How To Best Manage These 5 Financial Trends
When advising your clients on how to best manage their finances, you need to make sure their plan keeps pace…
Why CPA Financial Planners Should Advise Clients on Life Insurance
With so much overlap between the job of a CPA and the job of a financial planner, many CPAs are…
Going Concern Issues in Audits, Review and Compilations
Think you don’t need to worry about going concern disclosures because the new FASB rules aren’t in effect yet? Well,…
4 Financial Areas Your Clients May Need to Spring Clean
In this spring season, the “cleaning out” mentality can go for more than just your house. Consider your clients and…
10 Tips for Entrepreneurs from ‘Sharkette’ Lori Greiner
It all started with a jewelry organizer. In her early days as an entrepreneur, Lori Greiner would come up with…
California Labor Commissioner: Uber Drivers are Employees, Not Independent Contractors
In June, the California Labor Commissioner’s office ruled that San Francisco Uber driver Barbra Anne Berwick was an employee and…
How Small-Town CPAs Can Increase Their Visibility
Whether you’ve been in the area for a long time or just moved in, being a CPA in a small…
Study: 60 Percent of Americans Retire Sooner Than Planned
Sometimes, reality gets in the way of the beach house in Florida you planned to retire to when you turned…
3 Lessons Learned from CNBC’s “The Profit” and Marcus Lemonis
People, process and product. Marcus Lemonis, the star of CNBC’s hit show “The Profit,” puts his own money on the…
Why Insurance Companies use Statutory Accounting (SAP) Instead of the GAAP
According to insurance industry accounting standards, insurance companies are unique and therefore, have different financial transactions than most businesses. Insurance companies…