Hurricane Harvey Relief Options

With the events continuing to unfold in Texas, many of us are wondering what we can do to help. Below are some articles that can guide you if you chose to donate money, supplies or your time. https://www.texastribune.org/2017/08/28/hurricane-harvey-relief-efforts-how-help/ http://abc7chicago.com/weather/how-to-help-the-victims-of-hurricane-harvey/2348094/ https://www.cnbc.com/2017/08/28/these-companies-are-donating-to-harvey-relief.html http://www.courier-journal.com/story/news/local/2017/08/28/better-business-bureau-says-wary-pleas-help-victims-hurricane-harvey/607874001/ http://ew.com/news/2017/08/28/hurricane-harvey-relief/ http://www.texsar.org/ Our thoughts and prayers are with all those affected by Hurricane Harvey…. Read More


Cultivating Value In The Eyes of Your Clients

Most of us believe we know our clients, however when it comes to understanding where they find value from the services we provide, we may not always see eye-to-eye. The following questions are a great jumping point to assess why and where those discrepancies arise: Who are our clients? Why do they give us their business?… Read More



Has Your Firm Outgrown Its Accounting Software?

  As your firm grows, your software must scale and grow with your firm. In a recent article by IT Business Edge, the following six signs were listed as warnings that the time has come to re-evaluate your current software… Difficulty Making Changes: Simple changes to solutions aren’t simple to implement. Data Bottlenecks: Data does not flow freely,… Read More


It’s August And It’s Fantasy Football Time!

It’s August and fantasy football “coaches” are gearing up for draft day! Copies of CBS Sports magazine are flying off the shelf and the click rate for FantasyPros.com is climbing fast. As a fellow Fantasy Football league member, I am in the thick of this with you. I have started my research, listed out my… Read More


Is Your Workflow Aligned With Your Unique Business Process?

A critical step in maximizing output is minimizing wasted time. In CPA firms, wasted time is often found in excessive administrative tasks, personal preference items, and poor communication. Many firms have implemented workflow to ameliorate these issues, however, due to the nuances of their processes and software limitations, often times the full scope of the… Read More


Are Your Firm’s Values In Line With Your Clients?

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


Is Your Firm Billing Based On Time Or Value?

  In some professions, charging by the hour is the most appropriate way to bill one’s clients, since his/her time is usually blocked off in hourly increments – i.e. tutors, athletic trainers, therapists.  The range of the hourly fee, however will vary greatly based upon location, expertise and experience of the provider. I think it is… Read More