When & How a Forensic Accountant or CPA with a Specialized Skill Set Can Help You
What does it mean to be a forensic accountant and when might you need to call on a forensic accountant to help you or your company with a financial dilemma?
…Articles, presentations, exercises, and materials related to professional advising.
What does it mean to be a forensic accountant and when might you need to call on a forensic accountant to help you or your company with a financial dilemma?
…From phishing to ransomware, everyone is at risk. Help your clients to better understand the world of cyber-threats, identify their risks and vulnerabilities and deploy practices to protect their businesses.
…Try this on…Notice how your body feels and what emotions you experience as you think to yourself, “In order to build my family business advising practice, I need to do more sales calls, increase my conversion rate, and close more business.” (Pause)
…Do you love the work you do but feel uncomfortable with the sales conversation? Even the most highly skilled Family Business Advisors can struggle with converting a referral or inquiry into a closed sale.
…How do we keep our rainmaking up when the sunshine is calling us away from our keyboards and screens? What are best practices and tips that we can implement right now to stay on track? Here are five strategies we recommend.
…A Project Partnership Agreement (PPA) is an agreement between a contracted professional and a client that clearly outlines the expectations of both parties in regard to a project.
…