Strategy Driven

FEBRUARY 22, 2020

While most entrepreneurs know their industries well, many are not experts when it comes to money. To help entrepreneurs succeed financially at work and in life, they need both a great CPA and a trustworthy financial adviser. The financial services industry is on the cusp of a similar shift. About the Author.

Entrepreneur 114

Entrepreneur CPA Exit Strategy How To 114

Terry Starbucker

FEBRUARY 14, 2010

He liked hiring young accountants (I happened to be a CPA at a large firm at the time) because of their bottom-line savvy and buttoned-down approach to looking at a business. People that could match his style of leadership: autocratic and one-way, with a large helping of fear. Autocrats can’t be wrong.

Budgeting 256

Budgeting CPA Maturity Open-book 256

Joseph Lalonde

MARCH 14, 2018

I adore my CPA and bookkeeper and we strive to be generous with what we have. The continual quest for knowledge is so important and I work hard to remind myself that I work in an ever-changing industry with evolving thoughts and theories. Bell, Customer Loyalty Consultant and author at [link]. Curiosity and passion.

Succession 316

Succession Self-aware Learning-by-Doing Follow-up 316