Archive for the ‘Things about Rita’ Category

Tuesday, March 8th, 2016

The Value Of Leadership

This week I am so fortunate to be able to spend a couple of days at the AICPA offices in NYC with some of the most progressive minds in CPA firm management.

The New Horizon Group has a long history of serving the CPA profession. I have been a member for nearly 15 years (and was the first female to be invited!). The faces have changed over the years but the content of our discussions still in enriching to all of us. Our goal is to simply help CPAs, in public practice, be the best they can be.

Yesterday, Allan Koltin shared an important trend – In the last decade, he has seen the perceived value of leadership/management in CPA firms go up greatly. Partners really understand that it is a business and are showing much more appreciation for the managing partner and other management leaders. For high performing firms, size doesn’t matter. If they let the CEO truly run the business, they all make more money.

New Horizon Group Members are: Jim Bourke, Sue Coffey, Gale Crosley, Chris Frederiksen, Carl George, Angie Grissom, Rita Keller, Roman Kepczyk, Allan Koltin, Jim Metzler, Marc Rosenberg and Jennifer Wilson.

  • The greatest leader is not necessarily the one who does the greatest things. He is the one that gets the people to do the greatest things.
  • Ronald Reagan

Tuesday, February 23rd, 2016

February Newsletter – Solutions For CPA Firm Leaders

Newsletter pictureYesterday, my February CPA firm management newsletter went out to thousands of people working in the CPA profession.

Articles included:

In The Battle For Talent: Will Denim & Other Enhanced Benefits Win Out?

CPA Firm Systems Are Driven By Culture

Feedback Is The Breakfast of Champions

You can access the newsletter (for a limited time) here.  If you want to be added to my mailing list, sign-up here.

  • It is what you read when you don't have to that determines what you will be when you can't help it.
  • Oscar Wilde

Tuesday, January 26th, 2016

Gigantic, Combined Conference For 2017

For a long time, I was a committee member and a a committee chair for the AICPA PractitionersTECH+ Symposium. I have also had the honor of being a featured speaker at the event for many years.

I’ll be in Vegas, June 5-8 this year for the annual event. My presentation will help you understand, document and roll-out an appropriate mentoring program for an accounting firm. I hope to see you there.

But, get ready, the event will take on a whole new personality for NEXT YEAR – 2017. The AICPA is planning to host a combined financial planning and accounting conference in 2017 called AICPA Engage.

The conference will combine five (yes FIVE), of the AICPA conferences into a single, co-located event – June 12-15, 2017 at the MGM Grand in Vegas.

Here’s the line-up:

  • Advanced Estate Planning Conference
  • Advanced Personal Financial Planning Conference
  • Conference on Tax Strategies for High-Income Individuals
  • National Advanced Accounting and Auditing Technical Symposium
  • Practitioners Symposium/TECH+ Conference

You can get more info at aicpaengage.com and read more details at AccountingToday.

Remember to register for this year’s event and be sure to take a younger CPA, or two, with you.

  • To get something done a committee should consist of no more than three people, two of whom are absent.
  • Robert Copeland

Friday, January 8th, 2016

Celebrating 10 Years of Blogging!

Every year when January rolls around, I take some time to reflect back on why I write this blog.

You see, I have been blogging every business day since January 2, 2006. This January is my 10th anniversary and I have rarely missed a day. I even try to post a “lighten-up” topic every weekend.

If you look on the right-hand side of this webpage, you will see an Archive widget – Click on select month and you will see a drop down of all the months since January 2006. You have the ability to read all of my past blog posts – not that you would want to do that. However, seeing all of the months in the drop down will give you a sense of how much content I have “out there”.

Click here to read “Introduction of Rita Keller Blog – CPA Firm Management” on January 5, 2006. I actually had a typo in the title and I haven’t changed it! Most of the publications listed in that blog post do not even exist anymore. You can also see how I looked 10 years ago – my how time flies!

I have strived to continually improve and expand my daily posts to address so many issues relative to the CPA profession. I never run out of ideas to share with all of you – at least I haven’t yet.

Most of all, as I reflect back, I want to thank-you for reading my daily posts. Many of you have signed up with the RSS feed to receive it in your mailbox every day. However, I still like you to visit the site because my daily quotations do not come through on the feed.

Ten years is a long time to write a daily blog post. Maybe this year I will miss a few days, maybe not…. if nothing else, I am persistent.

I have taken Churchill’s advice – see the quote below.

 

  • If you have an important point to make, don't try to be subtle or clever. Use a pile driver. Hit the point once. Then come back and hit it again. Then hit it a third time - a tremendous whack.
  • Winston Churchill

Friday, November 20th, 2015

2015 Most Powerful Women In Accounting

powerful

I am proud, honored and delighted to be named one of the 2015 Most Powerful Women In Accounting by CPA Practice Advisor.

