Changes Ahead for Yellow book Medium

“The Times They Are A-Changin’”

Many may forget this song title by Bob Dylan, or even forget the artist, but probably no one would disagree that the business and economic world is changing at an even more rapid rate. The interesting thing is that he released his hit song under that title in 1964, but the lyrics are as true … Continue reading

Dandelion with scenic background of stormclouds

More Preparation Needed for Accounting’s Perfect Storm

Do Not Let Habitual Complacency Reduce Your Readiness By William F. O’Brien, MBA, CPA Executive Education, Inc. According to Wikipedia, a perfect storm is a rare combination of circumstances that drastically aggravates a situation.  While the storm’s intensity has somewhat abated, the accounting profession still is facing a storm which could significantly alter many company’s … Continue reading

Biz_Events

How to Get More From Your Events

Events have long been an important part of many CPA firm marketing plans. They offer a great opportunity to meet and connect with prospects as well as to nurture existing client relationships. Here are 6 tips for getting more out of your events. Promote, Promote, Promote– I work with a lot of firms who are … Continue reading

cleint_data

Keeping Client Data Safe in an Increasingly Mobile World

By Michael Webb, Chief Technology Officer, SmartVault Mobile has become a way of life, and with the proliferation of advanced devices, it’s easier than ever to work on the go. SaaS-based applications in combination with mobile technologies enable you to deliver client documents while sitting at the airport, process a client’s payroll from home, and … Continue reading

baby-boomers

Aging Population Translates to Practice Development

The needs of aging baby boomers represent big opportunities for CPAs. There are 10,000 boomers hitting retirement age each day, and they need help in a lot of areas, which translates to practice development opportunities. Over 13% of the U.S. population will be 65 by 2020, and more than 16% will be over 65. By … Continue reading

career_progression

4 Key Traits that Will Propel Your Career

We are fortunate to work with a lot of CPA firms. As a result, we hear day in and day out about the many challenges they face. The number one challenge right now for most firms is succession planning. If I had a nickel for every time I heard a firm ask about getting the … Continue reading

E-mail

3 Tips to Reach Your Audience with Email Marketing

Email is still one of the most effective marketing tools because it’s the only tool that allows you to push your message directly in front of the people who have asked for it. Once you’ve worked on building your permission-based email marketing lists, you’re ready to start delivering interesting and relevant email content to your … Continue reading

excelFile

Are Your Excel Spreadsheets Accurate? Are You Sure?

Introduction Microsoft Office Excel is a cornerstone tool for most business professionals. We use it for everything from financial reporting and analysis to budgeting and forecasting to tracking project statuses and all things in between, even including our Holiday shopping lists. Given our personal and professional dependence on this tool, maybe we should take a … Continue reading

Social Media Logotype Background

5 Tools to Boost Your Social Media Productivity

Managing your social media accounts may not be difficult, but it certainly is time-consuming. In order to stay at the forefront of people’s minds, you need be posting consistently, responding to messages, and inserting yourself in relevant conversations. To save yourself some time and effort, the following 5 tools can help you automate, monitor, and … Continue reading

ipad-vs-pc

If I Buy an iPad , Can I Ditch My PC?

If I buy an iPad, do I still need my PC? As I travel around the country teaching courses about the iPad, I’m frequently asked this question. So my objective with this article is to help you better understand the role the iPad and other tablets are beginning to play in business, as well as … Continue reading

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