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Clients' returns raise crucial planning questions.
February 1
Napier Financial -
LM Cohen relies on a robust referral network to select the best candidates to lead the New York City firm’s recently added service lines.
February 1 -
Getting the word out (and the clients in) during filing season remains the holy grail for preparers.
January 31 -
Satisfaction isn't enough to keep your clients coming back.
January 31
Impact Instruction Group -
During this stressful, deadline-driven season it’s especially important to remember to focus on client service.
January 31
Capstone Marketing -
The new platform suggests ways to streamline and automate processes in areas such as finance and accounting, marketing and procurement.
January 29 -
Busy season has barely begun and you can expect it to be one of the most frenetic and stressful tax seasons ever. Take control of it with some handy apps.
January 29
L&H CPAs and Advisors -
The provider of cloud-based practice management software for tax pros and accountants will be launching tax prep software for next tax season.
January 28 -
The first installment of a manual for repairing broken M&A.
January 28OSGroup -
The IRS is back open for business and here are some handy resources to help clients with their taxes.
January 28
Withum -
The career path often has been designed by the men who preceded them.
January 25
EisnerAmper -
Withum releases annual firm video; Katz, Sapper & Miller open new office in Louisville; and more CPA news.
January 25 -
PKF O’Connor Davies admits seven to the partnership; ACM promotes 12; and other recent hires, promotions and personnel news from firms across the country.
January 25 -
Top 100 Firm UHY will also be sponsoring the annual '#518gives' telethon in upstate New York on Jan. 27, 2018.
January 25 -
The concept of outsourcing functional aspects of your business to organizations that can perform these services more effectively is not new.
January 24
Build Your Firm -
The market grew 70.8 percent globally to $48.5 billion in 2017, according to a new report.
January 23 -
The TaxBuzz and CountingWorks lists are based in part on client reviews.
January 22 -
Too often professional services firms put time and money into a marketing plan and then fail to follow up on their efforts.
January 22Hinge -
The annual event was an elaborate affair whose purpose was to update our staff on what is going on at our firm as well as what is in the works.
January 21
Withum -
The greatest asset of a practice is its people. Unfortunately, this also means that they can be one of its greatest legal risks.
January 18
Levenfeld Pearlstein, LLC










