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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...

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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 (Part 1)

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

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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 attorneys...

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Jan. 5, 2021 COVID Round Tables (Part 1)

Joining us today is Gene Marks from theMarks Group PC.He is an author, a speakeronsmall business expertiseand a...

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