CWA Managing Partner Dan Wicker gives an update on the Tax Reform Outline and the effect changes may have on individuals and business. Last November...

Breaking Down Your Profitability (Part Two) – Ep. 226
CWA
April 1, 2025
When it comes to increasing profitability, growing production is only half of the equation. Managing accounts receivable to increase collections, reducing overhead and setting reasonable
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April 10, 2017
Put plans in place now to avoid the pain of a patient data breach It sounded like a scene from an espionage action movie, but...
2 MIN READ

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March 9, 2017
CWA FINANCIAL PLANNER (AND FORMER IRS EMPLOYEE) KELLEE HARRIGAN SAYS DON’T SKIMP ON DOCUMENTATION CWA tax professionals are often asked how long clients should keep...
4 MIN READ

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CWA
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February 6, 2017
CWA FINANCIAL PLANNER HUNTER SATTERFIELD REVIEWS AN IMPORTANT INDICATOR INTO THE HEALTH OF YOUR ORTHODONTIC PRACTICE At CWA, our clients are focused on delivering quality...
3 MIN READ

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January 6, 2017
CWA Financial Planner David Forbess explains when, why and how to start the process of adjusting fees and billing. It’s a new year and the...
3 MIN READ

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December 6, 2016
CWA Client Case Study: Using Data Tools to Make Confident Decisions About Salaries and Other Overhead Costs* CHALLENGE: Dr. Smith was in a bind. Her...
4 MIN READ

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November 9, 2016
Part 1 NEW: Part 2 Reminder: NEW CHANGES TO FORM 1099 FILING DEADLINES & PENALTIES As a reminder, effective for the 2016 tax filing year,...
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September 18, 2016
Strategy First. For business owners, an update to the company website often feels like a necessary evil. You understand web marketing is an essential part...
3 MIN READ

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CWA
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August 30, 2016
One of the biggest challenges for practice owners is simply keeping all the moving parts of the business organized. If you’re looking for ways to...
2 MIN READ

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June 24, 2016
Yesterday, the United Kingdom (U.K.) decided to leave the European Union (EU). The vote to exit, termed “Brexit”, came as a bit of a shock...
< 1 MIN READ
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