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


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


Turn Your Thoughts Into Action!

In my career, I have been lucky enough to have heard many extraordinary key note speakers. They’ve ranged from comedians to musicians.  From Into Thin Air’s Jon Krakauer to Catch Me If You Can’s Frank Abignale. Although most speakers are very different in their delivery, often there is one common theme – In order to… Read More


International Accounting Day!?!

Yes…you read right…there is such a thing as International Accounting Day! The actual date – November 10th. In case, like me, you missed it, click below to find out more about what it means and the history behind it. ​International Accounting Day 2019 – November 10


The Benefits of Attending A Conference

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


Are You Ready For Some Football????

  The last time I posted about Fantasy Football, I mentioned the skill of John Rozek, an accountant from Chicago, who became “The World Champion of Fantasy Sports” winning $2 million in prize money back in 2010. John was also inducted in to the Toyota Hall of Fame and coined “The Fantasy Football Guru”. Once again, … Read More


The Benefits of a Good BPM System

What technology and tools do you use in your Practice? The response to this question is likely the same across most firms: Practice management software Tax software Audit software Excel and other Office Tools What these and the many other tools CPAs use in their Practice have in common is they focus primarily on specific… Read More


Is Your Workflow Smart Enough?

Workflow is key to for a successful Business Process Management solution. Workflow helps us streamline our business processes – audit, tax, engagement letter, client acceptance, etc. – by automating the routing and approval of documents. It works great if all the steps are sequential and relationships are 1:1. However, if the 1:1 relationship is broken… Read More