by Jennifer Iverson | May 22, 2019 | PASBA feature
The flywheel method of marketing and generating referrals is probably different than anything you have done in the past. It changes the way you think: instead of focusing on acquiring clients, it forces you to consider the experience of the client. Many companies...
by Jennifer Iverson | May 3, 2019 | PASBA feature
Now that the April 15 deadline for submitting 2018 returns has passed, you and your clients may already be thinking about tax planning as it relates to the April 15, 2020 deadline. With the recent changes in federal tax law, it’s the ideal time to reach out to...
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