Professional Services

It was August 2007. Twenty-four-year-old Jacob Goad was shooting pictures of San Clemente Church in Ica, Peru. After a massive earthquake struck the region, the church’s roof caved in, killing...

When Jed Barden joined Lawyerist Lab, his firm wasn’t failing. But it wasn’t sustainable either. He and his wife (and law partner), Heather, were stuck in survival mode—doing everything themselves,...

Sell smart, win more. This is the approach high-performing B2B sales professionals embrace to stay ahead of the competition.  It’s not just about making more calls or sending more emails,...

I’ve helped build marketing plans at startups where the entire “team” was just me and a Google Doc. Other times, I worked side-by-side with CMOs and VPs of marketing to...

Lido Advisors, a Los Angeles-based $30 billion registered investment advisor backed by private equity, has acquired Olympus Wealth Management, a Cottonwood Heights, Utah-based RIA that works with high-net-worth and ultra-high-net-worth...

As AI reshapes the accounting profession, firms must rethink how they attract, retain, and empower talent. The future accountant isn’t being replaced, they’re being elevated. Jump to ↓ As AI creates...

When it comes to taxes, picking the right tax filing status can make a big difference in what you owe or get back. Head of household and married filing jointly...

Unlock intellect and innovation. By Alan Anderson, CPATransforming Audit for the Future “If you’re afraid to fail, then you’re probably going to fail.” – Kobe Bryant I do a lot...

On May 5, 2025, U.S. Chief District Judge Richard Meyer ordered the NC State Board of Elections to certify Democrat Allison Riggs as the winner of the 2024 NC Supreme...

Modern work is rife with interruptions … from urgent client emails and calls to colleagues seeking input. These interruptions fragment our time and attention. Research published in Harvard Business Review...