Is your firm at risk of losing clients or missing opportunities for additional wallet share from existing clients? A large gap may exist between what partners believe their clients think versus what clients actually think.
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.
Each household in America carries roughly $114,000 in debt ($13 trillion divided by the total number of households counted in the 2010 Census). Whether you cater to the affluent or have a lower-income client base, debt is a reality for nearly all of your clients.
We're headed toward a massive transition at firms across the country as current leaders get closer to retirement. Some firms have successfully transitioned, others are preparing, and there are those that don't have any plans in place.
Robert H. Kind, CPA, and managing partner of Teal, Becker & Chiaramonte CPAs, P.C. (TBC), announced that Albany-based accounting firm Dembo, Freedman & Shutt, CPAs, P.C. joined TBC effective October 1.
Changing your pricing model is no simple task, but it is something beneficial for your clients and your firm. There are a number of investments of time and money that need to be factored into the overall pricing calculations for your firm.
Despite financial pressures, stresses, and sleeplessness, the majority of entrepreneurs still have faith in their futures and maintain the determination to succeed, according to results of the "2012 Hiscox DNA of an Entrepreneur Study."
At the upcoming Massachusetts Society of CPAs partner retreat, managing partners and firm leaders in attendance will learn how to gain an advantage over their competitors, attract new clients, and increase their profits.
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.