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You never know what to expect

Last week I met with someone from a networking group.  They mentioned that they are currently reviewing leaving the group due to lack of success.  I knew that they wanted to meet with me regarding my lack of referrals. I have discussed their services with a few...

Trusted Advisor

CPA’s are considered to be clients most “trusted advisor” and I would have to agree with that.  Within our core services we work as strategic partners that assist to provide solutions to complex problems by integrating knowledge, expertise and resources from multiple...

Debit vs Credit Cards

I was meeting with a client today and as usual the conversation went into an odd direction.  We got started on debit cards, now I am not a fan of debit cards.  I dislike the fact that all you funds are at risk.  I prefer using a credit card. She on the other hand was...

Debit vs Credit Cards

I was meeting with a client today and as usual the conversation went into an odd direction.  We got started on debit cards, now I am not a fan of debit cards.  I dislike the fact that all you funds are at risk.  I prefer using a credit card. She on the other hand was...

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