Our Blog
Latest Blog & Articles
Discussion of the latest issues affecting our clients.
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Who Actually Benefits from a Senior-Level Small Business CPA?
Not everyone needs a senior-level CPA, and it is wise to weigh that honestly before establishing a coaching agreement. Two criteria determine whether the partnership makes sense: the dollar benefit has to justify the cost, and the client has to be coachable. The $5,000 Benefit Threshold A senior-level CPA charges more than other accountants…
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Reflecting on a (So Far) Spotless Career
This week I dealt with two different conflict of interest situations (a constant challenge for multi-service CPAs serving small businesses in a small-town environment), faced criticism for being too conservative or skeptical in business strategy, and read a thought-provoking article on errors & omissions insurance. I also received some unexpected and generous praise from clients…
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2026 Services
Services are changed only slightly for 2026. Individual pricing and sole proprietor rose by $25 per month. See the Summary of the Premier Client Service Plan. See the Sample Engagement Agreement.





















