Jamie Sutherland and Ted McRae of Xero INTERVIEWED BY RICHARD MUSCIO AND JOE VECCHIO ON “IT’S YOUR MONEY, IT’S YOUR LIFE,” A WEALTH MANAGEMENT TALK SHOW ON 760KFMB.     Tune in to the podcast to hear Jamie Sutherland and Ted McRae of Xero, discuss how their company’s online accounting solution makes it easy for… Read More


Find the original article posted by the American Institute of CPAs. June 10, 2013 by Joel Sinkin and Terrence Putney, CPA Powerful forces are transforming the accounting profession in the United States. The Baby Boomers are heading into their retirement years. Baby Boomer CPAs are in charge of most U.S. accounting firms. And most U.S.… Read More


Find the original article posted by Accounting Today Here. Anthony Lombardi of the Lombardi Group aims to be an essential resource for the CPA firms he works with in Southern California. His Carlsbad, Calif.-based financial advisory firm has developed a system it calls Perfect Client to help CPAs in areas such as tax planning and… Read More


How Analytics Moves the Business World With Alex Sonkin ALEX SONKIN IS INTERVIEWED BY RICHARD MUSCIO AND JOE VECCHIO ON “IT’S YOUR MONEY, IT’S YOUR LIFE,” A WEALTH MANAGEMENT TALK SHOW ON 760KFMB. Introduction: 0:00 – 8:40 Guest Interview with Alex Sonkin: 8:40 – 42:33     Tune in to the podcast to hear Alex… Read More


Would You Let Your Clients into the Heart of Your Firm? By: Chris Liebtag, Lean Six Sigma Black Belt  |  February 2013 This article originally appeared in LeanCPA Read the original article here Would you be willing to give your clients a tour of your tax department in mid-March or April? Probably not. While you are… Read More


How CPAs can shift from service provider to essential business adviser BY LINDSEY FERGUSON, CPA, May 2012 This article was originally published on The Journal of Accountancy For decades, CPAs in public practice have laid a foundation of trust with clients by competently handling confidential financial data and performing core services such as tax preparation.… Read More


CPA Leadership Institute Wikipedia defines the “Comfort Zone” as a “behavioral state within which a person operates within boundaries which create an unfounded sense of security and will tend to stay within that zone without stepping out of it. To step outside a Comfort Zone, a person must experiment with new and different behaviors.” The… Read More


Seeking financing and investor support in today’s marketplace is challenging. Some of the common challenges faced by these companies include: Lack of experience/expertise in structuring transaction Lack of experience/expertise in executing transaction Overlooking impact of current round on future rounds One of our Arrows, ECCO Advisors LLC is offering clients leverage; the access to critical resources… Read More


This article was originally published by The Huffington Post on January 10, 2012. At a time when the federal government is starved for cash — and facing layoffs and cuts in services across the board — more and more corporations are sidestepping their traditional tax rate and keeping millions of dollars for themselves. The number of U.S.… Read More