Accounting Communication Practice Management 
Nerd's Eye View
MARCH 24, 2025
First, clarity: both the advisor and manager should be able to clearly define the core financial planning skills that a new hire is expected to develop in their first year. Second, measurable progress: the plan needs objective standards and measurable benchmarks so that everyone can track development and stay accountable. Read More.
Future CFO
FEBRUARY 23, 2023
Auditing and accounting talent shortage continue to make employers toss and turn, according to a global survey of more than 4,100 accountants and 2,300 auditors. When it comes to talent retention, more than 85% of accountants and 90% of auditors said it is either somewhat or extremely difficult.
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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.”.
VCFO
JANUARY 11, 2024
Consistent use of systems like EOS Worldwide is key to establish a lasting culture of accountability. Consistent use of systems like EOS Worldwide is key to establish a lasting culture of accountability. Are you considering selling your business in the next several years or looking to address a specific business valuation driver?
PYMNTS
JUNE 19, 2020
And in an interview with Karen Webster, Steven Carter , CEO of online platform TeleVet said that telemedicine has a growing place in the pet care space — chiefly as a means to keep patients and providers in communication about animals’ health, and as a way to keep practices running smoothly. Looking Ahead.
Nerd's Eye View
NOVEMBER 13, 2023
For many advisors, the transition to meeting virtually was a struggle on account of two major challenges.
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 ).
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