Do You Treat Your Client As A Job Or A Person?

Most CPA firms want to develop deep, trusted advisor relationships with their clients. The benefits are obvious as deeper relationships mean less client churn and more up-sell opportunities. The hard truth is, despite best efforts and intentions, many firms fall short of this goal. The work comes in and the work goes out. There is… Read More


Sometimes, You Just Need To Breathe!

I usually post this article the day Tax Season officially kicks off, however given our current world of remote working, hybrid learning, zoom fatigue and everything that comes along 1 year in to a pandemic, I thought I would share it a little bit earlier. Tax Season or not, we are all a bit more… Read More


2021 Is Here! What Are Your Work Resolutions?

Whenever a new year is upon us,  making a few personal resolutions is usually a simple task – lose weight, stop smoking, exercise more, work less, pick up a new hobby, save money, etc.  Whether we stick with them is another blog post all together! However, when it comes to our professional lives, the resolutions… Read More


The ABC’s Of A Business Process Management Platform

Now more than ever #businessprocessmanagement is critical to breaking down the silos within your firm and ensuring that your staff is connected. Last week, I shared the first session of our three part podcast series “Why The Time Has Come to Improve Your Firm’s Business Process Management” to gain a better understanding of what your #cpafirm can do. Today… Read More


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


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


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