Monthly Archives: August 2011
Up and running – due diligence checklist next?
By now I think I understand enough to move forward. I need to work on content now. Should I work on a due diligence checklist? Oh, and a new photo – way too formal. There are a lot of free due diligence checklists on the web. But, few give you hints as to what to do with the information you gather. Maybe some of it is obvious, but certainly not all. Still, I spent a few hours on this so far. A lot more work than I first envisioned.
The Role of the Board in Internal Control
Boards Role in Internal Control This is a copy of a presentation I gave to a local agency on Thursday evening. I didn’t cover a couple of the dense slides – just put in the handouts for later reference. The board had asked for some guidance on how much they should be involved. I hope you find it useful.
Orange juice and diet 7-up
This may sound a little silly, but it’s great. It’s easy to make and once you have it a few times it doesn’t seem like breakfast without it. Now I live in the desert, so that may make some difference. A light refreshing drink goes a long way in enhancing the quality of life – stretches the orange juice as well. We seem to run out constantly.
Ingredients –
- orange juice (we use minute maid concentrate, pulp free) and
- diet 7up –
Pour the orange juice a glass about one-half way up, then add the diet 7up. Can fizz up sometimes, like pouring beer, you have to decide how much foam you like.
The adventure of building my own site
As you might guess I am building this site on my own. I try to do my homework. By homework I mean that I bought a couple of books about blogging and am constructing the site using WordPress, an open-source software that was ready to download from my hosting company. WordPress is a relatively easy program to learn and use, or so I’m told. By homework, I also mean I am doing as much background exploration as I can tolerate given my patience and ability. As professionals, we are often faced with making decisions and finding solutions under tight time constraints. We usually can’t afford lengthy analysis or research (unless the client is willing to pay) – we can’t risk missing the deadline. At the same time, we don’t want to give the wrong answer or embarrass ourselves in front of a client or our peers. So, we press ahead hoping our gut instinct, skill and experience will serve us well. Sometimes it’s about the adventure of it all!
Welcome
So this is my first post on my first blog. Well, if you count my facebook page or my linkedin, then maybe not. But, this is my first attempt to step out into the world as a professional voice hoping to be heard.
I plan to start two blogs. My intent is to have one that links my professional persona to that of my firm, a place to express opinions that are not necessarily those of the firm or my partners, but my own. It’s to be a place to comment on matters concerning the profession. This blog is intended to an outreach of a more personal nature, a place to let my hair down. If you look at my picture, you will see I am speaking metaphorically. I wanted a place to talk not so much about being a professional, but what my life is like given I am one.
Now, my target audience is CPAs from firms like mine, firms a little smaller, sole practitioners, and even aspiring CPAs. If I am successful, then other professionals may also find they have something in common, attorneys, consultants, perhaps people from all walks of life. Despite the expanding community we share, we can often feel alone. This is my place to reach out. Your feedback and gentle critique is welcome.
This is also my “about insidecpa.com” first draft. I’ll have to remember to compare this first thought months hence, hopefully years as well.