What in the World is Design Thinking for a Tax Firm?
I am sure all of you have heard the term Design Thinking - and probably tossed it aside since Design Thinking could...
The 4 Keys to Hiring the Best Remote Talent
Next week I will be presenting at the Taking Your Firm Virtual Summit about finding the best remote talent. My approach to...
Building a Network of Partners for Your Firm
If you’re like most other tax and accounting firms, you’re always looking for ways to grow your business and reach new customers....
How to “Cloud Accounting” for Tax: Practice Management Opportunities for Improvement
In the last article we discussed the “how” of assessing process and tools (read it here). In this article I am going...
Looking for Marketing Action: Engage Prospects with Interactive Content
How many applications are open on your device right now? And your second device – likely a mobile phone – how many...
Intuit Practice Management’s New Integration with Practice Ignition
This article was originally published on Insightful Accountant on July 6, 2020. While this...
Design for Tax Firms
I know what you are thinking - who cares about design when you work in tax? It has a pretty profound effect...
Payroll Vault: Full-Service Small Business Payroll
What service or solution does your company provide? Payroll Vault is a boutique-style full-service local payroll service provider that...
Maintaining Connection with Your Team While Working Remote
12 weeks down and counting. At Intuit, our first day of the full company working remotely was Friday March 13th. We’ve worked...
Live with Liz + Will featuring Nayo Carter-Gray
Last week, on June 12 (2020), Nayo Carter-Gray from 1st Step Accounting joined Liz and Will live...
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Taking Your Firm Virtual Day Two: Firm Culture, Hiring & Implementation
Day two of the Taking Your Firm Virtual Summit was another information-filled day full of speakers with...
Taking Your Firm Virtual Day One: Data Security, SEO & Advisory
The Taking Your Firm Virtual Summit began yesterday, August 4. Hosted by Nayo Carter-Gray, founder of 1st...
5 Financial Tips to Share with Clients Who Are New Parents
Each year, it is estimated by UNICEF that 130 million babies are born, resulting in many parents welcoming a new member into...