Latest Articles

February 26, 2019 

We all settle into our own professional paths, growing accustomed to a routine and work cycle that, while it may change from year to year, can still limit what we are exposed to personally and professionally. While this is especially a part of the battle siege mentality of tax season (heads-down and shields up), it...…

February 26, 2019 

5630 characters A key strategy to any accounting-related marketing and public relations program is to position a person at a firm or company as an industry thought leader. This approach not only builds trust and credibility with readers; it creates interest in the person’s abilities, which, in turn, drives business. Authoring articles is a good...…

February 26, 2019 

7502 characters   If you need to present proper financial statements from QuickBooks data, you’ve most likely been frustrated for years by the extra steps you’ve been required to go through to get the job done. Intuit has made several ill-fated attempts to resolve the problem, but in general, creating GAAP financial statements from QuickBooks...…

February 26, 2019 

3346 It’s no secret that technology has continued to become a critical component of our lives, both professionally and personally. For small businesses (and even for most of us in our personal lives), keeping up with ever-changing trends and recognizing what tools and products are actually going to help us become more efficient and effective...…

February 26, 2019 

5642 characters Technology is getting more complex to select, install and maintain, and the skills required to do so properly are becoming greater. Even very small networks take refined skill to install properly. When your servers, desktop computers or laptops are not set up properly, your productivity is reduced. In many cases, you may not...…

February 26, 2019 

8320 When you live and work in a small town, it often seems like your business is everybody else’s business. For accountants in such towns, this can often make for good business, especially when the professional has long-term relationships with the entrepreneurs and families that make up the community. Economic cycles and recessions may come...…

February 26, 2019 

10,108 It’s almost an annual rite for me. Just as geese and New Yorkers fly south for the winter, by the time summer is in its hottest days and I’m cooped up in front of a monitor, I get gadgety. That is, I get an urge to check out the latest in hardware technologies that...…

February 26, 2019 

Chief Innovation Officer, Blumer & Associates, CPAs, PC Greenville, SC Education: BA in Accounting, with Honors, Wofford College Professional Associations/Memberships: AICPA, SCACPA, ACFE Civic Involvement: Assist various nonprofits free of charge, Deacon at church Hobbies: Reading, working out, skiing, music, spending time with family Cell phone: iPhone Favorite app: OMG, Angry Birds, of course!  ...…

February 26, 2019 

CIO/Shareholder, Boomer Consulting Manhattan, KS Education: MBA (Marketing & Entrepreneurship), University of Texas at Austin; BS in Business Administration (Accounting & Management Information Systems), Kansas State University Professional Associations/Memberships: AICPA (TECH+ Conference Steering Committee, CITP Credentials Committee, Member), KSCPA (Board of Directors, Champion of Technology Task Force, Member), The Strategic Coach Program Civic Involvement: Volunteer...…

February 26, 2019 

Director of Technology, Xcentric Alpharetta, GA Education: BS in Computer Science, Mississippi College Hobbies: Home renovation, computer programming Cell phone: iPhone Favorite app: A search engine (like Bing and Google) is my favorite app. Search engines help me locate the correct places to find answers and gather research. I don’t think there is a day...…

February 26, 2019 

Founder & Chief Marketing Officer, Capital Confirmation Brentwood, TN Education: MBA at Vanderbilt University; BBA at Southern Methodist University Professional Associations/Memberships: AICPA & TN Society of CPAs Civic Involvement: Board Member Green Hills YMCA, Advisory Board Member at Cumberland Heights, Nashville Chamber of Commerce Partnership 2010 Entrepreneurship Task Force Hobbies: Outdoor activities, adventure sports Cell...…

February 26, 2019 

Senior Accountant, Dickinson & Clark CPAs, PC Council Bluffs, IA Education: BSBA Accounting, Creighton University Professional Associations/Memberships: AICPA, NE Society of CPAs Hobbies: I’m into technology but also appreciate the serenity of the outdoors and the power and style of classic cars. Cell phone: Motorola Razr VE20 — nothing special or smart, pretty much just...…