“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

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

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

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

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

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

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

How to Write an Irresistible Job Description

Competition for talent today is tough. If you have an open job position, you don’t just need a great job description, you need an irresistible one. Your job description is ultimately a sales piece that can make or break the viewers willingness to apply to your position. Here is how to make your job description … Continue reading

Fraud: The 15 Biggest Risks for 2013

(Excerpt from full article) by Gary Zeune, CPA, Managing Director, The Pros & The Cons Most risk is not in the accounting records. Why not? Because the vast majority of our work as CPAs involves monetizing and measuring activities that have already occurred. So the risk starts before we do our job. Think recording sales, … Continue reading

Excel-Based Dashboards

Excel-based dashboards are powerful and here to stay.  For many years, this was a bit of a dark art.  While there are some very clever tricks in creating dashboards in Excel, dashboards are not difficult to learn. Dashboards became popular a number of years ago.  George B. Blake is credited for realizing that long paper … Continue reading