Archive | February, 2018

Innovate

Wednesday, February 21st, 2018 Innovate “Art, freedom and creativity will change society faster than politics.” – Victor Pinchuk I have often written about the need for CPA firm leaders to be more innovative and creative. So many firm leaders are very happy with just following the pack. Their continuing question is, “What are other firms […]

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Enable Your Firm To Grow

Tuesday, February 20th, 2018 Enable Your Firm To Grow “Absorb what is useful, discard what is not, add what is uniquely your own.” – Bruce Lee I enjoyed attending the CPAFMA Ohio Chapter meeting last week in Columbus. Katie Tolin of CPA Growth Guides enlightened the attendees about the importance of product development, something missing […]

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Transformation!

Monday, February 19th, 2018 Transformation! “The good old days are now.” – Tom Clancy There is a great article by Bill Sheridan via the Business Learning Institute titled, CPAs aren’t doomed … they’re transforming. I continue to try to get the message across to CPAs in firms big and small … the good old days […]

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Don’t Discount Older Workers

Friday, February 16th, 2018 Don’t Discount Older Workers “The secret of genius is to carry the spirit of the child into old age, which means never losing your enthusiasm.” – Aldous Huxley This is a reprint of an article I received and was given permission to use. I think it is important. Accounting firms are […]

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Be Bold

Thursday, February 15th, 2018 Be Bold “Be original; don’t be scared of being bold!” – Ed Sheeran Sometimes, I have observed that accountants are actually afraid to be bold. Don’t be! Do things differently, treat your team differently, treat your clients differently and maybe it would be beneficial if YOU acted differently. Many people believe […]

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Celebrate Valentine”s Day With Taxes?

My busiest day so far. Who would have thought that Valentine’s Day would be a day people wanted to get their taxes done? The phone is also ringing for appointments, The only reason I can think of is that the IRS will start processing tax returns with Earned Income Tax Credit, Child Tax Credits and […]

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Bipartisan Budget Act – I Kept It Clean.

Oops, they did it again! (Not what I really wanted to say! Fill in your favorite cuss word here!) Today, February 9, 2018 the Bipartisan Budget Act of 2018 (BBA) was signed into law after lawmakers stayed up all night to work on the bill (poor babies). Shutdown averted, I hope. The issue for me […]

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Power of Attorney

I can’t talk to anyone else about your tax return without your permission. This means your banker, broker or even your sister. Sorry, it’s a confidentiality matter. I take it seriously as does the IRS. Get me s signed request to release your info, and be specific about what I can release, I will be […]

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No Handshake

The great thing about having a blog is I can use it to vent. So here goes: Get over yourself. I don’t have to shake your hand. A little background might help. The last few years have been medically challenging for me. Most of my ailments have been joint and bone related but I did […]

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Spam Notes

Most tax preparers want new clients and we get them in a variety of ways. Mostly they call or come to the office to visit before I do the return. Occasionally, I do get an email telling me a new person wants me to do their return. This year I am getting a lot more […]

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