Accountants are often being told to “innovate” these days. Many of the articles I’ve worked on recently with writers are all focused on helping professionals stay competitive, especially after two years that really made it clear an advanced tech stack is a necessity to business success these days. But, most
Registered investment advisors and their firms have long viewed 401(k) and 403(b) plans as great sources of potential business. A soon-to-be retired client, current or prospective, might have a six- or seven-figure account balance begging for an investment advisor to manage it. What growth-oriented financial advisor is going to miss
There’s something blissful about your business being “all you.” But that bliss can turn to burnout if you don’t implement the right measures. The following six tips will help you, the solo virtual bookkeeper, wear all the hats in your business successfully and with minimal stress. Tip #1: Outsource I
The S.E.C. said the cheating involved hundreds of the firm’s workers from 2017 to 2021, resulting in the largest penalty ever imposed by the agency against an auditing firm.
In my previous blog, we talked about how to prepare yourself, your family and team, and your firm for your trip to an onsite conference…’tis the season, you know! Once you have all of that locked down and you arrive at your event, it’s time to focus. As simple as
The International Federation of Accountants released a call to action this month urging CFOs and other finance leaders to improve the quality of sustainability information and processes by championing an “integrated mindset.” IFAC has been involved in bringing together the various standard-setters in the environmental, social and governance reporting space
It’s been said: “Getting money and keeping money are two different skills.” Another familiar expression is: “Money talks: It says goodbye.” You’ve heard the stories of professional athletes who got into financial trouble and lottery winners who went bankrupt. When things are going well, too many people think money comes
The International Sustainability Standards Board is reaching quorum strength with the appointment of two new members. The addition of Jeffrey Hales, chairman of the Sustainability Accounting Standards Board and an accounting professor at the University of Texas, and Michael Jantzi, a member of the board of directors at the Value
The pandemic had a devastating impact on many businesses, and they faced unforeseen challenges. Retaining employees and maintaining their salaries was a hurdle many sought relief from by requesting an SBA-backed loan through the Paycheck Protection Program or filing for an ERC. However, after the Consolidated Appropriations Act of 2021
Everyone is feeling the effects of higher inflation. Forbes reports even during the low-inflation environment pre-pandemic, the cost of a four-year college education was increasing at twice the rate of inflation. Put another way, between 1985/86 to 2017/18, tuition rose by 497 percent. If your client’s child attends college, it