If you're being paid the same rate as five years ago and client demands have increased, it can lead to unprofitable client relationships and resentment. It may be time for your accounting firm to raise prices.
This summer, Tufts Associated Health Plans Inc. agreed to pay more than $370,000 to settle allegations that it violated federal contract compliance regulations by retaliating against victims of discrimination.
The nation's most progressive and largest accounting firms generate more leads through content-based offers, networking, and referrals, yet they aren't using technology to their advantage to find and resource leads.
In a perfect world, our clients would choose one advisor to manage all their financial matters. But it’s a fact of life that many clients spread their money around and work with multiple advisors. According to Aite Group, only one of every three clients turns over all of their assets to a single wealth manager.
There’s an irrational fear of investing that has been building momentum across our country since 2008. A recent study from Nationwide¹ found consumers fear investing even more than death, with other fears such as healthcare coverage, unemployment and the lack of economic stability following in close pursuit.
Every business in the world runs into the same problem: limited resources. The choices businesses make in applying those resources are paramount to determining the level of success you can reach in your business.
The holiday season offers numerous opportunities to enjoy the family and bring them closer together. These special times may also be good for engaging family members in meaningful discussions about the family business.
Now is the perfect time to proactively build and manage your reputation on a local level. With tax season on the horizon, you should take steps over the next six to eight weeks to positively influence your reputation.
Following is the latest roundup of community news for the week of November 4, 2013.
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.