In today’s environment, effective succession planning is more crucial than ever. With five generations in the workforce and the "great wealth transfer" set to move an estimated $84 trillion over the ...

Let's face it. Most CPAs are not hurting for business these days, but they're often not getting the right kind of business. They're asking themselves: "How do we get the business that's the best fit ...

If you’ve ever felt like the one thing holding your business back from massive growth and expansion is your struggle to find the right clients, you’re not alone. This seems to be a topic of discussion ...