Building a work environment that promotes community through departments sharing workloads rather than hoarding the best clients. Collaborating with other professionals whose specialties compliment and aid a CPA in making fiscal projects. Giving back to the community in which the firm is based. These are just some of the things that will help define the CPA Firm of the Future.
Commercial-Free Podcasts:
- Innovative Ways to Fund Nonprofits
- Bankable Lending Options with Ethan Senturia and Sean Puckett
- The Sanford Harmony Program: New Strategies in Building Better Relationships Starting in Pre-K through 6th Grade
- The Winds of Purpose with Jake Ducey and “San Diego’s Anchorman” Jack White
- Business Legacy Mentoring and Collaboration
- The Energy of Success with Erik Swanson
- Forward Thinking in Leadership with Donald Green
- UBS Advisor Drew Freides Is Named as a “Top 1,000 Financial Advisor” by Barron’s
- George Takei and the Producers of the Play, “Allegiance: A New American Musical”
- Richard Muscio, CPA, Presents at The Secret Knock
- Honoring Theodor Geisel, Dr. Seuss at the La Valencia Hotel in La Jolla
- San Diego Bankers Dan Yates, Steven Sefton and Sean Puckett Join the Show for the Second Part of Our Sunday Double-Header
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