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There will be fewer future buyers of practices, leaving the next generation of solos who want to retire perhaps unable to find a suitable buyer.
August 8
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Some very important work is often given to an entry-level person instead of a much more experienced accountant.
August 1
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Having a goal of added services for 5% of tax clients generates revenue and in some cases provides a life-altering benefit.
July 25
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The best referral sources are existing clients, unless they aren't pleased.
July 18
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It is important for strategic advisors to concentrate on the big picture. However, sometimes we need to look closely at the details.
July 11
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Review what you do and how much time you really have to work on what is essential.
July 4
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Here is a short checklist of some methods to find, educate and keep great staff members.
June 27
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Here are 10 tasks you can do for your clients to prepare them for tomorrow.
June 20
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The scarcity of Black professionals in public accounting is a fact. There are many reasons for that but discussing these reasons won’t solve this issue.
June 13
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Ask your tomorrow self if today’s self has positioned you adequately and responsibly. If you don’t like the answer, you have time to change it.
June 6
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The lack of proper representation of Black people in accounting made it much more difficult to attain what two CPAs recently accomplished.
May 30
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Make payment a conscious part of your job.
May 23
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A few weeks ago, while I was cleaning out old papers, I came across a staff handbook I wrote in 1982.
May 16
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If your employees unionize, what do you think the union reps would ask for?
May 9
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Every staff member of every firm is a free agent. We do not realize it, but they do.
May 2
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Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them.
April 25
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Tax season ends today and some of you can rest well tomorrow after concluding a successful tax season. However, some of you won’t be resting easy because you had a lousy tax season.
April 18
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The last week of the “official” tax season is starting right now. Here are some things I did to lighten the mental load.
April 11
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Teens need to hear about the wonderful opportunities available in the profession of public accounting.
April 4
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