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


The Real Reasons Your Clients Leave

It’s time for some tough love. We can always find a reason to blame the client when they decide to leave. They were looking to pay as little as possible, they had unreasonable expectations etc. – we’ve used them all. Here’s the tough love: when it comes to client retention, it’s usually our fault when… Read More



World Cancer Day

Sending strength and support to those who are battling….Wishing for continued good health to all the survivors…Taking a moment for those we have lost along the way…



CPA Firms’ Top Process Related Headaches!

In a recent survey, CPA firms were asked what processes they would like to reduce or eliminate. Here’s what they said: Bottlenecks that slow things down (mentioned by 48 percent of respondents) Duplication of work (46 percent) Poor interaction between departments (39 percent) Difficulty locating needed documents (33 percent) Lack of business process visibility (27… Read More


Reduce The Stress of Tax Season

Don’t sweat the small stuff. It’s advice that’s been around for decades, however in 1985 Richard Carlson wrote a hugely popular book with that title and used it as the premise for building a stress free life. Although he did not coin the expression, “Don’t sweat the small stuff…and it’s all small stuff”, he was… Read More


Tax Season Is Coming…Are You Ready?

The Internal Revenue Service (IRS) has announced that tax season will open on Monday, January 27, 2020. With less than 3 weeks to go until the official kick off to tax season, I thought I would compile a list of “Things To Do” that will help tax preparers get organized for tax season and make… Read More


The Next Generation Of The Engagement Letter Process

We all know that Engagement Letters are necessary for properly outlining the scope of work, cost, the expectations of your client and your firm, and the time to completion. Unfortunately creating and executing the letter has become a burden for many CPA firms. History has taught us that tracking engagement letter content and approval can… Read More