The Diversity of Government Contractors
May 10, 2022
When we think of government contractors, industries like building, manufacturing, and defense often come to mind. Of course, plenty of government contractors can indeed be found in those industries. Still, through my decades of experience providing CFO services to government contractors, I have discovered that…
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…