He is an excerpt from a new eBook, Next-Level Accountants: Your guide to growing a firm of trusted advisors: Accountants may assume that the technical expertise and knowledge of your partners and ...

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 ...

A few things really do improve over time. The reputation of the American travel agent is one prime example. I remember being shown a highly confidential survey by a supplier marketing executive when ...