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Client Service


Inward Mindset Dominating Client Experiences

Over the last 50 years, CPAs have been riding a wave of success, high trust and flowing demand that is frankly quite impressive by any measurement. This high level of relevance and success has been the result of excellent service, extreme competence, unparalleled work ethic and the integrity of a profession that has put the ... Read more

I Only Golf at Sage Valley

“I only golf at Sage Valley,” I responded to one of my colleague’s inquiry about my golfing at our annual Sage Valley outing. We all laughed as I shared they had seen me hit my last golf ball on last year’s trip. Another colleague chimed in, “That’s a great line…‘I only golf at Sage Valley.’” ... Read more

Anticipatory Is a Big Word

Anticipatory is a big word—I wish I had been more anticipatory on what to blog about this week. I had a relevant fishing story I was really excited to share, but that was shelved (next week, I promise!).  Instead, I felt compelled to share why I was participating in next week’s webcast Will Your Firm Thrive or ... Read more