advisory & consulting archives - 卡塔尔世界杯常规比赛时间 - 瑞士vs喀麦隆亚盘 //www.g005e.com/category/advisory/ actionable intelligence for the tax, accounting and finance community sun, 29 dec 2024 21:12:41 +0000 en-us hourly 1 https://cpatwpe.s3.amazonaws.com/cpatrendlines/wp-content/uploads/2020/08/cropped-copy-of-cpat_icon_150sq-32x32.png advisory & consulting archives - 卡塔尔世界杯常规比赛时间 - 瑞士vs喀麦隆亚盘 //www.g005e.com/category/advisory/ 32 32 who is ready for client accounting services? //www.g005e.com/2024/12/27/who-is-ready-for-client-accounting-services/ fri, 27 dec 2024 15:55:23 +0000 //www.g005e.com/?p=137115 ten ways to tell.

by hitendra patil
client accounting services: the definitive success guide

go pro for members-only access to more hitendra patil.
]]> why cpas are best positioned to become financial advisors //www.g005e.com/2024/12/15/why-cpas-are-best-positioned-to-become-financial-advisors/ //www.g005e.com/2024/12/15/why-cpas-are-best-positioned-to-become-financial-advisors/#respond sun, 15 dec 2024 17:00:13 +0000 //www.g005e.com/?p=136831 you have a lot of advice to offer beyond taxes.

by blake oliver
the holistic guide to wealth management.

go pro for members-only access to more rory henry.
]]> //www.g005e.com/2024/12/15/why-cpas-are-best-positioned-to-become-financial-advisors/feed/ 0 automation can be exciting in client accounting services //www.g005e.com/2024/12/13/automation-can-be-exciting-in-client-accounting-services/ //www.g005e.com/2024/12/13/automation-can-be-exciting-in-client-accounting-services/#respond fri, 13 dec 2024 16:55:42 +0000 //www.g005e.com/?p=136827 raise client expectations.

by hitendra patil
client accounting services: the definitive success guide

go pro for members-only access to more hitendra patil.
]]> //www.g005e.com/2024/12/13/automation-can-be-exciting-in-client-accounting-services/feed/ 0 how wealth management has evolved //www.g005e.com/2024/12/08/how-wealth-management-has-evolved/ //www.g005e.com/2024/12/08/how-wealth-management-has-evolved/#respond sun, 08 dec 2024 18:00:02 +0000 //www.g005e.com/?p=136485 and how the accounting profession has been right alongside.

by rory henry
the holistic guide to wealth management

go pro for members-only access to more rory henry.
]]> //www.g005e.com/2024/12/08/how-wealth-management-has-evolved/feed/ 0 introducing you to a fulfilling return on relationships //www.g005e.com/2024/12/03/introducing-you-to-a-fulfilling-return-on-relationships/ //www.g005e.com/2024/12/03/introducing-you-to-a-fulfilling-return-on-relationships/#respond tue, 03 dec 2024 16:58:12 +0000 //www.g005e.com/?p=136175 clients don’t just want answers, they want empathy.

by rory henry
the holistic guide to wealth management

go pro for members-only access to more rory henry.
]]> //www.g005e.com/2024/12/03/introducing-you-to-a-fulfilling-return-on-relationships/feed/ 0 rory henry upends the traditional accounting firm //www.g005e.com/2024/11/17/rory-henry-upends-the-traditional-accounting-firm/ //www.g005e.com/2024/11/17/rory-henry-upends-the-traditional-accounting-firm/#respond sun, 17 nov 2024 17:00:30 +0000 //www.g005e.com/?p=134948 why “advisory” encompasses more than you might think.

by rory henry
the holistic guide to wealth management

go pro for members-only access to more rory henry.
]]> //www.g005e.com/2024/11/17/rory-henry-upends-the-traditional-accounting-firm/feed/ 0 cas clients are ‘stickier’ //www.g005e.com/2024/11/15/cas-clients-are-stickier/ //www.g005e.com/2024/11/15/cas-clients-are-stickier/#respond fri, 15 nov 2024 16:55:32 +0000 //www.g005e.com/?p=134909 they’re more loyal and buy more services. what’s not to like?

