practitioners learn the hard way how to operate more efficiently. what will you do differently next year? by rick telberg at large tax practitioners running behind schedule this tax season probably now realize things, that if done a little differently, … continued
go to download page. does your retreat advance your firm? by bruce w. marcus we’re at the beginning of the retreat season. this spring, accountants, lawyers, and consultants will assemble, dressed informally, at fine resorts throughout the nation, to explore … continued
depends on who you ask. by rick telberg at large do cpas really know what clients want? do clients themselves know?the answer may be a harsh “not really.” to find out more, we contacted several hundred cpas in public practice … continued
based on responses gathered from tax practitioners through january, a third were reporting they were feeling stressed most or all the time, a third said sometimes, and another third only occasionally or never. at the same time, about 33 percent … continued
here are 10 ways to nurture happier, richer clients. meanwhile: check the tax season stress-o-meter. by rick telberg at large if this is tax season, it should also be personal financial planning season. tax practitioners don’t need to be reminded … continued
the client service team as a growing phenomenon by bruce marcus excerpted from the marcusletter once a novelty, a growing number of firms have discovered the benefits of using the client service team as an approach to dealing with larger … continued
merely “smart” doesn’t cut it in the post-information age. accountants and financial managers must do more. here’s what you need to do to stay relevant. by rick telberg smart doesn’t count for much anymore. everybody’s smart. to google is to … continued
bsg advisory: firms should be making fraud a key wedge issue in marketing, while financial executives must join with other departments to take a strategic role. london (press release) — rising economic crime poses a growing threat to companies, with … continued
jones, nale & mattingly restructures “to enhance growth and client service” louisville, k.y., — jones, nale & mattingly plc says it is is transitioning from a traditional partnership structure to a corporate model. the firm has created a board of … continued
securities and exchange commission deputy chief accountant andrew d. bailey, jr., announced he will leave the commission in december 2005. sec chief christopher cox, who took over from bill donaldson in august is already trying to fill a couple major … continued
moss adams, brady ware pick up local firms; st. clair repositions as a ‘dot-net’ moss adams, the nation’s 12th largest accounting firm, is absorbing neff + ricci, adding 100 staffers and 15 partners to its current 1,400 staff and 180 … continued
the risks to cpas can’t be ignored from camico in october 2004, the world of payments entered the era of “check 21”, formally known as the check clearing for the 21st century act. but when it comes to practice liability … continued