Oct 27, 2021

Do we really understand the purpose of the US tax code?  Often our clients are frustrated with the laws and how it affects them individually. Can you explain to them why it is and how they can legally minimize their tax liability? 

Steve & Roger have an informative and fun discussion about starting a tax career, the...

Oct 20, 2021

For Shannon working with clients involves more than just providing quality reports, it’s doing so much more than the client initially expects.

Listen as Roger and Shannon consider what bookkeeping is today and how it can be so much more when we consider engaging with clients as their CFO, advisor and coach.  Ask...

Oct 13, 2021

We each have our story and Lindsay is no different.  Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school.  She has done so much and is willing to share.

Lindsay and Roger discuss the experiences we have in life and what we can do to make lemonade.  We all...

Oct 6, 2021

After years of service in the military and life experiences Richard shares what he has learned and how it applies in business.  This is a great conversation and adaptation that we all need to hear.

Listen as Roger discusses with Richard the two things that he feels he learned from his military service that he applies...