I consider myself reasonably adept at using technology, but I had a big misstep this week when my CPA firm tried to send me my tax return and supporting documents over its portal. What I thought would be easy was anything but. Let me be clear: I am all for using technology, but please, please,… Continue Reading
Facebook groups are plentiful, especially those focusing on accounting, QuickBooks and related issues … so why create a new Facebook group, “Between Wall and Main,” and what are the benefits to members and the administrators? I recently sat down with Seth David and Stacy Kildal to discuss these topics and much more. Click here to… Continue Reading
I read an article on Ragan.com that talked about how Accenture is doing away with annual employee performance reviews in favor of more frequent feedback. I didn’t research this, but I’m sure Accenture isn’t the first large company to do this; still, the story caught my eye. All I can say is, “It’s about *%#@ time!”… Continue Reading
“Trust” is a word thrown around quite often around the accounting profession, but what does it really mean? I recently had my annual physical – my doctor is only a few years older than me and we sort of grew up together, so we’ve known each other a long time. He knows what I do… Continue Reading
Last week at the AICPA TECH+/Practitioners Symposium, I had the opportunity to hear Peter Shankman, @petershankman, who I can describe as a guru when it comes to helping companies build their businesses through social media, PR and marketing. This wasn’t the first I time I’ve heard Peter speak; I previously heard him at one of the Ragan Conferences –… Continue Reading
From time to time, practitioners ask me my opinion about partnerships – specifically,should they enter into a partnership arrangement with another CPA or accountant? I think there are definite plusses when it comes to partnering up with someone else, whether it is an individual for a project or even joining one firm with another. However,… Continue Reading
Although it’s well known that Disneyworld’s tagline is the “Happiest Place on Earth,” everyone’s definition of “happiest” is different. Let me pose one, important question: Do you think clients and customers believe your business is the “happiest company on earth?” Taken literally, do clients love your firm so much that they will never go elsewhere… Continue Reading
Just about every major city has its own version of a “Best Place to Work” competition in which 100 or more local companies are ranked according to comprehensive surveys submitted by company employees. Even if your city doesn’t have a formal listing, chances are there is some kind of effort driven by your local newspaper… Continue Reading
After getting inspired from Solution14 keynote speaker Susan Solovic who spoke about marketing and branding, it became apparent just how many opportunities the younger generation has to reach growth and success at their firms or companies. Here’s my take on 5 strategies for the younger generation to grow and succeed: Failure is Okay Bill Gates… Continue Reading
I used to consider myself an early adopter of all-things technology. Back when I was PC-based, I would upgrade to the newest operating system (OS) right away and buy the latest version of Microsoft Office. Almost 6 years ago when I moved to a Mac, whenever a new OS came out, I upgraded very quickly.… Continue Reading
