Withum

MARCH 30, 2024

This union is the next phase in our story while we continue to help our clients reach new levels of success. We are excited to join a firm that aligns with our client-centric values while offering our staff endless career opportunities.

cpa firm 124

cpa firm CPA Government audit 124

CPA Practice

OCTOBER 26, 2023

What’s your definition of a successful career as an accountant? Many accountants forget that they are the authors of their careers, and the standard definition of what the profession projects to be “a successful career” doesn’t have to be yours. These ideas and opportunities may help you on your journey to writing your career story.

Start-ups 110

Start-ups Account accountant accounted 110

PYMNTS

MAY 23, 2016

Crew and specialty stores like Victoria’s Secret and Foot Locker have all spent the last few weeks telling their investors a series of sad stories. And if this story feels like you’ve heard it before, you probably have, especially if you happen to be a longtime reader of ours. The Better-Than-Anticipated Earnings.

Retail 40

Retail Pennsylvania Sales Sports 40

Katz,Sapper&Miller

AUGUST 22, 2017

The significant growth Hartt Transportation Systems, Inc. Hartt Transportation), a 65-year old dry van carrier operating in the U.S. and Canada, was experiencing led them to search for a new accounting, tax, and consulting firm with a deep knowledge of the transportation industry.

Transportation 40

Transportation Tax Account accountant 40

Katz,Sapper&Miller

JANUARY 8, 2018

After an unsuccessful attempt at a third-party sale, industrial battery manufacturer Bulldog Battery looked to KSM for help developing an exit strategy.

Manufacturing 40

Manufacturing Sales 40

DuctTapeMarketing

APRIL 13, 2021

3) Star them – Letting a customer testimonial or success story go uncaptured or untold is downright criminal in WOM circles. Today you can easily record customer testimonials on an iPhone or Android or you can start doing video interviews over Zoom to record their success stories.

Start-ups 323

Start-ups Account accountant accounted 323

Accounting Today

SEPTEMBER 22, 2022

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New York 52

New York Tax Account accountant 52

Insightful Accountant

APRIL 4, 2023

Mind the Business: Small Business Success Stories' is designed to help aspiring small business owners across the country find success.

quickbooks 94

quickbooks 94

Acterys

FEBRUARY 16, 2022

So how can finance leaders take fragments of data from across the organization and weave them into an FP&A success story? Check out what he has to say about using the data storytelling approach for FP&A success. Whatever it happens to be, there is a reason behind the numbers going up – that’s where the story sits.

accounting and finance 130

accounting and finance Start-ups Finance Gaming 130

Insightful Accountant

MAY 1, 2023

By highlighting stories of small business success and driving conversations, Intuit aims to help the small business community thrive.

98

98

CPA Practice

APRIL 21, 2023

Rethinking Succession: The Unconventional Choice It’s human nature to surround ourselves with people who are similar to us, after all who could be better than you but another you? One of the reasons accounting firms are struggling with success is they are looking for the wrong person.

accounting firms 118

accounting firms Account accountant accounted 118

Insightful Accountant

JANUARY 26, 2024

Beyond bookkeeping, Reconciled's success story is a testament to its transformative journey into comprehensive advisory services, driven by the strategic integration of Clockwork AI.

bookkeeping 52

bookkeeping 52

CPA Practice

OCTOBER 11, 2023

You’re concerned that case studies will give away the secret sauce behind your firm’s success. Then hook them with the story in the introduction. Make it sound personal, like a story you would tell someone at dinner. Dig into the solutions your team provided, explaining in high-level detail how you achieved success.

bookkeeping 116

bookkeeping cpas New Jersey bookkeeping services 116

Nancy McClelland, LLC

JULY 16, 2023

“There is so much we can learn from each other, and we hope these stories inspire you to pursue your passion and support those who are doing so themselves.” “There is so much we can learn from each other, and we hope these stories inspire you to pursue your passion and support those who are doing so themselves.”