by hitendra patil
client accounting services: the definitive success guide

go pro for members-only access to more hitendra patil.
]]> //www.g005e.com/2024/11/15/cas-clients-are-stickier/feed/ 0 becca johns: how rea cpas is pushing into advisory | capstone conversations //www.g005e.com/2024/11/11/becca-johns-how-rea-cpas-is-pushing-into-advisory-capstone-conversations/ //www.g005e.com/2024/11/11/becca-johns-how-rea-cpas-is-pushing-into-advisory-capstone-conversations/#respond mon, 11 nov 2024 16:38:36 +0000 //www.g005e.com/?p=134729 challenging the cpa mindset.

capstone conversations
with jean caragher
for 卡塔尔世界杯常规比赛时间

go pro for members-only access to more jean marie caragher.
]]> //www.g005e.com/2024/11/11/becca-johns-how-rea-cpas-is-pushing-into-advisory-capstone-conversations/feed/ 0 four ingredients to your cas ‘why’ //www.g005e.com/2024/11/08/four-ingredients-to-your-cas-why/ //www.g005e.com/2024/11/08/four-ingredients-to-your-cas-why/#respond fri, 08 nov 2024 16:58:56 +0000 //www.g005e.com/?p=134707 learn what will resonate with your prospects.

by hitendra patil
client accounting services: the definitive success guide

go pro for members-only access to more hitendra patil.
]]> //www.g005e.com/2024/11/08/four-ingredients-to-your-cas-why/feed/ 0 do you have the client accounting services mindset? //www.g005e.com/2024/11/01/do-you-have-the-client-accounting-services-mindset/ //www.g005e.com/2024/11/01/do-you-have-the-client-accounting-services-mindset/#respond fri, 01 nov 2024 15:58:05 +0000 //www.g005e.com/?p=134495 you’re the professional. ponder that a moment.

by hitendra patil
client accounting services: the definitive success guide

go pro for members-only access to more hitendra patil.
]]> //www.g005e.com/2024/11/01/do-you-have-the-client-accounting-services-mindset/feed/ 0 risky business: the art and science of startup company valuation //www.g005e.com/2024/09/09/risky-business-the-art-and-science-of-startup-company-valuation/ mon, 09 sep 2024 16:00:11 +0000 //www.g005e.com/?p=130835 proven methods for staying out of trouble and getting the numbers right for founders, investors and regulators.

by anthony venette

go pro for members-only access to more 卡塔尔世界杯常规比赛时间 research.
]]> sean duncan: discover your own genius | the disruptors //www.g005e.com/2024/09/03/sean-duncan-discover-your-own-genius-the-disruptors/ tue, 03 sep 2024 14:10:44 +0000 //www.g005e.com/?p=129835 there aren’t enough of us to help everyone who needs our help.

the disruptors
with liz farr

go pro for members-only access to more liz farr.
]]> the accountant as a strategic business partner //www.g005e.com/2024/07/21/the-accountant-as-a-strategic-business-partner/ //www.g005e.com/2024/07/21/the-accountant-as-a-strategic-business-partner/#comments sun, 21 jul 2024 15:59:27 +0000 //www.g005e.com/?p=127500 shift from transactional to advisory to become vital to your clients’ success.

by katie thomas

go pro for members-only access to more katie thomas.
]]> //www.g005e.com/2024/07/21/the-accountant-as-a-strategic-business-partner/feed/ 1 a friendly chat or a billable discussion? //www.g005e.com/2024/04/29/a-friendly-chat-or-a-billable-discussion/ mon, 29 apr 2024 15:50:25 +0000 //www.g005e.com/?p=124765 make your intentions clear at the outset.

by ed mendlowitz
202 questions and answers: managing an accounting practice

go pro for members-only access to more edward mendlowitz.
]]> six steps to battle cybersecurity risks //www.g005e.com/2024/03/13/by-donny-shimamoto-cybersecurity-for-accountants-six-action-steps-to-mitigate-cybersecurity-risks-donny/ wed, 13 mar 2024 04:00:29 +0000 //www.g005e.com/?p=118110 what cost or time investment would you pay to protect your firm and your clients?

by donny shimamoto for cybersecurity for accountants

go pro for members-only access to more donny shimamoto.
]]> eight steps to putting back office support into place //www.g005e.com/2024/03/12/eight-steps-to-putting-back-office-support-into-place/ tue, 12 mar 2024 15:55:49 +0000 //www.g005e.com/?p=123423 includes details for the client operations manual.

