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  • The Tale of Two Financial Minds

    September 2, 2014
    In recent years, financial professionals have begun experimenting with the psychology of decision making to steer clients toward better behaviors. This advance toward adopting and implementing a behavioral finance approach to client counseling has come about due to the realization that clients are really ruled by two competing minds: the intuitive mind and the reflective mind.
  • The NJ State Treasurer Gives Us a View from the Top

    September 2, 2014
    New Jersey State Treasurer Andrew P. Sidamon-Eristoff was kind enough to speak with the NJSCPA on June 24, a mere six days before the state budget needed to be ratified.
  • What to Look for in a Marketing Director

    September 2, 2014
    The marketing director’s position at an accounting firm is often difficult to fill. A fundamental challenge is the lack of understanding as to what truly constitutes marketing, together with a misalignment of expectations between firm leaders and the marketing director.
  • Costly Accounting Missteps of Nonprofit Foundations

    September 2, 2014
    Discussions of accounting and auditing issues for nonprofit foundations first require an understanding of the use of the word “foundation.” The leading tool used to measure private foundation compliance is annual Form 990-PF. Costly reporting errors can result from the following accounting missteps.
  • Managing Interpersonal Conflict

    September 2, 2014
    Everyone goes through interpersonal conflict at work, and for some it can be a daily occurrence. When left unmanaged, interpersonal conflict can cost time, money, productivity and even your health. When properly addressed, the interpersonal conflict could result in corrective action, a positive change or getting what you want.
  • Developing Client Relationships Through Trust

    September 2, 2014
    Building and maintaining quality relationships with clients is critical to success. Your clients aren’t just sources of revenue; they’re also the most effective marketing tool at your disposal. By carefully cultivating powerful relationships with your clients, you can ensure their loyalty while also turning them into referral-generating machines.
  • AICPA Requests Input on Next Version of CPA Exam

    September 2, 2014
    The American Institute of CPAs has issued an Invitation to Comment, requesting feedback from key stakeholders to shape the next version of the Uniform CPA Examination.

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