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


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


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



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


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