Jim Buffington Archives - CPA Practice Advisor

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Advisory

Essential Steps to Transition into Advisory Services

Now is the perfect time to make those business transitions you’ve been putting off. Like your spring cleaning, it can feel like a daunting task to make significant changes to your business model. You could say “my clients wouldn’t like a transition” or...

Advisory

How to Conduct a Business Insight Review

When businesses are connected to a tax and accounting professional, they are more financially stable, more creditworthy, and twice as likely to succeed than businesses that attempt to navigate the waters on their own.