As most accountants prepare to shake off the effects of yet another tax season, the question remains: what is going to get you and your firm to the next level? Perhaps you’re not thinking about what’s next for your business. Not so “should’ on you, but you kind of should. If you’re frustrated with aspects… Continue reading What is Raising the Bar for You?
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Getting Excited for ‘Conference Season’
As the books begin to close and the last returns get sent off to the IRS, it’s time to start getting excited for that magical time of year—Conference Season! This is a is a throwback interview from the now-defunct Friday Night Live With Accountants with Brad Celmainis and Andrew Wall. It hyped up AccountingWEB Live,… Continue reading Getting Excited for ‘Conference Season’
It’s Not All Negative
It’s hard not to be on social media as a professional these days, especially as we work away for clients, and as such, things can look pretty dark in accounting. I’m here to say that it’s not all that bad, and, moreover, there’s hope. Sure, opinions on social platforms only show part of the picture,… Continue reading It’s Not All Negative
Is Xero All That Different?
While the software company may have its differences compared to other accounting and finance platforms, this headline is not. I posted this two years ago after attending the last Xerocon U.S. event, and in that time the question still remains: how do they really stand out? Moreover, as accountants gear up for “conference season,” attending… Continue reading Is Xero All That Different?
Vendors Can Do Better to Serve Accountants
A pointed statement, I know, but the fact is that while technology permeates nearly every aspect of an accountant’s work, the relationship between the two parties could be vastly improved. In a recent interview with Accounting Influencers Roundtable co-founder Rob Brown, he asked me and numerous other noteworthy observers and downright influential souls in the… Continue reading Vendors Can Do Better to Serve Accountants
What GrowCon Brings to Small Firms
If you are a solo or small firm owner and are not running your firm like a business, it may be time to seek some help and community connections. A live event that you may not yet be aware of, GrowCon, could offer what your firm needs right now. I’ve made note of how important… Continue reading What GrowCon Brings to Small Firms
Why CPAs Should Embrace Wealth Management
I have a book chapter! In the upcoming ‘Holistic Guide to Wealth Management‘ by Rory Henry, CFP, BFA, my chapter helps set the stage by explaining why now is the time for CPAs who have not done so to look into wealth management and family home office services. In my section of the new book,… Continue reading Why CPAs Should Embrace Wealth Management
Building a More Attractive Profession
Trust me, this has nothing to do with physical appearance and everything to do with how accounting is perceived and practiced. In this recent podcast interview with Accounting Today Editor Dan Hood, I share my thoughts on what it’s going to take for this profession to truly progress and even sustain itself.
Your Comfort Zone Will Kill You
A harsh statement, for sure, inspired by a sign I saw on the way to band rehearsal, but it speaks to many truths in the accounting space. The idea of leaving one’s zone of comfort, by nature, sparks hesitation. And, if we’re being honest, when it comes to accounting, what most are comfortable doing is… Continue reading Your Comfort Zone Will Kill You
Stress Management for Overworked Accountants
As part of my Tax Chat series with CPA Trendlines, I had a very pointed discussion with Randy Crabtree, CPA, about the need for accountants to properly manage stress during the busiest times of the year and throughout their lives.