Using Financial Information to Your Clients' Advantage

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Publisher :
ISBN 13 :
Total Pages : 256 pages
Book Rating : 4.:/5 (345 download)

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Book Synopsis Using Financial Information to Your Clients' Advantage by :

Download or read book Using Financial Information to Your Clients' Advantage written by and published by . This book was released on 1996 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Figuring Out the Deal

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Publisher :
ISBN 13 :
Total Pages : 428 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Figuring Out the Deal by : Vincent J. Love

Download or read book Figuring Out the Deal written by Vincent J. Love and published by . This book was released on 1997 with total page 428 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Model Rules of Professional Conduct

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Publisher : American Bar Association
ISBN 13 : 9781590318737
Total Pages : 216 pages
Book Rating : 4.3/5 (187 download)

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Book Synopsis Model Rules of Professional Conduct by : American Bar Association. House of Delegates

Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

Warren Buffett and the Interpretation of Financial Statements

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Publisher : Simon and Schuster
ISBN 13 : 1849833249
Total Pages : 224 pages
Book Rating : 4.8/5 (498 download)

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Book Synopsis Warren Buffett and the Interpretation of Financial Statements by : Mary Buffett

Download or read book Warren Buffett and the Interpretation of Financial Statements written by Mary Buffett and published by Simon and Schuster. This book was released on 2011-01-06 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: With an insider's view of the mind of the master, Mary Buffett and David Clark have written a simple guide for reading financial statements from Buffett's successful perspective. They clearly outline Warren Buffett's strategies in a way that will appeal to newcomers and seasoned Buffettologists alike. Inspired by the seminal work of Buffett's mentor, Benjamin Graham, this book presents Buffett's interpretation of financial statements with anecdotes and quotes from the master investor himself. Destined to become a classic in the world of investment books, Warren Buffett and the Interpretation of Financial Statements is the perfect companion volume to The New Buffettology and The Tao of Warren Buffett.

Principles of Accounting Volume 1 - Financial Accounting

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Publisher :
ISBN 13 : 9781680922912
Total Pages : 1056 pages
Book Rating : 4.9/5 (229 download)

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Book Synopsis Principles of Accounting Volume 1 - Financial Accounting by : Mitchell Franklin

Download or read book Principles of Accounting Volume 1 - Financial Accounting written by Mitchell Franklin and published by . This book was released on 2019-04-11 with total page 1056 pages. Available in PDF, EPUB and Kindle. Book excerpt: The text and images in this book are in grayscale. A hardback color version is available. Search for ISBN 9781680922929. Principles of Accounting is designed to meet the scope and sequence requirements of a two-semester accounting course that covers the fundamentals of financial and managerial accounting. This book is specifically designed to appeal to both accounting and non-accounting majors, exposing students to the core concepts of accounting in familiar ways to build a strong foundation that can be applied across business fields. Each chapter opens with a relatable real-life scenario for today's college student. Thoughtfully designed examples are presented throughout each chapter, allowing students to build on emerging accounting knowledge. Concepts are further reinforced through applicable connections to more detailed business processes. Students are immersed in the "why" as well as the "how" aspects of accounting in order to reinforce concepts and promote comprehension over rote memorization.

Forthcoming Books

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Publisher :
ISBN 13 :
Total Pages : 1434 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis Forthcoming Books by : Rose Arny

Download or read book Forthcoming Books written by Rose Arny and published by . This book was released on 2001 with total page 1434 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Netherlands A "Spy" Guide Volume 1 Strategic Information and Developments

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Publisher : Lulu.com
ISBN 13 : 1433035871
Total Pages : 279 pages
Book Rating : 4.4/5 (33 download)

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Book Synopsis Netherlands A "Spy" Guide Volume 1 Strategic Information and Developments by : IBP, Inc.

Download or read book Netherlands A "Spy" Guide Volume 1 Strategic Information and Developments written by IBP, Inc. and published by Lulu.com. This book was released on 2017-11-21 with total page 279 pages. Available in PDF, EPUB and Kindle. Book excerpt: Netherlands A "Spy" Guide - Strategic Information and Developments

Make Simplicity Your Superpower!

