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The better planned the job is, the better organized it is and the better it gets done.September 14
PartnerWithumSmith+Brown PC CPAs -
Now is the time to redouble your efforts, not to rest on your laurels.September 14
GMRootworks
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Strategic planning is misunderstood in most small and midsized CPA firms.September 11
ConsultantEsposito CEO2CEO
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IRS named deputy chief of criminal investigation; Belfint, Lynos & Shuman promotes five; and more CPA news.September 11
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Accounting firms are still managing to see increases in their fees and income per partner this year, despite the economic downturn from the COVID-19 pandemic, according to the latest edition of the annual Rosenberg Survey.September 9
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Clients’ expectations are constantly shifting, and that’s never been truer than in recent months with the COVID-19 pandemic sending businesses into a state of uncertainty.September 9
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The right communication strategy and strong deliverables are key.September 9
Chairman & CEOUS Wealth Management LLC
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Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile yearsSeptember 8
CFP, Senior Investment ConsultantCommonwealth Financial Network.
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My practice continuation tool kit has a sample purchase agreement with explanations of each step of the process.September 7
PartnerWithumSmith+Brown PC CPAs
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While accounting leaders were shepherding their firms through a global health and economic crisis this year, their employees were watching closely.September 4
Chief of strategyAccounting Principals
