Category Archives: AUTHOR INTERVIEW

Professional Coaching Expert Ken Potalivo pens One of the Most Relevant Business Development Books Around

By Stacie Clifford Kittsmindshare

Several years ago I wrote a post entitled An Accountants Search For The Bat Cave – A Story About Networking: and it went something like this:

As a young staff, I questioned how the firm partners were heading out into the world and bringing back stacks of new clients for me to work on.

I was mystified and oh so innocent…..It seemed like some sort of *magic*.

What else could it be, except maybe an underground society known as “networkers”, who ventured out into the world, performed some secret handshake, and produced clients from thin air?????


But, where was this secret society? Did they have a secret location?… like – The Bat Cave – a giant underground warehouse where they plucked potential clients off the shelf and checked them out at the front of the store?

Was that it?

I longed for someone to tell me…..I had to know the answer to this secret networking magic.

Luckily, the mystery was solved by my good friend and my business coach Ken Potalivo, who I credit with helping me grow from staff to the managing partner of my own firm Katherman Kitts.

Am I worried that I’m giving away the secret to my success? Nope!

We are all unique professionals with our own special super and yes *magical* powers just waiting to be offered to the world. Learning how to recognize and develop those super powers will help you “get the referrals you want by making your competition irrelevant.”

Ken Potalivo’s Book, Secrets of MindShare: Get the Referrals You Want by Making Your Competition Irrelevant offers a clearly defined and targeted path on how to create and maintain referral relationships, how to distinguish yourself so that you stand out from your competition, and explains how to identify those relationships that will provide the most benefit from your time investment. This book is a must for any professional who recognizes that survival in today’s competitive environment is in the hands of those who can attract clients and maintain relationships.

Prologue to my Interview with Ric Franzi Author and Radio Show Host – But Take Note – This Part is all About Me.

By Stacie Clifford Kitts, CPA

A couple of weeks back you might remember that I bravely agreed to be a guest on Critical Mass the radio show on OCTalkRadio.net . I say bravely because if you know me well, you know that I am not a public person.

Yah yah – I am building an internet presence. And I regularly post to my blogs. But I do all that while sitting safely behind a desk in my quiet little office. But to put myself out there – you know to venture outside my “safe space” to be in a public arena – to be on “stage” – ‘tremble’ – not exactly something that I am comfortable doing.

You see, I was never the kid signing up for drama class, or participating on the debate team. I did not run for student government or even compete in sports. Although in the fifth grade, I was in the choir – I dabbled in gymnastics – and I made the cheerleading squad – I am not really sure what was going on there. I suppose the fifth grade was a year of anomalies for me.

But maybe in those days I was just too young to realize what appears to be the overriding theme, that whenever I stand before a crowd with people expecting me to say something intelligent or to be entertaining, let’s just say that I suffer from one of the most dramatic cases of stage fright that you will ever see. And regardless of how much I prepare or what techniques I use, the blood pressure will rise, the adrenalin will flow, the shaking will begin and while my face starts to glow a bright shade of red, I always wonder if this will be the moment when my ears will actually melt and slide off my head.

Now I don’t want to give the impression that I am a quivering mass of jittery anxiety, absolutely not, because frankly that would not be an accurate description of my personality. I am great in small groups, I have no trouble speaking my mind, and I can fight a good battle when needed. I am not a push over by any stretch.

But with all that said, I think my level of appreciation for people who are willing to step outside a typical comfort zone or who are willing to explore new avenues or concepts is somewhat enhanced. Frankly, I admire people who just put it out there – no doubt. And it is exactly that same willingness to put it out there that made me interested in contacting and interviewing Ric Franzi – author of Critical Mass The 10 Explosive Powers of CEO Peer Groups.

Ric and his partner have created a dynamic format to market their business and to highlight talented CEO’s and business owners here in Orange County. And I am excited to share with you in an upcoming post what I have learned about Ric, CEO Peer Groups, and Critical Mass the Radio Show. So please be sure to stay tuned.

Shameless Self Promotion – OCTalkRadio.net Here is My Interview

By Stacie Clifford Kitts CPA

Last week I announced my interview on OCTalkRadio.net with Ric Franzi of Critical Mass.
Interestingly, Ric wanted to find out how social networking including my blogs Stacie’s More Tax Tips and The Business Perspective was affecting my CPA practice.

Although I was excited about being on the show and talking about how I am utilizing social networking, I must admit I was nervous. I mean, accountants tend to stay in the shadows rather than in the limelight. And, I am definitely not the exception to that stereotype.

So here is the link to the recorded show at Critical Mass. Feel free to let me know how you think the interview went.

Shameless Self Promotion – Be Sure to Tune in to OC Talk Radio Thursday at 4pm

Read on to learn more about my upcoming interview on:

Critical Mass NOW on OCTalkRadio.net

Critical Mass: The Radio Show airs on Monday, Tuesday and Thursday from 4pm to 5pm.

Monday at 4:00 pm Ric Franzi will interview Rita Ferguson of G&F Concrete Cutting and David Baker of MessageBroadcast. Rita will be discussing how she and her husband have built a differentiated business in the highly competitive construction industry and David will talk about how his firm responds to changing customer requirements and the advancement of technology. More information on Rita can be found at http://www.gfconcretecutting.com/ and on David at http://www.messagebroadcast.com/.

Tuesday at 4:00 pm Doug Gfeller will interview Larry Peterson of Peterson Oliver & Poll and Tom Newmeyer of Newmeyer & Dillion LLP. Larry will be talking about how a business owner should approach the possibility of litigation in a legal dispute and Tom will be discussing the impact of the economic slowdown on the legal profession. More information on Larry can be found at http://www.poplaw.com/ and on Tom at http://www.ndlf.com/ .

