7 Tips for Financial Planners on Advising Millennials

With tech-savvy Millennials tending to take a self-directed approach with their money, many financial planners are adopting a service model that pairs automation with a human element, according to a recent report from Accenture. Millennials are used to gathering information from multiple sources, known as crowdsourcing, and rather than just rely on expert advice, they value partnership […]

Read More

Modernizing a CPA Practice for the Emerging Gig Economy

In today’s workplace, people are forging careers as drivers, photographers, writers, graphic designers, marketers, and other types of service providers. These and other types of independent contractors are finding themselves among approximately 55 million freelancers in the United States, and that number is growing. Entrepreneurial workers are moving away from full-time jobs in favor of […]

Read More

How New Tech Will Reshape Accounting

Technology has undoubtedly been the catalyst for change throughout history. But today, this change is happening faster than ever before. The world will look very different in a few years, and the accounting profession is no exception. Artificial intelligence, blockchain, and other technologies are poised to reshape the accounting landscape, and we need to be […]

Read More

Good Clients, Bad Clients—How to Manage Them All

Managing clients is tricky business. Some clients are interested in many services and pay on time. Others use just one or two services but still bring in profits. And then other clients complain, treat employees badly, and pay late or not at all. Jamie Thomas, director of marketing for BDO USA LLP’s Southeast region, addressed […]

Read More

6 Ways to Hone Your Delegation Skills

By Hallie Crawford Delegating is a sign of strength and leadership. How do you know if you are doing it correctly? While many business professionals in leadership positions know the importance of delegating, many struggle with carrying it out. Some feel that they are the only ones who can correctly accomplish a task, others feel that their […]

Read More