Latest Articles

We Have a New Website!

December 12, 2024 

We Have a New Website!

It’s been months in the works, and today we are excited to share our new site with you! Please click around, enjoy the new features, explore the site, and by all means please share your feedback with us in the Comment section below!

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April 27, 2022 

Why CPA Firms Need a Top-Notch Website

In today’s world, where everything and anything can be found on the internet, even if your current clients are talking up your firm to their friends and colleagues, chances are that before those prospects shoot you an email or pick up the ...

Mary Girsch-Bock

 Bennett Thrasher Names Ron Provenzano as Chief Operating Officer

April 27, 2022 

Bennett Thrasher Names Ron Provenzano as Chief Operating Officer

Provenzano ’s primary role with the firm will be to drive excellence in client service across all practice groups. He will work with our teams to develop scalable systems, processes, and capabilities to support the growing needs of the firm’s clients.

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April 27, 2022 

How to Transition from Accountant to Advisor

The beauty of being an advisor is that you can, and should, offer services that interest you and benefit your clients. If your services are profitable but uninteresting, they will not be fulfilling. There are plenty of options to offer services that ...

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April 27, 2022 

How Humor Can Create a Positive Culture in Client Service

This not only creates closer client relationships, but also fosters a sense of teamwork and collaboration both with peers. An added benefit? Research has shown that cultures where humor plays an important role have increased shareholder returns of 19%.

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April 27, 2022 

How Accounting Firms Can Target a Niche Using SEO

Here’s a scenario in which you might be familiar. A partner in your firm specializes in a niche area. But he/she is not showing up in search results as prominently as they should or could. What can you do to help them elevate their search ranking and ...

Becky Livingston

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April 26, 2022 

Deloitte and Loyola Marymount University Create MST Scholarship

This scholarship is part of the broader Deloitte Tax Scholars initiative through which Deloitte has had tremendous success working with Historically Black Colleges and Universities (HBCUs) to increase the number of diverse students who are pursuing ...

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April 25, 2022 

5 Tax Tips when Saving for Retirement

Saving for retirement involves more than just putting extra money under the mattress. Planning wisely before retirement and taking money out of accounts carefully in later years can make a big difference in how much is available.

Justin Hatch

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