News & Analysis as of September 26, 2024

Accountants

+ Follow

Hsu Untied interview with Andy Bradley, Partner at Gunderson Dettmer
Innovative Alternatives for Tackling High Volume Legal Processes
Jim Newell & Liz Lockett of Buchanan Ingersoll & Rooney on Cultivating Collaboration: Buchanan's Secrets to Success - Passle's CMO Series EP155
Passle's CMO Series REPRESENTS: Lucie Allen & Silvia Van den Bruel on Normalizing #MenopauseMatters
Thought leadership is a potent client service tool you didn't know you had
Take your relationships to another level by co-authoring thought leadership with clients and referral sources
Market Leaders Podcast Episode 95: Navigating the legal landscape: The Big Four vs. Traditional law firms with Guest Chris Pullen
5 Tips For Writing Conflict Emails
How Thought Leadership Determines Digital Success - Episode 3: Passle's CMO Series Digital Masterclass
Clinton Gary of CREDO Consulting on Collaborative Growth: A Guide for CMOs and Managing Partners - Passle's CMO Series Podcast EP152
Science can't clone you, but your thought leadership content can
JONES DAY TALKS®: Exploring Law Firm Opportunities as a First Generation Law Student
Lee Grunnell of Womble Bond Dickinson on The Importance Of Advertising in Professional Services - Episode 150 of the Passle CMO Series Podcast
Hsu Untied interview with Nick Khadder, General Counsel at CooperCompanies
Paul Askew of Withersworldwide on Why Legal Marketing Needs to Get Personal - Passle's CMO Series Podcast EP149
The Chartwell Chronicles: Artificial Intelligence
Phill McGowan of Reed Smith on Strategic Communications: The Greatest Untapped Potential in Legal BD? - Passle's CMO Series EP147
Artificial Intelligence: 5 Steps Law Firms Can Take Starting Today
Tracey Whyte of Piper Alderman on Getting the Most Out of AI in a Lean Marketing & BD Team - Passle's CMO Series Podcast
Nick Andrews of Knight Frank on The Changing Nature of Building Trust in Professional Services Marketing - Passle CMO Series Podcast EP143

Finding Opportunities in Client Files – A 7-step Process

IR Global on 8/26/2024

A huge opportunity for Accountants is to use their knowledge of a Client’s businesses to identify new opportunities. However, this will not ‘just happen’....more

AICPA committee proposes changes to records requests rule

Society of Corporate Compliance and Ethics... on 10/16/2020

ethikos 34, no. 10 (October 2020) - The American Institute of Certified Public Accountants (AICPA) drafted proposed changes to a rule that allows members to withhold records from a client if the client does not pay the...more

2 Results

View per page

Page: of 1

Client Services › Compliance › Accountants

Finding Opportunities in Client Files – A 7-step Process

AICPA committee proposes changes to records requests rule

"My best business intelligence, in one easy email…"