In the face of rising competition, a stagnant economy and increasing demands from clients, successful CPA firms of the future will have to leverage their value and expertise to position themselves as the premier strategic partner for financial solutions.
Plan sponsors typically rely on financial advisors or retirement plan consultants to benchmark their plans and evaluate plan providers. So it is vital for advisors who serve the retirement plan marketplace to have an in-depth understanding of what must be reviewed.
Many accounting firm owners are considering new opportunities and ways to reinvent their firms before handing them over to their successors. Gary Boomer offered his insights at the recent Boomer Summit.
Providing your business clients with industry-specific financial benchmarking will improve their business's performance. To provide real value, you need industry data that's accurate, up to date, and relevant to your client's size and location.
How do you ensure your prospects and clients love their relationship with your firm every step of the way? Jennifer Katrulya shares her insight on ways you can create a "five-star experience" for your clients, each and every day.
In 2011, the EEOC received a record-setting number of charges from those claiming employment discrimination: 99,947 in fiscal year 2011, compared to 99,922 in 2010, and an increase from 82,792 in 2008.
Press releases can be a powerful brand-building tool and cost you nothing but time. Of course, this does not change one inescapable fact: someone has to write them. Unless you have marketing staff, that someone is probably you.
Are you having trouble hiring enough staff to do all your tax returns? Consider outsourcing some of the overflow to India.
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.