6 Ways to Protect Your Personal Information

Let's face it, my friends. In this day and age, there's almost no way to completely avoid mixing information and technology. There are, in fact, ways to keep your information safe and avoid scams. As someone who deals with extremely sensitive information, I am passionate about keeping my clients safe. Here are six tips to...

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Importance of Getting to Know Clients as a CPA

Getting to know your client in the world of accounting is more important than you might think. Keep reading to learn why getting to know our clients is so important to us. Earn Trust Earning a clients trust is the first, and most important, aspect of getting to know them. Once trust is earned, clients feel more...

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Accounting Terms Made Easy

When I was an engineer (and that's a story for a different day), I thought I was the smartest person in the world. Now, I'm a CPA and I know that I am. Okay, not really, but here's my point. Even people who are smart, or just think they are, struggle with accounting lingo. CPAs like to flaunt how smart we (think) we are...

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Is Your CPA a Good PIC (Partner in Crime)?

Profit First

You’ll be working as a team to meet financial goals, so be sure you work well together when choosing your CPA. Here are some questions to ask to ensure she/he is a good fit and solid partner in accounting crime for you: What business entity types have you worked with? It’s important that your potential CPA has a solid...

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