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Reducing client load is important for a partner to grow.
August 28Withum -
The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.
August 28Life Planning Partners -
A deeper into look at your firm's skills and services may reveal some surprises.
August 28Accounting Today -
Digital transformation requires a management team that fills all the necessary niches.
August 28Boomer Consulting Inc. -
It's the easiest way to get new business, but it requires a little work.
August 28Napier Financial -
There isn’t much evidence suggesting the implementation of a cost segregation study on a tax return, by itself, will trigger an IRS audit.
August 25KBKG, Inc. -
These trial offerings give firms with a way to introduce a new practice area, get feedback and make adjustment before releasing it widely.
August 25Crosley+Company -
As an accountant and trusted financial advisor, you can help your small business clients understand the value of 401(k) plans and how they contribute to business success.
August 24Paychex -
Accountants may be extremely comfortable offering expertise on tax-related savings or advice on expense and cash management, but they may be less accustomed to steering clients to take specific steps to grow revenue.
August 24Abrigo -
Embracing technology can help small business owners serve customers better, make better decisions and grow more efficiently.
August 23Capital One Spark Business