Clients are the lifeline of your business. But what do you do when your plate is full? You can’t just neglect your work and expect clients to stick around. Nor can you just keep adding more work hours into…
Good, cheap, and fast. In an ideal world, these are the three things we would get from a service provider every time we went out looking for one. Doesn’t matter if you’re talking about a long-term service like financial planning or a short-term…
According to the American Institute of CPAs, 75 percent of today’s CPAs will be retiring in the next 15 years. Will yours be one of them? If so, what do you know about their succession plans? Should you care? Here’s why you should.
For several years the financial advisory industry has trended toward the creation of ensemble practices. This is primarily due to the increasing complexity of properly servicing wealthy clients and the need for more specialization. The travel…
For anyone with ambitions of life-changing personal or business growth, that begs the question of whether you have taken inventory of the people around you to understand if they are lifting you up or keeping you down. As you survey the contact list of your inner circle, are there…
The ERTC provides eligible employers with tax credits for payroll-related expenses, including wages and health insurance. Initially, the credit was equal to 50% of qualified wages paid between March…
The true value of your accounting team is the guidance they can provide throughout the year to help you maximize your profits and your personal income. To get the most value out of your accounting team, it’s crucial to check in several times a year..
Many business owners dedicate their working lives to turning their vision into a profitable enterprise with the expectation it will become the ultimate source of their wealth. When they’re ready to hang up their boots, they can simply sell the…
If your bank offers investment products and advice, it seems natural to want to avail yourself of them. After all, it’s where you have your checking and savings account and your mortgage, so why…
Choosing the right financial advisory team is one of the most important decisions you’ll ever make—especially for those with big life goals (and eventually retirement) in their sights. But putting your financial future in someone else’s hands isn’t…