Managing millennial money — Attracting clients with technology

The next generation of clients is here. Many of us still think of millennials as the 20-something, just out of college crowd, when actually...

5 skills that will help prepare you for success

The next generation of leaders already is facing its own set of challenges, from inflation to staffing shortages. And while challenges are always consistent...

Perception vs. Reality: The hidden costs to run your practice

Small practices forget to run a burden rate to calculate their costs of doing business. We either think we are too small and we...

Cannabis & Crypto: Why your practice should monitor both

Even if your tax practice is not actively taking cannabis clients, chances are you have been asked to work with one. If it still...

Implementing the balanced scorecard strategy in your firm 

The balanced scorecard (BSC), which first began to be utilized in the 1990s (Blocher, 2022), is a holistic cost management tool that looks at...

Your 5-step plan to recovering from the busy season

If you feel like the busy season just keeps getting harder, you are not alone. The last couple of tax seasons have been met...

10 ways to recession proof your business

A lot remains to be seen as 2022 continues to unfold, but uncertainty seems to be the theme (along with rising prices of pretty...

3 ways you can create wealth

We all want it, but we’re not all willing to do the work. Entrepreneurs must commit to an alternate level of work to be...

Intro to value-based pricing

Valued-based pricing gives accounting practices a great opportunity to be properly compensated for years of experience and expertise, but it’s often difficult to calculate...

How do you know if you need a consultant?

Coaching is the hottest thing in the entrepreneurial land. Maybe it is the rise in work from home start-up businesses, but it seems everyone...

Stay connected

294FansLike
245FollowersFollow

Latest article

Are you taking on too much?

Most of us have heard the phrase “jack of all trades,” and we usually use it as a term of endearment to compliment seemingly...

Topel Forman affiliates with Avantax for wealth management, financial planning services

Accounting firm Topel Forman L.L.C. has affiliated with Avantax Planning Partners℠, Avantax’s employee-based RIA (registered investment advisor) to provide comprehensive tax-focused financial planning and...

Old school accounting firms are dead

0
Talent shortages are impacting every industry across the nation. Forbes recently reported that talent shortages could create up to 85 million unfilled jobs over...