Small businesses and independent contractors use sale proposals to land a new contract or client. The best sales proposals highlight what makes your business the most qualified for the contract or ...
I'm in the thick of it every day: writing, reviewing or advising on proposals. Just recently, a proposal of ours swung open the doors to a leading Nigerian bank partnership. It’s these real-life ...
Growing your business to the scale you dream of requires you onboarding clients at a steady rate. Probably faster than you’re doing it now. If you’re a service-based business, that might involve ...
CONCORD, Calif., Sept. 23, 2020 (GLOBE NEWSWIRE) -- AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial ...
DALLAS--(BUSINESS WIRE)--VRGL, a Client Acquisition, Proposal Management and Retention ("CAPM & R") solution, is excited to announce the upcoming launch of its new Client Transition and Proposal ...
A newly proposed AICPA ethics rule would clarify that certain reviews of a tax practice are included in the exceptions to the AICPA Professional Standards prohibition on disclosing confidential client ...
Opinions expressed by Entrepreneur contributors are their own. Winning as many proposals as you can is vital to the growth of your business. But, let’s be realistic — you can’t win them all. At the ...
Evenz Escarne, Founder & CEO of FolioMax launches its next-generation wealth management platform, giving financial advisors smarter tools for portfolio analysis, proposal generation, and SMA ...
The AICPA Professional Ethics Executive Committee (PEEC) is reproposing a new interpretation that would address independence requirements related to “staff augmentation” arrangements in which a CPA ...
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