Author: Seth

OK, maybe not an entire empire, but if you are a tax pro and interested in making your business work for you, you’ve hopefully considered tax planning. If so, you need to know that TaxPlanIQ, a provider of tax planning software for tax and accounting firms, is hosting a one-day free Virtual Summit entitled Your… Continue reading Want to Build a Tax Planning Empire?

The phrase “history is the greatest teacher” can be applied in many ways, but to me it does not ring truer than when thinking of the current state of accountant-vendor relations. In short, it’s not all that good. The accounting profession has evolved to the point to where there is a tool for every task,… Continue reading History Could Help Accountant-Vendor Relations

For as long as I’ve been covering the accounting profession, one of the most perplexing things is watching (and listening) to tax pros struggle with tax work, repeating what seems like an endless cycle of abuse. I am then reminded of Albert Camus’s written work, ‘The Myth of Sisyphus.’ One could argue that tax professionals… Continue reading Why Do Tax Pros Choose to Struggle?

OK, so real talk: I know this is only one state CPA society, but I really want to call attention to what they’re doing for racial and ethnic minority accounting students. Basically, the Illinois CPA Society is now accepting applications for a three-day program dedicated to preparing students for success and increasing diversity in the… Continue reading Accounting Internship Preparation Program Seeks Applicants

In a non-promotional article I wrote for Woodard Report on behalf of Justworks, I get into why accountants tend to avoid payroll work, the realities of doing so, and the benefits this client service can truly add.

Building a client advisory services practice has well-touted and recorded benefits, but there is a lot that can go wrong that few people tell you about. DeepSky and Measure x Hack founder W. Michael Hsu and I got real about what to avoid on your CAS journey on the latest episode of Botkeeper’s ‘On the… Continue reading Pitfalls Building a CAS Practice

I was fortunate, once again, to contribute to the Ace Cloud Hosting blog, along with several industry experts, who got to weigh in on the top cybersecurity challenges faced by the accounting sector and their solutions. 

In Part 2 of my chat with John Randolph on his CPA Life podcast, we got into it about purposeful marketing in the social media age, the importance of firm culture, the necessity of stressing the value accountants bring to their clients, as well as how much truth and authenticity matter.

Whether you are a solo practitioner or larger firm owner or manager, there comes a time when you need to be and feel supported. As such, I ask you straight up: who/whom do you turn to for support, and where does it come from in general? I’ve often touted the power of community and just… Continue reading Where Does Your Support Come From?

This may seem mysterious, but when it comes to ensuring job satisfaction and retaining staff, firm leaders should pay closer attention to middle management/mid-career staff and their connection to employees and the work itself. These were the standout findings in a survey I helped conduct with Tri-Merit Group co-founder Randy Crabtree, CPA and HB Publishing… Continue reading Firms: Worry About Your Middle and Connection