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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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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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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“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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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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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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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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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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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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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.  The survey was conducted in January 2016, with 140 members participating, 90% of which had between 11 and 149 personnel and almost half being multi-office.  …

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