The Power Of Your Firm’s Story

How would you answer these questions: Tell me about your firm What makes you different? Why do client’s come to your firm? What value do they get from your services? It would not be surprising if you struggled a little to come up with your answers. CPA firms, particularly small and mid sized, tend not… Read More



It’s Time To Get Organized For Tax Season!

The Internal Revenue Service (IRS) has announced that tax season will open on Monday, January 28, 2019. 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 Best Books For Accountants

Like many of you, all throughout the year I try to read as many books as I can for both business and pleasure – unfortunately, for me, there really isn’t much crossover here! The hardest part however, is picking out the right book. So for my last blog post of 2018, I thought I would… Read More



What’s On Your Firm’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… Read More



Top Challenges for Accounting Firms

As 2018 draws to a close, I started to research the challenges accounting firms have been facing. Here are the top 5 that continually came up: Winning the Talent War – This concern is not unique to accounting firms. Many professional service firms are facing the same issue. So  how do you win the war… Read More