Navigating fear in times of uncertainty

Ever since the World Health Organization declared the novel coronavirus a global pandemic, fear and uncertainty have been running rampant.   Instead of getting unconsciously swept away in the tide of collective fear, we invite you to hit pause and reflect. In times of uncertainty, it’s easy to let fear and worry drive our thoughts,…

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Leading in challenging times

Most of us are facing unprecedented challenges these days.  We’re working remotely, homeschooling our children, keeping up with recent legislation, supporting our clients…all while navigating fear during these uncertain times. The combination of all these things may be enough to paralyze you. We understand. Sometimes, we feel stuck, too. It’s part of being human. We also…

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What is Your Why and Why Does it Matter?

These days, it seems like we’re always rushing around. We’re always busy, busy…we love to cross things off our to-do list. How often do you stop to think about why you’re doing all the things you’re doing? Why do you do the things you do, in your work and in your personal life? I’ll be the first to…

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Introducing the Blockchain Concept to Your Firm

For the past year, AICPA leadership has been touting the evolution towards the “audit of the future,” with one of the core discussion points being how Blockchain will be one of the driving technologies behind financial reporting and operating a business in the future.  This has been bolstered by a tidal wave of articles describing…

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It Pays to Give

“For it is in giving that we receive.” Francis of Assisi “Why should I give free advice?” I often am asked this question when advising clients to blog, answer questions in public forums and generally offer professional insight to their audiences. It’s a reasonable question, since like most in the accounting profession, they want help…

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2016 CPAFMA Technology Survey Findings: Infrastructure/Communications/Governance

The CPA Firm Management Association conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was conducted…

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2016 CPAFMA Technology Survey Findings-Workstations

The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was…

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2016 CPAFMA Technology Survey Findings-Administrative Technology

The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was…

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2016 CPAFMA Technology Survey Findings-Audit & Accounting Technology

The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was…

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Critical Thinking

Many skill sets are needed as professionals enter the workforce. As I travel around the country to conferences and meet with clients, one concern seems to bubble to the top. The lack of critical thinking skills.  I would challenge the reading audience to consider this has nothing to do with age, but possibly more with…

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