CPA 98

CPA accounting firms Account accountant 98

CPA Practice

AUGUST 22, 2023

The Illinois CPA Society (ICPAS)—one of the largest state associations serving the certified public accountant (CPA) community—is proud to share that its latest Insight Special Feature, “ A CPA Diversity Report: Uncovering the Barriers to Success ,” has been recognized with three distinguished publications competition awards this summer.

Illinois 97

Illinois CPA Non-Profits public accounting 97

CPA Practice

MARCH 5, 2024

By fully embracing emotional intelligence, you become trusted advisors who understand the broader narrative of your clients’ financial stories, navigate team dynamics with ease, and lead with both assurance and empathy. Research consistently underscores the positive impact of EI on professional success.

Account 124

Account accountant accounted Education 124

CPA Practice

DECEMBER 18, 2023

“Our partnership with a Canadian grown success story, Flinks, is just one more way we are expanding our bank feeds coverage to help provide Canadian small businesses with better visibility of their money coming in and going out.”

bookkeeping 98

bookkeeping Account accountant accounted 98

DuctTapeMarketing

MARCH 15, 2021

This internal seminar can and should include training and examples on things like: Why you named your company what we did – attach this to your personal story. Description of your ideal customer – use photos and success stories of real customers.

Finance 320

Finance Gaming Sales 320

Going Concern

SEPTEMBER 15, 2023

Chattanooga Times Free Press has written quite the story about legacy accounting firm Croft & Frost abruptly laying everyone off earlier this week after months of issues making payroll. Paul’s work ethic has proven to be the driver in all of his success, and his true passion for caring for others.

accounting firms 120

accounting firms payroll South Dakota North Dakota 120

Going Concern

JUNE 14, 2023

Came across this story about a Michigan accountant with hearing loss whose firm stepped up to accommodate her and thought it would be good to share because not all news is bad. Perhaps it will inspire other firms to think about steps they can take to make sure their people are empowered to do their best work.

accounting firms 68

accounting firms Michigan Account accountant 68

CPA Practice

MARCH 5, 2024

With the story of PKF Littlejohn, a top firm, and their successful implementation of Suralink, see how Suralink can help your firm as well. This ebook touches on 5 ways that a request list solution can increase efficiency for your firm. Fill out the fields below to get access to this free resource from Widgets.

audit 52

audit Education Tax 52

Accounting Insight

APRIL 10, 2024

Empower and motivate After the success of his session at Accountex Summit Manchester, Richard McCann is presenting ‘ Audit your mindset: overcoming challenges with the power of ‘iCan ’. The presentation promises to empower audiences, with invaluable insights and practical strategies to conquer challenges and achieve success.

accounting and finance 52

accounting and finance Tax audit Technology 52

Going Concern

JANUARY 23, 2024

It’s been the key to our success for 100 years, and I have no doubt it’s what will help us succeed for 100-plus more. More quotes: “When asked about the firm’s success, Frank Moran once said, ‘Elorion Plante and I made a little snowball and got a lot of wonderful people to help roll it. We’re a people firm,” he added. Proppe shared.

tax consultant 107

tax consultant accounting firms audit Account 107

CPA Practice

APRIL 1, 2024

This union is the next phase in our story while we continue to help our clients reach new levels of success.” “We are excited to join a firm that aligns with our client-centric values while offering our staff endless career opportunities,” said BBD Managing Partner Adam Watson.

cpa firm 52

cpa firm CPA Government accounting firms 52

ThomsonReuters

FEBRUARY 28, 2024

No matter what the culture of the firm is, you will be successful, the professor said. That insight stuck with her, Shaul recalls, adding that it planted the seeds of her own path to success and owning her own firm. For the firm to be successful with advisory services, the firm had to be proactive, she says.

cpa firm 98

cpa firm CPA Non-Profits financial statements 98

Cherry Bekaert

SEPTEMBER 29, 2023

Listen to learn more about: 02:54 – IRS moratorium on processing new ERC claims 05:12 – ERC background 07:30 – IRS guidance on supply chain disruptions 09:13 – Common ERC disqualifications 15:59 – Final regulations on recapturing erroneous ERC claims Related Guidance IRS Temporarily Suspends ERC Claims: What You Need to Know August ERC Update: New (..)

