Caleb Lendy explains how firms differentiate as the profession moves away from simple compliance.
CLIENT SERVICE OPPORTUNITIES
How does your firm define itself?
By Kayleigh Padar
You can divide your efforts into tiers, but you need a plan.
By Jassen Bowman
Tax Resolution Systems
You may be doing the opposite of what clients want.
By Domenick J. Esposito
8 Steps to Great
Four-session January series targets growth-minded CPAs. CPA Trendlines expert author Jean Marie Caragher of Capstone Marketing and HaydenRock Solutions are collaborating on a complimentary webinar series, “The Truth about Offering Advisory Services.” The webinars will be offered at no charge or … Continued
Caleb Lendy on the business evolution of clients.
By Hank Berkowitz