We're Not Normal and We Don't Expect You to Be Either When It Comes to Your Tax Planning, Tax Projections and Forecasting
Our accounting firm's Customer-Base knows and is appreciative that we include Tax Planning and Tax Projections as a rule to nearly all of our Morris+D'Angelo's High-Worth Professional Engagements.
Why Hire an Accounting Firm When Tax Planning Isn't Needed
My Business Partner, Pat D'Angelo of nearly 30-years and I set out to build and create an Accounting Firm that empowered our Customers to succeed in areas of financial matters that most are not familiar with, especially High-Level Financial Concepts and Techniques that Pat ...
Ask any C-Level (corporate) professional what they detest most about their day-to-day tasks, and most will admit it's their accounting of Time (timesheets). Is your firm’s Time and Billing system cancerous to your Team with no cure in sight? Every day, around the globe Professionals like you, continue to slave to the almighty billable hour. Our lives, fortunes, promotions, and self-worth have been permanently tethered to the clock, just like it was for our Fathers and Grandfathers. Like many modern-day factory workers, the timesheet assembly line never stops and never changes.
As Financial Professionals, we inherently understand that time-based ...
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. Why did I leap into the unknown of Value Pricing? Because I inherently knew it ...