The Scope Enforcer Blueprint

The Scope Enforcer Blueprint

Watch or Listen to this Post How to Eliminate Scope Creep From Any Engagement In 4 Easy Steps Death by 1,000 cuts. A client calls with a “quick question” about something they think is simple, but it turns into an hour and a half of free tax planning....
The Easy Client Advisory Worksheet

The Easy Client Advisory Worksheet

Watch or Listen to this Post         How to Structure Your Client Advisory Services     (The Easy Way)       Automation, AI, and Bots, will all play a larger role in the tax & accounting industry over time.       How can you...