Something like this causes me to reflect on all of the wonderful mentors and role models that have influenced me over my many, many years in the accounting profession and business world.

My advice to you: Surround yourself with the right people. Collect mentors like sea shells on the beach. Follow the good examples in your life and ignore the bad ones.

I was not able to attend the awards ceremony in Las Vegas on Wednesday but you can see the beautiful ladies in attendance above.

  • Nothing great was ever achieved without enthusiasm.
  • Ralph Waldo Emerson

Thursday, September 3rd, 2015

Top 100 Most Influential People In Accounting

image025I am so delighted and honored to once again be included in Accounting Today’s Top 100 Most Influential People In Accounting.

It is always something very special to me and humbling to be included with so many great contributors to the accounting profession.

However, this year it is especially meaningful because I was first named to the list in 2005!

Thanks to Dan Hood and all the folks at Accounting Today.

  • The only way to do great work is to love what you do. If you haven't found it yet, keep looking. Don't settle.
  • Steve Jobs

Friday, July 31st, 2015

Advisory For Keller

IMG_3168For many years now I have maintained a simple email group comprised of people working daily in a CPA firm that I call my unofficial advisory board.

When I am doing research on a certain topic or if one of my clients has a specific challenge they are facing, I send an email inquiry to my valuable group. I call the group: Advisory4Keller

For example, I have a current question before my group about how, exactly, they are handling scheduling.  After I receive responses (I give them a few days), I summarize and share the information with all those who replied. I do not over-use this valuable tool – I don’t want increase the workload for the members of the group! For example, in 2013 and 2014 I surveyed the group 6 to 10 times. In 2015, so far it has been 3 times.

If you are a CPA firm administrator, managing partner or other management leader in a firm (HR, marketing, technology, department head, etc.) and would like to be part of the group, simply email me to let me know and I will contact you. The information, about you, that I need is on my contact page.

The picture was taken a few years ago of the Ohio Chapter of The Association For Accounting Administration – These people know what really going on!

  • The future depends on what you do today.
  • Mahatma Gandhi

Friday, July 24th, 2015

My Journey To Becoming “Visible”

DSCN0750 - Version 3Who is Rita Keller and what is she all about?

Perhaps you have wondered that from time to time if you follow my blog, tweets and other social media. You might have read my bio online but that’s not the entire story.

A special thanks to Hinge Marketing for naming me one of their “Visible Experts”. Read all about my story on their site. I enjoyed my telephone interview with Emily Paterson although it did cause me to have some scary flash-back moments!

I went from a resident expert to a visible expert. I built a reputation through years of hard work, I took advantage of social media and then I took a leap and never looked back.

How about you? Have you been contemplating something for your firm or for yourself that feels risky? Take a leap!

  • Though I am not normally honest, I am so sometimes by chance.
  • Shakespeare

Saturday, June 20th, 2015

Lighten-Up, It’s The Weekend. Is That You With Rita?

Over the last couple of weeks, I have been reporting on various topics that were prominent at the AICPA Practitioners’ Symposium & TECH+ conference, the Association for Accounting Administration National Practice Management Conference and the Association for Accounting Marketing Annual Conference that were co-located in Orlando this year.

It was a wonderful opportunity for me to add to my special album on Flickr – Is That You With Rita? Some of the pictures go back to 2007 (yes, my hair has changed color!). You can see some of the pictures on the right side of this blog page. Here’s a link to the most recent additions.

I have such a good time with these pictures and often get requests from attendees for a picture (which thrills me). Here’s one of my favorites, thanks to the AICPA PCPS party. I have been waiting for a picture with Mickey for many years!

MK_SPECVENT_7344462300

  • You can design and create, and build the most wonderful place in the world. But it takes people to make the dream a reality.
  • Walt Disney

Wednesday, June 10th, 2015

Rita, Why Do You Keep Doing This?

As most of you know, I have been working in the CPA profession for over 30 years. Many years with a growing, progressive firm and the last several years as a solo consultant to CPA firms.

#1 reason I keep going…. I love CPAs and their team members. They are ladies and gentlemen.

#2 reason I keep going…. here’s just two recent examples:

An email I received last night:

IMG_20150609_212537Hi Rita,

Thanks for taking a picture with me, I really enjoy your blog and insights into Firm Management. It has helped me out in so many ways!

Regards,

Daniel Gregory, AAAPM – Smith Marion & Co.

At the conference this week I connected, once again, with Benito Tagle from IMG_5067Mexico City. He has attended so many of my sessions over the last several years. Yesterday, he told me I have inspired him to not only change the way he treats his people and manages his firm but have also made his life better. This last year he worked significantly less hours and made more money. Can’t get a better testimonial than that! He is a very successful, professional and special gentleman.

  • The purpose of life is not just to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.
  • Ralph Waldo Emerson