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.
QB Power Hour: Niche Nuances - Cannabis and CBD Industry
Recently Michelle Long, CPA, MBA and Daniel DeLong at QB Power Hour invited me for a guest appearance on their live show!
We covered niche nuances with a specific focus on the cannabis and CBD industry.
CPAPA Article: Cash Recycler Machines Help Reduce Theft and Undercounting for Retailers
CPA Practice Advisor recently featured an article I wrote about cash recycling machines.
Originally developed for banks, cash recyclers simplify cash handling and improve security, making them an excellent choice for various retail businesses.
CPAPA Article: Help Cannabis Clients Plan for the Next 4/20 and Earn More Revenue
CPA Practice Advisor recently featured an article I wrote about what accountants to help clients earn more for the next 4/20
As an accounting professional, if you’ve served agriculture, research labs, or retail operations, you already know 4/20 is more than just a day in April to cannabis users…it’s a holiday nearly as big as Black Friday to traditional retailers.
CPAPA Article: If Your State is Legalizing Marijuana, Here's What Accountants Need to Know
CPA Practice Advisor recently featured an article I wrote about what accountants need to know now that more and more states are legalizing Marijuana.
As an accounting professional, if you’ve served agriculture, research labs, or retail operations, you already know the basics of serving a cannabis company. The biggest difference lies in the stringent reporting requirements and understanding cannabis taxation.
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.
FYLE Article: Scaling your team: How hiring outside Bookkeeping Services builds profit
Fyle featured an article I wrote about outsourcing your bookkeeping services and how it can build profit in your business.
CPA Practice Advisor Article: The Main Difference Between Cannabis Clients And Regular Businesses
CPA Practice Advisor recently featured an article I wrote about the differences between cannabis clients and regular businesses.
Your cannabis clients are on a unique path. Since marijuana has been largely illegal in recent history, there’s no tried-and-true business blueprint cannapreneurs can follow when it comes to growing and selling marijuana.
Firm of the Future Article: How QuickBooks Time can help you increase billable time by 11% (or more!)
I talk with other accountants and business owners about the best ways to track employees’ time. These can be huge concerns for my clients and it’s why I use QuickBooks® Time, as well as always recommend the app to clients who need timekeeping support.
CPA Practice Advisor Article: Cannabis Accounting: What Your Clients Need to Know
CPA Practice Advisor recently featured an article I wrote about Cannabis Accounting and What your clients need to know.
How do you navigate accounting questions from cannabis business owners? There’s no blueprint… or is there?
Vote for the Top 100 ProAdvisors of 2021
Clients, friends, and family, I would truly appreciate your vote to be an Insightful Accountant Top 100 ProAdvisor again this year.
It has been a huge honor to be named to this prestigious list over the last several years, and I truly appreciate your help today!
CPA Practice Advisor Article: Cannabis is Going Mainstream — Is Your Accounting Firm Ready?
CPA Practice Advisor recently featured an article I wrote about Cannabis is Going Mainstream.
After the passing of the Marijuana Opportunity, Reinvestment, and Expungement Act (MORE Act) passed in December 2020. This could lead to massive changes for the cannabis industry in upcoming years.
CPA Practice Advisor Article: 7 Valuable Blog Posts That Break Down The Cannabis Industry
CPA Practice Advisor recently rounded up their top blog posts for managing all things cannabusiness-related. Including areas such as tax codes, accounting, inventory management systems, cash flow management, and more.
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.