especially in this economic climate, when clients need more help than ever, cpas have an obligation to break out of their compliance-only mindset to help clients plan for their futures. richard l. engebretson, vice president at wealthstar alliance, a service … continued
and how to save them from themselves. cpas interested in providing personal financial planning don’t need to do it all. the secret to success in pfp is finding the right partners, according to michael david schulman, cpa/pfs, third generation owner … continued
amid the stock market crash and a deepening recession, clients need the faith and comfort that only a cpa skilled in personal financial planing can bring. in this brief interview, mark w. mcgorry, jd, cfp (plus cpc, clu, and aep), … continued
and the four misconceptions holding cpas back. by rick telberg with tax season approaching, cpas face a rare opportunity for valuable face-time with clients who may be feeling unsettled – if not completely up-ended – by the sputtering economy and … continued
small business formations actually accelerated in the last two recessions. it’s more evidence that the cpa profession is counter-cyclical. but can it happen this time?
another reason why cpas make the best personal financial advisers. the bush administration is rushing to pass a regulation that would relax the rules on when investment advisers can recommend products sold by their own companies, despite protests from consumer … continued
never underestimate the role that client service plays in your business, says john bowen jr. strong client loyalty also creates more assets for financial advisors. consider the fact that over a 12-month period, clients identified as faithful to their financial … continued
microbusiness vulnerable in credit crisis. the national association for the self-employed estimates that 3.8 million microbusiness owners hold an estimated 93% of so-called “toxic mortgages” that put them in immediate danger of foreclosure and homeless in the near future. in … continued
you’d think the small business market must shrink in a recession. but you’d be wrong. and it can be a fatal mistake, according to warrillow & co. researchers. the net number of small businesses actually grows during a downturn. the … continued
key findings at a glance: 69% not impacted by credit squeeze. 91% worried about economy. 74% believe recovery will take 18 months or longer. paycycle, inc., the online payroll service, finds in a survey that found 58% of small business … continued
i found change to usually be a good thing for billings. from gary jones indigorilla inc. via linkedin however, even with good things there can be some red flags of caution. for example – receivables become an issue for some/many … continued
… cpas tell the next president how to fix the economy and financial system. here are some of the latest comments from our survey into the market meltdown. add your advice below, and then join the survey to get all … continued
what’s your advice for the next president? go to the survey to add your comments. by rick telberg/at large the financial crisis on wall street has led to an unprecedented government rescue effort and an uncertain economic outlook, leaving cpas … continued