Category: Uncategorized

Every so often, I get quoted in very timely, informational blogs. This most recent one, posted by Ace Cloud Hosting, focused on the myriad things accountants can do on social media, and marketing in general, to attract new clients.

Who you are and what you stand for as a firm can mean a lot of things, but if you aren’t explicit about what exactly it is you are about, you may as well say nothing. I know, this is a bold statement, but over the years I’ve heard the term “firm culture” tossed around… Continue reading Does Firm Culture Still Matter?

I got to chat on one of my favorite accounting podcasts, Grow My Accounting Practice, about one of my favorite topics: how the very act and profession of accounting are progressing and what it may take to continue on that path. Ron Saharyan, Mike Michalowicz, and I got real about it all and, of course,… Continue reading Essential Changes for Accounting Progress

I always love a good discussion about moving the accounting profession forward, and my recent chat with Jeffery Cronin of Tax1099.com and the CPA Transformation Podcast was a true pleasure. On the podcast, we covered all manner of issues facing the profession, and we got real about what it’s going to take for it to… Continue reading What Accounting Needs to Grow

One of the narratives swirling around the accounting profession lately has been about the need for a better story to be told about being an accountant. In my view, the issue runs deeper than just better PR. It lies at the core of what being an accountant is really like. In other words, if the… Continue reading Have a Better Story to Tell

Whenever processes in the business of accounting become more streamlined, it’s usually a good thing. Such is my thinking on the latest union between AR automation service providers QuickFee and tax and accounting engagement letter creators Knuula. The news itself was in time for one of the biggest tax, accounting, and finance events of the… Continue reading The Automation of Engagement to Cash

The field of accounting, and being an accountant, have been challenged on many sides in recent years, none more so than the very act of being an accountant. In short, given the demand for new services and the growth in automation for nearly all “tasks,” what does accounting or being an accountant really mean anymore?… Continue reading Accounting Needs a ‘Rethink’ Not a ‘Rebrand’

In a recent Accounting Answers podcast hosted by Rob Brown, he asked me, and several other influential voices in the accounting community: Are business owners any closer to receiving proactive advice from accountants? You’ll hear insightful answers from myself and individuals: Roger Knecht | President, Universal Accounting Center. Author, Host, Father and Husband Russell Frayne… Continue reading The Proactive Path: Redefining Accounting in Business

In today’s talent-first environment, flexibility in where and when people work is a key component of being an employer of choice. But many leadership teams are struggling to develop a unified and consistent philosophy around remote and flex policies, and it shows in the inconsistent execution across departments and individual leaders’ engagements. To get to… Continue reading The Anytime, Anywhere Work Survey Returns

As many accountants know, one of the key frustrations in their work life, particularly at the busiest times, is staff and client communication and getting everyone on the same page. Sure, we know that often times, it’s on their end; not sharing with you exactly what you need when you need it (even after you… Continue reading How to Overcome Communication Breakdowns