Accounting Budgeting Communication Practice Management 
The Finance Weekly
APRIL 13, 2022
Paying a full time accountant may not be worth it if the business is too small to hire full time, or if the job is only needed during tax season itself. Just about every company can improve efficiency through automation and technology, and this is especially true with tasks such as accounting and financial planning.
CFO News Room
NOVEMBER 14, 2022
She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. She currently runs a weekly YouTube series called “Practice Management with Penny.”.
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CFO News Room
DECEMBER 3, 2022
From there, we have several articles on practice management: The three essential skills firm owners need to build the right team, including why it is important to always be on the lookout for potential employees. Next, it is important for firm owners to hone their management skills (or to add effective ‘people managers’ to the team ).
CFO News Room
DECEMBER 27, 2022
It’s not uncommon for us to see million-dollar accounts these days. So we’ve built in what we want, the communication, and depending on the advisor. We’ve gone through a whole practice management advisory group. John: Yeah. I’ve broken it down into what I call an executive team.
CFO News Room
DECEMBER 20, 2022
” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” And so, over time, I just learned these different types of accounts and plans. Michael: Oh, interesting.
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