Archive for the ‘News’ Category

Friday, September 26th, 2014

It’s Rosenberg Survey Time!

photoYes, September brings the release of The Rosenberg Survey. It is a National MAP Survey of CPA Firm Statistics.

CPAs love statistics!

When you receive your copy, look on Page 11 for my comments (thanks so much to Mr. Rosenberg for including me!).

My advice, if you are part of the survey….. NEVER settle for average.

Order your survey here.

  • Say you were standing with one foot in the oven and one foot in an ice bucket. According to the percentage people, you should be perfectly comfortable.
  • Bobby Bragan

Thursday, September 18th, 2014

Succession Survey – We Need Your Input!





I am a member of the CPA Consultants’ Alliance and our mission is to explore leadership issues facing the profession and develop and share solutions that benefit practitioners.

Along those lines, we are collecting information to determine how partners in firms view their firm’s ability to address the succession of their partners primarily as they approach retirement. Although there have been several surveys recently conducted in the profession about succession issues, we believe this one is unique. Using the data gathered from this survey, members of the CPA Consultants’ Alliance will provide participants and the profession as a whole insights into an issue with which many firms are struggling. Succession of retiring partners is something the vast majority of firms are facing in the next few years and many firms are unsure how they will navigate through this challenge successfully.

We welcome your participation and would appreciate your help in spreading the word about this survey through email and social media. We will provide you with a copy of the results in advance of the public release. To receive this release first, simply email to let us know how you share the survey and we will send you an email with access to our findings.

The survey consists of 15 short, simple statements to which respondents will enter their level of agreement.  The survey should take no more than 10 minutes to complete. The link below opens the survey. Please distribute this link to everyone in your firm, at all levels. The survey ends October 15th. The more data we collect, the more meaningful the results will be.

We will be releasing our findings in the form of an article that will include ideas and practical advice your firm can apply. All survey participants will receive a copy of this article as well as access to interviews we are doing with CPA firm leaders and emerging leaders.

Survey link:

Thank you for being part of this survey and for passing it along to others in public accounting.

  • You are only young once, but you can stay immature indefinitely.
  • Ogden Nash

Monday, September 8th, 2014

Top 100 Most Influential People In Accounting

Photo on 11-22-13 at 7.08 AMYes, I admit it. Every year I wonder….. will I make it again? Am I working hard enough, am I helping enough people, am I answering enough questions, am I working with enough firms, am I speaking often enough, is my writing (blogging) on target and relevant?

Again, for 2014 I am honored and delighted to be named to Accounting Today’s prestigious listing. I am so fortunate to be among the individuals on the list. I was first named to the list in 2005. That was a year before I started blogging, in 2006, times certainly have changed.

I owe so much to my colleagues in the CPA management world, to the members of the AICPA, AAA and so many state societies and CPA firm associations – they give me a forum, a voice and I am grateful. Of course, a special thanks to Dan Hood and the editors of Accounting Today.

My reports tell me that this blog and my tweets are my best tools for reaching all of you. I also get a lot of great feedback on my monthly newsletter. If you don’t get it, sign-up here.

My advice for today – to all of you….. You have potential that you probably are not completely aware of. Keep your passion burning and never give up. As a young lady, I never dreamed I would speak in front of hundreds of people, and be influential in such a highly-regarded profession as public accounting. Keep your dreams alive.

  • It is not the mountain we conquer but ourselves.
  • Sir Edmund Hillary

Tuesday, September 2nd, 2014

Trust and Making Employees Feel Valued

Inside your busy accounting firm, how do your people really feel? Do they trust the firm’s leaders? Do they feel valued? Do they feel like a team…. a family?

I was watching CBS Sunday Morning last weekend and they did a segment on the challenges faced by a supermarket chain in New England when employees walked out because the boss they liked was fired by Chairman of the Board (his cousin) who wanted more money to go to shareholders and less to employees. Guess what? The employees won the battle. One of the signs carried by employees on the picket line said, “Don’t reward greed.”

But, more than that, this segment features companies that continually make the Fortune magazine 100 Best Places to Work list. These companies are consistently more profitable than other companies.   Robert Levering, one of the creators of the list says, “too many companies are mediocre.”  The segment went go on to feature Whole Foods – a company that has made the list every year since it was created in 1998 and Radio Flyer, the maker of the little red wagons.

