Practice Management

If you’re a successful partner at your practice then you understand the importance of knowing your customers. You also know that CPA firms are being tasked with delivering more value to their clients. This means shifting your relationship from “transactional services” to becoming a “trusted advisor.” Covid-19 now makes this Read more…

I’ve been talking with partners in dozens of CPA firms about how they are weathering the pandemic and how this compares to past recessions. As a recovering “serial entrepreneur” I’ve owned businesses during Black Monday 1987, the dot-com crash of 2000, the telco crash in 2001, and the 2008 financial Read more…