Five great ideas for accountants from Matt the tree guy

Five great ideas for accountants from Matt the tree guy

As an accounting firm coach, consultant and mentor, most of you know I’m constantly looking at the world through the eyes of my accounting firm clients and looking for ideas wherever I go. A recent experience with Matt the tree guy provided a great reminder about some...
Client verification obligations (know your client)

Client verification obligations (know your client)

In both individual coaching sessions and at a recent meeting of one of the groups of firms I facilitate, this topic came up and there was some uncertainty about what is expected of accountants. I struggled to find information on this that was practical for accountants...