It’s worth your time to watch this video.

I meet and talk to representatives of many, many firms every year. There are some who really work at employee engagement and many more where it’s still about chargeable time, realization and hitting deadlines.

By the way, accounting firm Plante Moran has made the list for 16 years. In 2014, they rank #23, up from #25 in 2013.

Gallup estimates that actively disengaged employees cost U.S. businesses up to $550 billion dollars per year. Gallup says that only 3 out of 10 employees are engaged.

I like the story in the video about the Radio Flyer wagon company.  They ask employees to live by the Little Red Rule: Every time we touch people’s lives they will feel great about Radio Flyer.

Their employees, called Flyers, have a good time (fun and games). But, the point is to make sure that nothing gets in the way of the business of fun and games.

So, think about your firm. Do your team members think the partners are greedy? (I have heard this mentioned numerous times among groups of CPA firm employees.)  Do your team member feel like they get enough recognition? Many simply want to hear the words “thank you” more often.

I have always thought that accounting firms really are great places to work. However, I think owners need to be more open and active in engaging their workforce and focusing on positives and downplaying the negatives.

  • When people are financially invested, they want a return. When people are emotionally invested, they want to contribute.
  • Simon Sinek

Thursday, August 28th, 2014

CPA Firm Practice Management Newsletter

Newsletter pictureMy newsletter went out yesterday. Did you get your copy?

It’s official name is “Solutions For CPA Firm Leaders” but I’m rethinking that.

I like to call it CPA MAP Talk (with Rita Keller).

Why? Because my newsletter, this blog (every business day for almost 10 years), my business Facebook page (and some of my personal page), My Google+ posts, my tweets, my LinkedIn posts and the message in all my in-person presentations is all about MAP.

By the way, how are you doing with Managing an Accounting Practice?

I hear stories. Oh boy, do I hear stories!! Many of you are puzzled, confused, stressed, disgusted – yet… passionate, determined, ambitious and caring.

I hope you will sign-up for my newsletter and follow me on the other venues. I lived through what you are living through. Never a dull moment when you are dealing with MAP. Believe it or not, most of what you are experiencing (successes and challenges) haven’t changed that much over my many years working in the profession – that’s what makes me sad. Use all of these free resources to help you PUSH your firm forward.

Twitter – @cpamanagement

Facebook – business page

Facebook – I have lots of personal and business FRIENDS.



Instagram (mostly for fun).

Also, check out my Flickr page. Click on Albums to find “Is That You With Rita?” Maybe you will see a picture of YOU.


As Margaret Mead said:


  • We all agree that your theory is crazy, but is it crazy enough?
  • Niels Bohr

Wednesday, August 6th, 2014








On behalf of my friends at AICPA/PCPS, I urge you to take part in the National MAP Survey…..

Ready…set…GO, CPAs:  This is the final push to gain the most reliable benchmarking survey data; we need to reach as many Public Accounting Firms as possible.  If you want to compare your firm’s performance to other firms like yours, take a couple hours to complete the 2014 AICPA PCPS/TSCPA National MAP Survey which is closing August 15th

Use the personalized results to pinpoint what it will take for your firm to perform “above average” in the categories most important to you. The information gathered benefits the profession as well – please participate if you haven’t already and ask your peers to do the same. 


  • When you control the mail... you control information.
  • Newman, on Seinfeld

Tuesday, July 22nd, 2014

Clear The Hurdles & Win the Race – Winning Is Everything Conference

In January, I will be speaking at the Winning Is Everything Conference in Las Vegas at the beautiful Aria hotel, January 28-30, 2015.

If you are working in the CPA profession, I’m sure (at least hoping) that you are familiar with this premier practice management conference.

Winning is Everything is not just for large firms and only managing partners. The conference welcomes knowledge leaders and forward-thinking professionals who are ready to learn from other attendees and knowledgeable speakers.  Attendees include managing partners, partners, CFOs, COOs, Firm Administrators, Marketing professionals and HR professionals from firms around the globe.

Meets and Events:  Check out the Agenda.

Clearing the Hurdles: Your Coaches (the speakers)

Enter the race: Register here

I like the 2015 theme: Clear The Hurdles… And Win The Race.


