Professional Services

Don’t have one? Ask another firm for a demo. By Ed MendlowitzHow to Review Tax Returns: The Field-Tested Update For those who haven’t tried them yet, smart scanners are a...

What do the best holiday social media posts have in common?It’s a new year, which means a clean social media calendar and another round of holidays that need fresh content....

How big is too big when it comes to verdicts? In August 2022, a Georgia family was awarded $1.7 billion in Hill v. Ford Motor Co., the largest verdict Georgia...

Lead management is a crucial aspect of any law firm’s operations. It helps to ensure that potential new clients (PNCs) are effectively tracked and followed up with in a timely...

Buckle up, Speed Racer. The software world moves so fast that it’ll make your head spin. Constant change comes with the territory when you’re accustomed to this rapid pace. But...

Creating content isn't always a walk in the park. (In fact, it can sometimes feel more like trying to swim against the current.) While other parts of business and marketing...

Preparing in advance for a meeting with a tax professional can help taxpayers optimize their filing. Organizing the required documents as well as any backup for charitable donations or documents...

LPL Financial said its total recruited assets for 2022 were $82 billion, down about 8% from 2021. That included $15 billion of recruited assets in the fourth quarter 2022, up...

While you probably got into the accounting business because you love numbers and helping people, there’s a lot more that goes into running a successful firm. Maintaining a professional office,...

Updated for tax year 2022. There’s no doubting it — having kids is expensive. Between paying for diapers, daycare, and many other baby supplies, new parents can quickly find themselves...