Posts Tagged ‘blog’

Friday, January 30th, 2015

It’s Okay….. It’s Bruce Tulgan

IMG_4694I began blogging every business day in 2006.

On January 20th 2006 I mentioned Bruce Tulgan in a blog post. That was 9 years ago…. a lot of blog posts have followed. Since then I have continued to feature Tulgan and his message. My mission is to provide relevant resources to those working in the CPA profession via Tulgan’s books, newsletters and videos.

His findings, based on extensive research and interviews with young workers just beginning their careers, are exactly what CPA firm leaders need to hear to help guide them through the people management minefield.

Yesterday, I finally got to hear him speak LIVE and talk with him afterwards at Winning Is Everything in Las Vegas. I was not disappointed.  He was nice enough to sign my well-worn copy of It’s Okay To Be the Boss and pose for a picture.

More importantly, here are some bullet point highlights of his talk.

  • 31% of the workforce are millennials
  • The second wave of young workers, born 1999 and forward are called Gen Z.
  • Too many managers/supervisors are not managing
  • The first day on the job is SO important – be ready for them. Don’t fall into the “first day disconnect.”
  • Do young people have higher expectations? – – Yes!
  • They will do grunt work but not for VAGUE promises of long-term rewards.
  • Think short-term and transactional.
  • They walk in with more information than any generation before.
  • Myth: We have to humor them. No, they want to add value
  • Myth of fairness: You do not need to treat everyone alike.
  • In accounting firms, they face the multiple boss problem (my advice – sketch out the chain of command for them).
  • They are high maintenance, learn to deal with it.
  • If you hire low-maintenance talent, they will “hide-out” in your firm for years and just be mediocre.

Here’s the autograph on my copy of It’s Okay To Be The Boss. Thanks, Bruce!


  • Performance coaching... it is the constant banter of focus, improvement and accountability.
  • Bruce Tulgan

Friday, April 5th, 2013

Top 50 Accounting Blog

masters-in-accounting-badgeBlogs are a great way for all of you working in public accounting to keep up with the latest news and trends. It is also a great way to get valuable advice from many experts in the field of accounting.

However, don’t just read about accounting. Follow a variety of business experts. You will improve your knowledge and also obtain information that you can pass along to your clients. Better yet, begin writing a blog yourself and urge your clients to follow your posts.

I am delighted  that Solutions For CPA Firm Leaders has been named one of the Top 50 Accounting Blogs by Masters In Accounting. Check out some of the other 49 blogs but remember you can subscribe to mine and receive it every day via email. I know, you don’t need one more email. But, if it comes to your in-box you won’t forget to read it.

  • There are three rules for writing a novel. Unfortunately, no one knows what they are.
  • W. Somerset Maugham

Thursday, April 4th, 2013

Missed A Day – Good Reason

DeadlineEver miss a deadline?

I am very proud of the fact that I have been blogging about accounting firm management almost every workday for over 7 years. I must admit, I do occasionally miss a day – it is very rare.

Yesterday was one of those days – but wait! I won’t make a habit of it and I have a good reason.

As you advise and mentor the people working inside your accounting firm, deadlines will definitely be missed. Here’s some advice you can give the people you supervise in case they miss a deadline:

  • Communicate to those involved .
  • Don’t try to hide it.
  • Explain the situation.
  • Plan better next time.
  • Don’t make it a habit.

As for me, another deadline came up. My monthly newsletter goes out tomorrow morning. I wanted to make it special for CPA firm citizens because they are nearing the end of a very busy time. Leaders will be re-engaging with various issues and challenges inside their firms. Unless, of course, you don’t have any issues and challenges inside your CPA firm.

I spent yesterday writing my April CPA Management newsletter. I even expanded it beyond it’s normal content. Then last night, it hit me…. I didn’t make a blog post yesterday!  At other times, I would have written one before midnight just to make the deadline. This time I didn’t. I’ll plan better next time.

I think I hit all the bullet-points, above.  If you aren’t on my newsletter list, you can sign-up here.

  • I work best after the deadline has passed, when I'm in a panic.
  • Tony Kushner

Wednesday, January 2nd, 2013

January 2 – This Blog Is Celebrating An Anniversary

On January 2, 2006, I began writing this blog and, with a few exceptions, I have been blogging every business day for SEVEN years, plus a “Lighten-Up” blog post on most weekends.

Here’s that first post on January 2, 2006:

Happy New Year 2006 and Welcome to Rita Keller’s Blog.

I know that many of you visiting this Blog are part of my expanding team of CPA firm management explorers – seeking new ways and revisiting proven, old ways of efficiently and profitably managing the CPA firm of the future – the firm where young professionals will want to build their careers.

I am just getting started, so check back soon for more information.

Many of you have been followers from almost the beginning. Most of you have joined along the way. I hope all of you will continue to follow my rambling journey in the world of CPA firm management that includes partner issues, strategic planning retreats, succession, mergers & acquisitions, daily operations, marketing, technology, human resources and all the important things that go on behind the scenes in a successful, growing accounting firm.

I’ve grown to love writing, especially in the blog post format. It is brief, to the point and intended to be helpful to those working in public accounting. It has forced me to be even more of an avid reader. I often tell my clients, “I read so you don’t have to!”  My content often guides you to helpful information in the world of business that perhaps you don’t have time to find for yourself.

Because of my travels, I have blogged from many places. There is no excuse for not blogging these days since we are all so connected. As you can see from the picture, I blogged from my balcony in San Antonio in November.

Be sure to sign-up – on the right side of this page – to receive an email every time I make a new post.

To help me celebrate I have just one request. If you read a blog post that has meaning for you, if a post helps you determine a course of action, please send the link to someone else in the CPA profession that might be able to benefit from the information.


  • You fail only if you stop writing.
  • Ray Bradbury

Monday, July 23rd, 2012

Accounting Technology Game Changers From Roman Kepczyk

I have counted on Roman Kepczyk to keep me “in the know” about accounting firm technology (and special, fun technology gadgets) for years. That’s why his recent blog post on the Xcentric Blog caught my eye.

Per Roman: Every few years there comes a time when the convergency of trends and technologies creates a noticeable jump in improved firm productivity and 2012 will be remembered as one of those years when the profession changed. The evolution of hardware, applications, communications, and workflows are proving to be the accounting “game changers” for the decade ahead.

Read more here.

  • If you want to make an apple pie from scratch, you must first create the universe.
  • Carl Sagan