Being able to offer sound financial planning advice for clients will require an accountant to gain certification, designation as a financial advisor, or to partner with someone who can be entrusted to serve clients well in this area.
Recommending a financial advisor to a client is one of the most important recommendations you can make. Customers will trust your recommendation; therefore, there is a potential your future with that customer could be impacted.
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.
In what may represent an early example of a growing industry opportunity for accountants, Medical Marijuana Inc. said it has hired the accounting firm of Anthony W. Imbimbo CPA & Associates to be its auditor.
Too many firm leaders experience "Groundhog Day" when it comes to reliving old challenges that prevent their company from moving to the next level of success. That message kicked off a session entitled "Common Traits of Highly Successful Firms" at the Winning Is Everything conference.
Branding your firm means putting your firm’s reputation, people, expertise, and knowledge in front of clients and prospects. It means building new relationships, strengthening old ones, and working to keep your firm in people's minds.
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.