Tax Season Is Not Over…Yet!

Usually this is the time of year that I write my “Tax Season Is Over” article. For many CPAs, you still treated 4/15 as the tax deadline. Unfortunately, with many of our clients being affected by the COVID 19 pandemic, there are still several more months until the actual deadline is upon us. In the… Read More


Taking It One Day At A Time

Be positive…look at the extra family time…appreciate that you no longer have a commute…blah, blah blah. It all sounds wonderful, it really does! But there are times when I struggle to “embracing the good.” For a moment, I thought scrolling through Facebook or Instagram to feel connected would help. Unfortunately, seeing families post pictures of… Read More


Tips For Working From Home

Working from home is nothing new for me. Having been in Sales for over 20 years, I feel more at ease working from my house than I do when I have to venture into the office. I know I am the outlier when it comes to this, so for those of you that are now… Read More


Sometimes You Just Need To Laugh!

With the March 15th deadline just days away and the constant news feed regarding COVID 19, I thought many of us could use a much needed laugh. So here are some fun accounting jokes that will hopefully bring a smile to your face. As they say, laughter is the best medicine! 1. What do accountants… Read More


The Real Reasons Your Clients Leave

It’s time for some tough love. We can always find a reason to blame the client when they decide to leave. They were looking to pay as little as possible, they had unreasonable expectations etc. – we’ve used them all. Here’s the tough love: when it comes to client retention, it’s usually our fault when… Read More



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