Archive for the ‘Things about Rita’ Category

Tuesday, October 18th, 2022

One Firm or Silo Firm?

“Focus on being productive instead of busy.” – Tim Ferriss

I have always advocated becoming a one-firm-firm. What does that mean, and how does it compare to a silo firm? Listen to a clip from my recent podcast with Earmark CEO Blake Oliver for Earmark CPE. If you listen to the entire podcast, it is considered a course, and you get free CPE. Here’s a link to the entire podcast. Now that you are past the October due date, why not spend an hour with Blake and me?



Blake Oliver

Here’s where to listen to and view the brief clip from the podcast.

  • Simplicity boils down to two steps: Identify the essential. Eliminate the rest.
  • Leo Babauta

Thursday, September 29th, 2022

Recent Podcast

“Learning never exhausts the mind.” – Leonardo da Vinci

I really enjoyed talking with Blake Oliver of Earmark CPE for his podcast. You can earn free CPE if you listen. They have titled it “If You Want to Grow, You Need a COO” on #EarmarkCPE.

Register for free: https://app.earmarkcpe.com/?course_id=33397f4d-43a9-4553-8803-44ffc4624c16

  • I am always doing that which I cannot do, in order that I may learn how to do it.
  • Pablo Picasso

Monday, March 14th, 2022

A Story Of Life In A CPA Firm

“The way I see it is if you want the rainbow, you gotta put up with the rain.” – Dolly Parton

I was pleased when I was asked by Sons of CPAs to be part of their podcast. They have titled it, Real Life in the Accounting Profession.

I actually like the title because I think one of my strengths is that I have lived in and observed CPA firms for forty years! I have written about it and been interviewed about it for probably thirty years. I am in my 17th year daily blogging about the inside workings of CPA firms.

I really enjoyed talking with Scott Scanaro and Jason Ackerman, two gentlemen who happen to be sons of CPAs. We had a long conversation so you might want to listen in smaller bites. My interview begins at about 2 minutes and 40 seconds into the podcast.

Listen here.

  • If you want to live a happy life, tie it to a goal, not to people or things.
  • Albert Einstein

Friday, December 24th, 2021

Cook Up Some Good Ideas!

“Happiness is not something ready-made. It comes from your own actions. – Dalai Lama

Be thinking about what you want to accomplish in 2022. Make plans, compose an action plan and get busy. But, before that, enjoy this special holiday season. Merry Christmas and Happy New Year!

  • Happiness cannot be traveled to, owned, earned, worn or consumed. Happiness is the spiritual experience of living every minute with love, grace, and gratitude.
  • Denis Waitley

Monday, September 20th, 2021

Communication – Your Firm’s Biggest Challenge

“You can make more friends in two months by becoming interested in other people than you can in two years by trying to get other people interested in you.” – Dale Carnegie

I am delighted to be speaking to the Illinois Chapter of the CPA Firm Management Association on Thursday this week.

I have spoken to them several times over the years. Of course, then it was in person and I had to travel to Chicago. This week it will be a “Team” presentation and I will enjoy talking with the members during the presentation and after and I do not have to leave my office.

My topic will be Communication – Your Firm’s Biggest Challenge.

Any time I get a call from a firm about a particular challenge, issue, or problem it can almost always be traced back to a communication problem. When I talk with team members without the partners present, I always hear that communication is one of their highest concerns. There are eight different ways of CPA firm communication:

  1. The firm to the outside world
  2. Leaders to Leaders
  3. Leaders to team (downward)
  4. Team to Leaders (upward)
  5. Performance feedback
  6. Mentoring
  7. Male vs. Female
  8. Listening

If you are interested in having me talk to your team or association about CPA firm communication, don’t hesitate to contact me.

  • When I get ready to talk to people, I spend two thirds of the time thinking what they want to hear and one third thinking about what I want to say.
  • Abraham Lincoln

Thursday, June 10th, 2021

Elevating & Embracing Your Role – Firm Administrators & Practice Managers

“Attitude is a choice. What you think you can do, whether positive or negative, confident or scared, will most likely happen.” – Pat Summitt

The newly formed Missouri Chapter of CPAFMA, supported by the Missouri Society of CPAs, has invited me to speak to their roundtable group virtually on Wednesday, June 16 from 11 a.m. – 1 p.m. (Central time). If you are outside of Missouri you are invited to attend. Contact Liz Schaetzel at the Missouri Society to register – lschaetzel@mocpa.org.

