Edward Mendlowitz, CPA, is a partner at
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Silicon Valley Bank overinvested in long-term bonds, so there was a high likelihood that those bonds would have to be sold prior to their maturity.
April 17 -
Find out how to harness the power of AI to make you even more relevant to your clients than you are presently.
April 10 -
When assessing a practice merger candidate, sometimes the "little" things are the "big" things.
April 3 -
Sometimes a potential merger partner doesn't seem like a good fit during the initial discussions.
March 27 -
Steven Zelin, the Singing CPA, is a sole practitioner with a staff of 20 who all work virtually.
March 20 -
Hitendra Patil's new book on artificial intelligence is a must if you intend to continue in business for a while.
March 13 -
Look at the return as if it were the prior year's return of someone you are trying to get as a client for this year.
March 6 -
What clients want to know is not how much we know or how much experience we have, but how well we will do for them.
February 27 -
While a lot of accounting work is more or less of a commodity nature, the rest creates a strong and trusted advisor relationships with clients.
February 20 -
Changing your approach to hiring new talent at your firm can make a big impact.
February 13