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.

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Realizing a Shift Change in the Way I Consume Content

It took me awhile, but I’m finally realizing what others have been talking about for so long. The way I consume content has changed – and I think it’s changed for the better.

I still get a daily print newspaper; for some reason, I cannot conceive reading my Dallas Morning News online. No, I’m not a […]

5 Strategies for the Younger Generation to Grow and Succeed

After getting inspired from Solution14 keynote speaker Susan Solovic who spoke about marketing and branding, it became apparent just how many opportunities the younger generation has to reach growth and success at their firms or companies.

Here’s my take on 5 strategies for the younger generation to grow and succeed:

Failure is Okay

Bill Gates calls failure “research.” […]

Why I Wasn’t First in Line for the New iPhone

I used to consider myself an early adopter of all-things technology. Back when I was PC-based, I would upgrade to the newest operating system (OS) right away and buy the latest version of Microsoft Office. Almost 6 years ago when I moved to a Mac, whenever a new OS came out, I upgraded very quickly.

Sometimes, […]