The First (and Most Important) Step in Becoming Your Client’s CFO
Seeking Degreed Professionals, Part-Time Accounting & Customer Service, Telecommute We are in the business of helping our clients start and grow their ventures, develop net worth, and then retain or transfer their accumulated wealth. Over the last 20 years, we have enjoyed ongoing success serving (location removed by poster) clients who typically are in a […]
Research on Objection: “My Clients Won’t (Insert Objection Here).”
More often than not when I am speaking with Accountants and Bookkeepers I hear, ‘My clients won’t …’ In the past, I have put on my bookkeeping/accounting disguise and verified the validity of this type of response myself. And lately, since firms have hired me to go out to their clients and set them up […]
Technology: Not the End, But a Good First Step
Cloud-based systems such as QBO, Xero, and Intacct, as well as many new proprietary systems, are gaining a foothold, FINALLY! Heck, my little company has done five conversions just this month alone. This is a great thing to witness. Now the next step. Technology can save you money if you adapt your internal operations to […]
The Future of Accounting as Presented to Indian CAs
In the last two years, I have had the opportunity to discuss the future of accounting in the Baltics, India, and across the US. The message is the same everywhere, and the drive and belief in the message are being taken on by the youth of all these places. I recently had the opportunity to […]
The Importance of Client Transparency
I do not often write about what is occurring in the accounting community. I leave that to those with better credentials. However, over the last few months, a long-time aspect of the industry has been pushing me to write. Several conversations with accountants have driven me to write about client transparency. The first story is […]
