Keeling Financial Services

10 Common Tax Mistakes that Cost You Money [Infographic]

Five guys committed a $13 million tax fraud. Here’s how much prison time they’ll do

Miami-Dade residents Jamal Dyer, Jorge Osorio-Rodriguez, Tramaine Sealy, Jonathan Edwards and Daniel Murias each have been sentenced to do federal prison time after pleading guilty to a $13 million tax fraud

When you should hire an accountant

Not sure when to hire an accountant? Read more via @Xero #smallbiz guides

What Can a CPA Do that a Regular Accountant Can’t?

What can a CPA do that a regular accountant can’t? That’s what we’d like to address today.

10 Questions To Ask Your CPA

If you are hiring an accounting or tax and business firm, it should go without saying that you have a CPA involved in looking over all of the work. However, not all accounting firms are created e…

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

6 Reasons To Consider A Career In Financial Services

Now is the best time to get involved in the financial industry. Here's why you should consider a career in financial services...

Getting more diversity in financial services is about taking more action!

This article talks about the actions you can think diversity and inclusion are awesome, and they will help getting more diversity in financial services.

15 Applications of AI and Machine Learning in Financial Marketing

Artificial Intelligence (AI) and machine learning are very powerful marketing tools that must be used by banks and credit unions to meet consumer expectations.

6 Must-Reads: Financial Services by the Numbers

This week, statistics offer some intriguing insights into the state of financial services. Apparently, both card transactions and cash are on an upswing.

How Healthcare Can Help Financial Services Become More Consumer-Centric

What can financial services borrow from healthcare that would help us all better manage our financial lives?

7 Ways to Master Digital Marketing for Financial Services

Take the guesswork out of digital marketing for financial services with these expert strategies for success.

Does access to financial services improve living standards?

A growing number of policymakers see financial inclusion—greater access to financial services throughout a country’s population—as a way to promote and make economic development work for ...

Episode 4: Financial services for the most at-risk

We spoke to Emilie Hibbard, a recent Boston University grad who has carried out focused research for Alacriti. Today, she discusses her research on the difficulties of rural women in India in accessing financial services. An issue, which like so many others, has been exacerbated by the pandemic. Emilie offers a model for confronting these […]

The ‘Socialization’ of Financial Services

Peer networks play an important role in delivering financial services nowadays, bringing the element of social into traditionally corporate-dominated industries. Financial technology startups played a critical role in appropriating social communication and connectivity, building business models based purely on lever...

Which Financial Services Are Worth Paying For?

It's not always easy to determine which financial services are worth paying for. Here's Wealth Enhancement Group CIO Jim Cahn's take.

8 Social Media Tips for Financial Services

Learn how to evaluate, implement, and optimize social media for your financial services firm, with practical, real-world tips.