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Just as the rising generations of accountants have very different characteristics from the baby boomer generation, so does the rising generation of clients, according to Sarah Dobek of Inovautus Consulting.September 16
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The second in a series of articles dedicated to running better client meetings.September 12
PartnerL&H CPAs and Advisors
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Is your firm paying attention to all the opportunities created by the client data you collect?September 10
CEORootworks and Liscio
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From the Big Four firms, to small family-owned firms, all the way to completely virtual firms, communication is the backbone of a productive work and service environment.September 9
President and CEOQuickStart Training Inc.
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Tax services segue naturally in to wealth management and financial planning services.September 4
Chairman & CEOUS Wealth Management LLC
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Growth consultant Gale Crosley dives into large-opportunity pursuit, and what accountants need to do to land the big fish.September 3
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And Deloitte maintains its strong performance from the first quarter.September 2
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Periodically I review what I and others have written, trying to get ideas to present to clients and to accounting firms I consult with.September 2
PartnerWithumSmith+Brown, PC, CPAs
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How your brand is shaped in the digital world is affected by online content.August 28
Managing partnerHinge
