卡塔尔世界杯常规比赛时间

today's features

financial planning: beyond the numbers

strive for harmony between your present and future selves.

by rory henry, cfp, bfa
the holistic guide to wealth management.

when helping clients plan for retirement, exit their business or reach other major financial goals, we tend to default to the numbers. financial projections, spending needs, drawdown rates and risk tolerance are great navigational aids, but as lewis carroll wrote in alice in wonderland, “if you don’t know where you’re going any road will take you there.”

more rory henry: be the flywheel to increase revenue
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in the fast-evolving field of behavioral finance, research shows that understanding clients’ emotional relationship with money is just as important as the numbers. and a new approach is showing that getting in tune with our future selves is one of the best ways for clients and their advisors to plan for retirement.

advisory & consulting

business valuation comes down to cash flow

this step needs to come before proper financial planning can occur.

by ed mendlowitz
77 ways to wow!

business owners contemplating retirement should obtain a business valuation to determine the value of the business and whether the other resources will provide financial security. the conversation and successful engagement also require that the valuation analyst understand the owner’s motivating factors, or the qualitative information.

more: 50 ways to create value for business owners and board members | what earnings mean for a business valuation | why and how to track payroll costs | use constraints to make improvements | the role of strategy in pricing | wow clients with trend analysis | 26 ways to wreck a financial projection
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obtaining the right price is important but holding out for a larger value and deeming all other values lower than that as a “deal breaker” can be self-defeating to the owner seeking financial security. there are other ways to obtain the security. further, quibbling over a smaller amount can potentially undermine the long-term plan, which is to retire.
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outlook & analysis

survey: accountants economic outlook brightens

table of 10 top challenges — source: aicpa

inflation no longer the top concern.

by 卡塔尔世界杯常规比赛时间 research

business leaders keep an eye on the economy the way farmers keep an eye on the weather. both are always watching, and they tend to see, and sense, more than others.

exclusively for pro members. log in here or 2022世界杯足球排名 today.

and apparently those in business are sensing a shift in the economic winds, according to a survey just released by the american institute of cpas.
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advisory & consulting

your cas engagement letter needs a reset option

even with the best definitions, scopes can change. here’s what to include.

by hitendra patil
client accounting services: the definitive success guide

“people think of us (accountants) as the compliance agents – the necessary evil.”

this sentence haunts me even today, after hearing it nearly 15 years ago from a multi-award-winning, highly experienced cpa.

perception!

more: structure insights as what-why-what | cas reports are better. here’s how. | is it time for your firm to outsource? | raise cas awareness among your clients | which clients are best for cas | how much can automating bank feeds save you? | wants vs. needs: why not fill both? | get sticky with cas | who is the professional?
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has the accounting profession’s brand been (predominantly) perceived as “compliance” only?

“we deal with the past. we do audits. and we deal with the present. we do taxes and books. future – is not our business.”
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client service opportunities

how does your firm measure up?

a new kind of “a” client.

by august j. aquila
price it right: how to value accounting services

there are many ways that a firm can evaluate itself, but there is only one way that really counts. at the end of the year, you must determine how you have made your major clients more profitable.

more: five questions for developing your marketing plan | twelve fundamentals of planning | one question to guide your growth plans | four ways to prepare for new business development | ten keys to marketing success
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remember that 80 percent of your profits still comes from 20 percent of your clients. that also means, as i recently heard, that only 20 percent of your efforts go to the clients who produce 80 percent of your revenue.
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