The Benefits of Attending A Conference

In any given year there are several opportunities to attend accounting conferences. Is it necessary or even possible to attend all? Absolutely not. However, if you want to stay current, it would behoove you to choose a few that line-up with your firm’s vision and attend. Many use the excuse “I’m taking away from my… Read More


Are You Ready For Some Football????

  The last time I posted about Fantasy Football, I mentioned the skill of John Rozek, an accountant from Chicago, who became “The World Champion of Fantasy Sports” winning $2 million in prize money back in 2010. John was also inducted in to the Toyota Hall of Fame and coined “The Fantasy Football Guru”. Once again, … Read More


The Benefits of a Good BPM System

What technology and tools do you use in your Practice? The response to this question is likely the same across most firms: Practice management software Tax software Audit software Excel and other Office Tools What these and the many other tools CPAs use in their Practice have in common is they focus primarily on specific… Read More


Is Your Workflow Smart Enough?

Workflow is key to for a successful Business Process Management solution. Workflow helps us streamline our business processes – audit, tax, engagement letter, client acceptance, etc. – by automating the routing and approval of documents. It works great if all the steps are sequential and relationships are 1:1. However, if the 1:1 relationship is broken… Read More



There Is No Longer A “Busy Season”

More and more accountants are saying that there is no longer a “Busy Season”. Instead there is always work to do, however there are specific deadlines throughout the year that create peaks.  April 15th is definitely a top contender on the list of important dates. Equally as important is October 15th. Once October 15th comes… Read More




Summer Reading For Accountants

Throughout the year I always try to read as many books as possible. Due to the longer days and more relaxed feel,  during the summer, my reading always tends to kick in to high gear.  Like many, I am always looking for recommendations on what to read next. While doing my own search, I stumbled upon… Read More


Does Your Firm Add Value?

What do our client’s 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