CPA²Connect

Decent article on the basics of working with CPAs, but you have to do more! Think different to be different.

Secret to Romancing CPAs | Oechsli Seattle: “I know there are some advisors who claim to get a lot of business from CPAs, but I don’t believe it -- I haven’t any luck,” whined Charlie during the lunch break of our Rainmaker Retreat, then finally asked the question that was on his mind, “Every advisor I know who has made attempts, ev...