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


Would You Be A Client Of Your Firm?

Put yourself on the outside of your firm for a minute. If you had audit and tax work to be done, would you select your firm to do it? How would you go about making the decision to engage? What would be your criteria for making the decision? We tend to spend much of our… Read More


Turn Your Thoughts Into 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. Although most speakers are very different in their delivery, often there is one common theme – In order to… Read More


What Challenges Are Accountants Up Against?

As 2019 draws to a close, I started to research the challenges accounting firms have been facing. Here are the top 5 challenges that keep accountants are currently up against: Winning the Talent War – This concern is not unique to accounting firms. Many professional service firms are facing the same issue. So  how do… Read More


International Accounting Day!?!

Yes…you read right…there is such a thing as International Accounting Day! The actual date – November 10th. In case, like me, you missed it, click below to find out more about what it means and the history behind it. ​International Accounting Day 2019 – November 10