dreamstime_xs_49775848A Case Study on Social Media Advertising

Challenge For many companies, growing a social media presence can be difficult. For wealth management firms, it can be even more challenging because of the compliance guidelines that must be followed. While most companies tend to shy away from Twitter … Continued

dreamstime_xs_52779512Benefits of Creating a Better Work Environment

There has been a lot in the news recently about benefits being provided by CPA firms. Most of these claim to help with recruiting and retention. One company is now offering paid maternity leave and increased personal time off — including … Continued

dreamstime_xs_33188119Recognizing Traits of Effective Thought Leaders

Part 2 of a 3-part series of articles exploring how your firm can develop and support thought leaders. Developing and nurturing thought leaders in your accounting firm requires a big investment of time and money.  You will want to make … Continued

dreamstime_xs_55332732Are You Moving Your Tax Practice Upstream?

Over the past year I have noticed an increasing number of low service tax providers popping up. The most recent comes from Taxaroo, a new startup company that hopes to become the “Uber for Taxes” by matching CPAs and EAs … Continued