Practice Management

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What Responsibility Does a Client Have in Proactive Planning with an Accountant?

By | December 13th, 2016|Categories: Editorial Commentary|Tags: , |

Regular readers of my blog know I like to hit back at the "experts" who say accountants are doing a disservice to our clients by not being "proactive" enough.

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I Learn Something New Every Day in this Profession

By | November 15th, 2016|Categories: Editorial Commentary|Tags: |

Every day, literally every single day, I learn something new about taxes. When people wonder why it “costs so much” to have a tax return prepared, consider: it’s impossible for a preparer to know every little thing about every nook and cranny of the tax code. Sure, you’re paying the preparer to get it right, but [...]

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I Think the Cloud is More Secure than My Laptop

By | October 26th, 2016|Categories: Editorial Commentary|Tags: , , |

My firm is mostly cloud-based. This sometimes makes clients nervous, but my response is: as long as you're careful who you choose for a cloud provider, it can be just as secure, if not more secure, than your laptop.

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How to Be a Better Client: Don’t Argue with My Advice

By | October 12th, 2016|Categories: Editorial Commentary|Tags: |

Image courtesy of user "geralt" on Pixabay.com Recently I read an article from the New York Times titled "How Not to Be a Networking Leach: Tips for Seeking Professional Advice." There was one item in particular in that article that made me shake my fist and say "right on, brother!!!" That item was: "Don’t argue [...]

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When Texting Just Doesn’t Work in Professional Settings

By | May 25th, 2016|Categories: Editorial Commentary|Tags: , |

Image courtesy of Pixabay.com A few years ago I wrote about how annoying it was to get text messages from clients. The incessant “how r u coming w r txs?” texts drove me crazy. Those kinds of texts still do drive me crazy, but as time has passed, I’ve softened my stance on texting. To [...]