The year 2020 has been an unexpectedly challenging one for all professions, bookkeeping included. Nonetheless, bookkeepers have been resilient, embracing the role of trusted advisor for their clients.

How do most trusted-advisor businesses end? By closing the door and walking away. That is the sad fate of most agency owners, strategic consultants, and other professional advisors who sell that ...

IMGCAP(1)]Developing trust is complicated, but trust is the ultimate competitive advantage for winning and retaining clients. He is an excerpt from a new eBook, Next-Level Accountants: Your guide to ...

Forbes contributors publish independent expert analyses and insights. Attracting high-paying clients by marketing with a book and a speech.

The ultimate goal of many young financial services professionals is to be seen as a trusted advisor, especially one sought out by entrepreneurs looking for assistance with the strategic direction of ...

Equal parts colleague and confidant, the trusted advisor is a valuable asset in the world of business. Particularly in the demanding realm of architecture, engineering, and construction industries, a ...