Firm Management

August 23, 2019 

Haskell & White, one of the largest independent public accounting firms in Southern California, is pleased to announce the promotions of three key client service team members and an invaluable member of the firm’s back-office team. “Haskell & White is a big believer in giving our staff the opportunity to thrive,” said Managing Partner Wayne...…

August 23, 2019 

This simple psychological loop is perpetuated by whether your business failed to meet, met or exceeded a client’s preconceived notions. In short, customer expectations define the client experience.

August 23, 2019 

ith locations in Concord, Keene, and Lebanon, NH, Nathan Wechsler & Company, PA. serves clients who do business in nearly all 50 states as well as overseas “All of these promotions make for a very exciting time at the firm,” said Oreste “Rusty” Mosca, Managing Director of Nathan Wechsler & Company, PA. “These professionals have...…

August 22, 2019 

Companies that prioritize gender diversity are 15 percent more profitable than the median figures in their industry, but in order to unlock all that extra earning power, you need to first create an environment that puts women in the right positions to ...

Jodi Chavez

August 22, 2019 

Merging or acquiring another firm is one of the most effective methods of growing an accounting practice. Potential candidates are usually vetted based on partner and practice compatibility, desired location for expansion, niche specialization ...

Roman Kepczyk

August 20, 2019 

If you have a large repository of returning customers and referrals, you may not feel like you need to focus on lead generation. But, even regular clients can stop coming back. So, rather than resting on your laurels and letting the competition gain ...

Becky Livingston

August 19, 2019 

FoxPointe Solutions serves as an extension of The Bonadio Group’s already expansive efforts to help businesses evaluate and address threats and gaps in their existing processes and systems. The firm will continue to offer IRM solutions to current ...

August 19, 2019 

Albin, Randall & Bennett is a full-service, certified public accounting and business advisory firm located in Portland, Maine. The firm works with organizations throughout New England in the automotive, construction, manufacturing, credit union, and ...

August 15, 2019 

What’s the first thing you do when you find yourself in a new city or town? Twenty-five or so years ago, you might ask someone for directions or look for a local visitor’s center as you enter the town. You could find the heart of the town by looking for a courthouse or see if...…

Gail Perry

August 14, 2019 

Begin by identifying the pain points your firm can help them overcome now, and those you can help with in the future. Then create a project plan that defines release dates for services you can offer throughout each lead’s life cycle.

August 14, 2019 

Skilled accountants and auditors are in high demand today, especially CPAs who possess a robust combination of functional, soft and technology skills. This demand, persistent talent shortages and the resulting intense competition for top candidates ...

Paul McDonald

August 14, 2019 

It might seem like technology is coming at us like a runaway locomotive, not even slowing down to pick up passengers, just barreling ahead with a mind of its own. New apps, new solutions, new programs, new developments, new cures for problems you didn’t even know existed – the barrage of options is endless and...…

Gail Perry