Halloween Costumes For Accountants

  With the October 15th deadline now a thing of the past, tax accountants everywhere are breathing a big sigh of relief! With Halloween only 2 weeks away, the timing could not be more perfect, especially if you happen to love Halloween as much as I do!  If you haven’t started to think about costume… Read More




To Merge Or Not To Merge: That Is The Question

Two firms of equal size decide to merge. The chemistry between the partners is good; there are synergies in the businesses; and both entities are profitable. What are we waiting for…let’s merge. Based on the above information, it would be easy to assume that the new, double in size firm, is going to be successful…. Read More


Employee Retention: How To Retain Your Top Talent

In today’s competitive market place, holding on to your employees is not always an easy task. Recruiters are constantly looking to take away your top talent, regardless if he or she is actively looking for a new position. The trick to employee retention is figuring out what motivates the individual to stay. The  old train… Read More



The Benefits Good Workflow Can Deliver To Your Firm

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


Transitioning From Summer Mode To Work Mode

You’re staring at an inbox full of emails, a calendar full of appointments and you see that daunting blinking red light on your phone. Your heart starts racing and you quickly wish you were in your backyard enjoying a nice summer evening BBQ. However, it’s 10am on a weekday, your kids are back at school… Read More


Why Your CIO Needs a Seat at the Executive Table

In the past, I’ve written about the benefits that a good CIO can bring to your accounting firm, however just having a “CIO” isn’t enough. Between the cloud, mobile accounting and the development of specialized software, the landscape of accounting has changed significantly over the last 5 years. With the introduction of AI, Big Data,… Read More


An Engagement Letter Is More Than Just A Contract

    Unfortunately, many accountants see engagement letters as a waste of time or just an extra step in their current process.  However, as Sarah Beckett Ferenece perfectly puts it in her article, “Just as a seat belt helps mitigate the risk of bodily injury, using a well-crafted engagement letter may help mitigate the risk… Read More