“market meltdown” survey results
market meltdown: the cpa view on financial planning after the “the panic of ’08”
personal financial planning issues and opportunities
preview edition
free download: read more →
client service opportunities
cpas look beyond wall street carnage
rule 1: don’t rely on social security.
what’s your best financial planning advice?
sound off here.
by rick telberg
at large
lehman. merrill. aig. bear. legendary names all.
and the story of each adds to the uncertainties that cpas are facing with clients every day.
looking to help clients financially prepare for the future, cpas are counseling restraint. but, first of all: don’t count on social security.
“due to the lack of certainty, social security benefits should not be assumed in the financial plan,” said gary manion of olney, md. read more →
wall street meltdown. investment banks collapsing. housing in crisis. what next?
new survey launched: personal financial planning – issues and opportunities for cpas
man, we couldn’t have picked a better time — or maybe worse time? — to launch a new study into the cpa financial planning environment.
first question: “how concerned are you?”
the survey was just launched today. join the survey here; get the results.
updated — with early comments… read more →
smart marketing: smbs tune in to truly helpful resources
many marketers offer educational resources to acquire and retain smbs. but how well do they really work? bredin business information surveyed 270 smbs on their perceptions of educational resources, and surveyed major marketers on their performance. highlights: educational content drives … continued
free download: niches to riches
how cpas find success in specialized services. including: the top six “gateway services” that launch leading-edge firms into the best new business lines. this 卡塔尔世界杯常规比赛时间 special report is sponsored by aicpa specialized communities. get the free download now: niches … continued
fernando gomez | money tips
3 cost-control ideas for small business. fernando gomez, cpa jackson heights, n.y. fgomezcpa.com. 1. a business should have appropriate insurance coverage. consider increasing the insurance deductible, where permitted, on all types of business insurance in order to reduce the premiums … continued
alyssa lebovic | money tips
15 practical ways for small business owners to cut and contain their costs… …and 1 thing to never compromise on. alyssa lebovic, cpa partner keller & lebovic cpas fair lawn, n.j. 1. look over all your expenses with a fresh … continued
belinda fuchs | money tips
three surefire strategies for managing small business in a downturn. by belinda fuchs, cpa own your money llc boston 1. systemize, systemize, systemize. more money is literally thrown away every day as small businesses often self-impose customization on every process. … continued
don snyder | money tips
four good ideas for managing small business in a slowdown. by donald j. snyder, cpa partner green hasson & janks llp los angeles 1. scrutinize the budget. review yearly budget on a monthly basis, comparing actual and budget amounts – … continued
bill.com, aicpa form alliance
web-based accounting startup teams with cpa2biz. bill.com, a software as a service (saas) company that provides businesses on-demand accounts payable software, has forged a strategic alliance with the cpa2biz unit of the aicpa. the deal provides bill.com with a one-stop … continued
the top 10 risks for family business
aicpa-paychex program hits 20,000-firm milestone
alliance launched in 2003 with cpa2biz more than 20,000 cpa firms nationwide are now enrolled in the paychex partner program from aicpa business solutions.
john straccamore | money tips
cost control ideas for a small business slowdown john straccamore, cpa partner bederson & co. west orange, n.j. a few of the items small business owners should be looking at going into an economic slowdown include: reducing inventory levels reviewing … continued