3 spooky small business myths, busted At this time of year, there’s plenty of “spookiness” to go around – the...
Archive for month: October 2018
Tax identity theft: A horror story
Tax identity theft: A horror story Halloween used to scare me. I was sure that monsters — specifically zombies —...
Are you the analytical type? A cool, new path is emerging.
Are you the analytical type? A cool, new path is emerging. As a CPA or CGMA, you excel...
4 strategies to capture the growing Hispanic market
4 strategies to capture the growing Hispanic market As CPAs, we’re always interested in numbers, so let me share an...
Yellow Book meets yellow cake and all sorts of delicious changes
Yellow Book meets yellow cake and all sorts of delicious changes While I’m not a good baker, when I talk...
Technically, your planning practice could be better
Technically, your planning practice could be better Is there even a day that passes anymore in which you don’t read,...
Smishing – what you need to know
Smishing – what you need to know When I first saw the word smishing, I assumed it was some new...
What do your clients really want? Ask!
What do your clients really want? Ask! If you have a small firm, you know how much of your valuable...
3 ways small firms can turn challenges into opportunities
3 ways small firms can turn challenges into opportunities The thing I enjoy most in my role as Chair of...
Cybersecurity facts tax practitioners need to get right
Cybersecurity facts tax practitioners need to get right How many emails does your firm receive in one day? Whatever...
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