January 2023

Three Ways You Can Help Your Clients Through a Recession

Adam Hale, CPA

As CPAs, we are all looking for ways that we might help our clients through a potential recession. Prepping for one and determining how you might help your clients through one is always a good idea. The best offense is a good defense as they say! As…

Secrets to Success

Gary Adamson, Adamson Advisory

I hope you know about John Wooden. If you don’t, John Wooden (1910-2010), the legendary coach of the UCLA Bruins, is considered by some to be the greatest coach of all time. Nicknamed the Wizard of Westwood, Wooden won 10 national championships…

What Partner Candidates Need to Know

Marc Rosenberg, CPA, and Kristen Rampe, CPA

I recently spoke with a young man at a 12-partner CPA firm who was anticipating being offered a partnership in the next couple of years. He wanted some guidance on whether or not to accept the offer, should it be made. It turned out he had quite a…