(note - this blog originally ran on CPATechViews.com) I am back on my soapbox about client service - and I do not think this dead horse has been beaten nearly enough! Perhaps I feel the way I do because of…
With this headline, I'm repeating one of my Facebook posts I put up just yesterday. I have a story of a dog who escaped and was found by one of our good samaritans. This week, Bailey accidentally got out the front…
(This was originally published on CPATechViews.com) Several months ago, I got several comments after I posted a blog entry on how to retain clients. When I talk with accounting firms across the country, client retention definitely remains THE hottest topic out…
Last night during a networking event, I was a bit rattled by a colleague who told me his business is mostly non-existent. He blamed it on the economy. I can't tell you who this person was, of course, but I…
(Note - this originally ran on CPATechViews.com) Recently, this question has popped up more than usual. Should an accountant have two Facebook pages - one for professional reasons and one for friends and family? My advice is simple: If your…
Just the other day, I finally met one of my out-of-town clients/associates who stopped over in Dallas on his way to points east, and while it's not at all unusual for me to meet my out-of-town clients in person, this…
(Note - this blog entry originally ran on CPATechViews.com) There are a few questions I get from CPA firm partners and staff that rarely change, no matter the size of the firm, where it is located or what kinds of…
I love books. I love paper. I wasn't so sure I loved eBooks, but now I'm a total convert. The story: I was very fortunate to be given a Kindle for my birthday in June - and I wasn't really…
I've told this story quite a few times over the last few months - always to be met with some great laughter, so I thought I would share it here. I think there are four types of trade show people…
Just last week, I had the honor of presenting a morning program to the Louisiana Society of Independent Accountants in Shreveport - a state organization connected to the National Society of Accountants. The Louisiana group is mostly made up of public accountants who…