Lots of CPAs have never run a “real” business. I was able to gain a completely different perspective when I had to deal with the other side of the coin. I can’t think of any one thing that has impacted me more (in a positive way) when it comes to understanding clients and being able…
DetailsIn 2008 I joined the ranks of 30 tax professionals who, at various times during the year, travel around the country teaching tax seminars to thousands of attendees. It was a great honor to be chosen for this position. The company (called Gear Up) that puts on the seminars has been around for decades and…
DetailsIn August 1990, after 6 years in Los Angeles, my family and I moved up here to the Bay Area. My wife is a local gal….we got married in 1975. Many of you know her because she is a famous baker. Her name is Rhoda Gordon (maiden name is Davison). She came from a large…
DetailsOver a decade ago, I became concerned that some of my clients might hesitate to make an appointment with me (for some tax advice, for example) simply because they didn’t want to get a bill! Well….I thought long and hard about that and came up with an idea that, quite frankly, has been WAY MORE…
DetailsAfter being here for 3 years (teaching for Linfield, SWOCC, and doing some consulting) it was time to get back to doing full-time CPA work. This was a tough decision for me because I knew very well what most CPA firms were like. Tax season is usually stressful beyond belief. The atmosphere in most CPA…
DetailsI hope this story was a bit entertaining and informative. Like I said at the beginning, my intention was to give you a flavor for why we use the slogan “Not Your Basic Bean Counter”. If you are already a client, THANK YOU!! You are treasured…and my whole staff hopes you feel like it! If…
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