Mar 27, 2024
On this show, Joe speaks with Randy Crabtree about the critical elements of fostering a positive company culture, its impact on professional mental health, and its significance in the business environment. Randy Crabtree, co-founder of Tri-Merit Specialty Tax, host of the Unique CPA podcast, and a renowned speaker in...
Mar 13, 2024
On this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are:
- Locally stored files
- Lack of security (policies, solutions, and systems)
- Lack of process
- Old...
Mar 6, 2024
On this episode, Heather and Joe discuss Beneficial Ownership Information (BOI) requirements and how they may — or may not — affect your firm. This new compliance reporting requirement for businesses is meant to enhance transparency but it comes with a number of questions and caveats.
TV and Movie Quotes...