Meet Ted Callahan - Leader, Accountant Segment at Intuit (Part 2)

Joining us today is Ted Callahan, the Accountant Segment Leader at Intuit. He’ll be talking about how Intuit and...

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Meet Ted Callahan - Leader, Accountant Segment at Intuit (Part 1)

Joining us today is Ted Callahan, the Accountant Segment Leader at Intuit. He’ll be talking about how Intuit and...

Read More

Give Your Clients the Best Experience in 2021

Happy New Year! As we welcome 2021, it’s worth reflecting on some of the things that made our lives a bit easier in ...

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The Nature and Focus of Advisory Services

I’m not a fan of the term “Trusted Advisor.” In my opinion the term is over-used within the accounting and...

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What to Know When Working with Attorneys

One of the best parts of  niching  my accounting firm is getting into the details. I  chose   to  work with...

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