: From the Maryland Comptroller’s recent e-letter update: The final budget includes major …
: Sharing here an invitation to The Profitability Breakthrough conference with Ron Baker, Ed Kless, …
: Great reminders plus helpful tips on how to communicate more effectively as a leader – From …
: Not an encouraging report: Maryland ranks 49 out of 50 for ‘Best & Worst States to Start a …
: “THRESHOLD: A REVELATION for the Transformation Economy” with Ron Baker & Ed Kless …
: Was reminded of this Peter Drucker quote recently, from his book The Practice of Management. …
: The federal employee changes have impacted the IRS too – From TheTaxBook: As of March 2025, …
: Really enjoy the approach, philosophy, and impact of Threshold – headed by two of my business …
: The MACPA State Tax Committee’s analysis of the budget proposed by Governor Moore, including: …
: Interesting observation shared in MACPA Town Hall this morning: It’s the first time since 1795 …
: Great to join my fellow CPAs yesterday for the MACPA’s *“CPA Day” in Annapolis to …
: An update on Bench.co’s closure on Dec 27 – They were bought 3-days later on Dec 30 by …
: A little jarring to see the news: Bench (one of the outsourced accounting automation pioneers) is …
: BOI injunction lifted -> Now due Jan 13 Quite a yo-yo, this one, but the federal injunction was …
: Some useful tips on cold outreach – Not that it’s the first go-to, but there can be …
: Xero to acquire Syft to enhance reporting and insights capability Following the acquisition, we …
: Maryland will allow free federal tax filing in 2025 for 700K taxpayers The IRS is expanding its …
: Xero announces new features at the recent Xerocon Nashville conference, including: More direct bank …
: The new rules around buying & selling real estate just took effect, namely: Commissions can no …
: I really like how Kirby Ferguson has broken down the creative process into 4 phases, what he calls …
: “The D.C. Office Market Is in Trouble” via WSJ “A Government Accountability …
: Xero’s been hard at work updating their invoicing module – new features include: …
: Federal Judge Sides With Maryland in Digital Ad Tax Dispute The U.S. Chamber of Commerce and three …
: As the Maryland budget crunch becomes an increasingly reality, Gov. Moore proposes cutting $150m …
: Although our company doesn’t specialize in non-profits anymore, we do come across tools & …
: In the ongoing unfolding of interpretations around the federal Corporate Transparency Act (CTA), the …
: Folks coming over from X/Twitter may be interested to know I’ve exported my Tweet history on …
: IRS' National Taxpayer Advocate (IRS watchdog) reported that identity theft cases are taking 22 …
: There’s a balance between having good tools and tool overload that’s not always easily …
: How to Get Started with Value Pricing I was pleased be quoted and share value pricing tips in the April 2019 AICPA Journal of Accountancy …
: Beta Alpha Psi Career Panel I had a lot of fun at Beta Alpha Psi’s (BAP) 2019 Atlantic Coast Regional Meeting today as a …
: Live Xero Certification Excited to be teaching a live Xero Advisor Certification course on October 23 at the beautiful …
: MSATP: Security & Your Practice Happy to announce I’ll be appearing as the practitioner on a “Security & Your …
: Karbon Academy 102 I’m pleased to be re-joining the Faculty of Karbon Academy for their “102 course” …
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The Role of the Entrepreneur
You’ve seen those car commercials: the sleek, sporty car expertly threading through rural roads as …
: Referring link: The Role of the Entrepreneur Happy to announce my first post to the VeraSage blog, entitled: “The Role of the …
: VeraSage Symposium 2017 I was pleased to give a DET Talk at the VeraSage Symposium 2017 hosted in Allen, Texas, and chose …
: The Soul of Enterprise: 2017 VeraSage Symposium It’s always a treat to gather with other Fellows and Founders at the bi-annual VeraSage …
: Live Xero Advisor Certification My colleague and friend Barrett Young and I taught the first non-Xero sponsored Live Advisor …
: Apps for Accounting & Tax Practices On October 3, 2017, I gave a presentation in Columbia, MD for the Maryland Society of Accounting …
: Soul of Enterprise: On Value Two of my great mentors are Ron Baker and Ed Kless, from whom I’ve learned so much about how …
: Thrivecast: Deeper Weekend 2016 At the annual Thriveal Deeper Weekend conference, hosts Jason Blumer and Greg Kyte record a live …
: Referring Link: Lab Experiment 2 Launched - Value Accounting Model After the successful completion of the first Thriveal Lab experiment, we were ready to launch #2 …
: Art of Value: Making the Transition to Value Pricing It was great to spend some time with fellow VeraSage Fellow (say that ten times fast) Kirk Bowman on …
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The Price of Profit
I wonder if you’ll allow me a few moments for some experimental thinking — to explore with you an …
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Facing Fear
“The pathway to your greatest potential is through your greatest fear.” -Craig Gristle
This is where …
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Business as a Moral Enterprise
Commerce. Hubbub. The noisy marketplace. The tens, hundreds, and thousands of small exchanges. In …
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Boiling Down An Accounting Firm
The world is a wild and wooly place. Grappling order out of chaos, or introducing chaos into order, …
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Accounting Enters the Creative Economy
This post is adapted from a presentation I gave at Xerocon Denver 2015. In it, I talked about the …
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The Two Most Important Numbers Aren’t on Your Income Statement
I’ve suggested before that accounting is not the language of business, but that I do think CPAs …
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Transformative Systems
Systems are so important as enabling mechanisms. Sometimes I like to call them “structures of …
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Brands Don’t Really Exist
