You are not creating value for clients when you are offering historical services, aka compliance. The vast majority of the profession has the vast majority of their revenue in compliance.
Offering … [Read More…]
QuickBooks® Desktop 2017 includes new and improved features that will help you and your clients complete tasks with less effort than before. Join me for a review of these features!
New! … [Read More…]
Time management is one of those areas where there is a ton of advice, but not a lot of specific action items to follow. Here are 21 proven time management … [Read More…]
You have more capacity than you think. Through 3 simple, yet effective strategies, you’ll be able to free up to four hours (or more) per accountant, per day without having … [Read More…]
The premise of this article is to illustrate some of the things I have done with my clients in the past that have highly impacted their success, specifically through advisory … [Read More…]
We have been hearing lately that worker classification issues are on the forefront for the IRS and state labor agencies. Because big companies and small businesses are misclassifying workers, this … [Read More…]
May 1-7 is National Small Business Week, and the biggest gift you can give your clients is the gift of knowledge.
Most small business are familiar with the concept of a … [Read More…]
Small business owners face long odds when applying for a business loan loan. According to data from the Federal Reserve, more than 9 million U.S. small businesses applied for financing in … [Read More…]
The CPA profession is going the same direction that the licensed taxi has with Uber. Non-regulated or non-licensed firms are springing up everywhere, claiming to be accounting and advisory services operations, or … [Read More…]
Now that tax season has finally come and gone, we can all breathe a sigh of relief.
All accountants are familiar with the lull that typically follows Tax Day. Clients have … [Read More…]