As the saying goes, “There is no friend like an old friend.” The same may be true in your professional life, as long-standing client relationships are often the most satisfying. They reinforce what it means to truly be a professional, guiding and advising clients across the arc of their working
You probably know a spendthrift, someone who is into instant gratification, taking expensive vacations or renovating their home by writing checks on their home equity line of credit, all while their credit card balance continues to rise. These people may be your neighbors, friends or even your clients. If the
Transition Advisors and Whitman Business Advisors have merged to form Whitman Transition Advisors (WTA), effectively creating one of the largest M&A and consulting organizations focused exclusively on CPA firms in the U.S. WTAs suite of services includes mergers and acquisitions, talent acquisition, owner succession consulting, partner retreats and business advisory
For auditors, material misstatements are the enemy and if they sneak in without detection, we fail. Maybe they enter in by error, other times on purpose: it doesn’t matter. They often secret themselves in myriad places: receivables, equity, inventory, payables, investments, or a debt disclosure, just to name a few.
As an accountant, you likely serve a variety of clients, not only in types of business, but in types of people. One of the challenges of client services, especially when taking on a new client, is learning how to care for the individual you are working with and giving them
While many tax professionals many not find the return-filing process as complicated as their small business clients, first-time filers can get overwhelmed. To circumvent stress for tax professionals and clients alike, preparation is key. Readying clients for new laws and forms, or navigating changes in business structure requires effective, continuous
I receive all kinds of requests for advice, many coming from those hoping to become entrepreneurs, investors and lenders. Over the last couple of months, these types of requests have increased, perhaps because of investors who are rattled by the changes in securities markets. This series will be devoted to
One of the biggest challenges facing accountants in 2022 is the sheer number of the technology decisions they are required to make at an ever-increasing pace. With around 1,000 apps in the QuickBooks Online app store and even more on the Xero marketplace, keeping up with the latest accounting software
Raising capital for a business isn’t easy in the best of times. Add in a pandemic, and you have… An exciting and innovative atmosphere for raising capital for a small business? It seems counterintuitive, and it hasn’t been true across all industries, but a number of businesses have been able to
Mentoring programs in the workplace have a variety of benefits, from employee retention and career planning to workplace inclusivity and leadership development. While a successful mentorship program can benefit your organization, creating and successfully implementing one can be challenging. On the bright side, there is a tested path to creating
