In this interesting Q&A, Andrew Rose, Naden/Lean LLC’s director of Marketing and Business Development, talks about some specifics to managing a dental niche practice, his firm’s sweet spot, and how social media has changed the game.
Hundreds of organizations worldwide have partnered with the Association of Certified Fraud Examiners (ACFE) to participate in International Fraud Awareness Week, November 11-17 to promote antifraud awareness and education.
The accountant is no longer merely a number cruncher. The opportunity, if you choose to accept it, is to be a collaborator with your clients, a partner in planning, a guiding light, a seer, if you will, who reads the future in the numbers.
Avalara, a provider of sales tax automation services in the Cloud, announced that Ron Eagle, former president of the ITA, will serve as strategic advisor within Avalara's Accounting and Advisory Services Program.
I talk a lot about writing things - e-mails, firm brochures, websites, and the like. I talk about how they don't have to cost a lot and they often aren't difficult. But the fact is, sometimes writing is difficult.
According to results of a new survey released by Sageworks, a financial information company, the national debt is weighing on business owners as they consider adding workers and making other investments.
A chance meeting with two firm partners on a golf course at an Enterprise Worldwide conference in 2008 has led to the merger of HSMC Companies of Lee's Summit, Missouri, with Orizon CPAs of Omaha, Nebraska.
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.
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.