Delighting Clients in Busy Season

What do accountants talk about when they talk about…? When CPA Trendlines asks practicing accountants how they “delight” clients during busy season, one word pops up more than any other: “personal.” Clearly, clients respond to “financial” “planning” “service” with “questions” … Continued

Trust: The Foundation of Firm Culture

Four ingredients essential to team building. by Jason M. Blumer, CPA, CFE THRIVEal+CPA Network Building culture used to be an esoteric activity the dot-com companies, marketing agencies and cool startups thought about.  But building culture is just as important for … Continued