A CPA we work with got a call from a client last year. The conversation went something like this: “Hey, I wanted to let you know we sold the business last week. Things were happening real fast, and we didn’t have a chance to bring you in on the front end. Is there anything you need from us?”

When we work with a CPA firm, we position ourselves as their support team so all the recognition goes to them, not to us. Our role is to do the best we can for the firm’s clients while making the practice shine.