Top 5 tips to prep your firm for 2023
Okay, so maybe we are not jumping for joy at the thought of another busy season. But it does not mean we cannot get...
3 new perspectives for a tech-focused firm
Not your average tech stack article, here are three perspectives to consider for the new year. Firms require technology for efficiency and growth in...
How to break up with clients
If you missed our recent webinar on prepping for tax season unconventionally, not to worry. You can still catch the content on our YouTube...
Changes to charitable donations
‘Tis the season to give. The holidays insight everyone's generosity in the form of extra giving. The prospect of a last-minute tax deduction does...
Is Tax Dome the next tech?
In a recent survey of small firm practices, Tax Dome came out as one of the most used CRM software. What does Tax Dome...
What the best firms to work for have in common
Accounting Today recently published two great lists. The "Best Firms to Work for as Young Professionals" and the "Best Firms to Work for as...
Build your community outreach this holiday season
Retail stores around the country have holiday decorations for sale and are ready to go. This is a reminder that the end of the...
5 ways to help your team reach their potential
It is super frustrating. You have a talented team member, and you can see their potential, but you repeatedly watch them plateau or just...
Adding client value with advisory services
After a couple of tough tax seasons in a row, it might be hard to think about adding more services this upcoming busy season....
Build your community outreach this holiday season
Home Depot stores around the country have holiday decorations for sale and are ready to go. This a reminder that the end of the...
Latest article
Why tax efficiency is a top concern
We recently marked the official opening of the 2022 return filing season. The IRS began accepting returns on Jan. 23. As per usual, not...
3 ways to encourage creativity in your practice
Accountants tend to think in black and white. Maybe it is the world of numbers and rules we live in all day. But when...
Your 1099-K update here
The much-anticipated 1099-K changes have been delayed by a year. Anticipated is used with a grain of salt as many practitioners were dreading the...