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September 11, 2013

The importance of the accountant being the “most trusted advisor” to small businesses

Edi Osborne, CEO of Mentor Plus, speaks about the role of accountants as the most trusted advisors of small businesses. From CPA Practice Advisor’s 2013 Thought Leader Symposium.

The importance of the accountant being the “most trusted advisor” to small businesses

Edi Osborne, CEO of Mentor Plus, speaks about the role of accountants as the most trusted advisors of small businesses. From CPA Practice Advisor’s 2013 Thought Leader Symposium.

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CPE  Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

Automation November 17, 2026 

CPE Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

This webinar examines six automation and workflow technologies that reduce manual processes, standardize operations, and increase capacity. Participants will learn how advanced data extraction, workpaper automation, verification tools, and client collaboration features integrate throughout the tax return preparation cycle to improve overall efficiency and consistency.

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