A Tale of Two Money Mindsets Understanding each of our clients’ unique needs and goals is how we help them build a meaningful life with their money.

What Does It Take to Become Clients’ Most Trusted and Strategic Advisor? Earning the coveted status of “the most trusted and strategic advisor” is a goal all CPAs should have, but achieving it isn’t necessarily a given. Here are some actions that can help.

The 5 W’s of a Successful New-Hire Orientation With a little planning, CPAs can successfully welcome and orient new staff into their organizations. To help new hires hit the ground running, follow the “who, what, when, where, and why” of orientation.

The Self-Employed Need Retirement Plans: CPAs Can Help They come to us for business advice, so why not retirement advice? As the number of entrepreneurs grows, CPA firms can grow with them by providing needed personal financial planning advice.

My Client Asked Me About an ESOP—What Do I Need to Know? Employee stock ownership plans give business owners flexible exit options. Here’s how CPAs can help their clients navigate them.

When Trust Is Not Enough Becoming the most valued—most strategic—business advisor is the new path forward for CPAs.

Does Trusted Mean Valued? Now, more than ever, CPAs must redefine who and what they are to their clients and companies or risk their relevance in a tech-heavy business world.

Capitalizing on Cannabis CPAs willing to wade through the weeds of evolving regulations and risk can find growing opportunities in the medicinal and recreational marijuana markets.

Becoming a Corporate Finance Futurist Companies demanding deeper insights and better business strategies are focusing their finance teams on the future.