Here in Connecticut, I feel like we are starting to emerge a little bit into a “new normal” when it comes to being able to be out and about doing our regular routines—and even better, being able to connect personally with people again!

I believe that being in the same physical space and having social contact with people is fundamental to our health, well-being, and the quality of our relationships—this goes for both personal and professional interactions in my book! Sometimes our geographic proximity makes having virtual-only interactions necessary, but when you can really connect in the flesh with the people you do business with, that’s when the ideas and power of a partnership can really flow!

This is why I was so thrilled to get together with my local payroll partners from ADP —Paige Mazrek, my dedicated representative and A.J. Gemmel, Paige’s Manager. I also brought along two of my teammates who rocked the Team Brolin Starting Line Up jerseys with me! (ADP is #5 in the Starting Line Up Tech Stack that I use to run my accounting practice.)   

We had a delicious lunch and celebrated the success we’ve had together as a result of my participation in the ADP Accountant Revenue Share Incentive Program. This personal relationship means so much to me as an accounting practitioner because ADP is more than just my payroll provider—I decided years ago that doing in-house payroll was not the best way to serve my clients—but outsourcing it to a trusted company is. 

The people I work with at ADP are invested in the success of my practice. They bring me new ideas and solutions to help my business keep growing and to ensure the success of my payroll clients. It truly is a win-win relationship.

Thank you Paige, AJ, and the whole ADP Team—you are Rock Stars!

The AICPA Engage Conference was phenomenal this year! Seeing all of my friends and meeting new professional colleagues is one of my favorite things to do. Whether I’m speaking, hanging out with my Starting Line Up peeps at their booths or attending a session to sharpen my own knowledgebase I always come back highly motivated to do more in my own accounting practice and help other professionals—and my clients—do the same!

I had a great time at Engage and picked up many nuggets of knowledge to put into play in my practice—but before I do, I wanted to share with you what has me so motivated from the experience in the spirit of inspiring those of you who also attended—and anyone else who didn’t—to really maximize the momentum and motivation to do more to fuel your own success.

First Stop: The AICPA Engage Exhibitor Hall

One of my first stops at any professional event I go to (after the ladies’ room, of course) is the exhibit hall. That’s exactly what I did at AICPA Engage, I headed there first! It was great to see my longtime friends and peers to share new ways to maximize my productivity and profitability and catch up in person after being virtual for so long!

I was equally excited to share my new book, The Designated Motivator  and the players in the Team Brolin Starting Line Up. Having a valuable tech stack is one thing, however, the energy behind this collaboration of industry leaders who all share a passion to help accounting firms achieve higher levels of ROI and be able to serve clients with maximum profitability is amazing.

Next Up: The Festivities Begin with Fishbowl and Friends!

I never like to show up at a party without a gift for the hosts and hostesses and attending Fishbowl’s AICPA Engage event was no exception, so I brought along with me The Designated Motivator for Accounting Professionals Activity Book along with some crayons—to keep everyone in the motivation mindset and provide a little relaxation as they sat through all of the conference sessions!

The Fishbowl team not only provides the #1 Manufacturing & Inventory Management Software for QuickBooks® but they also throw one heck of a party! Kudos to Fishbowl for kicking off the first day of the AICA Engage Conference with the perfect level of networking and a good time. In my opinion, any time you can play cornhole and connect with all of the cool people in our profession it’s definitely a win-win.

My Assistant Kamdynn Moroney and I had chance to snap some selfies at AICPA’s Snapbar booth. What a riot! Here are a few of my favorite pics from the conference!

Day Two: Getting Down to Business! Learning and Laughing with My Peers

Day Two of my Engage! experience included attending a fantastic session by Kacee Johnson on Advanced Personal Financial Planning and plus reconnecting with familiar faces. I had such a great time hanging out with Eric and the Corpay gang.

David Leary one of my dear friends gave me a few pointers for my new podcast The DM Disruption. Sign up here if you would like to be a guest!

Avalara has been such a great resource and I always appreciate time spent with their team. It was a wonderful surprise running in to Jim Leffel after all these years since sitting on the Intuit council together in 2008-2009.

I also enjoy being a member of the ADP Council [LINK] so it was amazing running into Sean Duncan and Sharrin Fuller who are also involved in it—ADP is another awesome Starting Line U player! I was also able to chat with another valuable starting line-up player, Rachel Montana and George Addlmessih from SmartVault.

Day Three: Sharing my Experience with QuickBooks® Enterprise

By this point in the conference, I was certainly feeling my Designated Motivator energy kicking into high gear so it was perfect that it coincided with the video production and photoshoot for a brand new QuickBooks Enterprise campaign—coming this fall! Wow, I feel so fortunate to have this opportunity to do more to help my fellow professionals by sharing the tools I have found vital in growing my firm and my ability to serve my clients as efficiently and expertly as possible.

Engaged and Empowered to Power Up My Practice and Help My Peers Do the Same!

The AICPA Engage! Conference was amazing—having the opportunity to gain new insights and network within our professional community is so incredibly valuable. I believe that connecting with each other on a personal level at events like this really does strengthen our profession as a whole. As we continue to navigate the future—still impacted by COVID, never-ending compliance changes, the unpredictable IRS actions, client expectations and demands, as well as the need to manage our firms effectively we need to support each other. I know the relationships I have with my peers and all of the entities who provide the tools and services we depend on to serve our clients are often the lifeline I need to keep motivated and to keep reaching for higher levels of success.

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