One of my daily fees is Intuit’s Small Business Blog. If you are not familiar with it, you should be. This is the blog that is part of Intuit’s Small Business Division – and shouldn’t be confused with the blog that I work on, Intuit Accountants News Central. That one is part of Intuit’s Accounting… Continue Reading
What Accountants, Lawyers, Doctors and Others Can Learn From Poor Customer Service
I just came across this Inc. magazine article, “8 Customer Service Mistakes to Avoid,” by Jon Gelberg, and while I focus primarily on professional services, I think these mistakes apply to just about any industry or profession. The author writes about these mistakes based on his own experiences during a flight, and worked off of a… Continue Reading
Debt Ceiling to a Lower Credit Rating … Is it Time for Accounting Doom & Gloom?
(This posting originally appeared on CPATechViews.com) Boy is it getting hot in here! Yes, I live in Dallas where we are on our 36th or 37th straight day of 100+ temperatures, but it’s also hot as Hades based on some of the recent news, including this new story on CPA Trendlines about how the accounting… Continue Reading
The Devil is in the Details, so Pay Attention!
(note: this post originally ran on CPATechViews.com) Just last weekend, I was reminded about the importance of details. I went to see a new documentary about the career of Bill Cunningham. If you don’t know who he is, don’t fret; I didn’t either until I did a little research to find out more about him. Cunningham… Continue Reading
Let’s Keep a Positive Attitude in a Doomsday Economy
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 can tell you he is a freelance communicator I’ve known for a very long time.… Continue Reading
The Four Types of Trade Show Reps
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 – not the attendees, but the company reps who work the shows to gain leads… Continue Reading
Reach Out and Touch a Client
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 are enrolled agents. They came from all over the state for the organization’s annual conference.… Continue Reading
Lane Gorman Trubitt Offers QuickBooks’ Shortcuts
I’m an avid user of QuickBooks – and I think many of my colleagues are as well. That’s why I was really pleased to see Lane Gorman Trubitt come out with “Helpful Tips for QuickBooks Software” in the CPA firm’s latest newsletter, LGT Financial Focus. Keyboard Shortcuts Ctrl+A – Chart of Accounts Ctrl+F – Find… Continue Reading
Avoiding Bag Fees is a Nightmare for Other Passengers
I recently took my son to Las Vegas for his 21st birthday. We had an awesome time – and as anyone knows, my glass is always half full. Houston, we have a problem … baggage handling fees are causing all sorts of sane people to act crazy. I see no end in sight. An article… Continue Reading
Volunteer Your Time – It’s Worth It
I’m writing this post fresh off my twice-monthly meal delivery to seniors for the Jewish Family Service in Dallas. I’m inspired each time I deliver meals and wanted to share some thoughts about volunteerism. It’s key to find something that truly makes a difference in someone’s life. Sure, there are lots of volunteer opportunities with… Continue Reading
