Firm Management

financial-analysis1_11189443

October 20, 2013 

How to Maximize Financial Analysis and Reporting

Businesses often want to see how their company’s financial performance stacks up against the competition, but it’s difficult for accountants to find quality data on comparable, private companies.

 A Growth Opportunity For CPAs: Self-Directed IRA Investors

October 17, 2013 

A Growth Opportunity For CPAs: Self-Directed IRA Investors

With demand for alternative assets accelerating, CPAs have an opportunity to engage with a growing number of investors making investments in illiquid – and high potential – alternative assets held in an Individual Retirement Account (IRA).

 State Debuts New Tax Form for Same-Sex Couples

October 15, 2013 

State Debuts New Tax Form for Same-Sex Couples

The federal Internal Revenue Service had announced in August that it would allow same-sex couples to file as a married couple if they were married in a state that allows it, even if they live in a state that doesn't.

 3 Tips to Have Better Meetings with Your Clients

October 14, 2013 

3 Tips to Have Better Meetings with Your Clients

Client meetings are an integral part of being a great accountant. The most important of these meetings is often when you’re tasked with presenting the client with your financial analysis. Making the most of this meeting can do wonders for establishing client trust and retention.