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

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Taking Your Firm Virtual Day One: Data Security, SEO & Advisory

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The Taking Your Firm Virtual Summit began yesterday, August 4. Hosted by Nayo Carter-Gray, founder of 1st...

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