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accounting-apprenticeship-modern-workforce

Accounting Apprenticeship: An Old School Solution to a Modern Workforce Problem

March 28, 2024

The accounting profession is experiencing a workforce shortage of epic proportions, the effects of which are cascading. Accounting firms are massively understaffed, which is leading to all sorts of problems, in personal lives, for businesses, and even on Wall Street. Risk of Burnout and Mistakes…

Small business owner contemplating tax planning while sitting at her desk

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…

1040 Income Tax Form with Woman Holding a Calculator

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…

various professionals speaking over video conferencing, concept for digital product delivery

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…

skier in winter jacket pivoting on ski run, concept for change

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?…