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



Time To Be Inspired

Inspiration is the process of being mentally stimulated to do or feel something, especially to do something creative. Inspiration can fill us with a new zest for what’s ahead and can allow us the insight and vision to tackle a current problem, issue or situation. On some days you can be inspired by simply walking… Read More


You Only Get Out What You Put In

At this year’s Rainmaker Companies SuperConference in Indianapolis, I had the privilege of leading the Friday morning Fun Run. At 6:30 on a warm, but thankfully overcast morning, 5 of us set off on a new course. Unfamiliar with the terrain and the pace of the group, I quickly assessed everyone’s comfort level, activated my… Read More


The What, Where and Why of Blockchain

You can’t attend a technology or financial conference without hearing the term Blockchain. While some are starting to pick up on how and where this technology fits in, many of us are still struggling. To make things a bit simpler for those of us that are still trying to really understand what the big deal… Read More


The Value Of Being Social

In any given year there are several opportunities to attend accounting conferences. Is it necessary or even possible to attend all? Absolutely not. However, if you want to stay current, it would behoove you to choose a few that line-up with your firm’s vision and attend. Many use the excuse “I’m taking away from my… Read More


Signs That Your Firm Has Outgrown Its Accounting Software

While all accounting firms continually look to grow their business, the infrastructure to support this growth is usually one-step behind. Below are six tell tale signs that your firm has outgrown its accounting software… 1. You have too many workarounds. If you are setting up new workarounds whenever you have a new business demand, or… Read More


Tax Season Is Over!

Congratulations on making it through another Tax Season! As you take the next few days to slowly unwind from the stress of the busy season, below are some quotes that may provide some much needed comic relief: “The politicians say “we” can’t afford a tax cut. Maybe we can’t afford the politicians.” – Steve Forbes… Read More


How Does The Weather Affect Our Economy?

While many in the Northeast are still picking up the pieces from the Nor’easter that came our way last Friday, we are already in “prepare” mode for what seems to be another rather large snowstorm heading our way. For many families, the costs incurred due to winter storms are easy to jot down: new freezer… Read More


Tips For Reducing Stress During 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