Four Critical Budgeting Steps Your Not-for-Profit May be Forgetting For any organization, budgeting can be more than just an...
The Powerful Impact of Women in Accounting and Tax
The Powerful Impact of Women in Accounting and Tax Jane Doe, CPA, also known as Super Woman, woke up this...
Client Advocacy: Susan Tillery, CPA/PFS, Takes a Unique Approach
Client Advocacy: Susan Tillery, CPA/PFS, Takes a Unique Approach What does an ancient biblical word meaning “holy spirit” have to...
Are You Helping Protect Your Older Clients From Financial Scams?
Are You Helping Protect Your Older Clients From Financial Scams? Most everyone, at least once, has received an email from...
In Case You Missed It: Golf, Beyoncé, and the Next Version of the CPA Exam
In Case You Missed It: Golf, Beyoncé, and the Next Version of the CPA Exam Another busy tax season has...
Summer Reading Recommendations
Summer Reading Recommendations Part I Nothing says summer vacation like a few good beach (or mountain, lake, backpacking… you...
5 Steps to Transform Leadership Theory into Practice
5 Steps to Transform Leadership Theory into Practice Most of us have read numerous books on leadership development theory, because...
Here’s How This Millennial Learned How to Budget
Here’s How This Millennial Learned How to Budget If you have some semblance of common sense, then managing your money...
CPA Success Story: Angela Ho
CPA Success Story: Angela Ho In celebration of Asian American and Pacific Islander Heritage Month For Angela Ho, CPA,...
What it Means to Be There for Your Clients as They Age
What it Means to Be There for Your Clients as They Age Most people don’t think they need to plan...