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Curiosity And The CPA

March 29, 2023

When you think of a stereotypical CPA, what are the adjectives that come to mind? If you watch the same broadcast media as me, you are probably thinking, boring, dry, rule follower, etc. But, I would argue that the trait that best describes me, and…

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?…

Group of distillery business owners doing research

How Distilleries Should Plan For The Future

May 10, 2021

There is reason to believe that 2021 will be a good year for distilleries. Congress has made a temporary tax reduction permanent, and many distilleries are benefiting from changes in regulations that allow direct-to-consumer (DTC) shipping and cocktails-to-go. Furthermore, the EU has issued a four-month…

Virtual CFOs on a computer screen

What Is A Virtual CFO And Does My Business Need One?

February 18, 2021

Your Washington D.C.-based 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 instead, it feels strained. You’re confused by the reports…

Tax papers next to a calculator and computer

What Has Gone Right in 2020

December 22, 2020

2020 hasn’t gone the way anyone expected, giving everyone plenty of reasons to worry and fret. But I thought it might be good to focus on the positive rather than the negative for this year-end blog. We could all use more of the former and…

Team of business professionals on a sail boat

When Piloting Your Business Doesn’t Mean Smooth Sailing

September 23, 2020

Recently I’ve been taking sailing lessons on the nearby Chesapeake Bay. It’s been a fun and relaxing pastime during a particularly stressful year. My sailing instructor has been teaching me watercraft safety rules and sharing some cautionary tales. What has been striking to me is…

Open sign on the glass window of a business

SMART Goals: Hurry Up and Take Your Time

May 26, 2020

The pandemic has certainly turned a lot of conventional wisdom on its ear. Many of the rules that were once taken for granted in the business world no longer apply when your company may be partially or completely shut down. This situation is completely unprecedented….

Aerial shot of a home office set up including coffee, a laptop and a phone

What to do When You’re Suddenly Working Remotely

March 24, 2020

The coronavirus has abruptly thrust thousands of businesses into the strange waters of full-time remote work with little advance notice or preparation.  Setting up remote working might sound easy in theory: after all, everyone has a computer and a phone. But as you try to…