Your clients come to you to get their taxes done or for assistance with financial planning. Why? Because they can’t do those things themselves, and they don’t want to try….
Like most small business owners, Susan (not her real name) juggled a lot … and sometimes things would get missed. We can all relate to that. But in this case, the “missed thing” almost cost Susan everything. Read her cautionary tale.
Despite restrictions in place due to COVID-19, accounting firms are continuing to acquire and merge in other practices and related businesses. With the inherently confidential nature of mergers and acquisitions (M&A) and the stunted ability to physically meet, most discussions are limited to…