Consulting

10 Reasons Why Clients Feel Poor

Avoiding Pitfalls of Coaching Clients for Referals

Do Clients Push Back on Pricing?

The ‘Seven Wastes’ Process to Client Profitability

Value Pricing Acceptance Requires a Better Theory

How to Address Your Clients' 'Poverty Mindset'

Is a PEO Right for Your Clients?

Which Path Will Your Firm Take Towards its Future?

Where Do I Start In Winning Higher End New Fees?

A Case for Accountants Becoming Financial Planners

How to Better Educate Existing Clients About You

Is the IRS Finally Leaping Into the Future?

Why State Tax Issues Boil Down to Domicile

Should You Represent a Client Undergoing an Audit?