As an emerging leader in the CPA landscape and an expert at understanding the new millennial generation, Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods. Garrett works with CPA firms across the country helping them to implement lasting change by understanding the unique needs of each organization. Garrett specializes in corporate taxation and can successfully implement ideas and change by using his communication style to get support from key members of the Firm. With his ability to think outside the box, develop procedures, and train staff it has allowed Garrett to have tremendous success in bringing about lasting change. Garrett believes that the public accounting landscape is undergoing a tremendous change and that by focusing on developing the next generation of leaders and understanding the shift in the profession to providing value added consulting services, that Firms can obtain long lasting success. Started the LinkedIn group Innovating Trailblazers to provide support for the next generation of leaders by allowing them to share ideas, frustrations, and support each other's growth. Specialties: CPA, CITP specializing in helping business owners achieve personal and professional success
October 9, 2020
NetClient CS Thomson Reuters cs.thomsonreuters.com From the 2020 reviews of client portals for accounting firms. NetClient CS is the accounting firm client portal system from Thomson Reuters, and part of the vendor’s broad firm management suite that includes applications for tax, accounting, payroll, client collaboration, audit services, document management and other core practice areas. NetClient...…
August 31, 2020
How Hourly Billing Hurts Clients & What to Do About It.
July 8, 2020
If you can learn how to become the emperor of your home’s workspace, you may find new levels of productivity and success working from home. Many Americans report they never want to go back to life under those fluorescent tubes.
June 15, 2020
Instead of getting consumed with everything you don’t know, focus on the known variables. Going back to the example of the payroll protection program, recommend a course of action based on what you know today.
May 5, 2020
There is a certain amount of agony to the monthly billing cycle. We generate the numbers of hours worked and try to justify the work, anticipating client pushback. The process continues each month in agony, like an unpleasant sequence from Groundhog Day.
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April 16, 2020
The A.S.K. method’s simplicity helps us to truly serve others as trusted advisors. It will set you apart from the vast majority of accountants, for instance, as you shift focus from the technical to compliance services.
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April 16, 2020
As for our profession, you have no doubt read, heard and seen how disruption was coming. Your reactions may have ranged from a mild shrug to rabid agreement. But opinions varied on when disruption would arrive and truly ...
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March 16, 2020
No matter what role you play in the accounting industry, you probably have thought to yourself more than once, what am I missing? Is it a transaction for the month, a reconciling item, a payable? Or is it something bigger that has slipped past—like a key performance indicator? Or something worse, like fraud? Since the...…
January 29, 2020
In 2020, no matter what generation you hail from, you are no doubt familiar with asking questions of a digital assistant. What is today’s weather? When is that movie starting? Play my favorite song.
December 2, 2019
Recently, I had the privilege of sitting on a panel at Ensuring Success 2019. The session focused on the future of audit. I prepared for the session, listened to my fellow panelists throughout our talk, then reflected on what I had learned along the way.
December 11, 2019
You could not make it through 2019 in the accounting industry without hearing the buzz word of the day, innovation. Can it be true that the accounting industry stands poised for an age of innovation or will SALY (Same As Last Year) continue to prevail?
November 18, 2019
Maybe it is time to rethink how we show our value to others by ripping a page from Dell, Southwest, Allstate, Disney, GM, and just about every other major brand. They use the classic “good-better-best”—G-B-B—marketing strategy to change the customer’s ...
