CPA Firm Portals: Good for Firms, but Confusing for Clients

I consider myself reasonably adept at using technology, but I had a big misstep this week when my CPA firm tried to send me my tax return and supporting documents over its portal.

What I thought would be easy was anything but. Let me be clear: I am all for using technology, but please, please, guide your […]

Benefits of Facebook Groups: An Interview Seth David & Stacy Kildal

Facebook groups are plentiful, especially those focusing on accounting, QuickBooks and related issues … so why create a new Facebook group, “Between Wall and Main,” and what are the benefits to members and the administrators? I recently sat down with Seth David and Stacy Kildal to discuss these topics and much more.

Click here to access […]

It's About Time: Ditching Annual Performance Reviews

I read an article on Ragan.com that talked about how Accenture is doing away with annual employee performance reviews in favor of more frequent feedback.

I didn’t research this, but I’m sure Accenture isn’t the first large company to do this; still, the story caught my eye. All I can say is, “It’s about *%#@ time!”

I can’t […]

How Much Do Your Clients Trust You?

“Trust” is a word thrown around quite often around the accounting profession, but what does it really mean?

I recently had my annual physical – my doctor is only a few years older than me and we sort of grew up together, so we’ve known each other a long time. He knows what I do for […]

Be One Step Above Mediocre Service - But is That Enough?

Last week at the AICPA TECH+/Practitioners Symposium, I had the opportunity to hear Peter Shankman, @petershankman, who I can describe as a guru when it comes to helping companies build their businesses through social media, PR and marketing. This wasn’t the first I time I’ve heard Peter speak; I previously heard him at one of the Ragan Conferences – […]