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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 -
The Maryland firm launches executive coaching after experiencing its own success
June 1 -
Outdated models and beliefs are holding firms back, says Michael Platt.
May 31 -
The Top 100 Firm is adding a business turnaround specialist based in Minneapolis.
May 30 -
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The most successful accountants remember what they worked on before when similar occasions re-occur.
May 14
Withum -
Google’s Duplex AI points the way to a radical augmentation of the profession’s abilities.
May 9 -
Anders Erickson will lead the cybersecurity services practice, a service line the firm is rapidly expanding.
May 4 -
The move to advisory services starts with a question (or two).
May 4
Accounting Today -
Moving from"compliance to reliance" is a difficult journey, but Mentor Plus CEO Edi Osborne has a roadmap for firms.
April 30 -
More CPAs should consider adding the service to their practices.
April 23
L.K. Benson & Co. -
Clients don’t care how much you know about accounting; they care how much you know about their situation.
April 13
L&H CPAs and Advisors -
Client accounting services are the new revenue segment you cannot afford to miss.
April 13
Accounteneur -
Accountants need to really understand their clients' perspectives to live up to their 'trusted advisor' status, says Geni Whitehouse.
April 10 -
The institute has released a new exposure draft on information systems design.
April 6
Audit Conduct -
Andy Armanino will step down at the end of 2018; brother Matt will take over in 2019.
March 16 -
I hear the comment all the time, “If I do cost segregation, I’ll just give it all back in recapture when I sell.” Allow me to debunk that myth and more.
March 14
Engineered Tax Services -
When auditors push non-attest services, their clients’ financials tend to contain more errors, according to new research.
March 8 -
Clients needs increasingly demand technology solutions. Acquisitions are the smart way for firms to add these capabilities.
March 8
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