

Kyle Walters, CFP, CPWA, CIMA, is a partner at
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Your competitors of the future are probably not who you think they are.
October 27 -
Don't underestimate the power of sending something that's tangible in this digital age — something that someone can hold and touch.
October 17 -
How do you get as much benefit as possible from in-office collaboration while giving as much flexibility to work remotely?
September 27 -
You don't have to make wholesale changes all at once. You just need to get 1% better at a time.
August 31 -
How many inefficient meetings do we have in which 10 people, each billing out at $100 to $400 an hour, sit around talking about things without having a clear-cut objective or next steps from the meeting?
August 24 -
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Sometimes a straightforward "We appreciate you" is more powerful than a bouquet of flowers or a thank-you card.
July 5 -
The real competition isn't between CPAs and ChatGPT; it's between CPAs who leverage AI tools to their advantage and those who don't.
June 29 -
Here's how the Tesla founder's advice can provide lessons for CPAs.
June 9