Why do so many people in the accounting industry lose their minds when the word selling or sales and accountant enter the conversation together?? Let me share a quick story to give you some background. I was recently on a call with accounting influencers worldwide, where...
Are You Blundering Your First Impression? Eight seconds. That is all the time you have in your conversations for someone to have a first impression of you. The human attention span has dropped recently from twelve seconds down to a whopping eight whole seconds. Sadly, a...
4 Steps to Facilitate a Successful Team-Building for Accountants After what might be the longest tax season in history, so many accountants feel stressed because of the constant stream of work combined with the little-to-no downtime. Compound that with the isolation of remote work, decreased communication,...
The REAL Problems Created In A Remote Workforce Remote workforces create problems, but these problems are not the ones that firm leaders are concerned about right now. I have never seen so many people terrified of a working environment, as I've seen over the past month...
The better question is, why aren't more accounting firms already using a CRM system? I'm pretty sure it's because most don't even know what CRM stands for, much less what the system does! Customer relationship management began in the 1970s when companies started using customer satisfaction...
What is the number one reason that accountants get stuck providing transactional services and aren't able to transition to accounting advisory services? Mindset. Now, I’m not one of those gurus that preaches mindset and how if you want something in your life, all you have to...
I have never felt the power of the old saying, “The only constant is change,” more than this year. As we approach the second half of 2020, I find myself reflecting on how much has changed in the course of just a few short months. I...
As the Democratic candidates took the stage last week, they were selling their product “themselves.” When I watched these debates, I was surprised to see how many times you heard the words “I think, I want, I did.” However, some of the candidates used terms...
Tax Season is already here and in full swing in our house. I know what you are thinking, “She doesn’t have tax season anymore!” but that is not true. Some of you know that not only am I a CPA, but I’m also married to...
The role of a partner in an accounting firm is changing. Actually, the role of a partner in an accounting firm has changed and now too many firms and individuals are playing catch up. Accounting firms as a whole have changed significantly over the past 10-15...