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 […]

Defining Success Leads to Opportunities

(Note: This was originally published on CPATechViews.)

I wanted to build on Rick Telberg’s excellent story on CPA Trendlines on how business owners define success.

According to research conducted by the Enterprise Council on Small Business, Rick wrote that “business owners surprisingly found that ‘satisfaction” was the primary way they defined success, followed by ‘growth.’ They asked […]