Latest Articles

Airport Denver

November 20, 2019 

Technology Tops List of Business Traveler Preferences

Technology is a key factor influencing business travel sentiment. The study confirms the importance of technology and shows that it also is a key area of differentiation when travelers assess their satisfaction with their business travel.

retirement_accounts

November 20, 2019 

6 Retirement Tips for Generation X

Just as Gen X was getting started on their careers, enjoying home ownership and beginning to save for retirement, they were hit by the financial crisis of 2008. While their housing values and incomes have recovered, they have the highest average ...

Mark Thomas

 Tax Pros: Are You Ready for 2020?

November 20, 2019 

Tax Pros: Are You Ready for 2020?

Principals, principal consents or authorized responsible officials/delegated users must update the e-file application to ensure that all contact information is accurate. Individuals no longer associated with the firm must be removed from the application.

iStock-524376782_2

November 19, 2019 

Whitepaper: Lean Six Sigma & Automated Workflow Technology

In today’s business environment and ever-changing landscape of digital disruption, firms need to seek out every competitive advantage. One competitive advantage that leading firms have found is leveraging Lean Six Sigma and workflow technology to ...

electronic_payments keyboard_1_.55c4ba9a115cc

November 19, 2019 

The Land of the Free

If you are finding yourself struggling with issues about where to draw the line, how to price for the additional services you provide, when to tell clients you’ll have to schedule time in the future to answer their questions, you’re definitely not alone.

Gail Perry

building trust 1

November 19, 2019 

Your Bedside Manner: 3 Steps to Improve Client Trust

I believe that accountants and advisors have a great opportunity to focus on improving their bedside manner for the good of the profession as well as for the good of the companies and individuals they serve. Health is a very personal thing and so is ...

Angie Grissom