The Blueprint for CFO Services
Dissatisfied with traditional – and limited -- CPA accounting roles, Jim Downes was among the first in the U.S. to ...
Tag: CPAs
A Taxing Issue
Sales tax compliance is one of the most challenging specializations in accounting. Except for Sales Tax Guru Dena Oberst.
Cutting Costs, One CFO at a Time
Small and mid-sized businesses may not require a full-time CFO, yet they need someone to keep an eye on the ...
Business Profile: Heimanson & Wolf LLP
Building a unique, relationship-based law firm model.
Helping Companies Weave Through the U.S. Small Business Administration’s Paycheck Protection Program During Covid-19
When Bob Rojas interviewed with a leading audit and tax firm fresh out of Pricewaterhousecoopers, he told the firm’s hierarchy ...
‘No. 1 Investment in America’
Financial Whiz Charles Salisbury Shares a 12% Yield, 100% Insured Opportunity You May Never Have Heard Of.
SOLID AS GRANITE
When Playboy Enterprises Required a Renowned Firm to Handle the $100 Million Sale of the World-Famous Playboy Mansion, They Turned to ...
THE ARCHITECTS OF DYNASTY TRUSTS
Richard and Steve Oshins are the only father and son team ever inducted into the Estate Planning Hall of Fame, ...
OY ZEY
Work with Igor Zey and you get much more than life insurance: You get opinions, stories, theories, meditations on philosophy. ...
Prager Metis Merges with Geibelson, Young & Company
Prager Metis' Business Management Expertise Expands to Three Los Angeles Area Offices. January 16, 2018 – Los Angeles, CA — Prager ...
PSST … EVER HEAR OF A PRT? YOU HAVE NOW.
When you combine a PRT with masterful Exemption Planning from Ray Olmo and Dustin Nichols, you have the safest and most ...
Prager Metis Names Jonny Joseph Director
New York, NY— Prager Metis CPAs, LLC, a leading accounting and advisory firm with offices in the U.S. and London, ...
DIFFERENCE MAKER
San Francisco real estate expert Craig Ackerman has created a formula and defining philosophy to maximize a home’s value and ...
NOT JUST A NUMBERS GUY
Emil Abedian’s firm is far from the traditional accounting practice. His specialty is helping businesses grow as he handles all ...
BANK ON IT
Anne Dalfiume, President of Best Bank Option in Orange County, California, saves clients thousands of dollars with her unique ability ...
CATALYST FOR CHANGE
Steve Smith of GrowthSource Coaching has emerged as a well-respected business coach through the utilization of sophisticated tools and his ...
THE SIDEMAN
Joel Tepp backs up music legends like Bonnie Raitt and Jackson Browne. In his day job, however, he performs for ...
Business
The Future of Service
It cost businesses 3-5 times ROI to bring on a new customer than it costs to retain one. “Customer experience is a marketing ‘cost’ that, when done right, pays huge dividends,” says Jonathan Shroyer, Founder...
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How Can Translation Services Serve California Businesses Better?
The importance of a translation service -- and how businesses can use them -- enhances for their global advantage.
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Are Animated Videos Useful For Promoting Digital Businesses?
Absolutely. They are now integrated on most blog posts or on social media platforms and are a great way of drawing attention.
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Improving the In-Store Experience: 4 Interesting Ways it Can Be Done
As the world slowly opens up again, footfall within high street stores has never been more important, therefore, focusing on the customer experience will ensure these visitors will return time and time again.
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Business Profile: Janet Ioli
A life-long interest in human behavior led this CEO to help leaders and C-Level executive to improve their performance by better understanding themselves and others.
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Money Management Tips You May Not Have Considered
Since money is traditionally a hush-hush topic of conversation, most people have been conditioned to figure it out themselves.
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Smarter Data + Increased Transparency = Better Insurance
Citytwig’s novel analytics and burgeoning InsurTech reach has taken the industry by storm.
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4 Ways to Stop Wasting Time During Company Meetings
It is a short list, yet it will help management turn meetings into brief sessions of productive inputs.
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Keeping Score
Fz Sports creates the first vertically-integrated company focused on the full value chain of sport across streaming, distribution and rights.
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Helping the Supply Chain Address the Onslaught of Consumer Demand
3PL Central, a cloud-based warehouse management software firm, helps warehouses scale to meet unprecedented demand growing order volume by 46% in 2020 and 63% in Q1 2021.
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Crisis Communications Commentary: The 5-T Approach
A poorly handled crisis can bring down both individuals and businesses. Just ask BP about its oil spill in the Gulf of Mexico. Or Phillips Morris, which said smoking-related deaths saved the government money on...
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