How CPA Financial Planners Can Succeed With Alternative Fee Models

Written By: Courtney L. Vien When Brooke Salvini, CPA/PFS, started her own firm, she decided not to bill clients by using the traditional assets-under-management (AUM) model. The AUM model, she realized, could limit her to accepting only clients whose assets surpassed a certain threshold. “AUM …

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Pandemic Issues For Government Financial Statement Preparers And Auditors

Written By: Ken TysiacJuly 14, 2020 The coronavirus pandemic has presented state and local governments and their auditors with many significant changes and challenges that may need to be addressed in governments’ financial statements. Work-from-home adjustments have led to changes in operations and internal controls. …

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The CFO’s Role In Value Creation

Written By: Neil Amato Financial performance is just one component of an organisation’s true value — in fact, what’s on the balance sheet is now estimated to be just one-fifth of a business’s value. That’s one of several reasons the CFO’s role in value creation …

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5 Tips For Preventing Burnout During COVID-19

Written By: By Malia Politzer 1 June 2020 For finance professionals working demanding jobs, the risk of burnout can be a challenge in the best of times. But in the midst of the COVID-19 pandemic, many people now find themselves suddenly thrust into the position …

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