Archives: Newsletters

Now that artificial intelligence is becoming part of everyday life, how does it fit with being human? According to Maslow’s Hierarchy of Needs, we begin with physical needs—food, water, and sleep…

Forty-five years ago, a career in public accounting began with yellow #2 pencils and mandatory 60-hour workweeks. Financial records were kept on ledger paper, and audit success was measured by the weight of the documentation.

Waiting for Santa is such an experience! When I was little, I would wake up as early as possible, tiptoe downstairs in the dark, and look over the presents—counting how many we got and maybe giving one or two a careful shake.

Every fall, I bring my patio furniture and a few other things inside for the winter. This year, I brought in two ornate birdhouses — and surprise, surprise — two squirrels popped out of one as I was heading to the basement.

Some things don’t change. The sun rises in the east each morning and sets in the west each evening. Time continues to march on.

Change is in the air—and it’s not the enemy. Fall is near. The days are getting shorter, temperatures are dropping, the robins have flown south, and the hummingbirds are on their way.

Yes, we’re moving—just across street. Not far at all, but it will still create a bit of chaos for a while. Like many others, I tend to avoid change.

In today’s world, keeping an open mind seems to be out of fashion. We talk, but we don’t always listen. Social media has become a popular platform for expressing opinions — often anonymously…

Recently, I had two AHA moments—those small but powerful realizations that shift your perspective. The first came while I was searching for the perfect vacation to relax and recharge.

May is the month for me to reset my life. The rush and demands of tax season are over. I’ve had a chance to take a deep breath and recharge for the next quarter. Now, I look to the future and think about how we can best support our clients.