Building a better sales pipeline
Accounting Today Podcast
by Accounting Today
1w ago
As firms grow, they need to move their sales pipeline from inside their head into a more formal process, says Sarah Dobek of Inovautus Consulting, to gather the right data and hold everyone involved accountable for growth ..read more
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The problems PE solves
Accounting Today Podcast
by Accounting Today
2w ago
Private equity can solve many of a firm's problems –– but not necessarily all, according to Phil Whitman of Whitman Transition Advisors, and there are alternatives ..read more
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Is PE right for you?
Accounting Today Podcast
by Accounting Today
3w ago
Private equity is a solution to many accounting firm problems -- but not for all accounting firms. Allan Koltin of Koltin Consulting Group dives into who might be a good fit for PE, and what they can expect if they do ..read more
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A primer on PE
Accounting Today Podcast
by Accounting Today
1M ago
Private equity presents a lot of opportunities for accounting firms -- but comes with a great many questions, too. Bob Lewis of the Visionary Group offers answers and valuable advice for accountants looking at this major trend ..read more
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Keeping them down on the firm
Accounting Today Podcast
by Accounting Today
1M ago
What keeps employees engaged is changing rapidly, and accounting firms can't afford to fall behind, according to Tina Wang, division vice president of HR at payroll and HR giant ADP, and Darren Root, a major thought leader in the profession and Co-founder of Better Every Day ..read more
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Crunching the right numbers 
Accounting Today Podcast
by Accounting Today
2M ago
Too many accounting firms are relying on outdated or inappropriate data to measure their success, and Sarah Dobek of Inovautus Consulting lays out a much more forward-looking set of data for them to work with ..read more
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Get ready for tax season! 
Accounting Today Podcast
by Accounting Today
2M ago
Frank Sands, president of the National Conference of CPA Practitioners, shares the major issues that tax pros should be paying attention to in the run up to April 15, as well as expectations around IRS responsiveness, and the latest small-business trends ..read more
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The growing opportunity in the Hispanic community
Accounting Today Podcast
by Accounting Today
2M ago
Melanie Lauridsen, vice president of tax policy and advocacy at the AICPA, and Cynthia Rijo Sanchez, president of the Puerto Rico CPA Society, discuss the boom in demand for tax and accounting services, and what it takes to successfully serve this market ..read more
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The Golden AGE of feedback
Accounting Today Podcast
by Accounting Today
2M ago
Terrell Turner of the TLTurner Group explains his firm's unique process for upgrading employee reviews and keeping staff performing at the levels they need ..read more
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Figuring out alternative investments
Accounting Today Podcast
by Accounting Today
2M ago
John Napolitano of Napier Financial takes a long look at the host of unusual investment opportunities available to your wealthier clients, and how to tell what will work from what won't.   ..read more
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