You're at the computer most of the day. When you're not typing on a large keyboard, you're texting on your smartphone. Those digits get a workout and it's important to keep them in top shape. Today's daily fitness exercises focuses on the fingers, improving dexterity and coordination.
Today's workplace fitness break is geared toward providing quick mindbenders you can use as breaks whenever you have a free moment or just need to cleanse your mind. Think of these as those little dishes of sherbet they serve between courses at nice restaurants.
Today's exercise strengthens your leg muscles and gives you an energy boost to get through the rest of the afternoon/evening. You can use either two equally weighted hand weights or a pair of full water bottles, however you can benefit from doing this exercise even if you don't use weights.
We're happy to welcome back Personal Trainer and Sports Nutritionist Cindy Whitmarsh who has some great ideas for energizing your afternoon! Each week, Cindy will share her tips to help you get fit and stay healthy!
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.
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.
David Davis, champion partner of JY WeathCare, LLC, an accounting firm in San Jose, California, shares his firm’s progression into providing wealth management services to clients and the thought processes behind it.
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.
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.
Chris Boynton, champion partner of Arxis Financial Inc., an accounting firm in Simi Valley, California, shares his firm’s progression into providing wealth management services to his clients and his thought processes behind it.
To address this question in a meaningful way, we need to take a long-term and broad perspective. First, your firm is probably experiencing a rush of activity, new business and revenue and profits growth. Sarbanes-Oxley has proven a boon to the profession.