Announcement of CPA Practice Merger

Palmer & Wright, CPAs

I am pleased to announce my merger with Louis A. Palmer, CPA (A Professional Corporation).  Our combined firm will operate as Palmer & Wright, Certified Public Accountants. I decided to seek to grow my practice through a merger because I believe it will result in additional service offerings and a greater knowledge base, both of […]

Playing Defense as Stock Prices Soar

Investment Strategies for Aging Bull Markets

As of this writing, major U.S. stock market indexes are at or near record highs.  This bullish run might continue…or it may come to an end with a significant correction.  Below are several strategies to consider. Stay the course Many investors prefer to keep their current stock market positions.  For nearly a century, every stock […]

Link: CPA Growth Guides Blog

CPA Growth Guides website

CPA Growth Guides was founded in 2015 by Katie Tolin, an award-winning and nationally recognized accounting marketer with nearly 20 years of experience of professional service marketing with local, regional, super regional and national firms. Building upon her in-the-trenches experience, CPA Growth Guides helps firm leaders map out a Growth & Profitability Strategy (GPS), implement as needed and troubleshoot roadblocks, detours or delays encountered along the way.

CPA Growth Guides shows accounting firms how to achieve profitable growth. Whether you’re looking for a little guidance to point you in the right direction or for someone to walk the path with you, we focus on leading firms to growth and profitability.

Best Practices for Small Business Finance

Small business finance is a term used to describe the broad range of activities related to managing money of a business.  Business owners (sometimes hereinafter referred to as “Owners“) should have at least a basic understanding of these concepts, as they are vitally important to the success (or failure) of a small business.  After all, cash is the most valuable resource of a small […]