Why Sales Can Feel “Icky” for CPAs (And What You Can Do About It)

To make sales conversations more comfortable and effective for everyone involved, here’s how to switch your paradigm from sales as a transaction to sales as a relationship-building collaboration.

Life Transitions Can Trigger Deeper Client Service Opportunities with the PFS Credential

Unexpected events and major life transitions offer a critical opportunity to assist clients.

12 Technology Terms Every CPA Should Know

Keeping up with emerging technologies and tech lingo can be overwhelming. We pulled together this glossary to help you understand the most common tech terms you’ll hear in the business and CPA world.