Rick Day has built and sold businesses for most of his career. After serving in the US Navy and earning a BS in Finance from San Diego State, Mr. Day founded and build the value-added-reseller communications company Daycom Systems. He was involved in all aspects of the business and it was sold in 2009. Since ...

CPA firms are no longer defined by income tax return preparation and financial statement preparation. While the industry is no longer defined by these services, many still believe that this all that accountants do. In order to break this notion, Richard explains the two key things that he believes helps set his firm apart from the ...

The show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank client, Eric Rockwell, President and CIO of centrexIT. Since the company’s founding in 2002, centrexIT has become a leader in San Diego technology management and IT consulting. In 2010, the San Diego Business Journal named centrexIT as ...

June 16 – 18 at La Costa Resort and Spa Map It As North America’s Premier Educational Symposium for Tax Professionals, the Advanced Tax Planning Institute (ATPI) 2014 Summer Conference offers more than simple training, but guidelines on how to become the “CPA Firm of the Future.” Utilizing a simple and elegant system: develop incredible relationships ...

Marketing should not be approached in the same manner that accountants would prepare a financial statement. Bring in new clients brings in more variables, however, better serving the top clients of the firm not strengthens revenue for the firm by lasting consumer relationships.

Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA’s marketing plan. Also, marketing more to best clients than possible new clients is a way to become the firm of the future.

Richard and Joe welcomed Russell Geyser of Geyser Holdings (formerly Gibraltar Holdings) to the show. His entrepreneurial spirit has led to great financial success in commercial and residential real estate development. He is also a producer of a couple of films in production called Stealing Cars and Lost in the Sun as well as co-founder ...

This is the most important issue facing the CPA industry because only 25% of all firms have a viable succession plan. There are several keys that need to be addressed in this, but among the most important is providing services to the top clients as firm not just the senior partner or owner.

1. People 2. Paperlessness 3. Work flow 4. Technology 5. Seasonality 6. Hourly Billing

The three guests have dedicated their careers to the advancement and understanding of mental health. Because May is Mental Health Awareness Month, the show welcomed, Alfredo Aguirre, Dr. Jeffery Rowe, and Shannon Jaccard. Alfredo Aguirre is the Director of Behavioral Health Services of San Diego County and has been the Mental Health Director since 2007. He ...