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.
I've found that marketing is a lot like running. It's better to do a little of it consistently than do too much all at once. If you're out of shape, trying to run ten miles in a day won't solve your problem. It'll just make you sore less likely to get out there tomorrow.
Major gains in innovation within companies have been realized in 2013, as 94 percent of business leaders cited how innovation ties to sustainability and growth as a top organizational priority, up from 79 percent last year.
Every firm is working through the succession maze and dealing with the exit of key partners in the firm. It's the Baby Boomer bubble up close and personal, which I have written about and which every firm that I work with is dealing with.