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The second in a series of articles dedicated to running better client meetings.
September 12
L&H CPAs and Advisors -
Is your firm paying attention to all the opportunities created by the client data you collect?
September 10
Rightworks -
Workiva has updated its Wdata platform to include automatic updates, approval workflows and improved connectivity.
September 10 -
Two firm networks are shortening their names, adopting the brands Moore North America and Andersen.
September 9 -
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
The B3 Method Institute -
EY hosts a graduation ceremony for Girls Who Code, and other charitable initiatives from firms across the country.
September 6 -
Marcum promotes 16 to partner; KSCPA announces Women to Watch Award nominees; and more CPA news.
September 6 -
Accounting firms need to continually think about how they do the things they do.
September 6
Boomer Consulting Inc. -
If you have clients who want to do business in another state or multiple states, they may need to file for "foreign qualification."
September 5
CorpNet.com -
Two professionals from Top 100 Firm Aprio share their thoughts on how firms can help staff be better advisors.
September 5
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Tax services segue naturally in to wealth management and financial planning services.
September 4
Napier Financial -
In accounting, there's no such thing as too much information.
September 4 -
The “New Clients Survey” is accepting responses through Oct. 10, 2019.
September 3 -
Growth consultant Gale Crosley dives into large-opportunity pursuit, and what accountants need to do to land the big fish.
September 3 -
Do your firm and your life represent who you truly are?
September 2
Rightworks -
And Deloitte maintains its strong performance from the first quarter.
September 2 -
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
Withum -
MACPA joins other state societies in hosting a virtual conference, CPA Convene; the New York State Society of CPAs awards Excellence in Accounting scholarships; and more CPA news.
August 30 -
Ericksen Krentel promotes three; Boyer & Ritter elevates two to director; and more personnel news.
August 30 -
With the storm threatening to hit the state of Florida after passing through parts of Puerto Rico and the Virgin Islands, the IRS sent a reminder Thursday.
August 29













