practical steps to move you beyond the crisis. practice consultant tracy crevar warren says in the latest cpa insider the key components for your firm’s stimulus plan should include: strengthened client service more contact do a better job of being … continued
what are cpas doing to cope with recession? join the survey; get the answers. by rick telberg/for the finance executive cpas in corporate finance are bravely battling one of their most difficult busy seasons in memory. at a time when … continued
25 new features aimed at accountants to help clients with bookkeeping. upstart bill.com appears to be riding out the economic hurricane with a formula that helps growth-minded small business take advantage of the power of the saas cloud. here’s the … continued
u.s. clients can’t ignore “the largest economy in the world and access to a highly motivated and educated workforce.” via calcpa “there is no cookie-cutter approach for a u.s. business looking to expand into china,” says the managing partner at … continued
intacct offers enterprise class multi-entity, multi-currency financial consolidation, reporting and analysis intacct, a leader in on-demand financial management and accounting applications, has unveiled intacct global consolidations as part of its launch of intacct winter 2009, the latest edition of the … continued
financial crash means tax season opportunities for savvy cpas. how’s your busy season so far? join the survey, compare results with your peers. by rick telberg lay-offs. cost-cutting. the stock market crash. global credit freeze. ruined retirements…. and then there’s … continued
sageworks inc., which makes profitcents financial analysis software for private companies, has been getting a lot of ink lately for the benchmarking reports it produces from aggregated user data. a spokesperson sent this to us, with this note: “i thought … continued
luca pacioli harvey a. goldstein, who invented up your cash flow and remains longtime managing partner of singer lewak cpas in los angeles, is birthing a new brainchild: instant cash-flow forecasts for small business. it goes by the unfortunate name … continued
nearly 9 out of 10 small business owners see opportunities. and 60% still expect their business to grow in the coming year. despite the fact that most of them said they’re coming off a flat to down 2008. free download: … continued
asking clients for feedback during these uncertain economic times can help to maintain strong, trust-based relationships with clients. “using a well-structured feedback tool to understand what clients need in a relationship with their advisors helps the advisor to do two … continued
some good advice for cpas dealing with the stock market crash. by rick telberg/at large gripped by the uncertainty and fear that comes with a stock-market crash and deepening recession, clients and individuals are turning to cpas for guidance and answers. cpas … continued
free download: genworth financial’s reg 7216 client consent sample forms, here:Â word doc.
in a bear market, cpas need to know. and then they need to help clients fine-tune the risk, according to bert schweizer iii, cpa/pfs. schweizer is a principal and founder of buckingham asset management, llc, a registered investment advisor firm … continued