CAS

Covid 19

June 12, 2020 

Advisory in the Age of Coronavirus

With clients scrambling to find the best way forward under immensely difficult circumstances, it’s important to do everything possible to help guide them through the process. Nobody has gone through anything like a pandemic before, so everyone is ...

Amy Vetter

meeting laptop pixabay Aymanejed-3196481_1920

February 17, 2020 

3 Secrets to Ensure Successful (and Profitable) Client Meetings

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the...…

Darren Root, CPA, CITP, CGMA