Jun 24, 2019
Often, a CPA will receive a request for a “comfort letter” when a client is seeking a loan or is taking part in one of many other types of financial transactions. Despite a strong relationship with the client, it would not be wise to jump into fulfilling such a request before taking several precautions. To let us...
Jun 17, 2019
The optimal customer relationship management system can bring big benefits to all sorts of organizations. When it’s not getting the job done, you must make the switch to a new one. To help you make the right choice, we sat down with Deanna Perkins, a solutions adviser with Boomer Consulting Inc. Her company recently...
Jun 10, 2019
The public accounting world is changing, and not just through technology. The skills one needs to excel at building a book of business – an important aspect needed to achieve the status of partner – have evolved. Amy Franko, founder and president of Impact Instruction Group and author of The Modern Seller: Sell...
Jun 3, 2019
When it comes to searching for new clients, the office is not the only place CPAs can be found on a daily basis. They go to the gym. They go out to lunch. They overhear people on the train. Well, according to Perceptive Business Solutions Inc.’s Bryce Sanders, those places can be just as effective for expanding your...