The show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank client, Eric Rockwell,…
June 16 - 18 at La Costa Resort and Spa Map It As North America's Premier Educational Symposium for Tax…
Marketing should not be approached in the same manner that accountants would prepare a financial statement. Bring in new clients…
May 3, 2014
Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA's…
Richard and Joe welcomed Russell Geyser of Geyser Holdings (formerly Gibraltar Holdings) to the show. His entrepreneurial spirit has led…
This is the most important issue facing the CPA industry because only 25% of all firms have a viable succession…
April 26, 2014
1. People 2. Paperlessness 3. Work flow 4. Technology 5. Seasonality 6. Hourly Billing
The three guests have dedicated their careers to the advancement and understanding of mental health. Because May is Mental Health…