Tax & Accounting Blog

She Makes It Personal

She Makes It Personal

Chasity Hooks, CPA, had no experience working in a public accounting firm when she established Hooks CPA in 2008, though she had been handling all the accounting work at an oil field company. What she did have was many years of experience in customer service. Hooks began working at age 14— everything from waitressing and … Read More

Pictures Should Reinforce Your Brand: Case in Point

Pictures Should Reinforce Your Brand: Case in Point

Odds are, your firm isn’t in the beauty products business, but there are important lessons to be learned (or at least considered) from an ongoing debate involving two top companies in that industry. You have probably seen the controversial comparison between Victoria’s Secret’s “Love My Body” and Dove’s “Real Beauty” ad … Read More

Data Analytics and the Accounting Professional: What Does it Mean for You?

Data Analytics and the Accounting Professional: What Does it Mean for You?

As accounting professionals know all too well, it can be a challenge to run a practice, provide great customer service, keep up to date with constantly changing regulations and tax laws and (in case that’s not enough) stay informed on the latest technology trends and innovations. Practitioners often tell me they’re concerned they could be … Read More

Getting Everyone on Board

Getting Everyone on Board

Whether you’re replacing a staff member, bringing on seasonal help or expanding your practice, it’s important to make sure every new employee has all the necessary skills to succeed. Unfortunately, not every firm appreciates the value of a strategic onboarding plan or how critical it is to provide ongoing training to team members. “The vast … Read More

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

[Image ©Will Bragg] With an eye toward offering comprehensive financial services and excellent customer service, Davis & Graves, CPA LLP, has spent years investing in integrated systems. Before merging their practices into Davis & Graves in Gresham, Oregon, the two founding partners had gained decades of experience. Jerry Davis, CPA/PFS, and Thomas Graves, CPA/ABV, had … Read More