What's the point of CPE?

Every state requires that licensed accountants take a certain number of continuing professional education (CPE) hours each year – most states require about 40 hours a year. You are probably familiar with your state’s requirements and you may even dread...

Accountability Continued

Most firms need to get their ducks in a row on the accountability front. Most firms (companies) complain about accountability incessantly. In our view, this exists for two reasons: 1) Firm leadership/ownership doesn’t walk their talk. You let returns/financials sit in...

Issue Outsourcing

Why do people come to your firm for help? For a variety of reasons, here are a few: You may have niche knowledge about their business vertical You may have a lower price than local competition You may be a relative, friend, or sit on the board with them By way of...