Archive for the ‘Things about Rita’ Category

Friday, June 17th, 2016

CPA Management Newsletter

My newsletter went out yesterday. Here are the stories I included in this edition:

  • The Latest On Issues Being Faced By Firms
  • Keep The Feedback Flowing – Video Interview
  • Need To Talk?

I hope you received your copy. Be sure to check your spam filter. If you are not on my mailing list, you can sign up for my newsletter here.

 

  • By the time we've made it, we've had it.
  • Malcolm Forbes

Monday, May 30th, 2016

Memorial Day Remembrance

VN soldiers1Memorial Day is a federal holiday in the United States for remembering the people who died while serving their country’s armed forces.

While we do remember and honor all of our veterans on Memorial Day, Veteran’s Day is the other special holiday for all who have served.

I have been fortunate in that I have only known one person who died serving their country. A boy from our high school, a year ahead of me, died in Vietnam. I did not know him well but I do look up his name on the Wall every time I am in Washington DC.

There is another name I always visit when I am at the Wall. I did not know him, personally, but I am very fond of his son. I have even been with his son to together look at the name on the Vietnam Wall. His son is my good friend, Roman Kepczyk, known to many of you in the CPA profession. Below is a picture of Roman’s father’s name on the Wall.

I hope you will take a few moments today to remember those who have died in service to our country.

Kepczyk - Version 2

 

  • One of the best ways to keep peace is to be prepared for war.
  • General George Washington

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