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Displaying: 2015
Financial Advisers and Accountants: A Collaborative Relationship
Finding new clients is not only relevant for revenue growth, but it is also a good measure of how to differentiate yourself as a financial adviser or accountant.
Sink or Swim: Shark Tank Stars Offer Advice on How to Be a Great Boss
What's the secret to being a great boss? In a recent interview with Entrepreneur, Shark Tank stars Lori Greiner and Robert Herjavec weighed in.
Becoming a CPA at 17: What it Takes to Succeed
Becoming a CPA and entering the accounting field is the ultimate goal for many. But it’s not often that the business world welcomes a professional accountant who’s younger than most high school students. The exception to the rule? Belicia Cespedes, a teenager who earned her credential before she was even eligible to vote. Cespedes graduated […]
3 Marks of a Modern CPA
As the world quickly grows and connectivity becomes a primary characteristic of human relationships, accountants are seeing positive impacts of the modern world on an age-old profession. If being a CPA traditionally involved working at an office and constantly creating reports, it is safe to say that those are not the defining features of the […]
How To Best Manage These 5 Financial Trends
When advising your clients on how to best manage their finances, you need to make sure their plan keeps pace with larger socioeconomic trends. Here are five major financial trends and how to advise your clients to mange them. Bank and cash savings will continue to earn little interest Between too much global debt, aging […]
Why CPA Financial Planners Should Advise Clients on Life Insurance
With so much overlap between the job of a CPA and the job of a financial planner, many CPAs are starting to offer financial planning as a service. Life insurance is an integral (and often overlooked) part of financial planning, but there are certain challenges CPAs must overcome in order to help their clients choose […]
4 Financial Areas Your Clients May Need to Spring Clean
In this spring season, the “cleaning out” mentality can go for more than just your house. Consider your clients and what things they might need to refresh or adjust. To give you a head start, here are four financial areas your clients might need to spring clean. Their Spending- Some people are good with money […]
Going Concern Issues in Audits, Review and Compilations
Think you don’t need to worry about going concern disclosures because the new FASB rules aren’t in effect yet? Well, we’re encouraging you to think again! Even for those who aren’t implementing ASU 2014-15 early, it is still relevant to discuss going concern disclosures now under existing rules. Going Concern is an area of uncertainty, […]
10 Tips for Entrepreneurs from ‘Sharkette’ Lori Greiner
It all started with a jewelry organizer. In her early days as an entrepreneur, Lori Greiner would come up with an idea, not pursue it and then kick herself later when someone else actually did. Finally, in 1996, Greiner invented a plastic earring organizer that sold out in four minutes and started her down the […]