Prep work is in full swing this time of year for tax professionals, and the myriad tips and suggestions on what can make the “season” smoother for you can be staggering. I weigh in with 3 solid suggestions here based on my conversations and listening to you all.
Month: January 2026
Succession as a Growth Strategy
I always enjoy promoting (comparatively) new voices, not just my own, and in this case I am honored to share Well Balanced Accountants CEO Erin Daiber’s interview on The Disruptors. Here, she expertly dives into how, for the sake of their own growth, CPAs need to be more strategic and way more proactive in their… Continue reading Succession as a Growth Strategy