Episode 40 | Recorded November 22, 2021

Real Life in the Accounting Profession (feat. Rita Keller)

Shout out to our sponsors this week:

Xero and Gusto

Some of Rita's Wonderful Quotes:

“I blog about CPA firm management, I've blogged every business day for nearly 17 years. The content out there is, and then I've got it, you know, by category.”

“our partners, I think did it the right way. They let us manage the firm. And they took care of clients.”

“I think that's right too many cooks in the kitchen, I always say. if you're going to have a managing partner, give him some power, and that's basically how we grew.”

“We opened an office cold, which I do not recommend, never opened an office cold, cause it takes a long time to build up your visibility and your reputation.”

“I don't know how many headaches I see with billing and collection, which to me that's a foundational issue that shouldn't be, nobody should be worrying about that.”

“I think smaller firms like yours, what I've seen over the years are much more progressive than the larger firms”

“you have to build that brand is what I tell my clients that on the college campus and in the community, you know, you want that brand to attract clients and who attracts employees.”

“you should show your clients by example, how to run a good business. When it comes to billing collection, all that sort of stuff. They look to you to set the example and to tell them, but a lot of CPAs don't clearly define the expectation for clients. They just want to keep them happy.”

shout out to:

Gary Shamin, Mark Rosenberg, Chris Frederiksen, August Aquila, Allan Koltin, Gary Adamson, Jody Padar, and Shayna Chapman