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various professionals speaking on computer with video conferencing, concept for digital product delivery

Being Intentional in Your Virtual Engagements: Clarifying Digital Product Delivery

December 28, 2021

Friends, I’m so excited to tell you that I had the pleasure of speaking at the Digital CPA 2021 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…

Bride and groom kissing in wedding attire

How CPAs Do Weddings

October 7, 2021

Recently I pulled off one of the biggest and most important projects of my life. My son got married a few weeks ago to a lovely woman, and we are so happy to welcome her into our family. I ended up organizing much of the…

CFO spelled out in toy blocks sitting on top of a stack of money

Does My Business need a CFO?

February 18, 2021

Does this sound familiar? Your business is growing. Customers are buying what you’re selling. You should be ecstatic. But you can’t sleep at night. You feel like the business is out of control. Things should be rosy but it feels strained. The information you look…