Planning for positive change and why people do what they do (or don’t) is fundamental to advisory services.   Your clients have both personal and business goals.  Over time you should assist the...

Being seen by a client as indispensable has at its core two factors: the client’s perception that you understand their most important things and that you are key to helping them achieve them and...

In order to effectively engage with clients, the following are key ingredients of the relationship: Trust Quality communication Ongoing valuable benefits to both persons and aiming for the classic...

We all want a ‘whole’ client not a ‘partial client’. A whole client is one who is totally engaged with us as their accountants. Unfortunately, too often we accept half a client or a quarter of a...

Most of us believe we have the answers to our clients’ most pressing questions, but we often miss the mark on nailing what our clients really want. We think they want advice on how to: make more...

Are you ready for changes in the tax industry that could affect your revenue? Experts predict that under the previous tax law, about 70 percent of clients itemized their deductions. Under the new...

Do you struggle to find time for anything other than tax preparation work? Does it feel like there’s not enough time to get everything done? If you answered yes, then you’re not alone. Most...

Become an Industry Leader The Complete Advisory Solution trains you to become your client’s most trusted advisor. By giving you targeted resources like our Strategic Planning Toolkit, you’ll offer...

We offer innovative solutions to prepare your firm for the future. Oodles will help your business thrive using The Complete Advisory Solution. This easy-to-use system takes you through a targeted...