CPA Career Intelligence

Skills, Insights, Ideas and Information to help you build your successful and fulfilling CPA career.

19 Sep: Are You Prepared? 5 Cyber Liability Tips and Best Practices

In the past, many CPAs assumed that cyber breaches were limited to large corporations and retail establishments. However, it has become all too apparent that CPA practices and other small businesses are just as vulnerable as large multinational organizations. Moreover, the financial and private nature…

02 Jun: Everybody, Somebody, Anybody & Nobody

When it comes to accountability we frequently see leaders have seemingly great meetings, but typically everyone walks out of the room without clear expectations as to who is doing what.  We believe every meeting should end with an accountability matrix.  What things are you not doing that you think…

23 May: 7 Aspects of your CPA firm culture that can make or break a merger

When it comes to a merger of accounting firms, the process can depend on way more than the bottom-line financial terms of the deal. President and CEO of Whitman Business Advisors LLC,  Philip J. Whitman, CPA, suggests many features of the firms involved will have an…

10 May: Don’t let a fearful mindset hold you back

Of all the obstacles to success in accounting, accountants’ own fears may be one of the most important. Consultant Phil Whitman discusses the many ways the profession gets in its own way — and how to overcome them. Originally broadcast on Accounting Today

14 Apr: Keys to Stress Management

I read this wonderful article, by Travis Bradberry, that focuses on how smart people stay calm. The number one take away for me is that 90% of top performers are skilled at managing their emotions in times of stress.  So often, I have seen that times of…

06 Mar: Little things mean a lot

So often, when I walk into a firm, it appears that the client is unimportant. Magazines that are old.  Chairs that are uncomfortable.  Lights that flicker. Tomorrow walk into your office – and ask yourself – “If I was a client is this a place,…

21 Feb: What would your Three-Year-Old Self Do?

I love this article about habits you can learn from toddlers. My favorite is number four – always be curious and learning. So often, I find leaders who have lost their curiosity.  This brings with it the other “grown up” habits that halt growth and…

10 Feb: Terrell Owens did not make the Hall of Fame and why you should care.

Terrell Owens did not make the Football Hall of Fame despite having Statistics that should have made him a first-ballot entrant. Terrell is second in receiving yards, 3rd in Touchdowns and 8th in receptions. As Dan Fouts (Hall of Fame QB) discusses in this article, Terrell…

14 Dec: Back to Kindergarten

I am a big believer that there are lessons for us everywhere as long as we are open minded. This article, on Inc.com,  discusses what we can learn from children. The biggest reminder for me from this article is to ask for help when you need…

25 Nov: Turn that frown upside down

So often, when we are having a bad day the energy we give off is also negative. Some people will sit and vent, and again increase the negative energy they give off and typically receive. This article – http://www.inc.com/robin-camarote/how-to-turn-a-bad-day-into-a-good-one-fast.html – talks about changing that negative…