CPA Career Intelligence

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

Live Webinar - Data Strategies As A Profitability Builder for CPA Firms

Typically CPA firms have not thought about the myriad of data points that are generated in their firms. Everything from CRM to Staff Scheduling, Payroll…

Client Relationship Management: A New Paradigm

When the COVID-19 pandemic hit, most staff at accounting and advisory firms – and the staff of their clients – packed up and went home….

Firm of the Future Conference

Event Date: October 24, 2019. Specifically designed for partners and firm managers, this brand new conference focuses on best practices for building and managing your…

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…

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…

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…

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…

Stress is a long-term effectiveness and happiness killer.  Stress is also part of our lives so taking the time to learn methods to handle it more effectively is worth the effort.

Stress is a long-term effectiveness and happiness killer.  Stress is also part of our lives so taking the time to learn methods to handle it more effectively is worth the effort.

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…

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…

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