Unlock 4 hidden benefits of succession planning If you’ve been putting off starting or updating your succession planning, I’d like...
Archive for month: September 2020
Your firm’s most underrated tool
Your firm’s most underrated tool Your firm already has a logo and a website. Your branding job is done, right?...
Hispanic Heritage Month Spotlight: Tony Torres
Hispanic Heritage Month Spotlight: Tony Torres It’s no secret. The accounting profession is in dire need of more ethnic diversity....
The learning journey and speed of change
The learning journey and speed of change The COVID-19 crisis accelerated us into a new era of digital engagement —...
How to strengthen client relationships during a pandemic
How to strengthen client relationships during a pandemic How can you expand services to existing clients and attract new clients...
Employee payroll tax deferral — Is it workable?
Employee payroll tax deferral — Is it workable? “Security is mostly a superstition. Life is either a daring adventure or...
4 tax and financial planning tips to share with clients
4 tax and financial planning tips to share with clients Uncertainty is a common theme these days. People worry about...