Leveraging Technology to Strengthen the Marketing and Sales Process

We live in an increasingly digitized society, and this trend has been accelerated in the wake of the Covid-19 outbreak. Online shopping is destroying traditional shopping malls, and in-person interactions are being replaced by virtual “contactless” gatherings. All of this has been enabled by rapidly advancing technologies that have revolutionized the way we do business…

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CPA Continuing Education Class: Clarifying Risk Assessment

Recognize the impact of AICPA’s Clarity Project for audits. Determine the impact on your practice. Identify additional procedural changes requiring firm implementation. With peer review results in and more than a few years’ worth of experience under the profession’s collective belt, it’s time to fine-tune implementation of the risk assessment standards; designed to eliminate the…

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CPA Continuing Education Class: Implementing and Maintaining an Internal Control System

An overview of control creation methods and strategies to implement policies and procedures successfully. Many organizations successfully create a system of internal controls. However, some fail to implement established measures correctly. Moreover, entities neglect the critical process of testing, monitoring and updating control procedures, weakening the entire internal control structure. Receive an array of control…

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Putting Yourself in Your Buyer’s Shoes When Selling a Business

When you are getting ready to sell your business, there is a lot to think about, and a lot of preparation that goes into the process. This is most likely the largest and most consequential transaction you have ever been involved in, so it is very important to plan properly and do everything possible to…

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Valuing Intangible Assets During a Business Sale

When selling a business, you need a proper valuation to ensure that you receive a fair price for the years you have spent building your company. This will include valuing tangible assets such as your equipment, inventory, and real estate, as well as intangible assets such as goodwill and intellectual property. As challenging as it…

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