CAS
Is Podcasting Right for Your Firm?
Have you ever considered the amount of time you’ve spent giving the same advice to people? What if you could capture that in a “bottle” and repurpose it? You can in a podcast.
New Book Explores “Optimizing the Financial Lives of Clients”
The co-authors share the in-depth strategies that enabled the Integrated Partners CPA Alliance, a partnership between CPAs and financial advisors, to thrive for the last quarter century.
7 Ways to Help Clients Prep for a Recession
One way to ease uncertainty is to do prep work to try and determine how a recession will impact a business's operations.
4 Strategies to Manage AP in a Time of High Inflation
As inflation reaches generational highs, many organizations are looking to build more resilient businesses that can withstand rising prices and the higher cost of capital.
How CFP® Certification Can Sharpen Advisory Skills
As more and more accountants look to broaden their careers, many will look to financial planning as a natural extension of their current skill set.
5 Ways to Grow Your Client Base
Keeping your pipeline full should be a top priority. While marketing is an effective way to attract new clients, it isn’t the only thing that you should do to grow your client base.
BPM Launches Data Analytics Service Aimed at Delivering Clients Actionable Insights
The Data Analytics team provides clients with reliable insights, enabling them to make data-driven decisions to propel growth, manage risks and improve overall business performance.
Making the Leap from Tax Compliance to Advisory Services
Tax compliance may seem far from advisory services, but it’s an amazing place to start. Your clients know, like, and trust you, and most want more from you. This starts with increasing your capacity so you have time to take on this work.