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AICPA Engage Flashback: Modernizing Technology in the Family Office with Donny Shimamoto

Posted by HomeWork Solutions on Jan 4, 2018 10:00:00 AM

As mentioned in Family Office Hot Topics, technology is becoming a huge part of the family office day-to-day routine. Reporting systems can give families and advisors access to real time data anywhere in the world and security concerns associated with cloud services are all but gone. Modernizing how your office does business is especially important as second and third generations start their own families; everyone knows how we millennials like our screens and instant gratification! Donny Shimamoto (Intraprise Technologies) gave us a good overview of how to integrate new technologies into the family office.

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Topics: CPA, accountants

AICPA Engage Flashback: Beyond the Internal Audit - Fraud in the Family Office with Mark Pearson

Posted by HomeWork Solutions on Dec 21, 2017 10:00:00 AM


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Topics: CPA, accountants

AICPA Engage Flashback: Family Office Hot Topics with Randy Abeles and Eric Johnson

Posted by HomeWork Solutions on Dec 14, 2017 10:00:00 AM

Randy Abeles (RSM) and Eric Johnson (Deloitte) teamed up to talk about current issues faced in family offices. Both of them work closely with family offices and deal with these topics on a regular basis. Like most of the other sessions I attended, this one focused heavily on advising family offices to treat themselves like a regular service providing business.

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Topics: CPA, accountants

AICPA Engage Flashback: Best Practices in Client Service Opportunities with Jason Deshayes

Posted by HomeWork Solutions on Dec 7, 2017 10:15:00 AM

Jason Deshayes (AICPA) delivered a session that was applicable to any business really, not just CPAs. Client service is a prime differentiator especially in smaller local firms. If you’re doing this wrong, you won’t be “doing” very long. Luckily Jason laid out some solid advice to make this easy for you. The session had three main focus points; finding fee increasing opportunities, going from service provider to trusted advisor, and best practices to act on now.

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Topics: CPA, accountants

AICPA Engage Flashback: Lessons Learned in the Shark Tank with Kevin O’Leary

Posted by HomeWork Solutions on Nov 30, 2017 10:15:00 AM

Tuesday morning at Engage 2017 kicked off with a business titan sharing advice to an arena full of people. Kevin O’Leary (Mr. Wonderful on Shark Tank) took the stage and shared with us lessons from his business and personal life. His advice revolved around creating and building successful businesses, something he clearly knows a lot about. This ended up being a theme for the week, focusing on your firm as a business and how to grow it into the future.

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Topics: CPA, accountants, agency

Planning is the Key to Good Meetings

Posted by HomeWork Solutions on Nov 22, 2017 10:15:00 AM

“Let’s meet about that” is a popular refrain that echoes regularly through the offices and hallways of organizations everywhere. Often though, said meetings are hastily arranged and largely unproductive. Although emergency “huddles” are sometimes called for, good meetings are well planned. Here are some important points to keep in mind.

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Topics: accountants, CPA

Accountants' Value Transcends Billable Hours

Posted by Kathleen Webb on Aug 1, 2013 9:29:00 AM

How pleased were we to read the latest article in the New York Times by economic reporter Adam Davidson, "What’s an Idea Worth?".

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Topics: elder care, nanny income tax, accountants, nanny tax, household payroll tax

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