Business Advisory Services
Posted: July 19, 2018
Once a CPA can initiate an emotional response from a client, and the client recognizes that they care about the strategic aspects of their business, the CPA will move from trusted advisor to trusted and strategic advisor.
Posted: July 18, 2018
You are a 20th-Century-style CPA and you want to become a 21st-Century advisor to your high-net-worth, business-owner clients. The question is HOW to make that transition?
Posted: July 5, 2018
Before buying a stock, you should investigate the company to decide if you think it’s a good investment. Among the many issues to consider are the overall strength of the industry and the company’s products or services, as well as its profits, earnings history and outlook. Here are some tips.
Posted: June 21, 2018
Attendees at the New Jersey Society of Certified Public Accountants (NJCPA) 2018 Annual Convention & Expo stepped out of their comfort zone to reflect on what the future of accounting holds for themselves and the industry — automation, artificial intelligence and all.
Posted: June 20, 2018
Get ready for the fundamental changes AI may bring to financial planning and analysis.
Posted: May 29, 2018
Follow these step-by-step instructions to successfully plan, optimize and integrate mergers and acquisitions.
Posted: May 16, 2018
HIPAA compliance is increasingly important in this climate of cybersecurity attacks to protect health information from unauthorized access which can result in data breaches, loss of patient data and assessed penalties.
Posted: April 17, 2018
For accountants, nothing is more important than keeping data secure. Multiple methods of protection use encryption to ensure only those authorized to use our data possess the ability to access it.
Posted: April 9, 2018
Owners with a company in pristine condition are rewarded with a top-dollar offer, while businesses that need improvement or lack a key component are more likely to be passed over, garnering few – if any – offers. Here is some advice to keep sellers on track.
Posted: April 4, 2018
Helping a client hire a CFO is the easy part, but understanding your client’s needs, working with them to develop a well-thought-out job description and offering opinions regarding the type of CFO they hire is the challenging part.