Customer Experience


Our Customers Believe in What We Believe

Company Belief, Customers
Seldom do our Customers hire us because of what we do or how we do it At Morris+D'Angelo, We look for Customers that fit within our “Why” At Morris + D’Angelo we pride ourselves on providing Freedom and Liberty for our customers; the ability for you and your families to expand and explore and engage the way they want to engage with limited interference to choose and attain their personal goals. We also believe that entrepreneurs are the continuing factor to our strong future in the world. Family entrepreneurs are very special because they are often multi-ge...

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Goldman Sachs, Apple Team Up on New Credit Card

Goldman Sachs, Apple
My prediction ApplePay “Crypto” is not too far away … Apple wants in the Crypto-Arena. Goldman Sachs and Apple are preparing to launch a new joint credit card (WSJ May 10, 2018), a move that would mark the Wall Street firm’s first foray into plastic and deepen the technology giant’s push into its customers’ wallets. The planned card would carry the Apple Pay brand and could launch early next year. Assume for the moment you are the leader of one of the most valuable companies in the U.S. (Apple) and you know there are simply just so many iPhones ...

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Today, The Future of Bitcoin was Determined in Lerwick, Scotland

Lerwick, Scotland, Daniel Morris, Morris D'Angelo, CPA
Today I was in the village of Lerwick, Scotland (bay of clay), the largest city and main port of the Shetland Islands, a group of several hundred islands between the mainland of Scotland and Norway. These islands are home to some of the largest and longest standing fisheries along with Europe’s second-largest oil production plant. Lerwick is a wonderful return to a quieter time when like the theme to the TV Series Cheers proclaimed, “… Everyone knows your name…” Let’s Go Shopping My wife and I were shopping at a local store in Lerwick, Scotland; with ...

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The Human Touch: Optimizing My Time Across the Pond

London, Business Travel, Daniel Morris,, CPA, Portland Oregon
It’s All About the Human Touch and how we connect with People Business is People: the Customer Experience and Keeping Commitments Sometimes business leadership means making difficult decisions that might seem to marginalize or shirk responsibilities at “World Headquarters” but pay large dividends for all down the road. Last week, before our Company Retreat and October’s looming tax deadline, I had to leave for an overseas trip to London at the dismay of my fellow colleagues. We Serve Global Markets: It’s Tough to Be Me Sometimes In an era of the ...

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Principled Leadership is Always Superior to Rules-Based Methods

Principled Leadership
Regardless of your profession, I am convinced there is a conflict between those that believe in principle-driven decisions (Principled Leadership) and those that are rule-driven. I can guarantee you that in accounting this is true. Our principles are outstanding. There are six of them. We have duties to: Enhance and Develop Your Profession - if you don’t take care of yourself how can you ever take care of anyone else? Protect the Public - We have a duty to think about the users of our work, reports, and opinions. When there is a conflict between what say ...

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Equifax Hack

Equifax, Hack
Stop and Read What Morris+D'Angelo Advises for the Equifax Hack I have a strong feeling that you're aware of the latest security breach at one of the major credit companies you may have heard of, Equifax. Unfortunately for you and for me, these occurrences of security breaches or "Hacks" are seemingly becoming commonplace news. Why Would You Care The Information (Data) that was compromised would make it so that someone could, potentially, use that data to open accounts at financial institutions without your knowledge. What to do? Freeze You Accounts and then ...

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Total Quality Service: Still Required for Your Business Success

Total Quality Service, Customer Service, Customer Care
Before there was Value Pricing, Total Quality Service was the normal business practice. Myself and other colleagues and collaborators, Ron Baker and Thomas L. Bowden, Sr. all Believed and Taught businesses like yours about competing on Service and, more importantly, before a business can charge premium prices, they must provide their customers with Total Quality Service. Today was one of those days where the service quality received from one of my preferred service providers failed. As a frequent renter of their vehicles with this particular Car Rental Company, I ...

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Value Pricing What’s it Worth in Your Forest

Value, Value Pricing, Worth
How I Transitioned My Firm to Value Pricing Becoming the King of Your Forest: Why Courage is the Value Pricing Savior Implementing value pricing today is simpler than when I lead my firm through the metamorphosis from hourly billing and timesheets to value pricing. It may be simpler; however, the challenges are not physical, they are mental. Ultimately this is and always has been a leadership issue; you must want to choose change. I spearheaded my firm’s conversion nearly twenty years ago. Shortly after meeting my VeraSage Institute co-founder, Ron Baker. ...

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Introducing: Sarah Myers-Mitchell, Our Newest Addition in Portland, Oregon

Sarah Myers-Mitchell, Portland Oregon, Morris D'Angelo, CPA, Accountant, Financial Services
Sarah Myers-Mitchell is our newest team member of Morris+D’Angelo Office in Portland, Oregon.   Of course we were impressed with Sarah’s taxation knowledge (a low hanging requirement); more importantly, were the comments we gathered from her experience with high net worth individuals, partnerships, and corporations. Sarah’s special areas of interest include Multi-State Taxation, Federal and State Credit Opportunities, and Small Business Tax Planning. Additionally, and more importantly in our Portland office, are her 10 years of prior experience in the ...

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Customer Service: All Businesses Need to Be Picky

Customer Service
20% of Your Customers Drive 80% of Your Revenue and... likely 150% of Your Profits ... while 80% of Your Customers Steal Your Profits and Drive Little Revenue or Benefit   Customer Service: One Disappointment is All it Takes. Each customer interaction is a “Moment of Truth”. Meaning the savings bank of previous good works can be depleted with one poor interaction. One gatekeeper that could have used judgment applied to a specific situation. Perhaps, the one opportunity to help you understand is when your happy customer tells few vs. when the frustrated ...

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