Featured Article in Tax Pro Center | Intuit: How To Give Clients Better Insights

Patrick McFadden • August 16, 2022

Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC has been featured in an Tax Pro Center Intuit.


As tax and accounting professionals, we all want our clients to be successful. Yet, while most small business CEOs are really knowledgeable about their particular product, service or business, I find that most lack skills around financial and business insight. How do they get insights to make decisions about their businesses? It’s time to “bring in the accountants.” In order for our clients to be successful, we need to get them to focus on the key performance indicators of the business.


Check it out –  How to Give Clients Better Insights

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