Chad Davis, CPA (Canada), had been successfully working remotely for years when the coronavirus pandemic forced many accounting firms to go fully remote. He and Josh Zweig, CPA (Canada), founded LiveCA, a fully virtual accounting firm in Canada in 2013. Zweig was focused on tax and Davis on technology, so the two meshed well, especially […]
Archives for 2021
Take on Your Business’s Financial Responsibilities Yourself and Save Money by Mastering These Accounting Skills
Stop spending on accountants when you can be one yourself. Free Book Preview Tax and Legal Playbook Get game-changing solutions to your small business questions. February 10, 2021 2 min read Disclosure: Our goal is to feature products and services that we think you’ll find interesting and useful. If you purchase them, Entrepreneur may get […]
Helping Resistant Clients Follow Through On Recommendations Using Reflection
Executive Summary One of the most common challenges that financial advisors can face is encouraging clients to implement recommendations when they are resistant to the idea of change… even when the client is aware that those changes are necessary to attain their goals, and even when they want to make those changes! For many clients, […]
Investec to exit structured product market
Investec Bank will pull out of the retail structured product sector in the UK retail market from April, the company revealed today. Because of the exit the next batch of new structured products, being launched from 15 February to 1 April, will be Investec’s last. The company says it is shifting its focus away from […]
GHG accounting: Getting the numbers right for reporting and disclosure | Greenbiz – GreenBiz
This article is sponsored by Envizi. As more organizations commit to decarbonizing their business through pledge platforms such as net-zero initiatives, the Climate Group’s RE100 program or science-based targets, the scrutiny of progress towards these goals is also increasing. These public commitments combined with increasing pressure from investors are intensifying the demand for financial-grade GHG […]
How SPAC Issuers Earn 1,000% Returns
[embedded content] Subscribe! Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Short-sellers in the New York Times – The NYT takes a look at the non-billionaire short-sellers who’ve been run off the […]
Credit card reward points – How to earn and redeem?
Credit Card reward points – Credit card comes with multiple benefits one such benefit is the reward. A reward means a freebie, gift, discount, or additional benefits that are offered to credit cardholders. It is offered against the usage of a credit card. Rewards are offered in terms of reward programs. These programs are made […]
Explorer
What is durability? What does it mean to be durable? The Japanese writer Haruki Murakami puts it this way: “And once the storm is over, you won’t remember how you made it through, how you managed to survive. You won’t even be sure whether the storm is really over. But one thing is certain. When […]
$375M advisor trio goes indie with Raymond James
Raymond James Financial Services has expanded its reach in the Northeast with its latest hires from Merrill Lynch. Operating as Topinka Financial, advisors Michael Topinka, Carl Boomhower and Daniel Tyburski became the latest wirehouse advisors to join the firm’s independent channel in the region, according to Raymond James. Kaitlyn Blaise, director of client services, also […]
Job openings increased toward the end of 2020, but a big employment gap remains
A hiring sign is posted i front of a Target store on February 05, 2021 in San Rafael, California. Justin Sullivan | Getty Images Employers added slightly more job posts late last year, but hiring slipped as the labor market ended 2020 on an uncertain note, the Labor Department reported Tuesday. Total openings increased to […]