The other day I was telling a joke that I learned some 6 decades ago. It was told to me by my neighbor. And, I realized that joke resonated with me because it explains why and how we provide our services.
Tag Archives: Financial adviser
What do I need?
Roy A. Ackerman
What does one need? A bookkeeper or an accountant? I’m often asked that query. And, the answer, biased as I am, is “it depends”.