Tuesday, September 5th, 2017

Top 100 Most Influential People in Accounting

“Happiness lies in the joy of achievement and the thrill of creative effort.” – Franklin D. Roosevelt

The thrill is still there. That statement applies to several things in my life. Here are just a few examples of thrills.

Thrills on the business side of my life:

  • When a client makes significant progress and says thank-you to me for my involvement.
  • When several people follow-up with me after a presentation to ask additional questions.
  • When I get to meet and talk with my peers (consultants to the CPA profession).
  • When I meet someone and they immediately say, “I read your blog every day!”

Thrills on the personal side:

  • White water rafting in Costa Rica.
  • When grandson Sam scores a soccer goal or when granddaughter Maria nails it in a play or dance event.
  • When I get a par (like I hope to do later today)!

A very big thrill and one that makes me feel very humbled and honored – Being named to the Top 100! Thank-you to Dan Hood and the editors of Accounting Today.

Congratulations to all of the others on the list.




  • "The thrill of coming home has never changed."
  • Guy Pearce

Friday, September 1st, 2017

Flashback Friday – Emails Make An Impression – It Could Be Good and It Could Be Bad

“Dare to be honest and fear no labor.” – Robert Burns

This Friday, I want to remind you, with a former blog post, about the importance of email. Every email is an impression of you.

What Kind of Impression Do Your Emails Make – from September, 2016. Listen to Jeffrey Gitomer explain the importance in a short video.

Don’t forget, email is permanent. Some people have went to jail based on emails.

Have a great Labor Day weekend! Maybe it is a good time to ignore some emails.

  • "Without labor nothing prospers."
  • Sophocles

Thursday, August 31st, 2017

A Bit of News Today

“Jobs fill your pockets but adventures fill your soul.” – Jaime Lyn

It is a sad/happy day for me. In case you haven’t heard, this is my friend’s (Bonnie Buol Ruszczyk) last day in business as bbr marketing. 

Bonnie loves working with her clients, she is no longer passionate about running a business. Maybe all of us have had fleeting thought like that from time to time.

IMG_7499Bonnie is certainly not retiring, she is exploring other options. She states in a recent blog post:

“As my company has grown over the last eight years, a fact about which I am very proud, I get to do less of what I love and instead spend much more time running the firm. I’ve decided it is the right time for me to get back to what I am best at and love doing most, and let someone else run the show.”

Warm wishes and best of luck to Bonnie on her quest for a new adventure!


  • "Attitude is the difference between an ordeal and an adventure."
  • Bob Bitchin

Wednesday, August 30th, 2017

You Didn’t Act

“You may delay, but time will not.” – Benjamin Franklin

How many times have you contemplated the fact that you should have done something but you didn’t?

Maybe it was passing on hiring a new college graduate and several years later that young CPA is already well-known and active in your business community.

Maybe it was procrastinating on buying document management software and then when you finally did it, you realized all the efficiencies you had been missing out on.

Maybe it was not giving enough recognition to that up-and-coming superstar and they suddenly leave to take a job with a competitor.

  • You know you should offer at least one more holiday.
  • You know you should work with your partners to provide enhanced communication inside your firm.
  • You know you should be truly paperless.
  • You know you should offer flexibility and remote connectivity so people can work from anywhere.
  • You know you should hire a consultant to help you with a specific challenge.

You know you should do more of these things, but you don’t know for sure they will work or you don’t yet feel enough pain to act.

As Seth Godin says in a great recent post… “All the good stuff happens when we act even if we don’t know for sure.”

I think I’ll go buy a lottery ticket!


  • "Nothing is so fatiguing as the eternal hanging on of an uncompleted task."
  • William James

Tuesday, August 29th, 2017

CPA Green Belt Certification

“Productivity is never an accident. It is always the result of a commitment to excellence, intelligent planning, and focused effort.” – Paul J. Meyer

It’s that time of year again. Maybe someone at your firm is ready to tackle the task of becoming your firm’s in-house efficiency guru.

HostetlerDustinLeanCPA-1023Boomer Consulting‘s Dustin Hostetler (and Ohio State University) will be offering the CPA Green Belt Certification on October 31 – November 3, 2017 in Wooster, Ohio.

Hear Dustin explain it here.

Read more about it here on the OSU site.

I know there are many ways in which your CPA firm can be more efficient. Invest in having your own guru, in house.


  • "Amateurs sit and wait for inspiration, the rest of us just get up and go to work."
  • Stephen King

Monday, August 28th, 2017

Future Ready

“Yesterday’s skills will not be sufficient for tomorrow.” – Joey Havens, CPA 

Last week I followed the Horne Leadership Summit via Twitter (#HLS2017). I follow Joey Havens, Horne’s Executive Partner, reading his tweets and his blog.

