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Jun 30, 2021

Managing your online presence can be overwhelming.  Listen as Chris and Roger discuss the terms we need to know when creating an online strategy.  First understand the phrases like Search Engine Optimization (SEO) and Search Engine Marketing (SEM) but there are so many more.  Consider using LinkedIn and Google...


Jun 23, 2021

After a career in accounting, as a controller and CFO, the time came to work with and help small business.  It began simply helping friends and family with their taxes, but the time came to make the leap and do this seriously, treating the hobby and favor as a business. Even when offering quality services there...


Jun 16, 2021

After a successful career as a CPA, controller and an exit from a business it was time for Andrew to move and start something new.  This was the time to become an entrepreneur.  It was a challenge being enrolled in the “school of hard knocks” but worth it.

With that said Andrew shares the best advice he ever got and...


Jun 9, 2021

When offering accounting services do we understand the opportunity we have to become a member of their board of experts?  What does that mean and who does it include?

How do the accounting principles we use in business also apply at home and vice versa? 

Helping clients realize they can always manage their money better,...


Jun 2, 2021

Perhaps you’ve heard the business mantra: “under promise and over deliver”.  Maybe you’ve heard again and again how the accounting profession needs to evolve to offer more advisor or coaching services which would compliment the compliance work we perform.  But “what” and “how” may be the questions...