Your Guide to Year-End Tax Planning
February 23, 2022
Years ago, I worked for a tax firm as a junior accountant. When it came time for year-end tax planning, I had a client I could see coming from a mile away. This client was the owner of multiple fine dining restaurants, one of them…
How to Get Clients to Pay More Taxes (+ Why They Should)
February 8, 2022
Not long ago, I was working with a business in Montgomery County that was accustomed to working with a different advisor. It’s always interesting to see how others in my industry operate, and in this situation, I started having thoughts that my mind kept revisiting…
Intentionality in Virtual Work: Clarifying Digital Product Delivery
December 28, 2021
I had the pleasure of speaking at the Digital CPA conference as a co-presenter with Kevin Cumley. Mr. Cumley was recently named one of the top 100 influencers in accounting. At the conference, I talked about the role of the digital CFO to keep clients…
Pivoting for Change
November 10, 2021
We want to congratulate you. Your business survived the pandemic. You’re still here and still pushing. We may want things to be how they were pre-Covid, but we’re entirely moving into a new normal. Besides, did things ever really run as smoothly as we remember?…