-
Sadly, too many financial professionals assume it’s the client’s responsibility—not theirs—to be the orchestra leader who coordinates all the moving parts of their financial life.
June 5
L&H CPAs and Advisors -
Focusing immediately on culture, strategy and building a ‘one firm’ model top the list.
June 5
-
Her election comes at a time when the accounting profession is striving to increase the pool of young people and the percentage of women leaders.
June 4
-
A lot can go wrong when acquiring a practice from a deceased accountant’s estate. Here are some real-life examples.
June 4
Withum -
Project management today is enabled by software to help even non-experts get a good handle on whether the works is progressing as planned.
June 4
Accounting Today -
The wealth management firm is changing its name and leadership structure to reflect its relationship with Wipfli, effective June 1.
June 4
-
The deal will expand the Top 100 Firm's presence in New England.
June 4
-
Social media is a powerful business tool that accounting firms are often quick to dismiss as an extra.
June 1
Proof Positive Content -
A number of CPAs and accounting firms were honored at the group's annual SuperConference.
June 1
-
The Top 100 Firm was on hand for the debut of the biographical film of author and speaker Steve Pemberton.
June 1
