Steve has spent his entire career in and around the public accounting profession on two continents.
Working with the world’s accounting firms to help them (a) make more money, and (b) have a lot more fun doing it!
He first joined a small 2 partner firm in 1980, qualifying in 1983. After time with a National Firm and then as a partner in a regional firm (where he was deeply involved in three acquisitions and the firm’s ultimate sale) Steve moved over to consulting to the profession in 1992.
He moved to Canada in 1998 and quickly became a member of the faculty of the Institute of Chartered Accountants of Ontario, and many other Provincial Institutes for whom he still delivers several professional development courses each year.
A member of Mensa, Steve is an entertaining and highly sought-after public speaker, the author of several best-selling eBooks for public accounting firms, producer of a range of training DVDs for the public accounting profession and an award-winning contributor to CA Magazine.
He also has his own column in Canada’s financial newspaper ‘The Bottom Line’, and is the creator of ‘Towards Awesome Client Service’ and ‘Partner Bootcamp’.
His speaking engagements so far have taken him to Australia, Bangladesh and the Bahamas, and across North America, including Las Vegas, Aspen, Charleston, and Vancouver, to name just a few.
Steve's books and other publications:
- ‘The Succession Planning Toolkit’ published by the Canadian Institute of Chartered Accountants, ISBN # 1-55385-165-X.‘Practising Succession Planning’ Published in CA Magazine, August Edition, 2005 – Canadian Business Press National Award Winner.
- ‘Let’s Make A Deal’ Published in CA Magazine, June/July Edition, 2006
- Over 150 Articles published in ‘The Bottom Line’ from June 2002 to date.
- A Library of training DVDs for Public Accounting firms. Titles include: ‘Buying An Accounting Firm’, ‘Best Practices for Running Your Practice’, ‘Marketing Your Accounting Firm’, ‘Using Social Media to Grow Your Firm’ and ‘Getting The Most From Your Networking Efforts’