Using technology to enhance the client experience Most of today’s successful businesses use technology to help them accomplish more in less time. And, in terms of technology, the past three decades have been particularly transformative in many ways. One particular... read more
Choosing Fixed- or Variable-Rate Business Financing By Rick Dennen Traditionally, commercial borrowers have had limited options in the type of financing available to meet their business needs. Whether the purpose was for business growth or simply boosting... read more
Of interest rates and inversions The media frequently broadcasts unsettling stories about interest rates or about poorly understood economic concepts like the inverted yield curve. Most of those stories gloss over the issues, with a series of talking heads predicting... read more
“Remain calm! All is well!” Such words are uttered by Kevin Bacon during the climax of the movie Animal House (1978), as his character – the antagonistic Chip Diller – helplessly attempts to address a fleeing mob of shrieking parade-goers. The context of the scene... read more
If you’ve developed a plan to address the future viability and ownership of your CPA practice, congratulations. You’re ahead of most practices. But having a plan to govern who may become partners or how they’ll be selected is only part of what you need to consider.... read more
As a longtime partner in your CPA practice, you’re proud of your professional expertise and what you’ve been able to accomplish. Whether you took the step of becoming a partner to have a bigger say in how your practice serves its clients, to gain a greater reward for... read more
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