What Do Our Clients Value?

What do our clients value? This question is at the core of every lean initiative. The idea is if you eliminate waste in your processes, your services will be more aligned to what your client’s value. The Accounting profession is currently facing increasing pressure from clients on fees. If you become commoditized in the mind… Read More


Standing Out In The Accounting Industry

Think about the bread and butter of most CPA firms: prepping financial statements, audit and tax work, and general accounting services. Increasingly we are being told that commoditization is occurring in our industry. Some of this is driven by technology as more processes become automated. Some of this is our own fault as we fail… Read More


What Is The Status Of My Accounting Conference?

This time of the year is usually jam packed with Accounting Conferences, however our current landscape has shifted many to either go virtual or be postponed. If you are still wondering the status of the conference you would like to attend, click here for a complete list.




What Have I Learned From Staying At Home?

This week officially marks the 9th week of staying at home for many of us. As a resident of New York, fortunately, as May 15th draws near, there is now the hope of New York re-opening and our lives, slowly returning to some level of post-COVID 19 normalcy. I think I can safely speak for… Read More


Tax Season Is Not Over…Yet!

Usually this is the time of year that I write my “Tax Season Is Over” article. For many CPAs, you still treated 4/15 as the tax deadline. Unfortunately, with many of our clients being affected by the COVID 19 pandemic, there are still several more months until the actual deadline is upon us. In the… Read More


Taking It One Day At A Time

Be positive…look at the extra family time…appreciate that you no longer have a commute…blah, blah blah. It all sounds wonderful, it really does! But there are times when I struggle to “embracing the good.” For a moment, I thought scrolling through Facebook or Instagram to feel connected would help. Unfortunately, seeing families post pictures of… Read More


Tips For Working From Home

Working from home is nothing new for me. Having been in Sales for over 20 years, I feel more at ease working from my house than I do when I have to venture into the office. I know I am the outlier when it comes to this, so for those of you that are now… Read More


Sometimes You Just Need To Laugh!

With the March 15th deadline just days away and the constant news feed regarding COVID 19, I thought many of us could use a much needed laugh. So here are some fun accounting jokes that will hopefully bring a smile to your face. As they say, laughter is the best medicine! 1. What do accountants… Read More