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Spotlighting Women in Advisory Practice: “We needed to focus on what people wanted,” says Erin Heath, CPA

ThomsonReuters

There are many paths to accountancy, but this is one we don’t hear of often:  Erin Heath   grew up on a cattle ranch in South Dakota, where many of her “ranch-hand” duties sparked her interest in numbers. To Heath, her new solution was something she would leverage as she rolled out her advisory practice to clients.

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Professional Insights: Johnnie White, ASA Chief Executive

IVSC

We spoke to ASA Chief Executive, Johnnie White, to find out more about his vision for the future of the appraisal profession… How has your career to date led you to the role you have now? My education and work experience has directly led to my current role as CEO for ASA. Johnnie White CEO, American Society of Appraisers.

Appraisal 246
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The Power of the Pivot: Is Your Business Recession-Resistant?

Viking Mergers

I speak regularly these days with business owners and buyers who have concerns about the market, and specifically, about how their business might fare in a potential recession. In 2007, I bought a business that primarily served the construction industry. We had to pivot. All because we pivoted. Then the market crashed.

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Overcoming generative AI risks within tax

ThomsonReuters

As open-source generative AI platforms (like ChatGPT) gain momentum, there are concerns around accuracy, security, and privacy — especially when it comes to handling clients’ sensitive tax information. The basics of generative AI in tax So, what exactly is generative AI and how does it work within the tax and accounting profession?

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Business Advisor Highlight: Raleigh, NC

Viking Mergers

I saw how difficult the process was for my parents. Devak found himself drawn to M&A and finance because of the opportunity to help other business owners like his family. Devak found himself drawn to M&A and finance because of the opportunity to help other business owners like his family. It is personal.”.

Finance 130
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M&A Deal Killers: Business Deal Breaker #2

Viking Mergers

Our 5-part M&A Deal Killers series digs into the top business deal breakers in business sales and how you can identify, prevent, and resolve them. Risks of Not Handling Unresolved Issues Before Trying to Sell The first step to fixing a major problem is understanding how it could impact your business.

Comps 130
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Marketing for accounting firms: individuals vs. small businesses

ThomsonReuters

However, finding individual and small business clients is more challenging, particularly for those just starting out. How to market tax and accounting services. You should also actively engage current and potential clients on social media. When you provide educational value, you establish credibility and nurture trust.