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Nov 3, 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 this have said to our spouse “Heh Hon,...


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...


Sep 8, 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 services provided, so what is your answer or...


Aug 18, 2021

As accounting professionals, we have opportunities to determine the value of our client’s business but also work with them to increase it’s worth.  Let’s consider not only why but how we can help them work ON their business.

Listen as Bharat and Roger discuss the things that establish the value of a business but...