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Publisher : Sound Wisdom
ISBN 13 : 1640954201
Total Pages : 125 pages
Book Rating : 4.6/5 (49 download)

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Book Synopsis Make Simplicity Your Superpower! by : Richard Dobson

Download or read book Make Simplicity Your Superpower! written by Richard Dobson and published by Sound Wisdom. This book was released on 2022-12-20 with total page 125 pages. Available in PDF, EPUB and Kindle. Book excerpt: Increase client satisfaction, convert more prospects, and earn more referrals when you implement these communication hacks that every financial advisor should know. Communication is often the key differentiator between a successful financial planning practice and an unsuccessful one. Many financial advisors make the common mistakes of mystifying their role in wealth management, overcomplicating investment information, and focusing more on their offerings than on their clients’ needs and wants. If you have ever seen your clients’ eyes glaze over when discussing their financial strategy, you know the pitfalls of not having a user-friendly approach to communicating financial information. If you want to increase your success as a financial advisor and provide the most value to your clients and prospects, it’s time to unleash your superpower… SIMPLICITY! In Make Simplicity Your Superpower!, Richard Dobson, CFP, shares a time-tested process for communicating with clients and prospects about sound financial planning that leverages the best practice—the superpower—of simplicity. The easy-to-follow steps, talking points, and illustrations will show you how to: Build rapport with current and prospective clients Understand clients’ needs and desires Translate complex financial concepts into digestible bits of information Present the relevant facts in a clear, concise way Support clients in taking control of their long-term financial success Simplicity in your communication with current and prospective clients is your competitive advantage over the competition. Leverage this superpower, and not only will you connect on a deeper level with your clients and prospects, but you will grow your clientele in the process. A special appendix features a list of communication failures that cause clients to tense up, tune out, and lose trust—and how financial advisors can instead put clients and prospects at ease.

QuickBooks 2014 In Depth

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Publisher : Que Publishing
ISBN 13 : 0133573400
Total Pages : 888 pages
Book Rating : 4.1/5 (335 download)

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Book Synopsis QuickBooks 2014 In Depth by : Laura Madeira

Download or read book QuickBooks 2014 In Depth written by Laura Madeira and published by Que Publishing. This book was released on 2014-03-11 with total page 888 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do more in less time! Whether you’re an entrepreneur, accountant, or bookkeeper, this comprehensive guide will help you get the most out of QuickBooks 2014: more productivity, more business knowledge, and more value! Drawing on her unsurpassed QuickBooks consulting and accounting experience, Laura Madeira delivers quickstart instructions plus step-by-step guides and practical checklists for taking total control over business finances. With Quickbooks and this book at your disposal, you’ll improve everything from planning to reporting and payroll to invoicing. Create a new QuickBooks file; convert from other software; and set up users, permissions, and preferences Expanded! Learn how to use tools specific to your version of QuickBooks, including QuickBooks Enterprise Solutions Understand QuickBooks lists from the chart of accounts, items, classes, and more Set up and manage inventory, vendors, customers, and payroll Track product or service sales and manage the profitability of your company Efficiently use Bank Feeds to download bank and credit card transactions Master all the essentials of financial reporting; customize and memorize reports Review the accuracy of your data, with step-by-step instructions accompanied by checklists Share QuickBooks data with your accountant or client at tax time Use QuickBooks 2014’s tools for managing loans, planning and preparing for year-end, and syncing with Outlook contacts Efficiently review and correct client data errors, from misclassified transactions to incorrect beginning balances Prepare customized reports and documents using MS Excel and Word integration Master powerful shortcuts for working more efficiently and saving precious time Learn how to reliably back up your data, troubleshoot database errors, and manage QuickBooks data integrity All In Depth books offer Comprehensive coverage with detailed solutions Troubleshooting help for tough problems you can’t fix on your own Outstanding authors recognized worldwide for their expertise and teaching style Learning, reference, problem-solving...the only QuickBooks 2014 book you need! Register your book at quepublishing.com/register

The Global Findex Database 2017

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Publisher : World Bank Publications
ISBN 13 : 1464812683
Total Pages : 148 pages
Book Rating : 4.4/5 (648 download)

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Book Synopsis The Global Findex Database 2017 by : Asli Demirguc-Kunt