by penny breslin
it’s not just the numbers

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]]> how to start providing family office services //www.g005e.com/2024/02/26/how-to-start-providing-family-office-services/ mon, 26 feb 2024 16:55:54 +0000 //www.g005e.com/?p=122901 including a sample engagement letter.

by ed mendlowitz
202 questions and answers: managing an accounting practice

go pro for members-only access to more edward mendlowitz.
]]> cover these five areas of information security //www.g005e.com/2024/02/20/cover-these-five-areas-of-information-security/ tue, 20 feb 2024 18:54:05 +0000 //www.g005e.com/?p=122687 how to thoroughly safeguard client information.

by penny breslin
it’s not just the numbers

go pro for members-only access to more penny breslin.
]]> stress test your clients’ financial plans //www.g005e.com/2024/02/19/stress-test-your-clients-financial-plans/ mon, 19 feb 2024 16:56:54 +0000 //www.g005e.com/?p=122623 what’s the worst that could happen? ask that now.

by anthony glomski

go pro for members-only access to more anthony glomski.
]]> let tech make communication easier //www.g005e.com/2024/02/13/let-tech-make-communication-easier/ tue, 13 feb 2024 16:58:52 +0000 //www.g005e.com/?p=122426 how to create effective systems.

by penny breslin
it’s not just the numbers

go pro for members-only access to more penny breslin.
]]> when clients want to manage their own wealth //www.g005e.com/2024/02/12/when-clients-want-to-manage-their-own-wealth/ //www.g005e.com/2024/02/12/when-clients-want-to-manage-their-own-wealth/#comments mon, 12 feb 2024 17:06:49 +0000 //www.g005e.com/?p=122389 can they? maybe. but should they?

by anthony glomski

go pro for members-only access to more anthony glomski.
]]> //www.g005e.com/2024/02/12/when-clients-want-to-manage-their-own-wealth/feed/ 1 how to craft a service level agreement //www.g005e.com/2024/02/06/how-to-craft-a-service-level-agreement/ tue, 06 feb 2024 17:02:17 +0000 //www.g005e.com/?p=122237 bonus: a sample checklist.

by penny breslin
it’s not just the numbers

go pro for members-only access to more penny breslin.
]]> four attributes your experts need //www.g005e.com/2024/02/05/four-attributes-your-experts-need/ mon, 05 feb 2024 16:57:15 +0000 //www.g005e.com/?p=122191 plus more tips on building your team.

by anthony glomski
your $5 million high-net-worth practice

go pro for members-only access to more anthony glomski.
]]> three examples: pricing your bos value add //www.g005e.com/2024/01/30/three-examples-pricing-your-bos-value-add/ tue, 30 jan 2024 16:55:41 +0000 //www.g005e.com/?p=122002 how to take that big first step.

by penny breslin
it’s not just the numbers

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]]> your wealth management team needs these five people //www.g005e.com/2024/01/29/your-wealth-management-team-needs-these-five-people/ //www.g005e.com/2024/01/29/your-wealth-management-team-needs-these-five-people/#comments mon, 29 jan 2024 16:56:12 +0000 //www.g005e.com/?p=121978 details on each, plus 10 other specialists to consider for occasional circumstances.

by anthony glomski

go pro for members-only access to more anthony glomski.
]]> //www.g005e.com/2024/01/29/your-wealth-management-team-needs-these-five-people/feed/ 1 how to assess needs for a client proposal //www.g005e.com/2024/01/23/how-to-assess-needs-for-a-client-proposal/ tue, 23 jan 2024 16:57:03 +0000 //www.g005e.com/?p=121821 use an anticipatory set to make things easier for both sides.

by penny breslin
it’s not just the numbers

go pro for members-only access to more penny breslin.
]]> wealth management calls for a team of experts //www.g005e.com/2024/01/22/wealth-management-calls-for-a-team-of-experts/ mon, 22 jan 2024 16:56:43 +0000 //www.g005e.com/?p=121785 you don’t know everything ... and you don’t need to.

by anthony glomski
your $5 million high-net-worth practice

go pro for members-only access to more anthony glomski.
]]> how to maximize on-site client meetings //www.g005e.com/2024/01/16/how-to-maximize-on-site-client-meetings/ tue, 16 jan 2024 23:08:12 +0000 //www.g005e.com/?p=121596 plus two traps to avoid.

