Client strategies

When a client engages me for any type of service, there are specific descriptions of what we will do and the goal or end result of the services.

No one cares how smart you are; they just want you to help them make better financial decisions.

Preparers share how they'd change things if they could do 2018 over again.

There are lots of potential missteps that can trip you up along the road to making your firm more visible to the right prospects.

A merger in Salt Lake City puts two local auditors ahead of the pack.

Businesses are transitioning to the next generation of owners, too – and they’re mostly Gen Xers.