financial crash means tax season opportunities for savvy cpas. how’s your busy season so far? join the survey, compare results with your peers. by rick telberg lay-offs. cost-cutting. the stock market crash. global credit freeze. ruined retirements…. and then there’s … continued
sageworks inc., which makes profitcents financial analysis software for private companies, has been getting a lot of ink lately for the benchmarking reports it produces from aggregated user data. a spokesperson sent this to us, with this note: “i thought … continued
luca pacioli harvey a. goldstein, who invented up your cash flow and remains longtime managing partner of singer lewak cpas in los angeles, is birthing a new brainchild: instant cash-flow forecasts for small business. it goes by the unfortunate name … continued
nearly 9 out of 10 small business owners see opportunities. and 60% still expect their business to grow in the coming year. despite the fact that most of them said they’re coming off a flat to down 2008. free download: … continued
asking clients for feedback during these uncertain economic times can help to maintain strong, trust-based relationships with clients. “using a well-structured feedback tool to understand what clients need in a relationship with their advisors helps the advisor to do two … continued
some good advice for cpas dealing with the stock market crash. by rick telberg/at large gripped by the uncertainty and fear that comes with a stock-market crash and deepening recession, clients and individuals are turning to cpas for guidance and answers. cpas … continued
free download: genworth financial’s reg 7216 client consent sample forms, here:Â word doc.
in a bear market, cpas need to know. and then they need to help clients fine-tune the risk, according to bert schweizer iii, cpa/pfs. schweizer is a principal and founder of buckingham asset management, llc, a registered investment advisor firm … continued
especially in this economic climate, when clients need more help than ever, cpas have an obligation to break out of their compliance-only mindset to help clients plan for their futures. richard l. engebretson, vice president at wealthstar alliance, a service … continued
and how to save them from themselves. cpas interested in providing personal financial planning don’t need to do it all. the secret to success in pfp is finding the right partners, according to michael david schulman, cpa/pfs, third generation owner … continued
amid the stock market crash and a deepening recession, clients need the faith and comfort that only a cpa skilled in personal financial planing can bring. in this brief interview, mark w. mcgorry, jd, cfp (plus cpc, clu, and aep), … continued
and the four misconceptions holding cpas back. by rick telberg with tax season approaching, cpas face a rare opportunity for valuable face-time with clients who may be feeling unsettled – if not completely up-ended – by the sputtering economy and … continued
small business formations actually accelerated in the last two recessions. it’s more evidence that the cpa profession is counter-cyclical. but can it happen this time?