Has your team bought into your company culture?

Has your team bought into your company culture?

By Julie Smith and Will Hill This was the question we found ourselves discussing recently. It’s a challenging question that begins with…what do you think your firm culture is? Can you describe it? And, how do you actually know if you have a positive culture? According...

CPA.com Announces DCPA21 Innovative Practitioner Award Winners

CPA.com Announces DCPA21 Innovative Practitioner Award Winners

Zunie Nguyen of Yogi CPA and Julie Smith of Harper & Co. Share Recognition NASHVILLE (Dec. 6, 2021) –  Zunie Nguyen, CPA, and Julie Smith have been named dual 2021 recipients of CPA.com’s Innovative Practitioner Award, which recognizes innovation in...

Get out of your own way

Get out of your own way

It’s this simple: you have to believe in yourself and believe in those around you. Of the hundreds of entrepreneurs I’ve worked with in my career, there is common denominator for every one of them who has staying power and who grows his or her business. They know how...

The Power of Peer Networks in Public Accounting

The Power of Peer Networks in Public Accounting

Four years ago, we made a strategic decision to update our firm’s vision and execute a big change. In a profession generally resistant to change, this was a daunting move. Our business and tax clients needed proactive advice and a partner to hold them accountable...

Leading into the headwind of change

Leading into the headwind of change

Did you know that pilots prefer to take off into a headwind? In short, it helps them achieve ‘wheels up’ faster because they don’t have to gain as much ground speed. Change is a headwind in business, and strong leaders don’t just embrace it…they run straight into it...

Do you think there is a difference between a boss and a leader?

Do you think there is a difference between a boss and a leader?

By Julie Smith and Adam Tarnow That was the question we found ourselves discussing recently. It’s a challenging question and at first, we thought this might just be one of those questions that would be fun to debate during a happy hour with your...

The law that could affect your 1099-K and your 2022 tax bill

The law that could affect your 1099-K and your 2022 tax bill

It has become a de facto standard, a lot of us do it. Over the past few years, apps like PayPal, Venmo, CashApp, and Zelle have made it easy and convenient to pay and accept payments for personal and business transactions.  Until 1/1/22… It wasn’t required for...

The Firm Champion™

The Firm Champion™

The crucial role every business needs to get to the next level Every business owner starts their journey with a sense of passion and purpose. It’s both exciting and terrifying. An emotional roller coaster that climbs up a steep hill and plunges down the other side,...

It’s time to move the needle and grow your firm.

We know you want to grow your firm’s top and bottom line with profitable advisory services. You’ve been trying to ‘transition.’