PCPS Engagement Review Tool
You're wrapping up engagements, so take some time to get feedback from your clients. You can improve your relationships with clients and identify opportunities to improve your processes using the PCPS Engagement Review Tool from the Trusted Client Advisor Toolbox. This PCPS Engagement Review Tool is an example of the turnkey tools and solutions PCPS delivers. PCPS is an add-on firm membership section within the AICPA. A PCPS ...Read More
Random Thoughts and Ideas
Random Though #1 - It is hard to believe but I am more than three quarters of the way through my term as your Chair of this great organization and I am very grateful for this honor. Random Thought #2 - For some of us, we are wrapping up tax season; for others, we have been busy with calendar year end audits; and others, with ongoing consulting engagements with our clients. For others this is a time to get ready for budgets, evaluations or ...Read More
Fort Worth: Where the West Begins!
As you know, the CPAFMA 2017 Conference will be in Fort Worth, Texas this year. Since Fort Worth is where I “hang my hat” and most people think of Dallas rather than Fort Worth, I thought I’d take a few minutes to describe what awaits you! This is of course in addition to the amazing CPAFMA Conference experience. Hopefully you will be able to bring a family member, extend your stay and take in “where the West ...Read More
Are You Going to Join Me at the National Practice Management Conference?
We are excited that we are about two months away from the 2017 National Practice Management Conference. As CPAFMA's Director of Education, I want to let you know that there are a lot of exciting activities planned while we are in Fort Worth and I’m sure we will have a few surprises for you. If you are still debating on if you should attend (you should!), here are a couple of teasers . . . C’mon it’s Fort Worth! You ...Read More
What Does 2017 Have in Store for You?
So many good things happened for me professionally to make 2016 a great year and I’m excited for what 2017 will bring! A few of the highlights of my amazing 2016 included our firm’s best year ever, a booming tax season, the decision to open a third office location (which will come to fruition in 2017), my 25th anniversary with DeLeon & Stang, and best of all, I was nominated and received the 2016 CPAFMA ACE Award.Read More