Sally Glick, chief marketing officer and growth strategist at Sobel & Co. CPAs in Livingston, N.J., has been named the first woman principal of the firm. So we asked her… 1. What are the key challenges and opportunities facing CPA … Continued
The case for investing in enterprise-class CRM. By Wilbur Swan Contact Networks via Boomer Consulting The downturn in the economy has businesses of all sizes rethinking their growth strategies, whether they are in manufacturing or professional services. Some organizations are … Continued
CPAs share their war stories and their winning strategies. by Rick Telberg/At Large Almost every accountant has a story of a client who is more than just a little difficult, which we reported a couple weeks ago in “Have You … Continued
Prepare to succeed in a changing market. The economy may mean that CPA firms are rethinking 2009 goals and initiaÂtives, but AOMAR believes there are opportunities for those who will pursue them. Here’s their top five… 1. Be prepared. Firms … Continued
Five great tips for tax season from Charles McCabe, founder and CEO of Peoples Income Tax. “The main differences I see for the 2009 tax season will be driven by the economic crisis. The presidential elections will likely have more … Continued
What are your biggest time-wasters? Your best time management tips? by Rick Telberg There’s no denying that technology enhances workflow and improves efficiencies. But for some professionals, too much of a good thing is becoming a burdensome distraction. Most of … Continued
Another reason why CPAs make the best personal financial advisers. The Bush administration is rushing to pass a regulation that would relax the rules on when investment advisers can recommend products sold by their own companies, despite protests from consumer … Continued
Never underestimate the role that client service plays in your business, says John Bowen Jr. Strong client loyalty also creates more assets for financial advisors. Consider the fact that over a 12-month period, clients identified as faithful to their financial … Continued