Content by gailperry

on 08/13/12
Sage North America kicked off its 2012 partner/customer conference event, the Sage Summit Conference, this week in Nashville, Tennessee, with the announcement of the recipients of...
on 07/30/12
By Jack LaRueAre you getting undercut by bargain-priced competitors? Then we’ve got a television commercial you should see. You might remember the Office Depot commercial that features...
on 07/27/12
By Sandra Wiley, chief operating officer, Boomer Consulting, Inc.I experienced the joy of listening to the Kansas City Symphony play a glorious concert at the annual Symphony in the Flint...
on 07/27/12
By Robert McNamara, LedgerDocsUntil relatively recently, most office environments were characterized by the messy clutter of hard-to-navigate filing systems and bulky, space eating cabinets...
on 07/22/12
By 1st Global StaffImagine this scenario: Greg is a 55-year-old client who has owned a highly successful marketing firm for 20 years. He has three employees in their 20s and early 30s who...
on 07/22/12
By Brian M. Finnigan, vice president and chief marketing officer, 1st GlobalThe aim of marketing is to know and understand the customer so well that the product or service fits him or her and...
on 07/22/12
By Tony Batman, chairman and CEO, 1st GlobalNow more than ever, clients approaching the retirement red-zone want to consolidate their financial services with a single trusted advisor. They...
on 07/06/12
Does your accounting firm need to create an IT team or expand an existing team? Xcentric account manager Jonathan Hull shares his insights on how accountants can make skillful decisions on IT...
on 06/30/12
By Alexandra DeFeliceAre the partners and senior staff in your firm leveraging LinkedIn, or do they simply start a profile and abandon it?By now, most...
on 05/31/12
By Jeff DavidsonThe ever-increasing array of technology available to career professionals today accounts for the brunt of distractions we face. Technology, however, has always been with us...
on 05/29/12
By Tony Batman, chairman and chief executive officer, 1st GlobalCreating top-of-mind awareness of the solutions your firm offers is an essential ingredient in the success of any wealth...
on 05/29/12
By 1st GlobalClient meetings give CPAs the opportunity to put all their tools to work. Done well, they are productive and rewarding, both monetarily and psychologically. Improperly done,...
on 05/29/12
 By Phyllis Weiss HaserotWhether or not 60 is the new 40, or 30 is the new 20, etc., age perceptions and realities are confusing and not aligned with perceptions and realities of...
on 05/29/12
By: Michele Tremblay, CPA, Weil, Akman, Baylin & ColemanAs CPAs and financial advisors, we strive to help our clients get to a better place in life.  This could mean a number of...
on 04/24/12
By 1st GlobalEven in difficult times, your CPA firm demands profitable growth. You have to be able to find and implement a sustainable growth strategy that makes sense for your firm and...
on 04/12/12
We want to thank Breakpal.com for this stretchy exercise that gives your legs a workout without your having to even get out of your chair. Step 1: Sit up straight at the edge of...
on 04/10/12
Two quick exercises to help you get over the afternoon slump: Palm Slide: Step 1: Stand up. Remove wristwatch and bracelets. Arms should be straight...
on 03/27/12
Today's exercise stretches your waist and is designed to be done right at your desk. Step 1: Sit up straight in your chair. Step 2: Raise your left arm...
on 03/27/12
By Tony Batman, chairman and CEO, 1st Global There are many changes necessary to create and maintain a thriving, growing, profitable and premier wealth management firm. Defining the...
on 03/27/12
By 1st Global “People have to have sustainable income for life. If they haven’t done their planning, there is a good chance they won’t meet their goals. “ -...

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