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

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

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

The Dollars and Sense Behind CPA Mobile Websites

By: Madison Miner As a CPA in Colorado you’ve probably noticed how attached your clients are to their mobile phones. Busy consumer and business clients rely on their phones to communicate and search for local businesses any spare moment they can find. Mobile phones are ingrained into our daily lives. And the rise in mobile … Continue reading

The Art of Balancing a Heavy Workload

Workload shifts and moves many different directions throughout a year. How do you handle those ups and downs that could be the differentiator between establishing yourself to go to the next level and drowning in your own to-dos? It you can start to envision the balance between you and your work, it may allow you … Continue reading