The Top 10 Risks for Family Business
And what should CPAs be doing about them? Sound Off: Take the poll. See the answers. by Rick Telberg/At Large Accountants are all too familiar with the succession issues faced by accounting firms. But...
View ArticleAlyssa Lebovic | Money Tips
15 Practical Ways for Small Business Owners to Cut and Contain Their Costs… …And 1 thing to NEVER compromise on. Alyssa Lebovic, CPA Partner Keller & Lebovic CPAs Fair Lawn, N.J. 1. Look over all...
View ArticleFernando Gomez | Money Tips
3 Cost-Control Ideas for Small Business. Fernando Gomez, CPA Jackson Heights, N.Y. fgomezcpa.com. 1. A business should have appropriate insurance coverage. Consider increasing the insurance deductible,...
View ArticleTop 10 Ways to Fire the Client From Hell
When all else fails… just tell them you’re moving to Yemen Clients are the lifeblood of any business. Without them, your firm simply doesn’t exist. On the other hand, some clients are so bad that your...
View ArticleTwo, Four, Six, Eight… How Do We ‘Decumulate’?
Retirement planning takes on new urgency. Are Baby Boomers ready for retirement? Join the survey; get the answers. November 5, 2007 by Rick Telberg/At Large Americans excel at many things, from lawn...
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CPAs: Your clients are moving to the web…
.. are you? New data from small-business researchers Warrillow & Co. suggest that 45% of small business is now web-centric. They call it “The Facebook Factor.” Warrillow defines a web-centric small...
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Lawyers Face Recession Troubles, Too
First Economic Downturn for Law Firms since 1998 In its first downbeat client advisory in 10 years, law marketer Larry Bodine (left) says Hildebrandt researchers expect new kind of economic downturn...
View Article4 Steps to Getting the Fees You Deserve
Step 1: Don’t delay. CPAs assess the Baby Boomer market. Join the study; get the benchmarks. by Rick Telberg It’s funny how CPAs can go to a client and discuss the intimacies of life and death,...
View ArticleHoliday Cards? Try www.CharityCards.com
Sure you send out cards. But do you have a plan? Law firm marketing consultant Larry Bodine is a big believer in maintaining year-round contact with clients and prospects. The holiday season is a...
View ArticleCPAs Get Smart in Staff Crisis
“Too much to do, not enough time.†How does your office rate? Join the survey; see the answers. by Rick Telberg Accounting firms and finance departments have but a few stark choices when it comes...
View ArticleDon’t be a data-breach victim
Take control of your IT systems By Rick Telberg As a financial services professional, you know the horror stories… Fidelity National, Wells Fargo, ChoicePoint, H&R Block, Ameritrade. Each has...
View ArticleWeb 2.0: Finding tax and accounting answers online
Internet forums and chat groups explode in popularity By Rick Telberg One problem that almost all accountants face, whether you are in public or private practice, is information overload. On one hand,...
View ArticlePoor Morale Adds Up to Even More No-Shows
CCH 2007 Unscheduled Absence Survey: Most Employees Call in “Sick†for Reasons Other Than Illness RIVERWOODS, ILL. (www.cch.com) – Two-thirds of U.S. workers who call in sick at the last minute...
View ArticleNew CPA Trendlines Alliance Delivers Growth and Succession Tools for CPA Firms
CPA Trendlines joins with The Succession Insititute to launch new Practice Management Resource Center for firms of all sizes. CPA Trendlines is pleased to offer growth-minded firms a vast new set of...
View Article5 Cures for the Summertime Blues
Shift some of the heavy lifting to your lighter months. By Sandi Smith Leyva The Accountant’s Accelerator For some of you, summer can be a slow time in your business. If you do taxes, all the action is...
View Article3 Ways to Get to ‘Yes’ with Prospects
Bonus Checklists: Checking first impressions, reducing risk, putting a face on your practice. By Sandi Smith Leyva The Accountant’s Accelerator Change is hard on all of us, and there’s no exception...
View Article9 Ways to Boost Your Value (and Your Fees)
Can you leave behind a toy? A cheat sheet? By Sandi Smith Leyva The Accountant’s Accelerator Want to charge more for your services? One way is to offer clients more value. Your fees and your value to...
View ArticleRe-Learning the Lingo of the Accounting Business
New tech solutions require new thinking. By Hitendra Patil Pransform Inc. It's tough enough to keep up with the new technical developments in taxes and accounting, but practitioners are also grappling...
View ArticleLinkedIn Adds Messaging. Finally!
New chat app accelerates business networking, client communications. By Hitendra Patil Pransform Inc. LinkedIn, undoubtedly the “go-to” social media platform for prospects to check out CPAs, is rolling...
View ArticleDO NOT Embrace These Changes
... unless you want to grow your business. By Wesley Middleton Middleton Raines LLP This is not only directed at the profession of CPAs of which I am a proud member, but to the clients we serve. I see...
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