by penny breslin
it’s not just the numbers

go pro for members-only access to more penny breslin.
]]> how to leverage chatgpt in advisory work //www.g005e.com/2024/01/10/how-to-leverage-chatgpt-in-advisory-work/ wed, 10 jan 2024 16:00:10 +0000 //www.g005e.com/?p=121285 learn the language of commands and prompts. and check the math.

by sandi leyva
get started with chatgpt cpe here.

go pro for members-only access to more sandi smith leyva.
]]> free consultation? not always //www.g005e.com/2024/01/08/free-consultation-not-always/ mon, 08 jan 2024 16:58:44 +0000 //www.g005e.com/?p=119127 don’t give it away too easily.

by ed mendlowitz
202 questions and answers: managing an accounting practice

go pro for members-only access to more edward mendlowitz.
]]> use timesheets for productivity, not billing //www.g005e.com/2024/01/02/use-timesheets-for-productivity-not-billing/ tue, 02 jan 2024 20:30:37 +0000 //www.g005e.com/?p=119732 back office support calls for flat rates. here’s why.

by penny breslin
it’s not just the numbers

go pro for members-only access to more penny breslin.
]]> see your client to a graceful exit //www.g005e.com/2024/01/01/see-your-client-to-a-graceful-exit/ mon, 01 jan 2024 16:55:55 +0000 //www.g005e.com/?p=119118 it takes a few years, so get started.

by anthony glomski

go pro for members-only access to more anthony glomski.
]]> best practices for source doc permissions and handling //www.g005e.com/2023/12/19/best-practices-for-source-doc-permissions-and-handling/ tue, 19 dec 2023 17:12:08 +0000 //www.g005e.com/?p=119730 four steps to asserting control.

by penny breslin
it’s not just the numbers

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]]> is your client’s wealth truly protected? //www.g005e.com/2023/12/18/is-your-clients-wealth-truly-protected/ mon, 18 dec 2023 16:58:46 +0000 //www.g005e.com/?p=119115 many policies are too small. here’s another option.

by anthony glomski

go pro for members-only access to more anthony glomski.
]]> seven things you must know about ai //www.g005e.com/2023/12/17/seven-things-you-must-know-about-ai/ //www.g005e.com/2023/12/17/seven-things-you-must-know-about-ai/#comments sun, 17 dec 2023 18:41:38 +0000 //www.g005e.com/?p=120648 be serious, not amused.

by hitendra patil
rise of the aiccountants

go pro for members-only access to more hitendra patil.
]]> //www.g005e.com/2023/12/17/seven-things-you-must-know-about-ai/feed/ 2 sixteen guidelines for naming conventions //www.g005e.com/2023/12/12/sixteen-guidelines-for-naming-conventions/ tue, 12 dec 2023 16:57:59 +0000 //www.g005e.com/?p=119728 why they matter so much.

by penny breslin
it’s not just the numbers

go pro for members-only access to more penny breslin.
]]> revisit your back office support procedures //www.g005e.com/2023/12/05/revisit-your-back-office-support-procedures/ tue, 05 dec 2023 20:55:11 +0000 //www.g005e.com/?p=119726 remember it’s not just your team on board, it’s also your clients.

by penny breslin
it’s not just the numbers

go pro for members-only access to more penny breslin.
]]> every back office support client needs a playbook //www.g005e.com/2023/11/28/every-back-office-support-client-needs-a-playbook/ tue, 28 nov 2023 16:53:59 +0000 //www.g005e.com/?p=119724 here’s the specific information that should be included.

by penny breslin
it’s not just the numbers

go pro for members-only access to more penny breslin.
]]> you have to manage three kinds of procedures //www.g005e.com/2023/11/21/you-have-to-manage-three-kinds-of-procedures/ //www.g005e.com/2023/11/21/you-have-to-manage-three-kinds-of-procedures/#comments tue, 21 nov 2023 16:56:48 +0000 //www.g005e.com/?p=119722 need help with internal procedures? here are three apps for organizing them.

by penny breslin
it’s not just the numbers

go pro for members-only access to more penny breslin.
]]> //www.g005e.com/2023/11/21/you-have-to-manage-three-kinds-of-procedures/feed/ 2 should you offer financial services? //www.g005e.com/2023/11/20/should-you-offer-financial-services/ mon, 20 nov 2023 19:30:43 +0000 //www.g005e.com/?p=119087 10 points to consider before adding them to your practice.

by ed mendlowitz
202 questions and answers: managing an accounting practice

go pro for members-only access to more edward mendlowitz.
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