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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.
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 […]
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 […]
How Small-Town CPAs Can Increase Their Visibility
Whether you’ve been in the area for a long time or just moved in, being a CPA in a small town can be a big challenge if you don’t work on your visibility. If you’re concerned that other accountants are already dominating the field in this location, here are some tips that will help you […]
3 Lessons Learned from CNBC’s “The Profit” and Marcus Lemonis
People, process and product. Marcus Lemonis, the star of CNBC’s hit show “The Profit,” puts his own money on the line to save failing businesses. Each show focuses on a business Lemonis will potentially invest. The businesses are typically small, family-owned and struggling to stay afloat. Lemonis uses the people, processes and products mantra along […]