MOST Important and MOST Valuable

Sep 19, 2021 | Business, Leadership

Deadlines Are Important My tax accounting clients are very busy these days because September 15, 30, and October 15 are important filing deadlines. Their staff are busy preparing the returns and their clients are counting on them to deliver. If you don’t think their...

Compliance is Necessary. Advisory is Valued.

Jun 28, 2021 | Business, Leadership

What Matters When I ask professionals in my training what they do, they basically report that they prepare and review tax returns or audit reports. Too many managers believe that this is their job. They are taught to add a sprinkle of relationship and voila—they are...