Sheryl Rowling
Sheryl is a CPA/PFS with over 30 years of experience in tax and financial planning, investment management and wealth advisory services. Author of CCH publication "Tax & Wealth Strategies for Family Businesses". Connect on LinkedIn
Sheryl is a CPA/PFS with over 30 years of experience in tax and financial planning, investment management and wealth advisory services. Author of CCH publication "Tax & Wealth Strategies for Family Businesses". Connect on LinkedIn
We all want to give exceptional client service.Unfortunately, the belief that superior service must include instant access can be detrimental to both you and your clients.
Has technology robbed you of your free time? Maybe it's time to pare down and at least limit the tech tools you take on vacation.
Here are three ways to deal with the ever-expanding mountain of electronic mail.
For Sheryl Rowling, there are only three options when it comes to portable computing: An iPad, a Surface Pro, or a laptop. Which works best for you?
Boosting revenue drives profitability better than decreasing expense.
ByAllAccounts helps capture 401(k) and other similar assets without banging the door down. A win-win?
From mass email to GoToWebinar, what are the best practices?
When it comes to portfolio management tools, there are a lot of options. Sheryl Rowling offers up one of her favorites.
I first heard about ReportCheck from its creator, John Norwood, at an industry conference. He is a…
Sheryl Rowling is happy to embrace new technology, she's just not happy with the time and energy it takes to adapt to it.