  • Finishing races is important, but racing is more important.
  • Dale Earnhardt

Friday, June 27th, 2014

OSCPA Women’s Initiative Luncheon – Dayton, Ohio

I’m still getting some negative comments and reactions from men about women. Imagine that! Actually, I think that has been going on since the beginning of time and vice versa.

No matter where you are in life, it’s always the right time for more understanding involving the people who play a major role in your life. In the home and in the workplace.

Some men in the CPA profession react defensively about women’s initiatives. “Why do they need special treatment?” Some look at the discussions as “men bashing.” I find it all very interesting.

According to Pew research: Fathers have by no means caught up to mothers in terms of time spent caring for children and doing household chores, but there has been some gender convergence in the way they divide their time between work and home.

I have spoken at several state society women’s leadership events and have seen first-hand how experienced female CPAs can give extremely valuable feedback and advice to less experienced female CPAs who are trying to stay in the CPA profession and have an enriching family life. Keep in mind…. the CPA profession needs women. More women are graduating from college with accounting degrees than men. It’s about succession.

If you are anywhere near Dayton, Ohio, please join me and others for an event sponsored by the OSCPA Women’s Initiative Committee. 

The event will take place on July 23rd from 11:30 until 1:00 at Coco’s Bistro. The presenter will be Jennifer McClure, president, Unbridled Talent, LLC and she will lead a session on “Defining and Communicating your Personal Brand for Career Growth. YES, we would love to see some men attend.

Here’s where you can register. OSCPA members and non-members are encouraged to attend.

Women stats

  • Women speak two languages - - one of which is verbal.
  • William Shakespeare

Monday, June 23rd, 2014

Ohio First State to Allow 10-Minute Incremental CPE For Accountants

I think you will find this press release from the Ohio Society of CPAs interesting.

Columbus, June 17, 2014

Ohio is leading the country in allowing continuing professional education in 10-minute increments. OSCPA President & CEO Scott D. Wiley, CAE announced the change today at OSCPA’s Leadership Summit and Annual Meeting in Columbus. The Accountancy Board of Ohio approved the change at the Friday, June 13 board meeting.

Maryland and other states are working on similar initiatives.

“We are proud of the collaborative relationship we have with the Accountancy Board of Ohio, the National Association of State Boards of Accountancy and the AICPA which helped to drive this change,” Wiley said. “Ohio is fortunate to have such strong regulators who are also innovative thinkers.”

“We are excited to work with other state CPA societies to advance the future of learning,” Wiley added. 

Pending approval by the Joint Committee on Agency Rule Review, CPAs will be able to take self-study CPE in blocks as short as 10 minutes and accrue it toward the 120-hour CPE requirement. OSCPA is already developing on-demand CPE in incremental blocks that CPAs can take when it is convenient to them. OSCPA’s on demand library is available online and via all mobile devices, enhancing the convenience.

Wiley also announced that OSCPA is the first state CPA society to participate in a national diversity and inclusion survey, with a goal of launching resources to help CPAs drive diversity and inclusion at their organizations.

  • I believe that we learn by practice. Whether it means to learn to dance by practicing dancing or to learn to live by practicing living, the principles are the same.
  • Martha Graham

Wednesday, June 18th, 2014

Ronda Lawson, The Henry Levy Group, Named ACE Award Winner

IMG_3912Last night, at a fiesta evening on the lawn of the Sheraton Marina Hotel in beautiful San Diego, Ronda Lawson, AAAPM, was named to the prestigious list of Association for Accounting Administration ACE Award winners.

The annual award has been awarded to some of the most experienced and respected CPA firm administrators since its inception in 1989. ACE stands for Achievement, Commitment and Excellence.

Ronda is the Director of Operations for the Henry Levy Group in Oakland, California. She is a long-time member of the Association for Accounting Administration and an active supporter of the Northern California Chapter of AAA.

Ronda Lawson, is that you with Rita!  Congratulations and best wishes to such a deserving winner! Below is a group picture of former ACE Award Winners who were in attendance and welcomed Ronda to the club. Yes, a good time was had by all. (Special thanks to John Burke of Accounting & Consulting Group, for acting as my personal photographer.)


  • It is amazing what you can accompish if you do not care who gets the credit.
  • Harry S. Truman