Sep 27, 2019
On this episode we sat with a cash flow services expert, Justin Pulgrano from Finagraph. The phrase takes various forms, but you hear it all the time: “Focus on value-added services.” “Do more for your clients.” “Make the move to advisory.” It’s difficult to argue against, but if you are like...
Sep 20, 2019
Join us as we chat with Luis Galvis from Wolters Kluwers about data driven tax marketing strategies.
Sep 13, 2019
A chat with Andrew & Bill from Paychex on the new 2020 Form W-4.
Sep 8, 2019
On this episode, we sat down with the Rafael Alvarez, CEO and Founder of ATAX to talk about how he got started on his journey to success.