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Why Your Clients Need an Annual Financial Check-Up

Money ImageThe best business people I know are always ahead of the financial data they possess; that is, the shrewdest people running businesses have an inherent understanding that good management decisions are based on what is going to happen rather than on what has happened. I have worked with hundreds of people who run businesses and the approach often makes no sense to the rest of us. Yet, there is clearly some reasoning that they use to gather information and break down complex decisions. This is an alien approach to those of us working with financial data because our job is to report on results.

There are many reasons that clients live in the future. Sometimes, this is how they are constructed as people Also, the best business decisions are based upon a careful review of future conditions, not on past conditions. Yet, business people need to understand the past in order to be able to make their futures happen. You cannot run a business without piecing together results and gaining insight from them.

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Gen Y-er Peter Sheahan is Huge Hit at CCH User Conference

This morning at the CCH User Conference in Palm Desert the keynote speaker was notable first in that he is less than half the  age of a great many of the attendees -- including me.

Mike Sabbatis, CCH President and self-proclaimed 50-something year-old, spoke before Sheahan and was not only comfortable and conversational in his delivery, but absolutely spot-on in his analysis of the state of the profession and his intentions for company’s role in the profession tomorrow.

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Intuit to Rejoin the Tax Document Automation Fray

Intuit is apparently getting back into the booming tax document automation market with a new product called Intuit Document eSort.

The screen shot (after the jump), shows what we know Intuit is currently testing for a fall release.

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