Anyone who knows me knows I enjoy sharing useful insights from others even more than my own. In this episode of Business Beyond Borders, host Laurence Whittam talks with Erin Daiber, founder of Well Balanced Accountants, about how CPA firms can better align people strategy, AI adoption, and leadership development through intentional planning and accountability.
Month: November 2025
Opinion: The Future of CAS
Client Advisory Services may not be for everyone, but the number of firms of all sizes that factor CAS into their decision-making continues to grow. In this latest blog interview for Ace Cloud Hosting, I was offered my many decades’ worth of knowledge on how firms are reshaping their services to stay relevant and responsive… Continue reading Opinion: The Future of CAS