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Serving a single family can be a complex — but profitable — niche.
August 23Napier Financial -
Most accountants sooner or later need to have awkward conversations with clients about overdue bills or work that goes beyond the scope of their services, but putting off those conversations can mean they never collect those extra fees.
August 23 -
A new business model can enable a firm to run more efficiently, staff to be more productive, and clients to be better served.
August 9Client Hub -
The conflicts are fewer than many think, but they still require attention and planning on the firm's part.
July 25Napier Financial -
Having a goal of added services for 5% of tax clients generates revenue and in some cases provides a life-altering benefit.
July 25WithumSmith+Brown PC CPAs -
Fractional work is replacing the traditional billable full-time professional, and value pricing is emerging as the accounting of tomorrow.
July 19Breakaway Bookkeeping + Advising -
It is important for strategic advisors to concentrate on the big picture. However, sometimes we need to look closely at the details.
July 11WithumSmith+Brown PC CPAs -
Review what you do and how much time you really have to work on what is essential.
July 4WithumSmith+Brown PC CPAs -
There are several ways to get started in offering CAS to clients.
June 24 -
Accounting firms need to decide how active they want to be with their financial planning clients.
June 20Napier Financial