The Secrets of Great Teamwork

Today’s teams are different from the teams of the past: They’re far more diverse, dispersed, digital, and dynamic (with frequent changes in membership). But while teams...

A Culture of CAS

There is so much buzz in the accounting community around CAS. Does anyone have a proper definition? It has been used to abbreviate Client...
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Insightful Accountant & Tax Practice News Audience Survey

Help us better understand you and our audience by participating in this very short 3 minute (max) survey. We will not share your individual...

How Capacity Planning Can Help Take Some of the Suck out of Tax Season

Ok. Stop. Take a breath. You did it. 2 straight years of tax season. None of us signed up for this, but when our...

Avoid these 5 phrases that make you sound passive aggressive—here’s how successful people communicate

Editor's Note: I recently stumbled across this article written by Erica Dhawan from CNBC and I thought I'd share with our readers. I think...

The 8 Habits of Highly Effective Tax Planners

Over 30 years ago, Stephen Covey published “The 7 Habits of Highly Effective People." The book became a bestseller and is often referenced to...

Hiring and Retaining Staff: 2022 and Beyond

It’s easy for me to sit on this side of the page and provide you with insights on how to hire and retain staff...

Effective Client Communication Strategy

Having effective client communication is the first step to offering advisory services. Developing the strategy to work smarter, not harder when it comes to...


Someone asked me the other day what it feels like to be a risk-taker. I answered, “It feels like failing more times and in...

Leading with Confidence During a Pandemic

The past 1.5 years have been exhausting. Every day there's a new issue, a new deduction, a new variant.... it seems to never end....

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Leading the Way

At Intuit, our mission is to power prosperity around the world. To aid customers in that regard, Intuit Accountants recently released the results of...

Establishing a Brand: Critical to Success

Your brand is what sets you apart from your competition. It's makes you stand on your own as a unique solution. It’s important to establish...
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Respecting Your Team’s Off Time

As we approach another round of holidays, it's important to remember to respect your team's off time. This may seem like an obvious thing...