In January, like many agencies, we were sitting on top of what we anticipated to be a very big year. We had enlisted the help of a very impactful advisor, and we were making adjustments to staff and ...

Even in this digital age, study after study shows there’s no replacement for face-to-face interaction with your clients. But client meetings can be a colossal drain of your time — and your client’s ...

One morning, as I was preparing for a meeting with a corporate client, I remembered a recent incident that underscored the importance of reliable security. A close colleague’s company had been the ...

CPAs have been especially busy in recent weeks counseling clients through the sudden economic challenges brought on by COVID-19. Because you’ll be communicating with a large number of your clients, ...