Worse Than Embezzling

After connecting with the oldest son in a family business, I presented him with DCI’s offer to increase cash flow.

However, his “CFO”, a bookkeeper with a 20-year old tenure, convinced him to decline.

Years later, the company’s CPA told me that the younger brother …

CPAs Add Value by Partnering

CPAs are the trusted tax professional business executives rely on to make sure they are positioned to maximize tax savings while staying in compliance.  But since there are many CPAs who want to be perceived as the best choice their client can make, how do …