Over the years, I’ve developed a skepticism of brands, a healthy one I hope. And I would venture to …
: JetPack Workflow: On Being an Entrepreneurial Accountant You may recognize JetPack Workflow as a provider of simple client and workflow management software. …
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The Future Takes Time
It’s right before tax season, and I’m sitting here at a table in my office’s front room, typing away …
: Referring Link: Three Experiments to Try in 2015 I announced the Thriveal Lab’s “3 Experiments to Try” for 2015, which included: …
: Referring Link: Experiment 1 Lab Report Released I’m happy and proud to release the official Lab Report for the first experiment conducted by …
: Thrivecast: Secret Stash Each December the Thrivecast releases its “Secret Stash” episodes, which are previously …
: Referring Link: Become a Thriveal Lab Partner! As the Thriveal Lab gained steam and was concluding its first experiment, we reached out to continue …
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Reflections After 3 Years of Value Pricing
I met Ron Baker in person for the first time in 2011. Before that, I had read his articles online …
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CPAs Should Own the Profit Equation
Great things can be accomplished by teams. And the best teams are made up of players who have unique …
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Be Aware of Your Cognitive Dissonance
As a small business owner, you have one foot in the future and one foot in the the present: building …
: Thrivecast: Thriveal Lab My first Thrivecast appearance was to chat with two great hosts and great friends, Jason Blumer and …
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Doodle in the Margins
When I’m reading for content, I’m all about the marginalia: underlines, questions in the borders, …
: Referring Link: Lab Experiment 1 - Business Model Prototyping Today I launched the inaugural experiment in the Thriveal Lab with thehypothesis that ‘there …
: Referring link: The Phrase That Will Change Your Business's Future What is the ‘phrase that will change your business’s future?': “I’d like to try an …
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How to not be Strategic, Strategically
There’s a balance line somewhere between having everything planned out and having no idea what’s …
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The Customer is the Product
Those of you tracking the Thriveal blog for a while may have noticed one of the themes I’ve been …
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Trough of Disillusionment
It’s coming. But somehow it helps to know it’s coming. There’s always the initial excitement, and …
: Referring Link: Bunsen Burner Chat Recap On January 29 I hosted a “Bunsen Burner Chat” with accounting firm owners from different …
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Accounting For What?
When the inevitable question comes up in social interactions: “What do you do?” one of my favored …
: Referring Link: The Thriveal Lab - A Quick Sketch On December 10, 2013, Thriveal announced the creation of a laboratory for the accounting profession, …
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The Power of Nothing
The four dimensions of time are: past, present, future, and nothing. Everything comes from nothing. …
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Leading Our Customers
Leadership is scary business. Both for ourselves, and our customers. It means moving from where we …
: Pricing Power Interview Steve Major has a great podcast that’s part of his organization Pricing Power, and I was happy …
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Choosing Your Surfing Style
I have to admit: I’d love to learn how to surf. I sorta imagine it’d be something like skateboarding …
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Accounting Firm Process Model
A few years ago, I was working on the interior components of our firm, and there were so many …
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Channeling Creativity
You know that Marvel comic book hero, Cyclops? The one that emits a powerful energy beam from his …
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The Courage To Be Wrong
“If you’re not prepared to be wrong, you’ll never come up with anything original.” -Sir Ken Robinson …
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Accounting Is Not The Language of Business
I think we’ve been duped: you, like me, have probably been told somewhere along the line that …
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Be Open To Randomness, But Not Random
This past year our team undertook the effort to re-design our customer on-boarding process. We met …
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Greed Is Not Good
Greed is not good. We have only to observe what happens when greed takes ahold of ourselves, to …
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Putting the “Team” in “Teamwork”
The omniscient manager. You know: the mastermind, who has the vision, and orchestrates all the …
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Time To Innovate
“Time is money.” Our profession has grown up on this concept: time is money. You hear it even today. …
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Endless Limits
The problem of our age is too much choice. Endless possibilities are endless. Technology lifts …
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The Firms(s) of the Future(s)
The Firm of the Future. What does the future look like? And how does one ready their firm to …
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Energy Futures
In the financial markets, “energy futures” refer to that elusive breed of investment instruments …
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Pricing Justice
We want to see our customers treated fairly — it’s in our CPA DNA. Somewhere between learning debits …
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A Profession In Search of An Identity
What is a CPA? Well…we’re the only ones licensed to perform financial statement audits. The federal …