Download or read book The Global Findex Database 2017 written by Asli Demirguc-Kunt and published by World Bank Publications. This book was released on 2018-04-19 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt: In 2011 the World Bank—with funding from the Bill and Melinda Gates Foundation—launched the Global Findex database, the world's most comprehensive data set on how adults save, borrow, make payments, and manage risk. Drawing on survey data collected in collaboration with Gallup, Inc., the Global Findex database covers more than 140 economies around the world. The initial survey round was followed by a second one in 2014 and by a third in 2017. Compiled using nationally representative surveys of more than 150,000 adults age 15 and above in over 140 economies, The Global Findex Database 2017: Measuring Financial Inclusion and the Fintech Revolution includes updated indicators on access to and use of formal and informal financial services. It has additional data on the use of financial technology (or fintech), including the use of mobile phones and the Internet to conduct financial transactions. The data reveal opportunities to expand access to financial services among people who do not have an account—the unbanked—as well as to promote greater use of digital financial services among those who do have an account. The Global Findex database has become a mainstay of global efforts to promote financial inclusion. In addition to being widely cited by scholars and development practitioners, Global Findex data are used to track progress toward the World Bank goal of Universal Financial Access by 2020 and the United Nations Sustainable Development Goals. The database, the full text of the report, and the underlying country-level data for all figures—along with the questionnaire, the survey methodology, and other relevant materials—are available at www.worldbank.org/globalfindex.

Netherlands Investment and Business Guide Volume 1 Strategic and Practical Information

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Publisher : Lulu.com
ISBN 13 : 1438768338
Total Pages : 288 pages
Book Rating : 4.4/5 (387 download)

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Book Synopsis Netherlands Investment and Business Guide Volume 1 Strategic and Practical Information by : IBP USA

Download or read book Netherlands Investment and Business Guide Volume 1 Strategic and Practical Information written by IBP USA and published by Lulu.com. This book was released on 2013-08 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: Netherlands Investment and Business Guide - Strategic and Practical Information

The National Public Accountant

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Publisher :
ISBN 13 :
Total Pages : 546 pages
Book Rating : 4.:/5 (321 download)

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Book Synopsis The National Public Accountant by :

Download or read book The National Public Accountant written by and published by . This book was released on 1969 with total page 546 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Report: Cote d'Ivoire 2013

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Publisher : Oxford Business Group
ISBN 13 : 1907065881
Total Pages : 244 pages
Book Rating : 4.9/5 (7 download)

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Book Synopsis The Report: Cote d'Ivoire 2013 by : Oxford Business Group

Download or read book The Report: Cote d'Ivoire 2013 written by Oxford Business Group and published by Oxford Business Group. This book was released on 2013-09-06 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: A leading cocoa producer and exporter of low-cost power, Côte d’Ivoire is one of the more economically diverse and mineral-rich countries in West Africa. The country is a member of ECOWAS and the Economic and Monetary Community of Central Africa, as well as party to several international trade agreements, which help improve macro stability.

Audit Guide

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Publisher : John Wiley & Sons
ISBN 13 : 194165133X
Total Pages : 576 pages
Book Rating : 4.9/5 (416 download)

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Book Synopsis Audit Guide by : AICPA

Download or read book Audit Guide written by AICPA and published by John Wiley & Sons. This book was released on 2016-11-07 with total page 576 pages. Available in PDF, EPUB and Kindle. Book excerpt: Want to ensure effective and efficient execution of the Risk Assessment Standards? AICPA has the resources you need: Audit Risk Assessment Tool (available online only) Assessing and Responding to Audit Risk in a Financial Statement Audit - AICPA Audit Guide The Audit Risk Assessment Tool walks an experienced auditor through the risk assessment procedures and documents those decisions necessary to prepare an effective and efficient audit program. Designed to be used in lieu of cumbersome checklists, it provides a top down risk-based approach to the identification of high risk areas to allow for appropriate tailoring of audit programs which will result in audit efficiencies. The tool is available in the Online Subscription format and includes access to the full Risk Assessment Guide. The AICPA Audit Guide Assessing and Responding to Audit Risk in a Financial Statement Audit is the definitive source for guidance on applying the core principles of the risk-based audit methodology that must be used on all financial statement audits. This guide is written in an easy-to-understand style that enables auditors of all experience levels to find answers to the issues they encounter in the field. Unique insights, examples and a comprehensive case study clarify critical concepts and requirements. Disclaimer This Audit Risk Assessment Tool is designed to provide illustrative information with respect to the subject matter covered and is recommended for use on audit engagements that are generally smaller in size and have less complex auditing and accounting issues. It is designed to help identify risks, including significant risks, and document the planned response to those risks. The Audit Risk Assessment Tool should be used as a supplement to a firm's existing planning module whether in a firm-based or commercially provided methodology. The Audit Risk Assessment Tool is not a complete planning module. The AICPA recommends the Audit Risk Assessment Tool be completed by audit professionals with substantial accounting, auditing and specific industry experience and knowledge. For a firm to be successful in improving audit quality and efficiencies, it is recommended that a 5+ years experienced auditor completes the Audit Risk Assessment Tool or the engagement team member with the most knowledge of the industry and client (often Partner in small/medium firms) provides insight to whomever is completing the ARA Tool. The AICPA recommends this should not be delegated to lower-level staff and just reviewed – it should be completed under the direction of the experienced auditor (if you delegate to inexperienced auditor you will be at risk for less effectiveness and efficiencies because the tool is intended to be completed by an experienced auditor). The Audit Risk Assessment Tool does not establish standards or preferred practices and is not a substitute for the original authoritative auditing guidance. In applying the auditing guidance included in this Audit Risk Assessment Tool, the auditor should, using professional judgment, assess the relevance and appropriateness of such guidance to the circumstances of the audit. This document has not been approved, disapproved, or otherwise acted on by a senior committee of the AICPA. It is provided with the understanding that the staff and publisher are not engaged in rendering legal, accounting, or other professional service. All such information is provided without warranty of any kind.

