mike rhodes blog targets corporate governance niche the blog, at www.corporategovernanceblog.com, is the brainchild of partner mike rhodes, who spearheaded creation of the firm’s corporate governance practice in 2004, according to the firm. rhodes has more than 15 years experience … continued
check out http://www.mfa-cpa.com. moody, famiglietti & andronico llp in north andover, mass., a 10-partner firm, is doing a few things worth noting: 1) client profiles and client-centric news updates on the home page. 2) regularly-changing content 3) top ten reasons … continued
the best assurance is storing your data offsite. by rick telberg for hewlett packard everyone knows how important it is to back up important files and applications, but many accountants still don’t have a comprehensive and coherent approach to this … continued
cpas demand more wifi, better software integration. by rick telberg at large there’s no doubt that accountants and finance managers are among the most mobile business professionals, and they figure to be big buyers of additional mobile technologies. but they’re … continued
cpas in industry furnish friendly advice to cpas in practice: mind your p-q-r-s-t-u’s.
by rick telberg
at large
the customer’s always right, right?
right.
or so think the customers. and what the customers think counts a lot because they’re your best sales reps, especially when someone asks them to recommend a tax or accounting firm.
how worrisome it is, then, that fully half ? precisely half ? of surveyed chief financial officers, chief executive officers, finance managers, staff and business owners would not recommend their own outside cpa firm to their closest friends, according to our ongoing study.
yipes! what are these people saying? statistically, there’s a 50-50 chance they’re directing potential clients to other firms. read more →
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 about the personal financial planning opportunities that lie untapped in their legions of tax clients. or do they? a remarkably large number of tax mavens remain quite content to fill in the blanks, file the forms and cash the check. but, except in some of the more complex situations, it doesn’t take all the acquired skills of an accomplished and experienced cpa to do that. sure, cpas do taxes, and they do them probably better, more accurately and more reliably than anyone else. but the super-cpa can do so much more. and, by the way, many cpas working in private practice business and industry also have an important role to play. if you’re like most finance and accounting professionals, you have the ear of the owner and directors of your company. what kind of planning have they done for themselves? or succession planning for the business? read more →
new haven, conn. – two cpa and business-valuation firms – meyers & harrison, llc of woodbridge and marenna, pia & associates, llc of wallingford – have merged and will be relocated to new haven. the new entity, known as meyers, harrison & pia, llc, will have a staff of 29. additional offices are in greenwich and glastonbury. mark harrison serves as managing partner of the new firm. kenneth pia jr. heads its business-valuation department. randy harrison will manage the firm’s tax department. michele spence heads up accounting and auditing. donald clark leads tax and accounting work with emerging businesses.
read more →
banks may be a competitive threat looming before the accounting profession, but they’re nothing that practicing accountants cannot handle. by rick telberg at large still, banks and other competitors from beyond the borders of the profession should prompt savvy practitioners … continued
investment news by rick miller july 11, 2005 chicago – at the midpoint of a two-year effort to save the personal financial specialist credential, the american institute of certified public accountants has improved services for credential holders and is turning … continued
harry c. ballman, ii, mba, cpa has been named president of the 2,000 member greater washington society of cpas. a retired general partner of grant thornton and sole practitioner in the annapolis, md., and washington, d.c., area. he has over … continued
but financial institutions targeting the cpa market need to tread wisely. by rick telberg personal financial planning is clearly a core part of what a cpa does. most in the profession see it emerging as a significant part of the … continued
a lesson in leadership, or, when leaders fail a reader writes (name withheld by request)… we serve high end family groups. our focus for the last 20 years has been team work with each other and with the client. we … continued
going on vacation? ponder these vexing issues for the profession. by rick telberg with the dog days of summer fast approaching, many cpas and financial executives will be taking a well-deserved breather. for some, just thinking about work could take … continued