CPAFMA is so fortunate to have the support of so many state societies such as MOCPA. I know first-hand how much the Ohio and Indiana Societies help and support the Ohio and Indiana Chapters of CPAFMA.

This session (Elevating & Embracing Your Role) is especially helpful if you are new to the role and new to the CPA profession. It also works to motivate and inspire firm administrators even if you have been one for twenty years! I hope you will join me next Wednesday.

Here’s the invitation from the Missouri Society of CPAs:

During this roundtable, we will hear from Rita Keller, an award-winning and widely respected voice to CPA firm management, who will present Elevating and Embracing Your Role. She will discuss: who in your firm supports and encourages the managing partner? Who is the conscience of your firm, the person who always places the firm above their own personal agenda? Is there someone in the firm who enables the partners and staff to be better and more successful CPAs? Join Rita Keller and your peers to explore what a professional, well-trained firm administrator/practice manager can do. It’s time to elevate and embrace your important role.

Click here to register. We’d love to “see” you. Missouri members, as a reminder, you are invited to stay connected with your fellow firm administrators through MOCPA’s firm administrator online Connect Community and virtual roundtables. Click here for more details.

  • None of us can change our yesterdays, but all of us can change our tomorrows.
  • Colin Powell

Wednesday, June 2nd, 2021

4,225

“Sometimes the questions are complicated and the answers are simple.” – Dr. Seuss

This is my 4,225th blog post. When I stop and think about it, I even wonder how I can have so much to say about managing an accounting firm. Yet, I haven’t said it all!

Today, go to my website and browse through the Categories. There are topics such as:

  • Communication
  • Client Service
  • Crafting Your Career
  • Culture
  • Firm Administrator
  • Generations
  • Leadership
  • Managers
  • Marketing
  • Mentoring
  • Mergers
  • Reading
  • And, the most important one – Partner Topics!

If you are reading my blog via your email, actually go to my website today and see if you can find the answer to something that is challenging you or your firm right now.

  • Successful people ask better questions, and as a result, they get better answers.
  • Tony Robbins

Tuesday, March 16th, 2021

Motivate Your Team

“Issues inside an accounting firm almost always can be traced back to someone’s communication failure.” – Rita Keller

I am very pleased that the AICPA asked me to do a guest blog post. It was featured yesterday on the daily CPA Letter Daily.

Check it out and learn 5 Ways to Motivate Your Team During Tax Season.

Keep in mind that tax season is showtime for CPAs and their teams.

  • People who cease to grow can't inspire others. Leadership begins with challenging oneself.
  • Daisaku Ikeda

Saturday, January 2nd, 2021

A Special Day

“One thing is sure. We have to do something. We have to do the best we know how at the moment. If it doesn’t turn out right, we can modify it as we go along.” – Franklin D. Roosevelt

It is the anniversary of starting this daily blog. I have now completed 15 years of daily blogging. That is over 4,100 posts!

I sometimes repost a Seth Godin post in its entirety. The following one from December 29th seems very appropriate for me. Thanks so much for following this blog. I know many of you are very loyal followers!

The Most Important Blog Post

It is on the most important blog.

Yours.

Even if no one but you reads it. The blog you write each day is the blog you need the most. It’s a compass and a mirror, a chance to put a stake in the ground and refine your thoughts.

And the most important post? The one you’ll write tomorrow.

  • We all get the exact same 365 days. The only difference is what we do with them.
  • Hillary DePlano

Wednesday, December 23rd, 2020

Wrapping Up 2020

“We cannot cure the world of sorrows, but we can choose to live in joy.” – Joseph Campbell

To all my clients and friends in the CPA profession and especially to the followers of this blog – Have a wonderful holiday. Like mine, it might be very different than in previous years but treasure it all the same.

I will be enjoying a 4-day weekend, so look for my next post on Monday!

  • Let joy be in your journey - not in some distant goal.
  • Tim Cook