Advisory

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April 1, 2014 

An Accountant’s Checklist for Client Meetings

Building relationships with your accounting clients requires trust, rapport and an atmosphere for open dialogue. Many accounting firms use a checklist to prepare for client meetings and to facilitate information exchange. Here are some questions that many accountants who are clients of Sageworks have found helpful when interacting with their business clients.

Mary Ellen Biery

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March 26, 2014 

Payroll Services Firm Recognized for Ethics

Paychex has been recognized by The Ethisphere Institute, an independent center of research promoting best practices in corporate ethics and governance, as a 2014 World’s Most Ethical Company.

 Franchisees Saw Strong Growth in 2013, Expectations High for 2014

March 26, 2014 

Franchisees Saw Strong Growth in 2013, Expectations High for 2014

If you have clients who are franchisees, did they experience the same strong growth as seen across the franchise sector in 2013? According to a new report, last year was a banner year, with industry outpacing the overall U.S. economy in business formation and job growth, creating an estimated 11,000 new establishments and 10 percent…

Isaac M. O'Bannon

 Report Shows Increased Risk Management Challenges

March 19, 2014 

Report Shows Increased Risk Management Challenges

Internal business changes intended to address dynamic market shifts have created a more complex risk landscape for businesses around the globe. Compounding this problem, according to the PwC US Risk in Review report, “Re-evaluating how your company addresses risk,” is that traditional risk management systems have not evolved fast enough to monitor, track and manage…