six steps to battle cybersecurity risks
what cost or time investment would you pay to protect your firm and your clients?
by donny shimamoto for cybersecurity for accountants
advisory & consulting
eight steps to putting back office support into place
includes details for the client operations manual.
by penny breslin
it’s not just the numbers
how to start providing family office services
including a sample engagement letter.
by ed mendlowitz
202 questions and answers: managing an accounting practice
cover these five areas of information security
how to thoroughly safeguard client information.
by penny breslin
it’s not just the numbers
stress test your clients’ financial plans
what’s the worst that could happen? ask that now.
by anthony glomski
let tech make communication easier
how to create effective systems.
by penny breslin
it’s not just the numbers
when clients want to manage their own wealth
can they? maybe. but should they?
by anthony glomski
how to craft a service level agreement
bonus: a sample checklist.
by penny breslin
it’s not just the numbers
four attributes your experts need
plus more tips on building your team.
by anthony glomski
your $5 million high-net-worth practice
three examples: pricing your bos value add
how to take that big first step.
by penny breslin
it’s not just the numbers
your wealth management team needs these five people
details on each, plus 10 other specialists to consider for occasional circumstances.
by anthony glomski
how to assess needs for a client proposal
use an anticipatory set to make things easier for both sides.
by penny breslin
it’s not just the numbers
wealth management calls for a team of experts
you don’t know everything … and you don’t need to.
by anthony glomski
your $5 million high-net-worth practice