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Here's what I learned from NFL players about helping clients adjust to the next stage in life: Become a transformational advisor.
May 10Arrowroot Family Office -
A Tax Court case involving the pop legend's estate shows why there are many reasons and justifications for different valuations.
May 8WithumSmith+Brown PC CPAs -
Accountants chase clients for late payments
May 5 -
To tackle the talent shortage, firms must look beyond technology that addresses complexities and focus on client experience through collaboration.
May 2ShareFile -
Everyone in your practice reflects the image of your practice with everything they do, whenever and wherever they do it.
May 1WithumSmith+Brown PC CPAs -
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Invoices sent after what is perceived to be the final invoice are less likely to be paid or can leave an impression of sloppiness that could affect your chance to do additional work.
April 26The Neat Company -
Clients who call with a quick question may need a more complete analysis than they're ready to hear.
April 24WithumSmith+Brown PC CPAs -
Moving your clients from one accounting system to another is seldom a simple and easy task. But going from an entry-level or mid-market system to an ERP is even less so.
April 14 -
We're all dealing with client expectations right now — some reasonable, some unreasonable.
April 11L&H CPAs and Advisors