12 Timely Topics for Client Conversations
- February 13, 2020
Want to call and check in with your clients? Here are some low-pressure, yet valuable, subjects to discuss. Continue Reading
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FASB officially delays 4 major standards
- November 16, 2019
On Friday, FASB issued two new Accounting Standards Updates (ASU) that delay many of the effective dates for new standards on leases, hedging, current expected credit losses (CECL), and long-duration insurance contracts. Continue Reading
Making sense of microtargeting
- August 20, 2019
Understanding a few key concepts can enable financial professionals to help their businesses successfully target specialized audiences. Continue Reading
Six tips for decluttering your digital workspace
- August 19, 2019
Your desk isn't the only thing in your workspace that needs cleaning. Continue Reading
Report finds shift in accounting firm hiring
- August 19, 2019
Almost one-third (31%) of new graduate hires in public accounting in 2018 were nonaccounting graduates, an AICPA survey shows. While enrollments and graduates are down, the 208,000 students projected to be enrolled in undergraduate accounting programs in 2017 to 2018 marked the second-highest total ever, and the 76,542 projected total of bachelor's and master's degrees earned remained above prerecession levels. Continue Reading
The non-CPAs every CPA should have in their network
- August 19, 2019
Relationships with the right professionals help CPAs provide the best possible service to their clients. Continue Reading
One way to track the finance team's performance
- August 19, 2019
Monitoring employees and the finance team's overall performance is an important task for a CFO. Creating a weekly scorecard can help track whether specific goals are being met. Continue Reading
Understanding the potential of introverts
- August 5, 2019
There's a difference between introversion and shyness. It has implications for how we develop leaders and organise offices. Continue Reading
The softer side of wealth management: Why soft skills matter so much to clients
- August 5, 2019
Technical knowledge is important, but soft skills and empathy are ultimately what separate the best financial advisers from the rest. Advisers must ask the right questions so they can uncover which issues matter most to their clients. Continue Reading
Understanding small taxpayer gross receipts rules
- August 5, 2019
Several exceptions are available to small-business taxpayers to help them avoid some of the Internal Revenue Code's more burdensome requirements. Although these exceptions are meant to simplify tax-law compliance, evaluating whether a business qualifies for the exceptions can be convoluted. Continue Reading