Hello world!

I’m currently bringing this site up and running to catalog the various content I’ve created and to share my thinking with others who may be interested.

I expect to be posting here periodically, and if you’d like notifications when new content arrives, just send me a note and I’ll get you setup!

VeraSage Symposium 2017

I was pleased to give a DET Talk at the VeraSage Symposium 2017 hosted in Allen, Texas, and chose two topics to focus on: “Variations on The Neinbach” and “Assisted Valuation”.

The first relates to different pricing heuristics I adapted from the Neinbach pricing model as a quick shorthand and to also aid purchasing decisions. The second is a method and worksheet I developed from material by Blair Enns, Ron Baker, and Mahan Khalsa that I use in my own firm’s Value Conversations.

Below are my slides, and hope you enjoy!

Live Xero Advisor Certification

My colleague and friend Barrett Young and I taught the first non-Xero sponsored Live Advisor Certification on October 23 in Columbia, MD under the Maryland Association of CPA’s banner.

The MACPA location worked great, and we covered the basics any accountant/bookkeeper looking to start working on the advanced Xero platform needs to know: the Xero accountant tools, setting new Xero customer files, how to record everyday income and expense transactions, plus how to use Xero’s strong reporting tools.

I expect additional Live Certification opportunities to present themselves, and will keep you posted here!

Apps for Accounting & Tax Practices

On October 3, 2017, I gave a presentation in Columbia, MD  for the Maryland Society of Accounting & Tax Professionals entitled “Apps for Accounting & Tax Practices”.

My goal was to share what I see as the evolving definition of what an app is, plus  demo a selection of apps I use in the categories of accounting, tax, communication, general business, and travel. I closed out by providing an approach to discover and deploy new apps.

Below are the slides I used for your reference too!