Our Blog
Latest Blog & Articles
Discussion of the latest issues affecting our clients.
-
More on Client Cognitive Issues: Related to Technology and Age?
I write or record often about the increasing observations of client cognitive issues. As I get older, of course, so do my long term clients. Part of the reason I notice these isues is that I am sensitized after going through years of cognitive therapy following a traumatic head injury when I was younger. In many cases…
-
Who Actually Benefits from a Senior-Level Small Business CPA?
Not everyone needs a senior-level CPA, and it is wise to weigh that honestly before establishing a coaching agreement. Two criteria determine whether the partnership makes sense: the dollar benefit has to justify the cost, and the client has to be coachable. The $5,000 Benefit Threshold A senior-level CPA charges more than other accountants…
-
Reflecting on a (So Far) Spotless Career
This week I dealt with two different conflict of interest situations (a constant challenge for multi-service CPAs serving small businesses in a small-town environment), faced criticism for being too conservative or skeptical in business strategy, and read a thought-provoking article on errors & omissions insurance. I also received some unexpected and generous praise from clients…