4 Key Traits that Will Propel Your Career

We are fortunate to work with a lot of CPA firms. As a result, we hear day in and day out about the many challenges they face. The number one challenge right now for most firms is succession planning. If I had a nickel for every time I heard a firm ask about getting the … Continue reading

Money Lessons from Mom and Dad

My parents taught me about managing money from a very early age. Over the years, I’ve received sound advice that has kept me out of debt and in a good place financially. Not to say I haven’t ever encountered some money issues where I had to learn those lessons the hard way. Because we all … Continue reading