learning to love video calls
take the pain out of online meetings with weekly updates.
by jody grunden
building the virtual cfo firm in the cloud
covid-19
the new way to get the best clients
new research pinpoints four essentials to maximize the referral network you already have.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
the right tech tools for covid work-from-home
ipads, android, or microsoft surface?
by roman h. kepczyk
quantum of paperless: technology guide & checklist
trust: one building block of success
remote work and “rightsizing” make it more important than ever.
by steven e. sacks
the new fundamentals
who’s offering your clients ppp services?
84% of your colleagues are.
by sandi leyva
maximize referrals from wealthy clients
how to foster opportunities.
by anthony glomski and russ alan prince
join prince and glomkski for a four-hour “masterclass: build your $5-million high-net-worth practice,” with one-on-one coaching. attendance limited. view details here.
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ppp client fraud: how much risk is too much?
where do you fall on the risk-management scale?
by sandi leyva
ppp: are the risks worth it?
practice management do’s and don’ts
join the survey. get the results.
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what the wealthy want
remember: when managing high-net-worth clients, it’s all about them, especially in the time of covid.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
building a $5 million high-net-worth practice
with russ alan prince and anthony glomski
thursday, oct. 29
masterclass and one-on-one coaching
view details
survey: who’s not billing for ppp services?
some serving the greater good. others just confused.
by sandi leyva
replay: covid impact on cpa firm m&a
m&a maven robert fligel says coronavirus is pushing deal-flow and trimming multiples.
^ click to play the video | > or choose the podcast
featuring robert fligel
rf resources
covid-19 is putting new pressure on cpa firms to close merger deals, even if it means taking a haircut in the selling price, says robert fligel, the legendary new york-based cpa firm mergers-and-acquisitions dealmaker, in a new 卡塔尔世界杯常规比赛时间 flash briefing.
do you have the right people?
how core values affect remote work culture.
by jody grunden
building the virtual cfo firm in the cloud
your competition isn’t who you think it is
david bergstein: traditional accounting firms face an onslaught from self-styled advisors, coaches, and business managers.
click to play video | or get the podcast version
with steven sacks
the new fundamentals: practical guidance for today’s accounting firms
replay: how to dazzle clients in the covid age
卡塔尔世界杯常规比赛时间 expert contributor shows how to make more money with the clients you already.
eileen j. kennedy, ceo of the kennedy factor, demonstrates how to create a consistent, exceptional, customized, and memorable client experience in the age of the coronavirus.