Tag: conference tips

11/26/2019 | Andrea Parness | 90 Day Action Plan, accountability, accounting, advisory, business advisor, business coach, business improvement, business plan, business tips, certified tax coach, cloud accounting, conference tips, cpa, medical practice, retirement planning, tax advice for 2019, Tax Cuts and Jobs Act, tax minimization, tech forward, technology

It’s a Wrap! My Takeaways from the 2019 Long Island Tax Symposium

It was great to end my conference travels right here in New York for the 2019 Long Island Tax Professionals Symposium. I followed my own advice on setting goals for the conferences I attend, but these takeaways and highlights were unexpected! Try to take at least one “in-person” update course per year on the software you use and depend on in your office. I was thrilled that this year we… Read more

11/19/2019 | Andrea Parness | 90 Day Action Plan, accountability, accounting, advisory, business advisor, business coach, business improvement, business plan, business tips, certified tax coach, cloud accounting, conference tips, cpa, medical practice, retirement planning, Small Business Administration, tax minimization, tax planning, tech forward

IT’s A Wrap! Great Takeaways From the Specialized Industry Conference We Just Attended…

It was great to have Elizabeth with me for this conference. We split up for several sessions and have already compared notes. We were even able to spend time while still away to make plans for implementing our joint takeaways: Many businesses today are challenged with recruiting and retaining talented loyal staff. You can start solving staffing problems by looking at the way management is currently interacting with their team.… Read more

11/14/2019 | Andrea Parness | 90 Day Action Plan, accountability, business advisor, business coach, business improvement, business plan, business tips, certified tax coach, cloud accounting, conference tips, cpa, medical practice, Small Business Administration, tax consultant, tax minimization, tax planning, tech forward, technology

Takeaways from Day 1 of this Week’s Specialized Industry Accounting Conference

I’m on the road again enjoying sharing insights from the specialized industry accounting conference I am attending. Today’s takeaways started even before we reached the registration desk, where I introduced Elizabeth Spradley, our firm’s accounting manager to some of the returning attendees and conference administrators. They continued as we participated in the day’s workshops and on through the welcome reception. Here are my highlights and takeaways from Day 1 of… Read more

11/11/2019 | Andrea Parness | 90 Day Action Plan, accountability, business advisor, business books, business coach, business improvement, business plan, business tips, certified tax coach, cloud accounting, conference tips, cpa, medical practice, office, retirement planning, tax advice for 2019, tax consultant, Tax Cuts and Jobs Act, tax minimization, tax planning, tech forward, technology

Another Great Day at Quickbooks Connect…Sharing my Takeaways

I hope you enjoyed my photos and takeaways as much as I enjoyed sharing with you. Please do send feedback if these tips have resonated with you. Please share in the comments if and how you have implemented them in your firm/business/practice, I hope you can tell from these photos that I have taken “selfie” taking lessons. Andrea & Ivette You can be an inspiration to your accountability coach when… Read more

11/08/2019 | Andrea Parness | 90 Day Action Plan, accountability, advisory, business advisor, business coach, business improvement, business intelligence, business plan, business tips, certified tax coach, cloud accounting, cloud based accounting, conference, conference tips, medical practice, retirement planning, tax consultant, tax minimization, tax planning, tech forward, technology

More “Takeaways” from the Conference Trail, Day 2 in San Jose

I hope you are enjoying my photos and takeaways, please do send feedback if these tips have resonated with you. Please share in the comments if and how you have implemented them in your firm/business/practice, but do not judge me by my “selfie” taking ability, I do feel I am getting better. Conference Day 2 takeaways started as soon as I finished my morning workout: Peloton Bike at the Hotel… Read more

11/07/2019 | Andrea Parness | 90 Day Action Plan, accountability, advisory, business, business coach, business coaching, business improvement, business intelligence, business plan, business tips, certified tax coach, cloud accounting, conference, conference tips, cpa, Key Performance Indicator, KPI's, medical practice, mid-market business, mid-market professional services, Small Business Administration, tax planning, tech forward, technology

On the Road again, Sharing Insights from the San Jose Technology Conference I am Attending

I’m on the road again and sharing insights from the San Jose accounting technology conference I am attending. Liquid Breakfast Today’s conference takeaways started at breakfast, I sat down at a random table and the conversation started with “where are you from?” My computer was in my backpack so that “takeaway” was written on a napkin. Here are my highlights and takeaways from today’s conference: Show your clients you care. It’s… Read more

11/06/2019 | Andrea Parness | 90 Day Action Plan, accountability, accounting, advisory, business adviser, business coach, business improvement, business tips, certified tax coach, cloud accounting, conference tips, tax advice for 2019, tax expert, tax minimization, tech forward, technology

On the Road Again – Pre-Conference Takeaways Started While Waiting to Board…

This week I’m in San Jose for an accounting technology conference and then I’ll be on to Florida and Long Island for specialized industry and tax conferences with my staff members. Sometimes it seems that the best part of the conference is the people you meet along the way… In the Delta Lounge before boarding On the airplane (photo credits go to my row-mate Howard) On the trip to the… Read more