Link: CPA Growth Guides Blog

CPA Growth Guides website

CPA Growth Guides was founded in 2015 by Katie Tolin, an award-winning and nationally recognized accounting marketer with nearly 20 years of experience of professional service marketing with local, regional, super regional and national firms. Building upon her in-the-trenches experience, CPA Growth Guides helps firm leaders map out a Growth & Profitability Strategy (GPS), implement as needed and troubleshoot roadblocks, detours or delays encountered along the way.

CPA Growth Guides shows accounting firms how to achieve profitable growth. Whether you’re looking for a little guidance to point you in the right direction or for someone to walk the path with you, we focus on leading firms to growth and profitability.

Link: How to Value a CPA Firm for Sale

Journal of Accountancy
November 1, 2013

Published on November 1, 2013, this article provides guidance on valuing CPA firms and ownership interests in CPA firms.  The article was published by the Journal of Accountancy as part of their series on succession planning in the public accounting industry.

The authors identify four (4) factors that ultimately determine the multiple of billings used in figuring sales price, as follow:

  1. Cash Upfront, if any
  2. Retention Period (Length)
  3. Profitability (for the buyer based on deal structure), &
  4. Duration of the Payout Period

My latest column for the “Financial Tip of the Month” was published in January 2017.  You can check out the online copy at this link.

Date: February 1, 2017
Appearance: Tax Season Update
Outlet: BIZ.Magazine
Location: Shreveport, LA
Format: Magazine

I was privileged to serve as a guest blogger of BIZ.Magazine on Wednesday, January 25, 2017.  Check out the post at link below:

Date: January 25, 2017
Appearance: Indicators Pointing to a Rally in Natural Gas
Outlet: BIZ.Magazine
Location: Shreveport, LA
Format: Magazine

My latest column for the “Financial Tip of the Month” was published in January 2017.  You can check out the online copy at this link.

Date: January 3, 2017
Appearance: The Difference Between an Employee vs. Independent Contractor
Outlet: BIZ.Magazine
Location: Shreveport, LA
Format: Magazine

My latest column for the “Financial Tip of the Month” was published in BIZ.Magazine’s December 2016 edition.  You can check out the online copy at this link.

Date: December 1, 2016
Appearance: Financial Considerations for Your New Baby
Outlet: BIZ.Magazine
Location: Shreveport, LA
Format: Magazine

The Overachiever’s Guide to Getting Unstuck: Replan, Reprioritize, Reaffirm (Durham, NC: Linda Prentice Cohen, 2013)

Do you feel trapped by your own plans, expectations, and priorities?

As a CPA, successful entrepreneur, consultant, volunteer, husband, father, and martial arts enthusiast, author Bill Reeb knows first-hand how easy it is to let your own goals and ideas keep you from moving forward. He’s spent years analysing the roadblocks he regularly encounters in his own life, in addition to the obstacles that he sees his high-achieving clients struggle with on a daily basis.

Drawing on his experience as a leading business consultant and his years of martial arts training, Reeb developed a logical and dynamic process for getting more out of life and avoiding the pitfalls that are often part and parcel with a high-achievement mind set.

Being “stuck” takes on many forms, from simply failing to change course when you know you should, to circumstances that are complicated by family commitments and financial constraints. Reeb’s process of replanning, reprioritizing, and reaffirming is flexible enough to apply to any barrier, big or small, that you run into.

Rely on the advice and tools in this book to help you:

  • Determine what drives you
  • Recognize the early signs of being “stuck”
  • Learn to work “better” instead of “harder”
  • Balance conflicting priorities
  • Set boundaries
  • Manage your time
  • Align what you think with what you do
  • Move past roadblocks
  • Derive a greater sense of fulfilment from what you take on in life

Check out my seventh column of the “Financial Tip of the Month” published in BIZ.Magazine’s October 2016 edition.  Here is a link to the online copy.

Collections Process crop

Date: October 3, 2016
Appearance: Tax Payment Options – Ways to Pay Back Uncle Sam
Outlet: BIZ.Magazine
Location: Shreveport, LA
Format: Magazine