“Usually, the CPA is so busy with their head down just trying to fulfill orders, that they don’t hear the client going, ‘help help help me make my business more profitable.” – Geraldine Carter Geraldine works one-on-one with CPAs and primarily focuses on rediscovering what it is her client hopes for at a deep […]
TRANSACTION AFTER CLOSE WITHOUT AN INTERMEDIARY- Transition is lengthy with an uncertain end. Differences between buyer and seller as to management of the firm are common. When it comes to reporting problems and seeking advice, clients and staff may be confused about whom to approach. Seller is unable to “move on” with other important life […]
Liz Farr is a CPA and full-time freelance writer for the accounting profession. Her words have been in Forbes, CFO.com, Accounting Today and the Journal of Accountancy to name a few. Liz is hoping to bring accounting into a more balanced future with her writing partnerships. We discuss how the accounting profession is […]
This is an excerpt from The Unplugged Vacation. You can download the book for free here. I feel like big benchmarks naturally drive delegation. A lot of people are very data-driven, decision-makers. Personally, I like data, but I don’t like a lot of data. I like a few benchmarks that I know will cause me […]