Providing an inspiring leadership day, featuring some of the profession’s all-stars, is an example that I hope many firms will follow.

Today, I just wanted to share this slide from their leadership day. I hope you are guiding your CPA firm to be a Future Ready firm.

Horne future

  • "If we set ourselves on a course of being happy in the present, our performance will be better—which will lead to more success."
  • Joey Havens, CPA

Friday, August 25th, 2017

Flashback Friday – What About You?

“Don’t worry that children never listen to you; worry that they are always watching you.” – Robert Fulghum

Here’s this week’s flashback: As a Leader You Worry About Others – But Don’t Forget About Yourself!

As a servant leader, you think of others first. You worry about the firm, your worry about your people. Don’t forget to focus on yourself. In the post, featured above, there is a sample of a Personal SWOT Analysis form for you to use.

Have a great weekend. Hope you observed the eclipse this week. One of my clients closed their office for the day – they were in the totality path. Hope others did too!

  • "Worry never robs tomorrow of its sorrow, it only saps today of its joy."
  • Leo Buscaglia

Thursday, August 24th, 2017

Tracking The Time You Are At Your Desk

“Any privacy in public is a hard thing to negotiate.” – Benedict Cumberbatch

All of this technology is wonderful, right? It helps us get work done faster, it helps us shop, it helps us find places, it helps us do our banking and other chores, and it opens an amazing world of information for us.

I was with a friend recently who uses technology (Life360) to track her teenage daughter. Some people track their entire family.

Recently, Suzanne Lucas (@RealEvilHRLady) wrote an article for Inc. that reported on a bank tracking the time their employees spent at their desks.

Supposedly, the bank says the purpose is to see what spaces employees use. It doesn’t track who is sitting at your desk. The information will be used for space planning.

But what if employers begin using such devices to track employees for other purposes.

It is kind of creepy but also interesting. I don’t really mind that Google knows where I am most of the time. I’m not so naive to think other entities may be tracking me. If you use a credit card, you become very public. But something about having your boss track the time you sit at your desk would be unacceptable.

Read the article, see what you think.

  • "You already have zero privacy. Get over it."
  • Scott McNealy

Wednesday, August 23rd, 2017

Best Blogs About Accounting – Top 20

“No person writes to win awards.” – Mo Yan

From Consultants 500:

Blogs are an ideal tool to stay up to date on the latest developments and learn new insights on how to succeed and grow your business. The only problem is that there are a lot of blogs out there and they are all screaming for your attention.

We searched for 50 “Best of List”, selected and combined the 20 most valuable “Best of List” and earmarked and ranked what blogs keep up appearing on most of these recently published lists. From a total of 137 Accounting Blogs reviewed and ranked, here are the top 20 results!

Click here to see the Top 20 Accounting Blogs to Follow.

I am so thrilled to be #7! This list will also give you other great accounting blogs to follow.

  • "Awards can give you a tremendous amount of encouragement to keep getting better, no matter how young or old your are."
  • Alan Alda

Tuesday, August 22nd, 2017

Off Topic – Thoughts About Air Travel

“Flying might not be all plain sailing, but the fun of it is worth the price.” – Amelia Earhart

I’ve flown a lot and on a variety of airlines. This year, I have cut back some and that makes me very happy.


  • I have met and talked with many very interesting people.
  • Flying gets me to places far away, very quickly.
  • I enjoy the actual “flying” part.
  • I am still mystified by the fact that I am actually way above the earth and still can be fascinated by looking out the window.
  • Flying has enabled me to visit all 50 states.


  • Flights are delayed, changed or cancelled without any real honesty as to why.
  • There is very little of something called customer service (unless you are on a long – over the ocean – flight).
  • Planes and airports are dirty places.
  • While Americans get larger, seat space gets smaller.

Some males, as well as females, irritate me.

  • Men put the carryon item meant to be under the seat in the overhead bin, leaving less space for suitcases.
  • Men spread out – they crowd those next to them.
  • Men reading newspapers overlap into your “space” and assume that it is perfectly alright.
  • Women often ignore the 2-carryon rule – shopping bags, large purses plus the overhead suitcase.
  • It takes some women way too long to get settled in and even longer to depart.
  • It is usually women who talk too loudly and long on their phone to let relatives know they are taking off or have just landed, plus lots of other personal information – TMI.
  • People with backpacks don’t seem to notice that they hit people (who are already seated) in the head with their backpack when they stow their carryon.

This was more of a rant than a blog, I apologize, but I just had to express myself. Want to see some airline slogans? Click here.

  • "Pilots take no joy in walking. Pilots like flying."
  • Neil Armstrong