Entries by Sarah Scheffer

Marketing Tips for your Accounting Firm

Accounting is a highly competitive industry, making it critical for firms of every size and across every specialty to develop a cohesive marketing plan. Here are some marketing tips that can help accounting optimize growth opportunities.

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Why Bother to Reconcile your Bank Statements?

In the “old days” (not so very long ago), reconciling your bank statements was important as it took checks a week or so to clear the bank, which meant that the balance the bank calculated likely did not include checks that you had recently written. Things have changed now, with electronic means being the preferred method of banking. However, there are still many good reasons to reconcile your accounts.

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Freedom Planning for Business Owners

The thought of retirement is often met with fear and anxiety, leading to various degrees “planning paralysis.” If we are able to view retirement through a different lens, the feelings of fear and anxiety may be replaced by anticipation and confidence. There are, of course a wide range of complexities that come with this phase of life that ought to be addressed. However, much of the retirement planning process is futile until our financial destinations are defined.

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Our Wolfeboro Office Has Moved

Our Wolfeboro office has moved down the street closer to downtown, offers ample parking and is situated on the shores of beautiful Lake Winnipesaukee. We look forward to seeing you at our new location soon!

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What Happens To Your Retirement When You Are Gone?

Retirement accounts provide viable investment vehicles for individuals to have access to necessary funds after they have left the workforce. Knowing what happens to your retirement when you die can help you plan accordingly to best provide for your loved ones in the future.

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Leone, McDonnell & Roberts, PA Announces Promotion

We are pleased to announce the promotion of Joseph “Joe” Quinn, Jr., CPA to Principal. A Certified Public Accountant in both New Hampshire and New York, Joe has nearly 30 years of experience in public accounting, with nearly 14 of those with Leone, McDonnell & Roberts, joining the firm in 2005. Joe works out of […]

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