Latest Articles

 Why CPAs Should Acquire a Systematic Approach to Selling

May 16, 2009 

Why CPAs Should Acquire a Systematic Approach to Selling

By Hugh Duffy When firms adopt a systematic approach to marketing and selling, the results are far more effective than if using a fly-by-the-seat-of-your-pants-approach. The logic is simple: A systematic approach is far more predictable and consistent in delivering the results desired. Systematic Approaches Are Used Everyday Consider leading athletes. The best athletes use a...…

 Should CPA Firms Spend Money on Advertising?

May 11, 2009 

Should CPA Firms Spend Money on Advertising?

In a very crowded marketplace, CPA firms are doing what they can to differentiate themselves from their competition. As a result, CPAs and financial professionals are always asking my opinion whether they should advertise in their local newspapers and business journals. My stock answer is usually “no,” unless you’re going to advertise on a very...…

Scott Cytron

 How Green is Your Office?

May 7, 2009 

How Green is Your Office?

We’re all doing our part to help the planet last longer, but are we doing enough? A recent article on GreenerWorking.com reminded me of the “hardware” side of the equation. In addition to paperless processes, document management and virtual office/SaaS solutions, “sustainable computing” involves extending the lifecycles of desktop and laptop computers. According to the...…

Darren Root, CPA, CITP, CGMA

 Enrolled Agent Exam Review Course to be Offered at the NSA 64th Annual Meeting & Expo

May 7, 2009 

Enrolled Agent Exam Review Course to be Offered at the NSA 64th Annual Meeting & Expo

ALEXANDRIA, (Va.) — The National Society of Accountants suggests that professionals who are planning to take the IRS Special Enrollment Examination (SEE) to become an Enrolled Agent this year should consider attending the Enrolled Agent Exam Review and Income Tax Refresher Course offered by the National Society of Accountants (NSA). The course will be held...…

 Social Media Example Supports the CPA Firm “Me” Problem

May 6, 2009 

Social Media Example Supports the CPA Firm “Me” Problem

I love social media because it brings people together in ways never before imagined. Just last week, I read an article about how one woman, Rhonda Surman, a postmistress in Scotland, was able to locate the owner of a missing camera. Based on some 600 photos, Ms. Surman and her friends located the owner by...…

Scott Cytron

 Engineering-Environmental Management Selects Series4000

May 3, 2009 

Engineering-Environmental Management Selects Series4000

DENVER — The Series4000 suite from Real Asset Management International (RAMI) has been selected by Engineering-Environmental Management (e²M) to manage and track the company’s 1,500 assets, while also providing a comprehensive and centralized fixed asset register on which to store and manage data relating to its extensive portfolio of fixed assets. Headquartered in Denver, Colorado,...…

 Five Places For Cheapskates

May 1, 2009 

Five Places For Cheapskates

I’m Scottish by heritage and nature, and we denizens of the Highlands have a certain reputation for frugality to the extreme. In simple terms, we tend to be cheap. This means that I am always on the scout for sources of good technology, hardware and software at lower-than-you-could-expect rates. It is a difficult quest, because...…

Dave McClure