Guest articles

Wealth management

CPA + Wealth Management Services = Best of Both Worlds

Champion partners of CPA firms from across the country reveal what they feel are the benefits to offering wealth management services to their clients as well as partnering with a leading growth consultant for CPA firms to do it.
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.
Technology

Excel Tip: Table Feature Enables Effective Analysis

Excel 2007 and 2010 users often overlook the useful Table feature, which can streamline data analysis. The feature is a major overhaul of the List feature that has been on the Data menu of earlier Excel versions. This article will introduce you to the Table feature and show you how it can help you work faster.
Practice

How to Ask for a Raise

One of the most challenging areas of work life that most professionals face is asking for a raise. It just feels uncomfortable to most people on so many different levels. They are concerned that bringing up the topic puts a target on their back, and the whole conversation might lead to a dismissal.
Technology

On the Horizon: A New Version of Microsoft Office

Microsoft announced that the next version of its flagship productivity suite has entered the "technical preview" phase of its development cycle. This program allows Microsoft customers to test and provide feedback on what's currently known as Office 15.
AccountingWEB Life

Get More Done by Doing Less

There's no denying that technology enhances workflow and improves efficiencies. But for some professionals, too much of a good thing is becoming a burdensome distraction. Most of us are just trying to do too much and not getting enough done.
Tax

Teaching How to Cheat

Concerns about cheating in school are nothing new, but they usually don't include teachers. The widespread scandals of teachers cheating on standardized tests provide the wrong ethical guidance to those who will later staff and lead business organizations.
AccountingWEB Life

How CPAs Juggle Distractions to Focus on Work

An endless flow of e-mails, chatty coworkers, unexpected clients knocking on your door, and phones that never stop ringing – sound all too familiar? If so, you're not alone. The real question is – how do you stay focused amid the chaos?
Wealth management

What Client Services Do Wealth Management Firms Provide?

Most CPA firms start their financial advisory services with a basic model of access to financial and investment products and over time add specialization, complexity and integration to arrive at a wealth management model.
A&A

Enhancing Your Clients' Experiences

What does the Ritz-Carlton do, that other hotels don't, that makes your stay with them such a memorable experience? The hotel chain has instilled a culture of treating guests like royalty.
AccountingWEB Life

Five Techniques for Corralling Your E-mail Inbox

Like it or not, your e-mail inbox is likely the place where you spend the majority of your time at work. That means it's time to take some practical steps to improve your handling of e-mail; i.e., spend less time in your inbox and more time on productive, value-added activities.
Technology

Three Irreverent Time Management Strategies for the Digital Era

Getting through your to-do list faster isn't what time management is about – at least not anymore. After all, this is the digital era! Rather than managing our existing time as if it was finite, we need to find ways to multiply it and make our lives better.
Practice

What the Boeing-NLRB Case Means for You

Boeing has hit a snag in its attempt to expand production of its Dreamliner airplane to a new facility in South Carolina. But it's not the economy that's hampering the opening of the new assembly line, it's the National Labor Relations Board (NLRB).
Wealth management

Opportunities to Serve

Many new CPA wealth management advisors, accustomed to tax deadlines driving business, view marketing on par with snake oil hucksters and plaid-coated used auto dealers. But what separates truly communicating your value from a “sales pitch” is this: the truth of your statement, the strength of your conviction and the intention behind each to benefit others.
Wealth management

Wealth Management: What’s in it for You and Why is it Important to Your Firm?

True wealth management firms help their clients with three macro issues: wealth accumulation, wealth protection and distribution and wealth transfer. The spotlight on wealth management is a result of increasing demand from clients, especially baby boomers, for customized personal services.
Practice Development

How Web Sites Can Be Used to Recruit Clients

Your Web site should be a profit center for your accounting practice and generate a steady flow of qualified leads. If it is not, then something is wrong....
Wealth management

Creating an Advisory Council Composed of Your Best Clients

Think about the last time someone asked you for your opinion or your input because they value your insight and perspective? Weren’t you somewhat flattered that they reached out to you for advice?
Technology

Is Your Future Cloudy? Cloud Computing and Accountants

By definition, cloud computing is Web-based computing, whereby shared resources, both software and information are provided to computers and other devices on-demand through an Internet connection.
Wealth management

The Optimal Path for Accounting Firms Pursuing Wealth Management Services through Strategic Partnership: A CPA’s Perspective

Robin Matthews, CPA, director of financial advisors at Jones & Roth, CPAs and Business Consultants in Oregon, discusses how Jones & Roth integrated education and marketing tools to leverage their skills to efficiently provide wealth management services to their clients.
Wealth management

Today vs. Ideal Future: Closing the Gap

Annual business planning typically involves looking at your business and comparing where you are to where you want to be. The strength of your vision for where you want to be is also known as your goal. Your goal is restrained only by the courage and reach of your imagination. The gap between today and goal is the subject of this article.

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