Articles by Liz Gold

Education & Careers

Wealth Management Firm Meets Needs of LGBT Clients

Christopher Street Financial, a New York-based wealth management firm, was founded in 1981 when Bob Casaletto, a gay man who worked at Merrill Lynch, realized that the financial needs of people in his community weren't being met.
Practice

Drilling Down on the Dental Niche

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.
Practice

Budgeting 2013: Bring on the Strategy and Structure

As marketing director at Rea & Associates, Katie Tolin will be meeting with partners at each of the firm's eleven offices across Ohio to talk about how their marketing dollars are being spent.
Practice

The Payroll Pull

Managing a payroll company isn't for the faint of heart. No matter what's happening at any given moment, people expect to get paid - even after a being struck by a natural disaster.
Education & Careers

Looking Back on NYSSCPA Young CPA Conference

Drew Donovan, CPA, had his first experience as a participant at a Young CPA Conference. Sponsored by the NYSSCPA Foundation for Accounting Education, the event welcomed about eighty-five people to the conference.
Practice

Happy Employees Make Happy Clients

Melissa Brogan is hesitant to call the benefits offered at Barnes Dennig "perks." For her, it's a reflection of her firm's culture. Barnes Dennig has an employee- and client-centric culture and boasts a staff retention average of 94 percent.
Practice

Succession Planning: Preparing for Success

Jeffery Mowery describes his firm, Mowery & Schoenfeld LLC, as an attractive and viable exit strategy for smaller firms who don't have a succession plan in place.
Practice

Getting Social at SXSW

Though it's been over two months since South by Southwest (SXSW) was held, it's an event that keeps on giving. SXSW Interactive, one aspect of the event, is focused on emerging technology. For accounting firms, SXSW Interactive is a way to stay ahead of the curve.
AccountingWEB Life

Helping Clients Protect What They Have

Robert Keebler CPA, MST, AEP, works with clients with a net worth of $5 million to more than $100 million. Many have complex financial situations, and all want to protect what they have. While his firm doesn't offer any asset protection products, they do help guide clients along in the process of getting protected.

Already a member? log in here.