Advisory

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February 26, 2020 

Grant Thornton Names David Platt to East Region Leadership Role

In addition, Grant Thornton has expanded Nichole Jordan’s role as its regional managing partner for the firm’s Central region – adding the Midwest geographic area to a portfolio that previously consisted of Kansas, Missouri, Nebraska, Oklahoma and Texas.

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February 25, 2020 

4 Tips to a Successful Financial Planning Practice

Last month, more than one hundred financial professionals gathered at the AICPA’s Personal Financial Planning (PFP) Summit to hear thought-provoking perspectives on practice management via in-depth presentations delivered by profession leaders.

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February 24, 2020 

2 Keys to an Effective Workspace

When where you work is actively working against you, it takes time out of your day and increases your frustration and anxiety. As such, it’s important to play an active role in creating a space that helps rather than hurts you.

Amy Vetter

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February 23, 2020 

NSA Offers Suggestions on Restructuring the IRS

While given the opportunity to be signatory on a letter drafted by various other industry organizations, the NSA opted to deliver an independent response. NSA’s suggestions draw from decades of advocacy and a strong relationship with the IRS, the ...

 GBQ Acquires Toledo Accounting Firm Weber Clark

February 23, 2020 

GBQ Acquires Toledo Accounting Firm Weber Clark

Weber Clark founding member Jim Weber and his team join GBQ to bring the total staff count to 219. Weber and his fellow partners will become partners at GBQ and will lead GBQ’s Toledo office.

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February 18, 2020 

Apps We Love: Feb. 2020 – Meeting & Calendar Apps

We live in an era of convenience, and that goes for meetings as well as everything else. There’s simply no excuse to insist that everyone gather in person for a meeting, nor is there reason to be frustrated with the chaos of a conference call when too many people are on the line, like the...…

Gail Perry

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February 17, 2020 

3 Secrets to Ensure Successful (and Profitable) Client Meetings

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the...…

Darren Root, CPA, CITP, CGMA