We are thrilled to welcome Nick Sabatka to the Percipio Business Advisors team as Consulting Senior Associate! Nick works with businesses to outsource their accounting and finance needs. His prior management accounting experience provides him with the ability to identify the unique needs of businesses and works to provide effective and transparent reporting.
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Randy Crabtree was on The Big 4 Transparency Podcast. They discuss the common pitfall that firm owners and CPAs face, that is wanting to be overly involved in every aspect of client work and business operations, and how Randy found balance in his career. We also cover how Tri-Merit has grown so rapidly and why your firm should consider investing more heavily in ???????????????? ?????????????????????? from the start. Check the full episode here: https://spoti.fi/3VH6uqY
I shared the importance of business development for accounting firms - but what exactly does that look like? ?? Here's a more granular look at some of the best practices shared by Randy Crabtree. To hear the broader conversation about business development at Tri-Merit check out the full episode here: https://lnkd.in/g8FSfeev
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Behind the Scenes of a Large CAS Practice ?? David Cristello sits down with guest Kane Polakoff, a Client Advisory Services Practice Leader at CohnReznick LLP. In the episode, they delve into the world of client advisory services, discussing how to scale it, the tech stack involved, the execution for high performance, and more. Listen to the full episode to hear practical insights about building a large scale CAS practice: https://lnkd.in/ecxPteR4 #Accounting #ClientAdvisoryServices #AdvisoryServices
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Entrepreneurs and business owners, we often navigate numerous roles, with little time to manage complexities like taxation, risk management, and strategic business consulting. The result? Potential oversights that could be costing our businesses. This is where 75 years of HBK's financial advisory experience comes in. Recognized as one of the Best of the Best firms by INSIDE Public Accounting, they've managed to provide tailored solutions for every client need thanks to continuous strategic acquisitions and recruiting specialized talent. This model of service ensures you receive the comprehensive support needed for your business. Their success story resonates. Does it ring a bell for your business? When was your last strategic financial assessment? Remember, you don't need to do it all! Reach out. Let us help address those lingering uncertainties and propel your business forward! #HBK75Years #FinancialAdvisory #BusinessGrowth
HBK CPAs & Consultants Celebrates 75 Years - Business Journal Daily
https://businessjournaldaily.com
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Check out the latest episode of the Modern CPA Success Show with Tom Wadelton and Adam Hale, CPA. They discuss the crucial role of onboarding in accounting firms – setting clear expectations and refining processes. Listen to the full episode for insights on why even small CPA firms should prioritize onboarding. ?? #ClientOnboarding #CPA #AccountingFirms
Episode 116 - Mastering the Art of Onboarding: Why Even Small CPA Firms Should Invest
https://www.youtube.com/
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Check out the latest episode of the Modern CPA Success Show with Tom Wadelton and Adam Hale, CPA. They discuss the crucial role of onboarding in accounting firms – setting clear expectations and refining processes. Listen to the full episode for insights on why even small CPA firms should prioritize onboarding. ?? #ClientOnboarding #CPA #AccountingFirms
Episode 116 - Mastering the Art of Onboarding: Why Even Small CPA Firms Should Invest
https://www.youtube.com/
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Marketing Manager | MBA | Brand, Design & Social Media Expert | Marketing Operations
Check out the latest episode of the Modern CPA Success Show with Tom Wadelton and Adam Hale, CPA. They discuss the crucial role of onboarding in accounting firms – setting clear expectations and refining processes. Listen to the full episode for insights on why even small CPA firms should prioritize onboarding. ?? #ClientOnboarding #CPA #AccountingFirms
Episode 116 - Mastering the Art of Onboarding: Why Even Small CPA Firms Should Invest
https://www.youtube.com/
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The sun us about to set on summertime in Minnesota... Have you started planning for your next consulting engagement? Maybe your first consulting engagement?! Now is the perfect time to connect with the Management Resources Team at #RobertHalf and ensure you have a personalized strategy in place to find the perfect project to close out 2024! #Consulting #Accounting #Finance #Minnesota #TwinCities
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This week’s Cuppa with Katie is all about the nuts and bolts of Management Accounts and why they’re a game-changer for your business! ???? To learn more on this topic, check out our latest blog: https://lnkd.in/evAvyfwC If you’re curious about unlocking the potential of Management Accounts for your venture or have any questions on the topic, please do not hesitate to get in touch with our friendly team today ?? #ManagementAccounts #FinancialInsight #BusinessGrowth #AccountancyMatters #cuppawithkatie
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Rather than seeing disruption as a threat, it should be embraced as an opportunity for CPA firms to refine their strategies. Disruption is really designed to challenge firms into rethinking traditional approaches. The accounting profession is in a position to create a culture of adaptability and continuous improvement. #CPA #Accounting #bdoallianceusa #BDO #Visionary
Discover the root of accounting firm disruptions and learn effective strategies at the BDO Alliance Southwest Area Meeting in Fort Worth, TX, from July 31 to August 1. Join us for insights and solutions. We look forward to welcoming you. Bob Lewis and Alisandy Abinader The Visionary Group #bdoallianceusa #mergersandacquisitions
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