12. Review of early summer Conferences

13. Xero Roadshow and QuickBooks Pricing

Hear Carla's take from the Xero Roadshow in Atlanta and also Kevin and Carla discuss QuickBooks Online pricing and competition among accounting apps

12. Review of early summer Conferences

Kevin & Carla highlight their take-aways from conferences they attended this year- AICPA Engage and Scaling New Heights.

11. Customer Experience for a Firm

Kevin & Carla discuss the Customer Experience at their firms, including what it is and how it permeates throughout the organization

10. Summer Plans for the Firm

From conferences to process improvements to time with our families, listen as Carla and Kevin discuss summer plans for their practices

9. Busier Season Debrief

Carla & Kevin discuss what worked and didn't, and what they learned after a busier season