how to begin transforming your services.
by jackie meyer
for too long, the accounting and tax profession has been synonymous with one thing: compliance. filling out forms, meeting deadlines, making sure all the boxes are checked.
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compliance is important – don’t get me wrong – but it’s only part of the story. to truly thrive today, and to build a practice that aligns with the balanced millionaire philosophy, you must shift your focus from compliance to advisory.
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