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March 1, 2019

I'm pleased to announce that most all my recent articles are available on the Intuit's Firm of the Future Blog!

May 19, 2018

I attended Scaling New Heights for the first time last year. I was not disappointed! I now consider it a worthwhile investment of my time and resources. It was truly instrumental in catapulting my business to the next level.

February 2, 2018

I am thrilled and humbled to share that the Intuit Firm of the Future blog has published a 3-part series of articles that I've written on Making 2018 a Purpose-Driven Year. In fat, my 3-part series is the lead item of Intuit's January 2018 Accountants Newslette...

November 8, 2017

As of this writing, I’m preparing to attend QB Connect in San Jose, California. And many of us will be preparing to travel across the country to visit relatives and friends during the approaching holidays. Therefore, I thought it would be great timing to share some of...

September 24, 2017

It was quite a number of years ago, but I remember this situation as if it were yesterday. *Susan, speaking in a terse manner which emphasized her agitation, got right to the point: "Kathy, I just can't keep you on the [xxxxx] Committee. You are unreliable......

July 25, 2017

Like many of you, I am often bombarded with invitations to try the latest and greatest gadgets and apps designed to save time, manage appointments / projects, and become more efficient in my day-to-day activities. Can any of you relate? I just bet that you can! Oftenti...

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