Firm Management
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Tax Pros Now Required to Use Multi-Factor Authentication to Protect Client Data
Taxpayers Claimed $8 Billion in Inflation Reduction Act Tax Credits for Clean Energy and Efficient Home Improvements
Mortgage Rates Drop to 6.55 Percent; Biggest Drop in 2 Years
Vertex Acquires ecosio To Accelerate Global E-Invoicing Compliance
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3 Key Questions to Ask Prospects in Your Initial Value Conversation
Your sales process for acquiring prospects may be the most important interaction you have with your clients throughout the life of the engagement, because this is the time to truly find out not only their needs, but how much they value the solution.
RSM Joins Sheltered Harbor’s Alliance Partner Community
The audit, tax and consulting services firm RSM US LLP has joined the Sheltered Harbor alliance partner community in both an assurance and advisory capacity. A not-for-profit subsidiary of Financial Services Information Sharing and Analysis Center (FS-ISAC), Sheltered Harbor is the industry standard for protecting and recovering customer account data in the event that a […]
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New Year, New Goals
In order to grow your business in 2019, you need to get started on the right foot. No matter what stage your business is in, whether startup or well-established, goal setting is crucial to make sure your business is focused and prepared to meet the ...
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Bad Bosses vs. Good Leaders: A Millennial Approach
Unless you are an organization of one, you cannot have complete control over all aspects inside the organization, nor should you want to. Similarly, the statement, “I can just do it better myself,” is a sign of a controlling mindset.
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How to Better Engage Workers in 2019
It’s no surprise when even the most driven professionals find themselves switching off for a few minutes during the workday for any number of reasons, such as fatigue, frustration or a lack of clarity about an assignment. What might be a surprise, ...
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Wipfli Acquires Accounting Firm Howe, Riley & Howe
The top 20 accounting and consulting firm Wipfli has acquired New Hampshire-based Howe, Riley & Howe. The firm's partners and associates joined Wipfli effective January 1.
How Tax and Accounting Firms Can Use Twitter for Marketing
Twitter is a unique social media and networking site. It’s great for businesses because as you gain followers, you can grow your brand and reach more people. The more people you reach, the broader your network is and the more leads you generate. Many people enjoy Twitter because it’s easy to follow — allowing you to […]
Accounting Predictions for 2019
December has come again, and it’s time to predict the big stories for 2019. Here are the seven trends I think will have transformational impact on practitioners and their firms in the coming year: