Tips For Reducing Stress During 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


The Top New Year’s Resolutions for Accountants

Whenever a new year is upon us,  making a few personal resolutions is usually a simple task – lose weight, stop smoking, exercise more, work less, pick up a new hobby, save money, etc.  Whether we stick with them is another blog post all together! However, when it comes to our professional lives, the resolutions… Read More



Now Is The Time For Action!

In my career, I have been lucky enough to have heard many extraordinary key note speakers. They’ve ranged from comedians to musicians.  From Into Thin Air’s Jon Krakauer to Catch Me If You Can’s Frank Abignale. As I fly back home from the #ITAFall2017 Collaborative, my mind keeps coming back to the keynote speakers from… Read More


What’s On Your Company’s Holiday Wish List?

How About a Better Way to Document Engagement Decisions? Wouldn’t it be a fabulous gift if engagement acceptance and continuance decisions could be more automated, compliant, and relevant?  What about filling in practice aides related to preparation of financial statements, compilations, and reviews?  Same answer, right?  How can technology be leveraged to accomplish more with… Read More



The Art Of Communication

A client blames your firm for something that was not in your control. A hard working and valuable employee is unhappy with you over something that doesn’t pertain directly to you or their work. What’s the best way to deal with these situations? The answer lies with 17th century French philosopher Blaise Pascal who develop… Read More


The Importance Of Being Social

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


The Accountant of 2027

We are all curious as to how blockchain and AI will affect our Industry. Many speculate that it is the end of the Accounting Profession as we know it. However, that does not mean it is the end of being an accountant.  What will our profession look like? Click here, for an interesting prediction recently… Read More