From Tax Prep to True Partner

We frequently talk to business owners about what their CPA does for them. Ninety percent of the time, the answer we get is, “they do my taxes.” That’s an essential service, but it’s just a fraction of the financial services your business needs. When you find the right partner, you can build a true relationship...

What’s the Ideal Relationship With Your Banker?

Most business owners have an attorney they trust with legal matters and a CPA they trust with financial matters. “But there are actually three essential relationships a business owner needs to succeed,” says Andrea Bone, CPA, founder and CEO of Accounting and Business Partners. “And most business owners only have two out of three.” The...

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