Harness Wealth

MARCH 5, 2024

At Harness, our mission has always been to bring clarity to the tax advisory process, making it more accessible and impactful for everyone involved. This new platform from Harness is designed to deliver an exceptional client experience while providing increased efficiency and impact for advisors. Today, we’re proud to enter a new era.

Taxes 52

Taxes Communication Clients Financial Advice 52

Harness Wealth

AUGUST 3, 2023

Transitioning From Employee to Entrepreneur Establishing Your New Business Marketing Your Firm: How to Find New Clients Technology and Tools: How to Run a Modern Practice Harness Tax: A Trusted Partner for Your Journey Opportunity Awaits: Why Should You Go Solo? Table of Contents Opportunity Awaits: Why Should You Go Solo?

Accounting 52

Accounting Taxes Clients Planning 52

Harness Wealth

SEPTEMBER 25, 2023

In this comprehensive guide, we aim to explore how to maintain a sense of community when working as an independent accountant, the importance of doing so, as well as the various ways by which Harness Tax can help you along your solo CPA journey. The career path of a solo CPA can be an exciting blend of autonomy, creativity, and growth.

Taxes 59

Taxes Accounting Clients Education 59

Harness Wealth

SEPTEMBER 18, 2023

In this guide, we explore strategic approaches to scaling your independent accounting practice that can help you increase your revenue and develop your skill set, and how Harness Tax can be your catalyst for growth.

Taxes 59

Taxes Accounting Clients Management 59

Harness Wealth

OCTOBER 5, 2023

In this comprehensive guide from Harness Tax , we explore actionable strategies to help solo CPAs, former Big 4 accountants, breakaways from large tax firms, and growing accounting firms diversify their service offerings, build better client relationships, and run a modern, scalable tax practice.

Taxes 59

Taxes Tax Planning Accounting Clients 59

Harness Wealth

MAY 18, 2023

Financial advisors, even the most entrepreneurial ones, largely felt that the resources of large firms would be incredibly difficult to compete with as an independent player in the marketplace. Is the Tax Industry in an Unprecedented Era? And What Will it Mean for Those Practitioners the industry needs most?

Taxes 52

Taxes Wealth Advisor Marketing Marketing 52

The Big Picture

JANUARY 23, 2024

 The transcript from this week’s, MiB: Shomik Dutta, Overture Ventures , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:00:09 [Barry Ritholtz] This week on the podcast, I have an extra special guest, Shik Dadda. Was it, was it politics or finance?

Government 130

Government Startup Manufacturing Investing 130