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Do You Play Above the Line?

Posted By L. Gary Boomer, Thursday, July 31, 2014

Do You Play Above The Line? from Boomer Consulting, Inc. on Vimeo.

"...let’s look at these from a strategic, visionary point based upon how the client looks at these.  They look at the CPA as a technical advisor below the line.  Above the line they look at the CPA as a trusted advisor.  Now would you rather be a trusted advisor or a technical advisor?  I believe if you're above the line as a trusted advisor, your margins are going to be greater as will your profits, and you will also be able to retain the client longer."

3 minutes

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Tags:  advisory services  L. Gary Boomer 

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