How the Partnership Model Is Broken in Accounting

At the recent CPA Practice Advisor Thought Leader Symposium, I mentioned during our annual roundtable discussion that the partnership model is probably one of the biggest sources of problems for CPA firms.  The most tragic loss is one you might not have connected with the partnership model

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New Book Collaboration with Accounting Industry Thought Leaders Now Published

Entrepreneurs starting their own businesses now have a little more help. Start with a Profit: Best-Practice Tips for New Entrepreneurs from Top Accounting Industry Leaders is the latest guide to helping new business owners become successful. Editor Sandi Leyva, CPA, asked fellow accounting industry thought leaders one

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Understanding and Using Your Strengths to Build Successful Business Relationships – Action Request, Deadline December 31, 2015

Understanding and working toward your strengths is a must for every entrepreneur. I have an optional new opportunity that will help you assess and measure your strengths as well as compare them to your team members and the Accountant’s Accelerator community as a whole. You may have

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Sage Thought Leader Podcast

Check out my accounting thought leader interview with Ed Kless of Sage NA: Read an article about it here: http://www.sage.com/us/Sage-Advice/Articles/18357/2015/9/21/Accountants-can-help-your-business-reach-goals-and-not-go-bankrupt

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Five Cool Ways to Streamline Data Sharing with Clients and Stakeholders

Do you ever get any of the following questions from clients or co-workers? I can’t find your email. I accidentally deleted what you just sent me. My computer crashed and I lost everything. (And I want you to take up your precious time to help me re-create

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Conduct a Post-Tax Season Survey with Your Clients

Welcome back from tax season. Are you looking for ways to stay top of mind with clients all year long so that they will think of you for that juicy mid-year project? If so, it’s a perfect time to send out a post-tax season survey to clients

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Cloud Accounting

Do you think accountants are adopting or avoiding cloud accounting apps? Let’s find out! Accountants, take the 2015 Cloud Accounting Connects survey by Feb 20, 2015: https://www.surveymonkey.com/r/2015Cloud

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CPA Practice Advisor’s Ensuring Success

Thanks Kim Hogan for the pic Where is my pillow to sit on? I am so short! With Gail Perry, Stacy Kildal, and Alexandra De Felice on CPA Practice Advisor’s Ensuring Success http://ensuringsuccess.com

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5 Keys to Unlocking Hidden Profits in Your Accounting Firm

Spending a little time working “on” our business instead of “in” it can make all the difference in your profit margins.  Here are five areas to tighten up for tax season so you can see the fruits of your labor come spring. 1.       Your Internal Systems Choosing

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