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Bill Monreal: August 8, 2024
The Silent Threat in Your Office There's a very specific flavor of panic that washes over an accounting firm when a major client casually asks for...
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Bill Monreal: July 26, 2024
I was on a call recently with a local CPA who sounded like he'd consumed four espressos back to back. Tax season was looming, he was trying to get...
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3 min read
Bill Monreal: April 25, 2024
Almost every time we onboard a new client, we have the exact same conversation about their budget. Recently, a local business owner forwarded me two...
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3 min read
Almost every time we onboard a new client, we have the exact same conversation about their budget. Recently, a local business owner forwarded me two...