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May 18, 2022

Roger and Joe discuss things  you can do in business to make sure you are going  beyond just providing financial reports but literally stepping into your clients world and helping them do things that can ultimately help them with succession planning.    Learn about the six disciplines of advisory from...


May 11, 2022

Roger is happy to bring Mitchell Levy back to the podcast for another timely discussion.  They cover a variety of topics beginning with a subject we each need to consider both personally and professionally, the need to bring creditability to the relationships we have.

After hundreds of discussions with successful and...


May 4, 2022

This is easily something we should discuss more often and it’s time we do it now.  Listen in as Roger and Hossein discuss the benefits afforded the accounting profession when using technology along with the areas of concern we don’t want to forget. They address both the why and how we should be securing our...


Apr 27, 2022

As accounting professionals, we are fortunate to see the success of our clients.  They individually see their wealth increase but what can we do to help them manage that success.  Now that the business owner is profitable what should they be doing with those monies?

Listen in as Manos and Roger discuss various options...


Apr 20, 2022

“Nothing happens until you make a sale” or get a client.  Regardless of how good we are at the services we offer, without paying clients it doesn’t matter.

Listen in to this great conversation that Nate and Roger have to address issues and strategies surrounding online marketing to get the leads you need and how...