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?

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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...

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Why tax efficiency is a top concern

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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

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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...