Posts Tagged ‘consultant’

Tuesday, July 9th, 2013

Allan Koltin – Yes, he’s cherubic and chirpy

IMG_2335I’ve known Allan Koltin for a very long time.

When I first met him he was simply selling newsletters to CPAs to send to their clients. We have become good friends over the years and he has always been an advocate, mentor and advisor as I have made my way through a complex career within the CPA profession.

Allan moved with ease from salesman to consultant/advisor to some of the most prestigious CPA firms in the country. Now, according to Crain’s Chicago, he’s “the most interesting man in accounting.

Check out the article published on July 8th to read about how Koltin has become the #1 “mover and shaker” when it comes to CPA firm M&A. They call him “cherubic and chirpy.” It makes me smile because I would never have thought of those words to describe him, but they are true.

Congratulations on the great article, Allan.

  • There are no shortcuts to any place worth going.
  • Helen Keller

Tuesday, November 6th, 2012

Who Are We Fooling?

Back in October, I read a couple of tweets by Alan Weiss that sure got my attention. As a CPA, serving and seeking clients they apply to YOU. As a consultant serving CPAs in public practice, they also apply to me. Here’s the first:

“You cannot help people who don’t want to be helped. Find better prospects.” 

Then he followed with a 2nd tweet:

“Small businesses with several partners – worse kind of clients.”

Oh, my – what am I doing?

Most CPA firms who hire consultants have several partners. Many of these partners are very comfortable with status quo. They are making lots of money, they are riding the wave until retirement, so why change?

I’m depressed.

  • You may think you can fool others, but the worst person to fool is yourself.
  • Alan Weiss