Tax Practice of the Future: Create an Advisory Workflow in the Cloud

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Creating an advisory workflow in the cloud is the second pillar common to leading firms on the journey to create their ideal practice. Among...

The Great Pricing Debate

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For as long as I have been in public practice, I have heard the pricing debate. We are all familiar with the three typical...

10 Benefits of Having a Niche Advisory Services Practice

As automation and technology replace and ease some of the  traditional compliance and bookkeeping activities for tax and accounting professionals, those working in advisory services have become  the...

The 8 Habits of Highly Effective Tax Planners

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

Tax Prep Technology: Where to start in choosing the right fit

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Tax technology is its own beast. For professionals, there are the major players, the minor players, and the direct to consumer players trying to...

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 to explore...

Canopy: The Real Story of Discontinuing Their Tax Compliance Product

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A little over a month ago, Canopy dropped a bomb on its tax compliance customers – they decided to discontinue their support for their...

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 not possibly...

A Process for Efficient Process Improvement

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Process, process, process. Repeat after me, “It all starts with process.” That is my mantra for efficient systems. My team is sick of me asking them...

Five Tips for 1099s in QuickBooks Online

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As if 2020 hasn’t been challenging enough now at the mad dash to the year-end we need to learn and comply with the new...

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To plug in or to not plug in? A look at EV credits

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The Inflation Reduction Act of 2022 changes the rules on electric vehicle credits. Are they still worth the investment and which ones does the...

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...