audit 110

audit Tax Government 110

ThomsonReuters

FEBRUARY 26, 2024

Proactively planning and scheduling clients’ engagement throughout the year became the hallmark of Heath’s business success es. “By Download white paper The skills needed for advisory success Heath admits she had a little trepidation about moving her practice from traditional accounting services to including advisory services. “I

CPA 98

CPA South Dakota Nebraska Tax 98

CPA Practice

DECEMBER 3, 2023

What are our core messages and brand story? Developing a compelling brand story and key messages that resonate with the target audience is important for building a connection. How will we measure brand success? Determining the desired emotional response from clients (e.g., How will we differentiate from competitors?

accounting firms 125

accounting firms Account accountant accounted 125

Canopy Accounting

NOVEMBER 10, 2023

This language communicates the story of a company's operations, profitability, and cash flow. Moreover, we'll delve into the art of comparative, ratio, and break-even analysis, empowering you to make sound management decisions to steer your business toward success.

financial statements 52

financial statements 52

Canopy Accounting

NOVEMBER 1, 2023

In Episode 1 of Canopy's Practice Success podcast, Gaynor Meilke , owner of Charisma Inc. She advises firms to confidently tell their story and leverage their unique strengths to attract clients through various channels, such as social media, email lists, networking events, and a strong website.

Technology 111

Technology Account accountant accounted 111

CPA Practice

FEBRUARY 23, 2024

Take that information and apply it to a board member’s fear, such as “I’ve heard horror stories about condo associations facing financial troubles, and I’m terrified we’re not prepared enough.” Succession planning is crucial for ensuring the long-term sustainability of your business. How would you answer that? Learn more [link].

Account 72

Account accountant accounted cpas 72

Withum

APRIL 3, 2024

The key to Withum’s success is—and has always been—our people. Pat Walsh , Managing Partner and CEO Take a Trip Through Time Withum’s story began around a kitchen table in a New Jersey, Victorian home office. Celebrating 50 Years of Success The fiftieth milestone celebrations will continue into the summer of 2024.

New Jersey 52

New Jersey auditor New York payroll 52

Xero

MARCH 8, 2023

We spoke with Nadine Oei, founder of cosmetics brand Loella , and Anna Morrison, founder of Amazing Apprenticeships , who tell us more about their stories. I love to take a break, go for a walk and listen to podcasts that talk about entrepreneurship and inspirational stories to motivate me.

Construction 81

Construction accounting and finance Start-ups Finance 81

CPA Practice

OCTOBER 9, 2023

Haller told the story of one consulting firm that was ready to extend an offer to a woman but declined to do so when it couldn’t confirm her education. They’re realizing that you do not actually need a college degree to be successful in many jobs and that real-life experience allows candidates to be just as successful,” she says.

Education 110

Education 110

ThomsonReuters

FEBRUARY 29, 2024

The Spotlighting Women in Advisory Practice blog series highlights more success stories like Lanphier’s. To learn more about the growing number of women in the tax and accounting profession shifting to advisory services, download our free white paper below, “How women can confidently and successfully build an advisory practice.”

CPA 97

CPA Account accountant accounted 97

VetCPA

AUGUST 14, 2022

Here are some ideas that may help clarify your thinking and help you decide if you could become a successful entrepreneur. They know that the success or failure of their new ventures depends in large part on their own decisions and actions. You may be able to strike out on your own and become the entrepreneur you want to be.

Start-ups 130

Start-ups Government 130

Going Concern

SEPTEMBER 29, 2023

Jerry Maginnis, former office managing partner of KPMG in Philadelphia and author of the new book Advice for a Successful Career in the Accounting Profession: How to Make Your Assets Greatly Exceed Your Liabilities , told me on my podcast that younger professionals have short attention spans and they’re very interested in what’s next.

accounting careers 115

accounting careers Account accountant accounted 115