As a small business owner, we know that you like to do everything that you can on your own so that you can save as much money as possible. When you first start your business, you think that it will be pretty easy for you to do your own bookkeeping. After a while, you will […]
Archives for 2024
How Advisory Firm Owners Can Overcome The Marketing “Capacity Crossroads” And Options For Continuing (Sustainable) Growth
The first few years of building an advisory firm from scratch are typically the most demanding for solo advisors since this often means putting oneself ‘out there’ as much as possible – working through lead generation services, trying to network with Centers Of Influence (COIs) and the community at large, and battling through all of […]
I was fired from my accounting job and now make $500,000 on YouTube – Business Insider
I was fired from my accounting job and now make $500,000 on YouTube Business Insider
How your feedback is helping us improve the new invoicing experience
Since announcing earlier this year that we’re retiring classic invoicing on 2 September 2024, you’ve given us a lot of feedback about the new experience. Our teams have been closely reviewing your comments – not only the positive feedback, but also the feedback that told us which aspects of new invoicing weren’t hitting the mark. […]
How to soothe clients’ election anxiety
Nervous investors often ask how the presidential election will affect their portfolios. New research offers a simple way to reassure them: Look at the numbers.
AI tools that find answers, suggest tax strategies and draft emails for you
Available technology solutions could boost professionals’ efficiency in serving their clients — but only if financial advisors and their customers are open to them.
Incoming head of Raymond James’ employee channel will not lack for recruiting opportunities
As incoming president of Raymond James & Associates, Tom Walrond will seek to build on his firm’s reputation for stability and advisor choice.
FSCS to cut 2024/25 levy from £415m to £265m
The Financial Services Compensation Scheme (FSCS) has reduced its annual levy on the industry for 2024/25 to £265m. In November the compensation body had warned that the levy could be as high as £415m. The figure represents a small decrease from the final 2023/24 levy of £270m. The FSCS said that while it expects to […]
AICPA gives Gold Medal Award of Distinction to Kueppers
The AICPA presented Bob Kueppers, CPA, with the 2024 AICPA Gold Medal Award of Distinction, the organization’s highest honor.
Rich fleeing Massachusetts may cost state $1B in lost taxes annually
The COVID-19 pandemic made it easier for employees to leave the state. They’re leaving in droves.