In this engaging conversation, Billy Angelo, a managing partner with over 20 years of accounting expertise, discusses key strategies for navigating the accounting landscape. He delves into the process of offboarding clients to focus on core strengths, emphasizing the balance between revenue and fulfillment. Billy highlights the impact of AI innovations in accounting, showcasing tools that enhance efficiency and creativity. The duo also tackles the challenges of tax season, stressing the importance of effective communication and ethical pricing for strong client relationships.
