Consulting

Intuit recently announced that more than 6,000 small businesses and midsized companies have switched to its QuickBooks Enterprise Solutions from more complex solutions.These customers are part of the 38,000 who have already selected the software to help run their businesses.

Independently-owned Los Angeles firm RBZ LLP has named three partners to share the firm’s managing partner position.

J.H. Cohn LLP has announced firm revenues of $175.2 million for its 2007 fiscal year, up 22 percent from the same period a year ago.

I believe there are two keys to success, whether a sole practitioner or a regional firm. They are simple when you say them, but that simplicity can be deceiving. The two are providing quality service, and establishing a reputation for doing so and continuing to do so.

I am a loyal Jet Blue flyer, a.k.a. customer. I got the below e-mail from, I believe, David Neeleman, president of Jet Blue. I wasn’t on any of the delayed flights but I sent him a response. It read, “That's okay, and I hope David gets this message.”

Donald Korb, chief counsel of the Internal Revenue Service, is getting a ton of good press these days for his efforts to get the agency into the game of recruiting young tax attorney talent.It’s a rare week that goes by in my office that either I don’t have a direct conversation with a practitioner, or I don’t overhear talk from the editors and writers for our sister publications revolving around the ongoing quest of just about every accounting firm to attract and retain workers. So it’s probably by nature of the even smaller pool of candidates that the competition for tax attorneys isn’t the stuff of surveys and opinion polls.

When I was very young, I discovered I was different from most other kids. It is probably because my two brothers and I didn’t have a “normal childhood,” most of our skills and abilities were self taught. That probably explains why I read so many personal self-help books, and have branched out into business books such as, "The World Is Flat" by Thomas Freidman, which I have repeatedly tried to finish, but failed.Thank goodness the mention of Gary Boomer in the book was on page 14. Each time I started another section in that book, I felt like that television character, Marie Barone, who lamented every month when a dozen Florida grapefruits or Bartlett pears came from a fruit of the month club gift.

California’s Pohl, McNabola, Berg & Co. announced that it has merged with Texas firm Helin, Donovan, Trubee & Wilkinson LLP in a deal effective Jan. 1.The combined firm, which will operate under the name PMB Helin Donovan LLP, will have a dozen partners and approximately 65 total staff in the two states.

Somewhere in my parents’ attic, there resides a copy of Vanilla Ice’s debut album, “To the Extreme.”

Most readers of my column are entering their busy season. So many might not read all my columns in the next 10 weeks, and some will not read one until April 17. So those readers won’t miss anything, I have a Cliff’s Notes-type summary -- (the title and a sentence) of 10 possible columns.

The woman with the long blonde hair had a radiance as she floated over the ice, a radiance that middle-age has not dimmed.

Grant Thornton LLP announced it will take a new approach in serving private equity firms and their portfolio companies.

In 2006, the U.S. personal savings rate hit its lowest level since the Great Depression, according to the Commerce Department.The agency said that the country’s savings rate for all of 2006 was a negative 1 percent -- meaning that not only did people spend all the money they earned throughout the year, but that they also dipped into savings, or increased borrowing to finance purchases.

There are only two conferences for accountants that my colleague, Jeff Stimpson, and I never miss attending. Winning Is Everything, presented by the Advisory Board, is one of them.The Advisory Board’s members are four of the leading consultants to accounting firms -- Jay Nisberg, president, Jay Nisberg & Associates; Allan Koltin, president and CEO, PDI Global.; Gary Boomer, CEO of Boomer Consulting; and Gary Shamis, managing director of SS&G Financial Services and co-founder of the Leading Edge Alliance.

CPA firms continue to experience strong growth, with 76 percent reporting an increase in firm size last year, according to benchmark data in the 2006 National Management of an Accounting Practice Survey.Despite that growth, the recently-released survey also confirmed that succession planning remains a stumbling block for many firms facing the imminent retirement of the Baby Boomer generation. The survey found that only 24 percent of firms have a succession plan and only 7 percent of firms have partner-in-training programs.

So, what makes a top-notch advisor? It looks as though MainStay Investments may have given us the answer.