January 2013

It’s been more than 13 years since we started our transition to paperless, and today we are still paper free. Over the past five years, the focus has been on implementing a single client database...

For Ben Davis, the calling is his love of beer. As the owner and head brewer of Intuition Ale Works (www.intuitionaleworks.com), he not only enjoys drinking the suds, but also brewing specialty craft beers.

The best marketing communications tell a story that is concise, clear, and simple

From the January 2013 issue. The demands from clients, team members, and all of those around us continue to increase. In the name of great client service we often try to expand services to cover these demands, but is that the right strategy? Because technology has been a great enabler, we have been able to […]

An overall strategic plan is important to chart the course for your firm’s future success. And individual game plans outline the roles each team member plays in achieving the firm’s strategic objectives.

2013 Review of Tax Document Automation Systems

Now that the Internet has made networking virtual, you can focus more on your business by having an online strategy to secure referral sources and get warm, and hopefully hot, leads.