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Jan 27, 2021

Our personal perspective on life, events and people affects us in profound ways.

The attitude we bring to business impacts our interactions with potential clients, relationships with clients and employees.

I’d like to share the presuppositions I learned early in my career that shaped my view of the world, those I...


Jan 20, 2021

This is a transparent look into the advisory / consultative business model that many would like to offer in addition to the quality accounting services currently given. 

Listen as Roger shares such things as the client experience, the services offered, best practices and so much more to help accounting professionals...


Jan 13, 2021

For more than 20 years this same conversation has happened with accounting professionals again and again as they consider and then start their new business.  Listen in as Roger covers the common questions and gives advice to help avoid the challenges many face.

There is a Turnkey Process to start and build the...


Jan 6, 2021

As we work with our clients, do they see us as forward thinking?  Are the meetings with us inspiring and engaging to help them use the accounting information they are receiving to make well informed business decisions?  Are we leveraging technology to provide our clients the cutting edge services that will help us stand...