Mar 28, 2026

Join us as we revisit this conversation from 2021!

Bobby and Roger have a timely discussion about industry trends and why they are relevant to know as accounting professionals.  From marketing and sales to get the clients we need to grow the business to then working with them as their CFO and advisor.

It all starts with...

Jan 24, 2026

Join us as we revisit this conversation from 2021!

Do you know the 4-part questions to use to determine if someone qualifies for the R&D tax credit?

This conversation with Adam and Roger is going to be enlightening both personally and professionally.  I’m sure you’ll get some great notes from this.

Also, how many of...

Jan 17, 2026

Join us as we revisit this conversation from 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...

Jan 10, 2026

Join us as we revisit this conversation from 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...

Nov 22, 2025

Join us as we revisit this conversation from 2021!

Let’s do the math, identify the opportunity, and determine the how best to complement the accounting services offered to profitably meet the demand.

When working with small business owners it’s often assumed that payroll will be included as part of the accounting...