Category Archives: Business advice

You may be asking yourself, do I need to hire a Certified Public Accountant (CPA)? The answer is, it depends. There are many misconceptions about what a CPA actually does. What you may not know is that there are many CPAs out there who have never prepared a tax return in their whole career. In […]

It’s almost 2018!! Can you believe it? I sure can’t. With Thanksgiving approaching in just two days, now is the time to focus on planning for taxes, finances, and business strategy. What have you done to plan for your taxes for next year? What about financial planning? If you own a business, have you done […]

There was so much useful information I learned at Deeper Weekend 2017 that I couldn’t capture everything I wanted to write in a single blog post. Thus, here is part 2 of my review: In addition to the main conference presenters (Jason Blumer and Jeff Phillips), there were also a number of event sponsors who […]

This past week, I went to a conference called Deeper Weekend put on by Thriveal. The conference mainly targeted entrepreneurial CPA firm owners. There were approximately 100 attendees from all over the world who were interested in learning about how to grow and scale their CPA firms in a way that breaks the traditional CPA […]

I had a client come to me that was expanding their pet sitting services company to offer sale of organic pet treats. They wanted to sell the pet treats at local farmers markets and didn’t quite know where to start. I told them that there was a lot of investigation that needed to be done […]

We read numerous articles that talk about how technology is impacting the accounting functions of companies. We hear that if companies don’t keep up with technological advances, they will fall far behind the competition or even fail. I did not really understand what this meant until I started my own virtual CPA firm last year […]

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