In 2019 we helped Jim sell his CPA practice in the Washington, DC area and we wanted to share with you a bit about what it was like for him to successfully go through that process. He talks about taking the leap to start his own firm, how he decided to exit, and what […]
Month: December 2020
Podcast with Ed Mendlowitz – Streamlining Tactics for Tax Season
This podcast is definitely worth your time especially now as tax season is ramping up! Ed gives some great advice for streamlining and saving time during tax season. We recorded this podcast with Ed Mendlowitz in January of this year. This podcast episode was full of so many great tax season tips, we decided […]