Thursday at 4:00 pm Ric will interview Stacie Clifford Kitts of Clifford Kitts CPA and Kelly Adams of KJA Associates. Stacie will talk about how her use of social media has affected her business and Kelly will be discussing the role performance management plays in the long term success of a firm. More information on Stacie can be found at http://www.clifford-kitts-cpa.com/ and on Kelly at http://www.return-on-humancapital.com./

To listen live visit: octalkradio.net or listen to archives of our previous show at http://ceopeergroups.podbean.com as well as other podcasting services.

You can find the show on iTunes as a business podcast by typing Critical Mass: The Radio Show.

Critical Mass: The Radio Show is the premier business talk show on OCTalkRadio.net featuring interviews with leading business executives. The goal of the show is provide information to help our audience of business owners and top executives make better, more informed decisions.

To learn more about Doug and Ric visit (www.criticalmassforbusiness.com)

My Special Guest – Author Luis Puncel Gives an Interview About His Book: Knowledge-Based Audit Procedures. A Rerun – Just Cause

By Stacie Clifford Kitts CPA

I want to welcome my friend and fellow CPA Luis Puncel to The Business Perspective. Luis was gracious enough to do this interview about his book Knowledge-Based AuditTM Procedures, published by one of our favorite information sources CCH.

I have to admit, I was really excited about doing this interview. As CPA’s there is so much that we need to do and to know just to be able to tackle our day-to-day job. Therefore, when you meet someone who can do that and write a technical book too, well I have to admit, I’m just a little curious about how that comes together.

So why delay? Let’s jump right in.

1) Luis, can you tell the readers about your book?

Well, the book is CCH’s Knowledge Based-AuditTM Procedures. It provides the most effective approach for practitioners to conduct conservative, high quality audits of nonpublic commercial entities. It is knowledge based because the approach incorporated in the book and the Knowledge Based-AuditTM documents are risk based, fully integrating the risk assessment standards, and emphasize the knowledge gained in performing the risk assessment, to help the auditor design an audit that uses the knowledge gained to design an effective, efficient, and tailored audit approach that focuses on the audit risks.

The book is accompanied by a CD-ROM that contains a complete set of the Knowledge-Based Audit TM (KBA) documents, including audit programs, forms, practice aids, correspondence templates, and report templates designed to help auditors satisfy the highest professional standards. The tools provided on the CD-ROM will take the auditor through an engagement – from the initial evaluation of client acceptance to the issuance of the auditor’s report – and can be customized to suit each practitioner’s needs. The book, which may be used alone, or as a companion to the Knowledge-Based Audit TM documents, is written to provide practical, easy-to-understand and easy-to-implement advice. The book is updated each year to stay current. Right now I am working on the 2010 edition.

2) That’s great that the book also includes the audit programs. For me, including the practical elements such as the practice aids makes the book much more valuable. However, writing this type of book also takes a lot of work, this I know from experience. What inspired you to write it?

What inspired me is my love for my work that I am very technical, and enjoy writing. A good friend, George Georgiades, who authored the book for many years before me, really inspired me. He asked me to take over writing the book when time constraints didn’t allow him to keep doing so. George has taught me a lot about writing a technical book. Also, my firm, Rothstein Kass & Company (a national firm with nine offices, which is the 21st largest accounting firm in the country), in which I am a principal, has been very supportive of my efforts.

3) Wow, you are lucky that Rothstein Kass is so supportive. I can image that writing a book such as this would be almost impossible if your firm wasn’t on board with you. Can you tell the readers what was the most challenging part of writing the book?

The most challenging parts are staying abreast of the ever changing auditing standards and distilling the various standards into a concise and easy to read form.

4) If you are going to go to the trouble of penning a book, especially a technical book, it’s important that interested readers find you. Your book is published by CCH, unarguably one of the world’s leading technical information providers. Can you tell us how you found your publisher?

I am lucky in that respect. This book has been published for years by CCH, and already has a loyal following. In fact, it used to be called Miller Audit Procedures way back in the day.

If I can give some advice to aspiring authors of technical books, make your book different. There are literally hundreds of books on any technical topic. Yours has to be different and have added value, to rise above the pack and attracting a publisher. One way to make it different is to write in plain language and make it easy for readers to find what they are looking for and to implement it.

I started out working on a small project for CCH, doing a technical review of one of CCH’s products. (CCH puts all of its technical books through a rigorous quality control process, including an independent technical review, and a peer review of the whole process.) The relationship with CCH blossomed from there, when George Georgiades asked me to take over authorship of the book.

Thanks Luis! That’s great advice.


Luis is a graduate of the USC Marshall School of Business. He also has 30 years of experience working with some of the world’s largest public accounting firms. He is currently a principal and manager in charge of the Orange County, California practice office of Rothstein Kass & Company. Luis’ book Knowledge Based-AuditTM Procedures is available through CCH, and on Amizon.com.

Rothstein Kass is a national public accounting firm ranked among the top 20 largest accounting firms in the nation. As one of the top 10 firms in California, Rothstein Kass provides a wide range of services including: audit, tax, litigation, forensics and management advisory services to clients in a range of industries. Rothstein Kass has been recognized as one of the top two CPA firms in the hedge fund industry for the last two years in a row and as one of the best companies to work for in NJ, NY, CO, TX & CA. Rothstein Kass has four offices in California (Beverly Hills, Orange County, San Francisco and Walnut Creek) and offices in New Jersey, New York, Texas (Dallas), Colorado (Denver) and the Cayman Islands.

Special Guest Author Luis Puncel Gives an Interview About His Book: Knowledge-Based Audit Procedures.

Don’t miss my interview with author Luis Puncel over at The Business Perspective.
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