Wow, honored again!

I am truly humbled and honored to be once again included in the Top 10 of the Most Recommended Consultants in North America list by Inside Public Accounting. Each year during INSIDE Public Accounting’s survey process, they ask participating firms to … Continue reading

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Make this year’s retreat meaningful & productive!

Get everyone on the same page for increased profitability, accountability and efficiency This is the time of the year when firms start planning their retreats and firm meetings. Following are a few ideas to help you with this process. Focus … Continue reading

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Talk to Your Clients about Your Fees

I thought the following 2010 article was worth repeating. During this busiest time of year it is very important that CPA firms focus on client service as a large percentage of client interactions will take place over the next few … Continue reading

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How do you get on top of tax time?

Have you got a strategy you employ during tax time to stay organized, energized and balanced? It’s important to remember to take care of yourself – and your family – during this stressful time of year.  Nothing, really, is more … Continue reading

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More on accountability in accounting…

Just wanted to share the latest . . . Engineered Tax Services picked up an article and published it. I really appreciate when the greater accounting community “gets” my approach and shares it with their clients. Click to read the … Continue reading

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Partners Get on the Same Page!

Improve partner relationships and watch your firm performance and profits soar! I hear a very common concern from the employees in many firms that I have visited. “The partners are not on the same page. In fact many of the … Continue reading

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2012 Can be a Great Year!

The choice is yours. During this time of year I tend to reflect on my life and develop plans for the future and I imagine that many of you are doing the same so I thought I would share some … Continue reading

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Accountability, Efficiency and the Quest for the Perfect Public Accountant

“We need more accountability in this firm”. “Our people need to be more efficient”. “When I was doing that job I always brought it in on budget. Why can’t they do the same”? Does any of this have a familiar … Continue reading

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A Great Read!

I just finished That Used to Be Us by Thomas L. Friedman and Michael Mandelbaum. It is one of the best books I have read over the past few years and stimulated much thought concerning the USA’s current economic situation … Continue reading

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3 Critical Targets for the Accounting Profession in 2012

Accounting firms worldwide will need to target several key issues in order to maintain viability in 2012: improve profitability, retain staff and clients, maintain quality and remain relevant in today’s marketplace. Reliance on the Financial Audit The audit product simply … Continue reading

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