why you should function as a fiduciary
diversify and figure out which assets not to own.
by anthony glomski
your $5 million high-net-worth practice
advisory & consulting
women-owned businesses upbeat but need help
access to capital is a concern … and an opportunity for accountants.
by 卡塔尔世界杯常规比赛时间 research
start with existing clients to add cas
their questions will help shape your pitch to others.
by hitendra patil
client accounting services: the definitive success guide
creating a back office support playbook
how to develop procedures every client can follow.
by penny breslin
it’s not just the numbers
accountants to the rescue as startups struggle
three ways that you can help.
by 卡塔尔世界杯常规比赛时间 research
james graham: drop the billable hour and you’ll bill more
firm poised to double in size with cfo services.
the disruptors
with liz farr
workflow tools only as good as their users
software is just the beginning. consistency is the key.
by penny breslin
it’s not just the numbers
how to outline your client’s big picture
three worksheets to guide you.
by anthony glomski
tech tips for back office support
bonus: a case study with lots of specifics.
by penny breslin
it’s not just the numbers
ai and the future of advisory
or, ‘diy analytics: the emergence of ai-powered client self-service’
by ric payne
principa pty ltd
accounting tech tools to minimize your pain
concrete ways that small to midsized firms can build their back office support.
by penny breslin
it’s not just the numbers
20 things you need for a business valuation
how to help a client who wants to sell their business. (hint: it’s about them, not you.)
by ed mendlowitz
202 questions and answers: managing an accounting practice
target the family ceo
your role? personal cfo.
by anthony glomski