Spotlighting Women in Advisory Practice: “We needed to focus on what people wanted,” says Erin Heath, CPA
ThomsonReuters
FEBRUARY 26, 2024
After her former boss became ill and was no longer able to work, the opportunity arose for her to service his clients, and therefore create her own practice. Building a niche advisory practice Before she migrated to an advisory practice, Heath confesses she “hadn’t really sat down and look ed at my client base because I was so busy.”
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