If you’ve been following this series, this is probably the article you’ve been waiting for. You know, the one where I finally admit it: Even if you do everything “right” in terms of onboarding, transitions, and ongoing communication…sometimes a client is still an unreasonable and demanding nightmare. You used to
As accounting firms of all sizes have become more digital and connected, it has increased their exposure to data security threats. Firewalls and on premises methods of data security are simply not enough to keep up with ever evolving security threats, so what is a small firm to do? Here,
Implications of a big leak; taxing multinationals; better current than new clients; and other highlights from our favorite tax bloggers. Money troubles The Tax Times (https://www.thetaxtimes.com): A look at recent reports that private wealth clients, hedge fund managers, cryptocurrency traders and other well-heeled heels are skipping out to Puerto Rico
There will be times, now and in the future, when cash flow problems will occur and they will need capital in a hurry. How can you advise them on securing it? This article takes a look at five simple ways you can best advise your clients on their path towards securing necessary financing.
The Institute of Management Accountants is objecting to the possible elimination of management accounting from the future courses required for students pursuing a career in accounting. The American Institute of CPAs and the National Association of State Boards of Accountancy are set to unveil the model accounting curriculum they have
When we see clients that need HR service, we open the conversation by presenting our solutions-oriented value. Adding any new service line is easier than starting a business as you already have a captive audience in your client base. The conversation then switches from how to address the public with the
When it comes to preserving your wealth and protecting your family’s future, planning is crucial. But what if you or your family does not fit the traditional definitions and assumptions underlying our country’s tax and estate planning laws? The typical American family is no longer comprised of a mother, a
The field of accounting is overwhelmingly white. Rumbi Bwerinofa-Petrozzello, a forensic accountant, wants to change that.
When I was initially asked to write about how women can increase their confidence in advisory, I admit I was a little hesitant. In my experience, there are all kinds of people of all genders with different personalities and levels of confidence. Yet, numerous studies suggest a confidence gap exists. While
Congress introduced bipartisan legislation Friday to recognize accounting as part of the STEM programs in schools, as part of the science, technology, engineering and mathematics curricula. Rep. Victoria Spartz, R-Indiana, and Haley Stevens, D-Michigan, introduced the Accounting STEM Pursuit Act, which would amend the Student Support and Academic Enrichment Grant
