January 20, 2014
Growing Your Firm: The Value of Building a Connected Brand
A decade ago, having a strong brand was all about unity. As long as your firm’s visual identity and communications were cohesive your brand was considered effective.
November 29, 2013
Making the “Freedom To” Connection
When you hear the term “digital CPA” what do you think of? An accounting professional who is wired 24/7? A CPA who uses the latest technology to optimize their accounting practice?
October 31, 2013
Is Your Firm Plugging In, Or Pulling Out?
We have been heading toward this turning point for several years, driven by the mass adoption of the Internet.
September 30, 2013
Looking and Feeling Great! The Five Key Components of Your Firm’s Brand Image
Recently I had a fellow CPA visit our firm in Bloomington, Indiana. We spent a few hours talking about processes, growth, the importance of websites, and staffing…all good stuff. Before he left our visitor told me, “Your office has a really comfortable feeling to it, when I walked in it just felt right.” He also…
September 9, 2013
Are You Suffering from a Professional Disconnect?
If you’re like me, your mobile device is an indispensable tool that you use on a daily basis to manage your personal life. The list of digital tools that I use is a long one.
July 29, 2013
Five Core Principles to Work By…
As many of you know, I co-authored a book a few years ago with acclaimed author Michael Gerber titled The E-Myth Accountant – Why Most Accounting Practices Don’t Work and What to Do About It. This proved to be a great experience for me.
June 28, 2013
Strategic Partner Retreats … It All Starts with a Vision
We just completed the first Strategic Partner Retreat as I write this. This was the first in our series of three, and was hosted in balmy Tampa, Florida. I’m happy to report that we presented to a room full of firm partners and several of their trusted administrators—al eager to learn how to elevate their…
June 28, 2013
Small Business Innovators: How Doug and Sherrill Sleeter are Helping Shape the Profession
I recently sat down with friends Doug and Sherrill Sleeter, founders of The Sleeter Group. Doug and Sherrill have been married for 27 years and have worked together for nearly 20 of those years.
May 27, 2013
Information When, Where, and on What Device YOU Want It
I don’t know if it’s just me (I’m assuming I’m not alone in this), but my information consumption habits have changed drastically over the past few years. Less than five years ago I would gather up all my monthly trade publications and while sitting with a cup of coffee flip through the pages, reading the…
Accounting April 29, 2013
Proud to Be Part of the Profession
I’ve been immersed in our profession every since I was a kid. I practically grew up in my father’s public accounting firm in Bloomington, Indiana. On Saturday mornings, I would drive with Dad to his office. Being the 1960s, business was done much differently than it is today. Core ‘workflow’ tools consisted of pencils, paper,…
April 3, 2013
Two Key Questions for Accounting Firms and CPAs
I recently attended the second annual Cloud Symposium along with 48 other industry thought leaders. CPA2Biz executives hosted the event at AICPA corporate offices in New York.
March 13, 2013
SmartVault Debuts in Intuit AppCenter
SmartVault is the first to offer integrated online document management for QuickBooks Online customers, which is now available in the Intuit AppCenter.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
