Leah Reid

*This blog is part of the September Thought Leader newsletter. When you think about the most valuable asset of your firm, what comes to mind? Your tech stack? Your office…

Tax season can be crazy and all consuming. Here are five tax season tips to help your firm stay sane during the busy season.

Ninety days. That’s all it takes to make or break a client relationship. The client onboarding experience in those first 90 days will determine whether a client stays or leaves,…

Cash flow management is at the center of every business. Let’s face it…cash is king. And without it, you can’t build a successful business. That’s why maintaining a healthy cash…