A customer relationship management solution, or CRM, should be taking pride of place as the control panel of your business. A CRM is the brains of your business. It helps you service your current clients better, helps you make more sales, and gives you insights into correcting your service and/or product prices. But are you […]
Archives for July 2021
LPL Financial advisor arrested, charged in fatal hit-and-run
A financial advisor registered with LPL Financial has been arrested and accused of fatally striking a pedestrian and then fleeing the scene on foot, leaving his wife, also injured, and the victim behind. The advisor, Timothy Hamano, 64, of Piedmont, California, has been charged with two counts of a felony hit-and-run involving injury or death […]
Quality management proposal provides opportunity to consider risks
The evolving, risk-based approach to audit firm quality management is consistent with a trend that has become well established in the accounting profession. Over the past 15 years or so, leaders of the profession have increasingly understood and embraced the effectiveness of using a risk-based approach in their work. Auditing standards require engagements to be […]
Account Settlement: What to Know for When You Need to Settle Accounts
When you run a business, you need to know a little bit about accounting. One of the things to know is account settlement. The settlement of an account can be crucial, especially if you use clearing accounts. What is an account settlement? Why is it important? When should you settle your accounts? Learn all of […]
How do you solve accounting’s shortage of succession plans? Make one – Accounting Today
Since the audience for this article comprises accountants, let’s start with a number: 35%. What is that? It is the percentage of organizations in the United States that have “a formalized succession planning process.” Meaning just a little over one-third of U.S. businesses are prepared for the multitude of forces that can trigger the need […]
Electric Dodge muscle car and Ram pickup part of Stellantis’ $35.5 billion EV plans
The logo of Stellantis, the world’s fourth-largest automaker which starts trading in Milan and Paris after Fiat Chrysler and Peugeot maker PSA finalised their merger, is seen at the main entrance of FCA Mirafiori plant in Turin, Italy, January 18, 2021. Massimo Pinca | Reuters Stellantis – the merged automaker between Fiat Chrysler and French […]
FCA fines Lloyds Banking Group insurance arm £90m
The Financial Conduct Authority has today fined Lloyds Banking Group’s general insurance arm £90m for false promises on renewal premiums over an eight year period. The fine – £90,688,400 in total – applies to Lloyds Bank General Insurance Limited, St Andrew’s Insurance Plc, Lloyds Bank Insurance Services Limited and Halifax General Insurance Services Limited. The […]
Succession season 3 teaser hits!
[embedded content] Thank god this show is coming back. It’s my favorite thing on TV over the last couple of years after Billions of course. The last time they were dropping a season, I got to hang with Logan Roy (thanks to my pal Lisa, also pictured, for reminding me of this glorious day): Counting […]
How data preparation automation accelerates time to insights?
The amount of data generated and consumed are just massive. The advancement of technology makes sure that the amount of data that we deal with will only keep increasing in the upcoming years, says Yash Mehta, an IoT and Big Data Science specialist. Closer to the end of this decade, the total amount of data […]
Restaurant industry recovery aided by CPAs, 2 leaders with longtime ties
As CPAs and their restaurant industry clients work through one of the most challenging economic times in history, two leaders in the respective professions are using their common ground to promote a successful recovery. Bill Pirolli, CPA/CFF/PFS, CGMA, is chair of the AICPA board and a partner at DiSanto Priest & Co. who counted the […]