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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 ...
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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 ...
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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.
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The Noticer: A Help with Awareness
It was at a CPAFMA conference several years ago – the speaker was best-selling author Andy Andrews – and his topic was his book The Noticer. The tagline for his book (and presentation) was “All a person needs is a little perspective to receive the gift of noticing things that other people miss.” This presentation stood out to me, not only because I added to my Useless Facts Collection i.e. how monkeys open up a banana ...
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One Risk of Your "Everyday Jeans" Policy
If you’ve been watching the industry news lately, a handful of firms have adopted an everyday-jeans policy. Essentially, in many cases these policies are worded to say as long as you don’t have a client meeting, you are free to wear jeans in the office every day of the week. It sounds reasonable – as the work product of your people isn’t going to change based upon what they are wearing. And, I certainly ...
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