June 9, 2021
The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...
May 27, 2021
Being intentional is a key to many successful habits and here it plays a major role again. The first step is to make connecting with your peers is to make it a priority. Each day spend 15 minutes twice a day to call someone and have a conversation.
May 21, 2021
The first Black CPA Ph.D.s and the professors who were mentored or inspired by them have played an important role in attracting generations of ambitious Black students to the profession.
May 17, 2021
Running an accounting practice has always come with unique challenges, but the COVID-19 pandemic brought unprecedented challenges, as well as some less-obvious opportunities.
April 28, 2021
Professionals on the Move is a round-up of recent promotions at accounting firms and in related industries.
April 28, 2021
Women feel the strain – and pay gaps hold: One of the defining characteristics of the COVID-19 pandemic is the way in which it has upended work/life balance.
April 23, 2021
There’s an old proverb that says, “The cobbler’s kids go barefoot.” Many CPA firms offer great financial management advice to clients, but are slow to act on process changes that can improve the firm’s bottom line. Manual billing and AR processes are recognized pain points for small and medium-size businesses, and accounting firms are no...…
April 22, 2021
Every seasoned accountant has been there: feeling stretched too thin after an unforgiving busy season and eager to put it in the past.
April 22, 2021
More companies are calling workers back to the office, but will they readily return? A new study by global staffing firm Robert Half shows that about 1 in 3 professionals (34%) currently working from home due to the pandemic would look for a new job if required to be in the office full time. What...…
April 22, 2021
At the end of the day, building relationships with our clients and helping them succeed is our goal. These are just a few of the ways we like to ensure each client that comes to us is the right fit for their needs and ours.
April 21, 2021
Every business owner knows that workflows are your company’s map to efficient teamwork and consistently quality results. For this reason, it’s worth your time and energy to make sure you’re getting your workflow right. Ideally, you want an efficient process where all business information can flow smoothly between your team members. Besides that, you’ll want...…
April 13, 2021
Have you ever been to the grocery store already stressed, just looking for a simple jar of pasta sauce – only to find an isle filled with more options and choices, then you are prepared to face nor think about? We all have felt overwhelmed by the ...