Debra Kilsheimer

Right now, many firms still use the same tax preparer handoff every year. They send a QuickBooks file, a prayer, and a “

Every January, you and your clients set the usual goals. Lose weight, drink water, hit revenue targets, add clients,...

It’s January 7, and back in November, I sent the client a list of every vendor who needed a W-9. I did it early while...

My girlfriend calls me and sounds defeated. She says, “I really hate my job.” Now, this is someone who started this...

Editor’s Note: This article is part 2 of a 2-part series on year-end cleanup season. View all of the articles in this...

Editor’s Note: This article is part 1 of a 2-part series on year-end cleanup season. View all of the articles in this...

Every December, the “Spirit of Giving” ramps up. You get the emails about giving back, the posts about gratitude, the...

My phone chimed with a new text alert from Donna, “Well, this is interesting.” A screen shot of the Intuit Announcement...

It might sound funny, but your coffee maker may have a better handle on client retention than you do.

You know what I am this holiday season? Grateful. 

Grateful that I chose to be an accountant. Yes, I said it out loud....