A workplace reporting relationship that used to be fairly rare is older workers reporting to younger managers. This is a growing phenomenon and will become more prevalent, at least until boomers stop working.
This is part one of four of a "Marketing Your Practice" series.
Websites, which initially served as "glorified business brochures," are no longer acceptable as such. Today, visitors and clients expect much more.
Two Georgia firms - Tomasello, Plageman & Associates, LLC and Robinson, Whaley, Hammonds & Allison, P.C. - have merged to become Whaley Hammonds Tomasello, P.C., with a staff of thirty-two professionals.
The 2012 Household Financial Planning Survey shows that those who have prepared a personal financial plan feel more confident and report more success managing their money, savings, and investments than those who haven’t.
An elevator speech is a description of your business that you can rattle off in thirty seconds or less. It should capture attention quickly, be memorable, and leave your audience open to asking for more information.
While small business owners typically use defined-contribution plans with an elective deferral feature to provide retirement benefits to employees, defined-benefit plans may be ideal for small-business owners over 50 who are interested in saving a substantial amount of money for retirement in a short time period.
Now more than ever, clients approaching the retirement red-zone want to consolidate their financial services with a single trusted advisor. They want a firm that has the ability to craft solutions for a wide spectrum of financial planning and tax issues.
The sooner we recognize that our interruption-based society is here to stay, the sooner we can embrace and securely put into place measures that ensure we can be at our best for today and for the long run.
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.