Are you the analytical type? A cool, new path is emerging. As a CPA or CGMA, you excel...
Archive for year: 2018
4 strategies to capture the growing Hispanic market
4 strategies to capture the growing Hispanic market As CPAs, we’re always interested in numbers, so let me share an...
Yellow Book meets yellow cake and all sorts of delicious changes
Yellow Book meets yellow cake and all sorts of delicious changes While I’m not a good baker, when I talk...
Technically, your planning practice could be better
Technically, your planning practice could be better Is there even a day that passes anymore in which you don’t read,...
Smishing – what you need to know
Smishing – what you need to know When I first saw the word smishing, I assumed it was some new...
What do your clients really want? Ask!
What do your clients really want? Ask! If you have a small firm, you know how much of your valuable...
3 ways small firms can turn challenges into opportunities
3 ways small firms can turn challenges into opportunities The thing I enjoy most in my role as Chair of...
Cybersecurity facts tax practitioners need to get right
Cybersecurity facts tax practitioners need to get right How many emails does your firm receive in one day? Whatever...
4 ways to strengthen culture in your firm
4 ways to strengthen culture in your firm Fall has finally arrived. The change in season is the perfect time...
5 tips for nudging procrastinators on extension
5 tips for nudging procrastinators on extension Your clients may feel like October 15 is still far away, but you...