Podcast discussing target client for CPA firms offering personal financial planning
What are you going to do to celebrate the end of the longest tax season ever?!
You must make the invisible VISIBLE and toot your own horn or there will be no music.
How to Own it: deciding who your clients will be, who can work there and the work you’ll do.
10 quick hits from calls we have had with partners in accounting firms over the past couple of weeks.