The 2020 Krause Report

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Publisher :
ISBN 13 :
Total Pages : 120 pages
Book Rating : 4./5 ( download)

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Book Synopsis The 2020 Krause Report by : Krause Financial Services

Download or read book The 2020 Krause Report written by Krause Financial Services and published by . This book was released on 2020-02-13 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 2020 Krause Report provides the latest information regarding crisis and long-term care planning solutions. Whether you’re a new attorney or a seasoned expert, this annually updated report is designed to guide you and your clients through crisis and long-term care planning. Read the entire 2020 Krause Report or request your hard copy at: https://www.medicaidannuity.com/education/krause-report/ Inside, you'll find: • Practical planning examples with real calculations • Key statistics highlighting the landscape of long-term care • Strategies for using Medicaid Compliant Annuities • Insights into handling Medicaid denials and fair hearings • Cutting-edge guidance on Long-Term Care Insurance • An in-depth look at the Medicaid program • So much more!

Small Business Management

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Publisher : SAGE Publications
ISBN 13 : 1544356102
Total Pages : 620 pages
Book Rating : 4.5/5 (443 download)

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Book Synopsis Small Business Management by : Timothy S. Hatten

Download or read book Small Business Management written by Timothy S. Hatten and published by SAGE Publications. This book was released on 2019-01-02 with total page 620 pages. Available in PDF, EPUB and Kindle. Book excerpt: Now with SAGE Publishing, Timothy S. Hatten’s Seventh Edition of Small Business Management equips students with the tools they need to navigate the important financial, legal, marketing, managerial, and operational decisions to help them create and maintain a sustainable competitive advantage in small business. Strong emphasis is placed on application with Experiential Learning Activities and application of technology and social media throughout. New cases, real-world examples, and illuminating features spotlight the diverse, innovative contributions of small business owners to the economy. Whether students dream of launching a new venture, purchasing a franchise, managing a lifestyle business, or joining the family company, they will learn important best practices for competing in the modern business world. This title is accompanied by a complete teaching and learning package.

The Project Managers Guide to IDIQ Task Order Service Contracts

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Publisher : Springer
ISBN 13 : 331941156X
Total Pages : 178 pages
Book Rating : 4.3/5 (194 download)

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Book Synopsis The Project Managers Guide to IDIQ Task Order Service Contracts by : Mark E. Salesky

Download or read book The Project Managers Guide to IDIQ Task Order Service Contracts written by Mark E. Salesky and published by Springer. This book was released on 2016-11-04 with total page 178 pages. Available in PDF, EPUB and Kindle. Book excerpt: Every year the US federal government will spend roughly 100 billion dollars through competitive IDIQ (Indefinite Duration Indefinite Quantity) contracts. When you add in contracts awarded by State governments and commercial organizations using very similar processes you’re looking at 700 billion dollars’ worth of business. Getting a slice of that pie depends on how well you manage the contracting project. This is because IDIQs are essentially empty contract structures which then require a second round of winning task orders. For contracts with the government, this two-step structure which is specified in law and regulation, has specific pitfalls and opportunities which are rarely the subject of contract and project management training. Salesky’s coaching style talks you through the specific challenges in the startup, management, and closing of the IDIQ. This book gives a pragmatic and best-practice description of the entire life cycle of this type of contract offering you the “inside advisor” you need to help you through the pragmatics issues of clients’, performers’, and bosses’ expectations.