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…]
I remember while in college at Duke, my best friend Stu Nash and I debated the characteristics that make you successful. We thought we had a pretty good list: hard … [Read More…]
In today’s economy, it’s no easy feat for a small business to get a bank loan. Since the 2008 financial recession, banks have tightened access to capital, so much so … [Read More…]
Recently, several outstanding employees were promoted at Intuit®. It reminded me how important it is to take the time to celebrate promotions, and also prompted me to reflect on my … [Read More…]
Strategy is king, and technology is the army. But, if you get technology wrong, you can slay your best-laid strategic plans. Long gone are the days when all we needed … [Read More…]
Who are you going to meet this week for the first time? Maybe a story or two will inspire you to make new connections, as they have me.
Last November, Intuit … [Read More…]
Every day, as leaders, we are faced with dozens of decisions, and the first question should always be, “For whom are we solving the problem?,” even before “What are we … [Read More…]
The best place to find new clients is to look at your existing clients … for three reasons.
First, in a comprehensive CPA/accounting and advisory firm like ours, there is typically … [Read More…]