by Julie Smith | Sep 13, 2023 | CPA
By Jackie Meyer and Julie Smith For many, public accounting is a world of numbers, spreadsheets, and traditional practices. Recently, we had the opportunity to exchange insights about what drives us both to bring more purpose, balance, and fun into an industry that...
by Julie Smith | Sep 7, 2023 | CPA
By Julie Smith and Liz Branch Recently, we had the opportunity to discuss a topic that is near and dear to most accounting firms: staffing. In an era where CPA firms grapple with a talent shortage, there are good solutions if you are willing to think beyond your town...
by Glenn Harper | Aug 17, 2023 | CPA
We all know it; tax season can feel like a long uphill climb, especially when we’re less than six months away from the start of it. Let’s take a step back and consider a powerful truth: if nothing changes, then nothing will change. As we approach the 2024...
by Julie Smith | Jul 27, 2023 | CPA
By Julie Smith and Glenn Dunlap As a CPA firm owner, you understand the importance of delivering high-value insights to your clients. One of the most effective ways to do this is by discussing Key Performance Indicators (KPIs) and industry benchmarks. This not only...
by Julie Smith | Jul 13, 2023 | CPA
First, let’s set the #1 ground rule. In your CPA firm, the daily grind is not the vision. You didn’t start your own CPA firm to be stuck in reactive mode, surviving one deadline after another. But at some point, the constant demands of tax season, extension season,...
by Julie Smith | Jul 3, 2023 | CPA
By Julie Smith Featuring Alan “Blake” Blakeborough Recently, Alan “Blake” Blakeborough, Founder of Tax Titans, and I had a chance to have a thought provoking conversation about the value of strategically transitioning the bottom 10-20% of clients in a CPA firm- and...
