Breaking news!📣 Schmidt Financial Management has made it to the finalist stage for the acclaimed Wealthies, credited by Wealth Management!🏆 We're thrilled to be recognized under the category of Client Initiative for our innovative tax dashboard - a feature aimed to simplify the lives of our clients and their CPAs. This acknowledgment underlines our dedication to elevating the financial advisory experience. #Wealthies #ClientExperience #Innovation #WMIA https://bit.ly/3VdaY6X *Disclaimer: Firm recognition was given by someone other than a client or investor. No direct or indirect compensation was provided to or obtained by Schmidt Financial Management, Inc. in connection with obtaining or using this ranking. There are no conflicts or potential conflicts of interest with this nomination. An independent panel of judges selected by the award governing body will pick and announce the winners at a September 5, 2024 ceremony. Any recognition granted is based on qualitative data, not quantitative data.
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Plante Moran Financial Advisors celebrates their No. 3 ranking on Accounting Today’s 2024 list of Top Firms by AUM. Their devoted staff and loyal clients made this recognition possible. Read more about Plante Moran Wealth Management’s achievement. #Top150 #AccountingToday https://okt.to/LXVUJI
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This is a really important survey to help the PCPS section know how best to serve its members. Share your thoughts for future content. If your firm serves private companies and is not a member of PCPS, you are missing out on great content! Join here: https://lnkd.in/gSVRM-A8
Participate in the PCPS CPA Firm Top Issues Survey and share what keeps you awake at night. Your insights will help to create tailored resources to address challenges facing firms like yours. https://bit.ly/3U7gUxS
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If you're in public accounting in the US, please take a few minutes (10 or so) to participate in the AICPA PCPS Top Issues survey. By letting us know what your concerns are, you're helping us prioritize our efforts to develop resources. Anyone can participate by May 17! #accounting #cpa
Participate in the PCPS CPA Firm Top Issues Survey and share what keeps you awake at night. Your insights will help to create tailored resources to address challenges facing firms like yours. https://bit.ly/3U7gUxS
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We empower the world’s most highly skilled accountants - CPAs and CGMA® designation holders - with the continued education, knowledge, insight & foresight to meet today’s demands & tomorrows challenges for over 150 years
Join the PCPS CPA Firm Top Issues Survey and share what keeps you awake at night. Your insights will contribute to the creation of tailored resources aimed at addressing challenges faced by firms like yours. If you have any concerns that are creating challenges for your finance team, I’m here to discuss them! The PCPS CPA Firm Top Issues Survey is an essential initiative by the American Institute of Certified Public Accountants (AICPA) and its Private Companies Practice Section (PCPS). This survey gathers insights from practitioners nationwide to identify the most pressing issues facing firms of all sizes within the accounting profession. By participating, you’re helping shape the future of practice management and contributing to the development of valuable tools and resources1. I am happy to discuss with you any concerns or challenges that your finance team maybe facing. lou.pagnotto@aicpa-cima.com #accounting #AI #agile #audit #automation #automationsolution #building #business #careers #CGMA #cpa #CPE #CPECredits #cpecredit #CPEPrograms #controller #culture #culturematters #dataanalytics #development #digital #ethics #finance #financeandaccounting #financedirector #financeeducation #financeleaders #financeleadership #financemanager #future #futureready #growth #help #hiring #hr #hrcommunity #hrleaders #hrleadership #hrevents #hrlearning #investing #innovation #jobs #leadership #leadershipdevelopment #learning #learninganalytics #learningdevelopment #learningneverstops #learningplatform #learningstrategy #learningtechnologies #management #media #opportunities #pipeline #personaldevelopment #professionalwomen #sustainability #tax #talent #training #network #career #mindset #taxation #taxes #taxconsultant #taxadvisory #taxlaw #taxadvisor #taxlaw #taxattorney #taxdeductions #taxefficiency #taxfiling #taxcompliance #taxexperts #taxadvice #taxfacts #technology #team #talent #training #transformation #transformationdigital #work #recruiting #share #talent #training #network #career #mindset
Participate in the PCPS CPA Firm Top Issues Survey and share what keeps you awake at night. Your insights will help to create tailored resources to address challenges facing firms like yours. https://bit.ly/3U7gUxS
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We are thrilled to announce that financial experts Skip Braun and Mike Portegello have joined our advisory council to help expand firm growth in the New York market. “We are thrilled to welcome Skip and Michael to our growing Advisory Council. Their experience, reputation, and extensive relationships across the market will be invaluable as we continue to grow our New York practice. We are eager to work with them as we continue to develop meaningful solutions and address the current and future needs of our clients.” -Erik Linn (Co-Founder and Managing Partner at CrossCountry Consulting) Read the full press release: https://lnkd.in/ei447AwQ #CrossCountryConsulting #ABetterExperience #AdvisoryCouncil #NYC #FinancialExperts
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Practice Management Expert, President of Advisor Practice Management, Author, Speaker, Coach for Elite Financial Professionals. Are you looking to grow your practice in 2024?
Join me at the #WPAwardsCA #financialmanagement #wealthmanagement #financialadviser #financialadvisory #practicemanagement
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Communicator for CPAs, writer, author, speaker, podcaster, thought leader, Certified Association Executive, Certified Personal Trainer. Get fit physically ... and financially!
The 2024 CAS Benchmark Survey aims to learn more about the current state of client advisory services. By participating, CAS leaders will have access to individualized comparison data to help drive growth and transformation. (From CPA.com)
Take the 2024 CAS Benchmark Survey from CPA.com
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Forvis Mazars has been named one of VouchedFor’s top rated firms for the fourth consecutive year 🏆 Seeing so many of our advisers featured within the Top Rated Financial Advisers section is a real testament to all their hard work 🤝 Find out more ➡ https://lnkd.in/gQ_FWnsh #Awards #WeAreForvisMazars #FinancialAdvisory
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Specialist - Inside Sales (APAC) at iManage (A SaaS company dedicated to transforming Law Firms) ⇛ Account Management ⇛ Lead Generation ⇛ AB Prospecting ⇛ B2B/Enterprise/IT Sale ⇛ Consultative & Solution Selling
Are you attending #AccMgmt24, the UK’s leading accountancy management event focused on strategic roadmaps, sustainability and profitability? If so, be sure to stop by stand 33 to catch up, share stories, and watch a demo: https://lnkd.in/eYHf2hDK #iManage #JoinTheAlternative #Accountancy #ManagingpPartners #FinTech #AlternativeEvents
The Alternative Accountancy Management Summit | UK Accountancy Event
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Are you attending #AccMgmt24, the UK’s leading accountancy management event focused on strategic roadmaps, sustainability and profitability? If so, be sure to stop by stand 33 to catch up, share stories, and watch a demo: https://lnkd.in/eYHf2hDK #iManage #JoinTheAlternative #Accountancy #ManagingpPartners #FinTech #AlternativeEvents
The Alternative Accountancy Management Summit | UK Accountancy Event
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