InHouse

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman – Go Health Pro

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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman – Go Health Pro

Welcome everyone! Welcome to the 421st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. What’s unique about Daniel, though, is how … Read more

Managed IT Services: Choosing To Outsource Over In-House – Go Health Pro

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Managed IT Services: Choosing To Outsource Over In-House – Go Health Pro

Effective IT management supports smooth operations, enhances security, and aligns technological initiatives with business objectives. Deciding between an in-house IT team and outsourcing to a Managed Service Provider (MSP) involves evaluating which option best suits your company’s needs regarding control, cost, and scalability. Here, Neuways explores the strengths and challenges of in-house IT teams and … Read more

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