IMGCAP(1)]Developing trust is complicated, but trust is the ultimate competitive advantage for winning and retaining clients. He is an excerpt from a new eBook, Next-Level Accountants: Your guide to ...

When the CPA profession was born many years ago, we started as bookkeepers, tax preparers and auditors. We then evolved to meet the needs of our clients. The clients were mostly businesspeople and ...

How do most trusted-advisor businesses end? By closing the door and walking away. That is the sad fate of most agency owners, strategic consultants, and other professional advisors who sell that ...

As successful executives and business owners know, if you don't have customers, you don't have a business. Our customers are our biggest advocates and our best source of referrals, which relates ...