Author Archive | Rita Keller

Succession Planning & Partner Retirement – Is Your Firm Ready?

Here’s some information from the Ohio Chapter of AAA: Gary Adamson of Adamson Advisory will be speaking on Succession Planning & Partner Retirement at the November meeting of the Ohio Chapter of The Association For Accounting Administration on November 21, 2013 at the offices of the Ohio Society of CPAs. His presentation explores the ticking time […]

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Training For CPA Firm Human Resource Professionals

One of the best things about the CPA profession is the way almost every firm, no matter where they are located in the country, is willing to share ideas, best practices, and lessons learned. It is important for firm leaders to reach out to others via conferences, the AICPA, state societies and firm associations and […]

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Two Casualties of Poor CPA Firm Communication

I’ll save you some money. Firms hire me to help identify and remedy the challenges, problems, roadblocks and plateaus they face in building a growing, profitable, high-profile firm. You can identify and remedy the problem yourself. Here’s the issue that I see in almost every CPA firm – Lack of good communication. Simple. The two […]

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How Tech Helped

Not my usual “Lighten-Up, It’s The Weekend” post this week. I wanted to offer the following this weekend in light of the week in Boston. Take a few moments and read this article on Gizmodo and look at the pictures. A normal reaction for many, many people in our current mobile device world is to […]

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