Practice news March 2013

Practice

Enterprise Worldwide Positions Itself with Porter Hétu International

Enterprise Worldwide, an international association of independent accounting firms, is pleased to announce a new partnership with Porter Hétu International, an association of independent member firms across Canada.
579
Practice

Company Announcements: Week of March 25, 2013

Following is the latest roundup of community news for the week of March 25, 2013.
958
Practice

How to Attract New Partners from Inside and Outside Your Firm

Firms looking to add new partners need to abandon "archaic approaches" to doing so, be it with existing staff or when looking at outside candidates. This is the message from "How to Bring in New Partners," written by Marc Rosenberg of The Rosenberg Associates consulting firm.
1176
Practice

The One Key to a Dignified Retirement? Starting Early

The role of a financial planner and particularly a financial planner in a CPA firm, is to educate our clients that retirement planning is not about market timing. It's not about investment returns. It's all about having a consistent plan and then sticking to that plan.
892
Practice

Strategies for Utilizing Permanent Life Insurance in Qualified Plans

One of the advantages offered by qualified retirement plans is the ability to acquire life insurance on plan participants using existing plan assets and future contributions to pay the premiums. This allows the plan to obtain life insurance coverage on plan participants with tax-deductible dollars.
1587
Practice

Eight Major Risks to Your Clients' Retirement

Everyone wants a safe, stable and certain flow of income to sustain their ideal retirement. But if you were to ask five different relatives and friends what retirement means to them, you would likely receive five different answers.
823
Practice

Are You a Secret Expert?

Do you serve a particular niche especially well? Have you served clients with complex issues that took a great deal of research? Do you have more knowledge than most in a particular area of tax or accounting? If so, congratulations – you're an expert. But are you keeping your hard-earned expert status a secret?
1086
Practice

CPA Firms Need to Find New Ways to Build Revenue in Post-Recession World

The US accounting services industry, including CPA firms, is expected to remain in a slow-growth mode, with annual revenue expected to rise a pedestrian 1.3 percent this year, to $72.9 billion.
6849
Practice

Company Announcements: Week of March 18, 2013

Following is the latest roundup of community news for the week of March 18, 2013.
1347
Practice

Tax Season May Be Opportune Time to Market Tax Preparation Services

With less than a month left to go until the April 15 tax deadline, most tax return preparers are up to their elbows in work. Nevertheless, it might be an opportune time to land some new clients.
1584
Community News

Company Announcements: Week of March 11, 2013

Following is the latest roundup of community news for the week of March 11, 2013.
3342
Practice

What You Need to Know Before Recommending a Financial Advisor

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.
1820
Practice

The Case for Mandatory Partner Retirement

Almost every firm that I work with has a succession issue in the near term. Baby boomers are retiring at an accelerating rate, and firms are coping (or not) with transition issues surrounding those exits.
1465
Practice

AICPA Survey: CPAs More Upbeat on Economic Outlook, but Still Cautious

The first quarter American Institute of CPAs (AICPA) Business and Industry Economic Outlook Survey is out, and it looks like respondents are increasingly optimistic about the US economy and their own businesses' prospects compared to the fourth quarter of 2012.
1503
Practice

Johnstone, Graydon & Thompson to Merge with Scott and Company

The South Carolina CPA firms of Johnstone, Graydon & Thompson CPAs, PA and Scott and Company, LLC have entered into a letter of intent to merge on June 30, 2013.
1146
Practice

Company Announcements: Week of March 4, 2013

Following is the latest roundup of community news for the week of March 4, 2013.
933
Practice

Chicago-Area Firms Pacion Ajder and Lipschultz, Levin & Gray Merge

The Chicago accounting firm of Pacion Ajder PC merged into the Northbrook, Illinois-based practice of Lipschultz, Levin & Gray, LLC (LLG) effective February 1, according to a press release from LLG.
727
Practice

Twelve Metrics Firms Should Track

Dozens of metrics exist for firms to track, number crunch, and strategize around. No two firms will track the same exact metrics in the same way for the same exact reasons. However, focusing on a "defining dozen" can propel firms to the next level.
2077
Practice

Express Scripts Sues Ernst & Young Alleging Theft of Trade Secrets

Express Scripts, one of the nation's largest pharmacy benefits managers, has sued its accounting firm, Ernst & Young, and one of that firm's former partners, alleging theft of its trade secrets and confidential and proprietary business data.
2544
Practice

Teaming with a Financial Advisor

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.
1299

Voice of the Editor

What would you do if one of your clients won the lottery? We asked several accountants to weigh in with their advice for the lucky Powerball winner, and the tips we received are useful for anyone who receives a windfall, whether it's a lottery win, an inheritance, a big bonus on the job, or a killing in the stock market.
Read more
Gail Perry, CPA
Publisher/Editor-in-Chief, AccountingWEB
editor@accountingweb.com
ADVERTISEMENT

This Week on AccountingWEB

CPAs Mira Finé, Scott Hitchcock, Rob Keasal, Kathy Scorcio, and Ken Travis offer ten pieces of financial advice for the newest Powerball winner.
Hang Bower of BDO USA and Dan Black of Ernst & Young share their perspectives on why their firms made the Best Places to Work for Recent Grads 2013 list.
Herbein + Company, Inc. firm members talked with AccountingWEB about their year-round employee wellness program.
Bill Walter of Gross, Mendelsohn & Associates and Harold Gaar of TravisWolff LLP weigh in on mobile technology use while employees are at work.
Loading...
AccountingWEB Live!
This is the groundbreaking virtual conference that gives you the experience of attending a major national conference without having to travel or leave your office. We're gathering national-caliber speakers from the accounting profession to share their knowledge and insights with you. We promise each session will contain valuable takeaways you can implement in your practice immediately.
ADVERTISEMENT
ADVERTISEMENT
ADVERTISEMENT