4 Bold Ideas for Growth from AICPA ENGAGE

Conference season is a great time to meet with the boldest and brightest minds in our profession. AICPA ENGAGE 2019 was no exception. This year, conference speakers wowed me with their ideas around accounting firm innovation, growth, and evolution. Below … Continued

My Small Business Story

This post originally appeared on LinkedIn in honor or Small Business Week 2019. The First Chapter I was given the opportunity to start a business in my first CPA firm. Two amazing mentors (my CPA firm partners)  encouraged me to … Continued

Spotlight on Saundra Uy: Rainmaking Is for Everyone!

As a Tax Member and Director of the Small Business Department at Suttle & Stalnaker, Saundra Uy’s experience is strong and diversified. But in spite of almost 25 years of professional accounting experience under her belt, she was still a … Continued

3 Ideas to Amplify Your Business Development Efforts

The annual Association for Accounting Marketing Conference is always a hotbed of great ideas and this year’s gathering was no exception.  We learned three great concepts for business development from professionals across the accounting profession, and we’d like to share them … Continued

Tips for Growing Your CPA Firm’s Affiliated Entities

As more and more CPA firms venture into consulting services, they will be faced with the question of how they should expand their non-traditional services. Some of the more common service areas include technology, wealth management and specialized consulting services … Continued

How to Make the Most of Summer Networking Events

I often hear from accountants how they don’t always feel like they get the most out of their networking efforts. Many are beyond ‘chamber after-hours’ and want more interactions that generate meaningful results. Strong referral relationships always start with a … Continued

When to Hire a Marketing Professional

One of the more common questions I have received is, “When is the right time to hire a marketing professional?” When I talk with partners about adding a marketing professional to their team, I often evaluate their firm in the … Continued

GRIT for CPAs

Upon entering the K-8 school that two of my three children currently attend, one of the first things you will notice is a glass case that is dedicated to the idea of a Growth Mindset. Over 30 years ago, professor … Continued