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.
ParenteBeard LLC, a top twenty-five, US accounting firm, and Presscott Associates, Ltd., a prominent health care management consulting firm, announced they have combined practices as of December 31, 2012.
Sobel & Co., a CPA firm in the New Jersey/New York marketplace, and Tinari Economics Group (TEG), with offices in New Jersey and New York, announced TEG has joined Sobel & Co. as a wholly owned subsidiary.
The process for marketing an accounting firm includes establishing a niche – industry expertise that differentiates you from other accountants – and marketing your niche in a variety of ways, including a having a specific website for each niche.
CliftonLarsonAllen (CLA), a certified public accounting and consulting firm, has announced that Jenkins & Vojtisek SC, a certified public accounting firm based in Racine, Wisconsin, has combined with CLA effective January 1.
Phoenix-based CPA firm Taylor, Duffy & Associates, PC and BeachFleischman PC have merged. Effective January 1, 2013, the combined firms will practice as BeachFleischman PC, and Taylor Duffy’s employees will join the firm’s Phoenix practice.
During a presentation at AccountingWEB Live!, Mark Lloydbottom of Practice Management Consulting said that the way to start offering your clients gold medal-level service is by asking meaningful questions and making a difference in their lives.
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.
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.