Time-based billing is running out of time.
For decades, the billable hour has been the sacred cow of professional services....
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What we should be teaching the next generation of professionals in accounting, wealth management, and commercial banking
For...
Why Wealth Managers and Accountants are Vying for the Business Owner Relationship
Tax planning has quietly become one of the...
If you run a business, chances are you’ve got a few people in your corner—an accountant, a wealth manager, maybe a banker. And...
In What Women Want, Mel Gibson’s character suddenly gains the ability to hear what women are really thinking. In other words...
Canadian accounting firms have limited options when it comes to improving their bottom line, given the realities of the market....
“We Need to Do Something, But We Don’t Know What” is how a leader at a large, national accounting firm recently answered our...
The Most Dangerous Phrase in Business Strategy
“That’s how we’ve always done it”...
I remember meeting with audit clients and...
Client Retention and Organic Growth
Everyone understands the concept of compounding returns. Professional advisors preach this...