Gary Bolinger, CAE Joins Oodles

Gary Bolinger, CAE Joins Oodles

BOLINGER JOINS OODLES BUSINESS ADVISORY EXPERTS Fort Wayne, Ind. —Oodles, experts who help certified public accountants transform their firms into business advisory practices has named Gary Bolinger, CAE, Vice President – Client Relations. Bolinger previously served...
The Magic of a Whole Client Approach

The Magic of a Whole Client Approach

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 client who discuss just some of their needs and wants with us. We need to...
What Do My Clients Really Want?

What Do My Clients Really Want?

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 money establish a successful business gain more clients While those...
I Don’t Have the Time!

I Don’t Have the Time!

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 law, only 17 percent will itemize. This means fewer people will need the...
Get Off the Hamster Wheel

Get Off the Hamster Wheel

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 accountants are working harder than ever, even though modern technology was...
Get the Support You Need

Get the Support You Need

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 invaluable expertise to help clients: • Realize their dream • Explore...