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Building and integrated accounting firm
How to build an integrated accounting and financial planning firm

The accounting industry may be all about dollars but it’s no license to print money.

Running an accounting firm has never been more challenging as new technology has slashed revenue and margins from more traditional accounting, tax and auditing services.

Times have changed since I founded a firm 22 years ago and I’m often asked what I would do if I were starting out today. Read more >>

Leading the Convergence of Accounting and Wealth