The 2019 Tax Season Is Finally Over!!

This year was unlike any other Tax Season! Between the COVID-19 extension, combined with many of us working from home, the 2019 Tax Season was challenging in ways we could have never anticipated. With that it mind, before putting the season behind you, take a moment to reflect on the following key questions: What went… Read More


Still Working From Home…

When NY started to close down in March, many of us thought that two weeks would pass and life as we know it would return to normal. Unfortunately, seven months later, many of us are still working from home while balancing life, work and our children’s remote learning. Far from an easy task. Speaking from… Read More


Engagement Letters From Creation to Signature

A recent trend in the evolution from workflow to business process management is the spin-off of a specific task from the original project, specifically engagement letter generation. Engagement letters might be considered low risk in certain circumstances, but the fact remains that an engagement letter is a contract. They are how the firm manages client… Read More


What Do Our Clients Value?

What do our clients 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


Standing Out In The Accounting Industry

Think about the bread and butter of most CPA firms: prepping financial statements, audit and tax work, and general accounting services. Increasingly we are being told that commoditization is occurring in our industry. Some of this is driven by technology as more processes become automated. Some of this is our own fault as we fail… Read More


What Is The Status Of My Accounting Conference?

This time of the year is usually jam packed with Accounting Conferences, however our current landscape has shifted many to either go virtual or be postponed. If you are still wondering the status of the conference you would like to attend, click here for a complete list.




What Have I Learned From Staying At Home?

This week officially marks the 9th week of staying at home for many of us. As a resident of New York, fortunately, as May 15th draws near, there is now the hope of New York re-opening and our lives, slowly returning to some level of post-COVID 19 normalcy. I think I can safely speak for… Read More


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