ThomsonReuters

FEBRUARY 26, 2024

Proactively planning and scheduling clients’ engagement throughout the year became the hallmark of Heath’s business success es. “By Download white paper The skills needed for advisory success Heath admits she had a little trepidation about moving her practice from traditional accounting services to including advisory services. “I

Start-ups 98

Start-ups Accounting Firms Marketability Technology 98

ThomsonReuters

APRIL 23, 2021

It became a big shift to ensure everyone had the proper technology pieces in place, and with those pieces, figure out how to continue to manage successful client relationships. We had to figure out how to still coach clients on advisory relationships in one big piece. Zoom is good for, what I call, ‘one-dimensional Zoom calls.’

Technology 105

Technology Accounting Firms 105

ThomsonReuters

MARCH 26, 2021

Together, we discuss career paths and the best advice for those looking to rise to individual success within the tax and accounting profession. I figured I could make that work. Having that supportive person in your life is the key to the success of your business. Starting your own CPA Firm: Don’t be afraid of a niche.

Start-ups 98

Start-ups Marketability 98

Musings on Markets

APRIL 21, 2022

The Twitter Story To get a measure of Musk's bid for Twitter, you have to also understand the company's path to its current status. If the story had ended then, the Twitter story would have been hailed as a success, and Jack Dorsey as a visionary. But the story continues. by December 26, 2013.

Start-ups 99

Start-ups Marketability Technology Market Capitalization 99

Audit Board

NOVEMBER 21, 2022

As audit, risk, and compliance teams work to meet the challenges of identifying and staying ahead of novel ESG risks, they’ll need new ways of thinking — and new tools and tactics — to be successful. . It might sound kind of funny, but first, figure out if you actually have an ESG report, and what it says. What do we want to go after?

Start-ups 52

Start-ups Compliance Marketability Equity 52

Equilest

OCTOBER 1, 2022

Growth is a key element in the journey of creating a successful business. It's also one of the easiest, because all you need is a newsworthy story to share with the media. To do this, make sure you invest in hiring someone who can write compelling blog posts and create videos that people will actually want to watch or read.

Business Valuation 40

Business Valuation Mergers & Acquisitions Marketability Finance 40

Audit Board

MAY 11, 2022

It seems like every time we think we have it figured out, there’s a new risk zooming in from the periphery that we didn’t see coming. Are there success stories that come to mind as far as the way that you’ve helped the organization transform its internal audit approach? Al Mawji: I think the first way is with our people.

Technology 52

Technology Start-ups 52