Advisory December 27, 2024
Marketing Automation Strategies to Maximize Lead Conversion
Marketing automation offers you a dynamic approach to streamline lead nurturing, making the client acquisition process more efficient and personalized.
Accounting July 27, 2023
Majority of U.S. Consumers Use Apps for Finances Before Turning to Accountants
While fintech won’t make advisors obsolete anytime soon, financial professionals need to adapt to changing consumer behavior and play up their strengths by augmenting their services.
Advisory July 27, 2023
Your Firm and Your AI Strategy
Your AI strategies and tactics should align with your firm strategies and tactics and your technology strategies and tactics.
July 27, 2023 Sponsored
Advisory in Your Firm: Price, Process, and Getting Started
Advisory is a year-round process; as you get ready for tax year 2023, now is a great time to update tax planning with higher-value tax advisory services.
Accounting July 24, 2023
Watchdog Agency Wants More Regulations on Use of AI in Lending
The CFPB has already taken steps to stamp out abuses. The agency last month proposed a rule for home appraisals computed by algorithms.
Payroll July 24, 2023
74 Percent of Americans Have Financial Regrets: Most Commonly Is Not Saving Enough for Retirement
Overall, just 20% of U.S. adults say they do not have any financial regrets, while 6% say they don’t know what their biggest financial regret is.
Technology July 20, 2023
Working Road Trip? Pack for Success!
Guided by the Boy Scout motto of always being prepared, I’m writing this column on my “gotta have items” for working anywhere on the road.
Accounting July 19, 2023
HubSync Unveils Gateway: Redefining Client Experience for Audit and Tax Professionals
Gateway offers real-time status reporting and customizable set-ups for internal, corporate, and individual clients, ensuring 360-degree visibility regardless of size, complexity, or location.
Accounting July 13, 2023
Jirav Announces $20M Series B Round Led By Cota Capital
Jirav will use the funds to further accelerate product development, broaden its customer base across small-medium businesses (SMBs), mid-market companies, and accounting firms while hiring talent to support its growth.
Technology July 12, 2023
Digital Marketing Strategies for Financial Service Providers: Best Practices and Case Studies
In this article, we will explore effective strategies, such as search engine optimization (SEO), content marketing, social media campaigns, and pay-per-click advertising.
Advisory July 12, 2023
How To Enhance Your Advisory Services During The Summer Months
If you take this downtime seriously at the start of the season, you can even take a break afterward and allow everyone to recharge for the more hectic times ahead.
Accounting July 12, 2023
Boomer Consulting Announces Arianna Campbell and Jon Hubbard Appointments
This expansion of roles formalizes Boomer Consulting’s commitment to growth and operational excellence.
Accounting July 11, 2023
Report Shows Risk Management Processes in U.S. Organizations Continue to be Outpaced by Growing Risks
65% of senior finance leaders agree that the volume and complexity of corporate risks have changed “mostly” or “extensively” over the last five years.