Financial Planning For The Medical Profession
This month we’re taking a closer look at a few types of people who frequently hire financial advisors, and how
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10 steps for creating successful strategic alliances with professionals other than CPAs
This week we’re going to discuss strategic alliances. We know you’re already well aware of the benefit of cultivating these
Why You Need To Update Your Job Descriptions
Let’s take a look at job descriptions. Chances are you already have job descriptions for your team. If you don’t,
4 Ways to create a predictable referral system
If you were to ask a group of small business owners what their biggest challenge is, the majority of them
10 Questions to Ask During The Offseason
We did it! We survived another busy tax season! now onto the offseason! Things are finally winding down and you
What To Do While You Wait on CPAs
You’ve been waiting and waiting for the perfect time to reach out to your list of CPAs so you can
3 Ways To Get More CPAs To Refer You
Financial advisors tend to see the relationship between advisors and CPAs as strategic, well-balanced and win-win. From your vantage point,
How To Avoid The Tax Season Hangover
If you’re like most of the CPAs we know, you’re working 60-100 hours per week during tax season. Your staff
How To Make Your Relationships With CPAs Stronger
The average CPA firm services over 800 clients each year. Typically, advisors want to build relationships with a CPA with
How To Eliminate The Rivalry With CPAs
Financial services companies have been competing with CPAs in the accounting and tax business for years. Many CPAs are or
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