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
Here's a road map on how to compete with and beat online investment management services using technology.
The road can be difficult and rocky, but that's no reason to avoid leveraging technology to help your firm grow.
Sheryl Rowling takes a spin using the pseudo-taxi service Uber and enjoys the ride.
Here are some guidelines for deciding whether to buy technology tools or gadgets for staff. Or, how to strike a balance between productivity and reward.
A quick questionnaire can let you know how you can improve and shows clients you care.
VoiP phones are tremendously flexible but not necessarily right for everyone.
Will Sheryl Rowling be truly able to work with all the wonderful distractions available?
As financial adviser, CPA and dinner host, I use a lot of technology but I'm still tired.
After an extended trip to France, Sheryl Rowling answers the question: Is it possible to work remotely for a month?
Taking a hard look at the age-old rule we seem to live by: If it ain't broke, don't fix it.
