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
Category: Uncategorized
Insights on Cybersecurity in Accounting
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.
Culture, Content and Compensation Matter in Accounting
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.
Where Does Your Support Come From?
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?
Firms: Worry About Your Middle and Connection
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
Going Beyond the Numbers
When it comes to the accounting profession, people know I have a lot to say on a myriad of subjects, from practice management, accounting technology, community, professional growth, and well-being to, of course, how this great profession can move forward. Through his CPA Life podcast, John Randolph and I got into it and then some,… Continue reading Going Beyond the Numbers
Were We Right About Accounting’s Future?
Another blast from the past. My 2011 interview with then AccountantsWorld CEO and co-founder Dr. Chandra Bhansali, where I asked him about the future of accounting, using cloud applications, data security issues, and more. Were we right? (I still have that tie).
Has 5 Years Changed What’s Important to Accountants?
I was on The Accounting Podcast (formerly the Cloud Accounting Podcast) just 5 years ago with contemporaries Dan Hood, Editor-in-Chief of Accounting Today, and Accountex Network Executive Editor Jess Scheer, as host Blake Oliver asked us what accountants care about most. Listen in and find out what has changed and, inevitably, what hasn’t (much).
Why Value Over Volume Matters
As the days close in on yet another peak volume “season” of tax work, I have a proposal to help improve the lives of most tax professionals, and may it be your new mantra: Value matters more than volume. In my time getting to know accountants and how they work, there is not a year… Continue reading Why Value Over Volume Matters
Would You Work for You?
With all the talk of the accounting pipeline “crisis” and how to attract and retain staff, one solution could be staring you right in the face. It is a simple ask for what may seem like a daunting task. If you are wondering where your next hire will come from, or even if the staff… Continue reading Would You Work for You?