Category Archives: featured

I Can’t Live without my Accountant. Can your Clients live without You?

  My accountant, Adam, is my hero.  As a small business owner focused on his craft, I have neither the time nor skills to maintain the financial aspects of my company.  My hero makes sure everything is taken care of for me.  From taxes to cash-flow planning to monthly statements to year-end tax planning to … Continue reading I Can’t Live without my Accountant. Can your Clients live without You?

Who’s on your ABS (after busy season) Call List?

This time of year it’s hard to be proactive with your clients.  With deadlines looming, you are pushed into “critical needs” mode.  However, because you are interacting with so many clients and pouring over details of their financial and business situation, the opportunities for being proactive are virtually endless. Faced with a bounty of opportunities … Continue reading Who’s on your ABS (after busy season) Call List?

What’s the Real Issue: Not Enough Staff or Too Many Clients?

  After just emerging from yet another tough deadline, many of you may be asking yourself this question.  While I am sure that most firms would love a few more qualified and fully trained people on hand at busy times of the year, this is an extremely tall order.  That leaves you to consider the … Continue reading What’s the Real Issue: Not Enough Staff or Too Many Clients?

Future Partners: Chart your own Course!

  Very few firms today have a well-defined “path to partner.” This creates both challenges and opportunities for today’s younger professionals with aspirations of partnership.  The challenge is in that it can be hard to understand just exactly what you need to do to make partner.  Conversely, the opportunity is that you can define your … Continue reading Future Partners: Chart your own Course!