In the News
HubSpot Feature: How To Sell Your Business and Make a Successful Exit
When I got the opportunity to offer comments on this How to Sell a Business article for HubSpot, I jumped because this has dominated so many conversations lately and has been a topic I've focused on in the last year. I've found there are two groups of people getting ready to sell their business:
Firm of the Future Article: Leverage the power of the QuickBooks Online Project Center
When I was selected to present on QuickBooks Online’s Project Center at Intuit Connect, I said, “Sign me up!” I really enjoy the opportunity to help other accountants unlock new ways to show up for their clients.
As a quick overview: The QuickBooks Online Project Center revolutionizes project costing and profitability tracking. Leveraging a centralized platform equips you with essential tools to monitor profitability, manage expenses, and identify the key factors driving your project's success.
Woodard Feature: Cultivating Professional Growth Through Continual Learning
The Woodard Report recently featured an article I wrote about continual learning.
Accounting is always evolving. That may sound strange, given that math is math, but new technologies and changing regulations mean that we have to be on our toes to best serve clients AND make sure we have the most efficient way to work. For me, it goes beyond professional competence, though that matters, too.
Woodard Feature: What’s Next for You? Succession Planning Matters Now
The Woodard Report recently featured an article I wrote about succession planning.
M&A is everywhere these days...especially in the accounting space where older professionals are ready to pass the torch to younger generations. We're also seeing it with our clients as well, some of whom are getting ready to buy and sell businesses.
Firm of the Future Article: Cleanups are big money, but are they worth taking?
While cleanups are a necessary part of any great financial plan, they can also become heavily involved.
That’s why I wrote Cleanups are big money, but are they worth taking?. I am honored to be featured with Firm of the Future.
Vote for the Top 100 ProAdvisors of 2022
Clients, friends, and family, I would truly appreciate your vote to be an Insightful Accountant Top 100 ProAdvisor again this year.
You can vote for up to 3 candidates, so if you read this and can take a moment to vote for me and two other well-deserving nominees, please do! The deadline to vote is May 6, 2022!
The New Faces at Automated Accounting Services and Accounting For Green
Here we grow. Over the last 24 months, we’ve focused heavily on the green — your green. After all, we’re on a mission to help as many businesses — like yours — as possible develop a deep understanding of your finances so you can make the best possible financial decisions.
So we’d like to thank you for trusting our team to help you grow. That trust — coupled with your referrals — is helping our team offer even more services to you as we grow too.
Friday Night Live for Accountants
Last week, I was thrilled to be invited onto Friday Night Live for Accountants!
If you’re not familiar with it, the name says it all! It’s a live broadcast Friday nights where a guest financial professional joins to share their perspective on the accounting industry.
Practice Ignition Top Women in Accounting Awards Nominee
I’m honored to be a Practice Ignition Top Women in Accounting Awards Nominee! Thank you so much to whoever nominated me; it is humbling and thrilling to be among such amazing women.
CPA Trendlines Feature
Recently I had the pleasure of talking with Hitendra R. Patil for CPA Trendlines. It was an honor to be considered for this article, and it was delightful talking with Mr. Patil all about cash-flow and how to increase it in 2021.