Tax Prep Workflow; A Christmas Story
Once upon a time, in an Arizona Desert far from the North Pole, there lived a tax nerd named Liz. She was a giant...
The Great Pricing Debate
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
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
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
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
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
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...
Latest article
5 professional associations you need to join
Where we put our hard-earned dollars from running our practices, especially when we’re running smaller organizations, is no doubt a decision made with great...
CPAs from across the country take to the Hill
And there they were. As lawmakers on both sides scrambled to avoid the debt ceiling deadline, CPAs from across the country made their way to...
Extension stress to be less?
A bi-partisan duo from California and Ohio introduced a bill to Congress last week to help ease the stress of extensions for accountants and...