know whether we provide it.
Regional CPA firm Warren Averett, LLC, continues to carry out its strategic growth plans in the Southeast with the recent merger of Atlanta-based Gifford, Hillegass & Ingwersen (GH&I) and Tampa-based Pender Newkirk & Company.
How is your firm different? Since the "what" of your firm has already been defined, it may be a good idea to take a close look at the "how" of your firm as a way to set yourself apart from the competition.
KPS & Company, LLC of West Hartford, Connecticut, jump-started 2013 by announcing a merger with the accounting and tax practice of Alan M. Gould & Co. of West Palm Beach, Florida, KPS’s first venture outside its home state of Connecticut.
PMB Helin Donovan LLP (PMB) is on an aggressive growth track, most recently merging with a San Francisco Bay Area CPA firm, BBR LLP. This is PMB's third significant merger in the past two years and is its largest.
Plante Moran's merger with a Chicago CPA firm last year moved it up a notch to eleventh place in a ranking of the nation's largest public accounting firms based on revenue and significantly expanded its Chicago presence.
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.