Accounting White Papers
Thinking about offering financial services to you Tax Clients? Read on.
Tax professionals offering financial services have gained notable benefits that outweigh any potential concerns, according to new survey. Read on to learn more.
Providing financial services and wealth management advice can help address your client’s future.
Read about a four-step program for incorporating risk into your business forecasting and learn to spot traps that can snare the unwary.
Read this white paper from the Pervasive Performance Group to learn how risk-adjusted planning helps finance organizations evaluate, forecast, measure and react to risk.
Personal introductions let you build off the trust of the introducer—and LinkedIn is an excellent way to capitalize on that trust.
LinkedIn Social-Selling Secrets of Financial Advisors is a how-to guide created jointly by Cetera Financial Group, Inc. and The Oechsli Institute.
It will show you how to:
- Find ideal prospects
- Get face-to-face introductions to potential clients
- Craft a “voice” that resonates
- Deliver marketing that people actually want
Whether you are already using social media to grow your client base or haven’t touched your LinkedIn account since the day you set it up, you’re sure to find this guide a valuable toolbox of ideas.
Learn how a disclosure management solution like Cognos Disclosure Management can extend the value of your existing BI tools.
This analyst research paper contains findings from Aberdeen Group on the financial reporting pressures, challenges faced by organizations particularly with regulatory mandates.
This white paper describes the most common forecasting problems and provides a prescription for bringing them back to health.
Learn how IT and Finance can work together to succeed in the post-recession economy.
Steve Player, of the Beyond Budgeting Roundtable, explains how finance teams can use advanced planning and forecasting to deliver the insights that drive better decision making.
Seasoned accountants know that it’s far better to keep existing clients happy than to expend resources prospecting for new ones. Yet, on average, 15% to 20% of small business clients leave their accountants each year. Why do they leave? And how do successful accountants manage client interactions for better retention rates? Based on a research survey, this paper provides insights that may help your firm adjust strategies for prospecting and retaining small business clients.