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May 26, 2021

It’s not just what our clients say that matters, it’s so much more than kind words.

In addition to the ego boost from our clients’ testimonials are the social proof that is needed to grow the business. Consider the connection that is peer to peer when potential clients hear what other business owners are...

May 19, 2021

Everyone begins and later ends their journey as an accounting professional in a unique way.  Even though many try to be intentional there can be surprises. 

Imagine going from accountant to professor and then author.  In fact, consider what you’d say when asked to write Accounting For Dummies.  What would you say?...

May 12, 2021

Running an accounting business can be overwhelming.  Managing time, identifying priorities, and defining workflows is important.

Listen to Roger and Celso reflect on business and how we can work more purposefully when taking care of our clients.  When we work with the intent to be profitable, we can become the...

May 5, 2021

There is still, and will always be, an increasing need from business for the accounting professional to step up and help in an advisory or coaching perspective to help owners effectively use the financial information to make more informed decisions.

Accounting is more than compliance work.

After more than 30 years in...